Americas Technology_ Hardware_ AI data center equipment 4Q24 market share & outlook update
2025-03-16 14:52
11 March 2025 | 6:16PM EDT Americas Technology: Hardware: AI data center equipment 4Q24 market share & outlook update BOTTOM LINE: We update our industry networking and server models to reflect the latest available data from 650 Group. In 4Q24, ANET & CSCO gained share in AI Ethernet while NVDA lost share. In the AI server market, DELL & SMCI lost share to white box in the quarter. Our 2025-2028 outlook for AI data center infrastructure is largely unchanged. KEY NUMBERS: 1. Networking and server industry es ...