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2024 AI Technology Observer

We forecast 34% growth for generative AI networking equipment spending through 2028.

In the rapidly evolving world of artificial intelligence (AI), generative AI networking is poised to dominate in the next decade, with spending on networking equipment for AI models expected to reach $34 billion in 2028. However, with strong investor interest in AI stocks, there are few attractive opportunities today. How can portfolios still take advantage of this growth?

Our 2024 AI Technology Observer report examines AI networking within the broader generative AI industry, specifically AI networking equipment, its relationship to AI model development and training, market forecasts, analyst top picks, and more.

Download the full report to make sure your clients’ portfolios capitalize on long-term AI investment opportunities.

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What's Inside:

  • A breakdown of the generative AI industry and its front-end and back-end networks 
  • How market trends—like the increased dominance of Ethernet—is impacting the AI market 
  • How various AI firms are expected to evolve in tandem with the industry’s growth 

Get the Report