According to the Dell’Oro report, data center networks are set to evolve very much in line with Nokia’s playbook:
“Scale-up networking will account for more than half of the AI back-end switch market by 2030 and will more than double the total addressable market for switches deployed in AI back-end networks.
We expect Ethernet to become the leading scale-up technology by the end of the decade and to remain the long-term leader across the broader AI back-end networking market, including scale-up, scale-out, and scale-across,”