TrendForce projects global AI networking and interconnect market revenue will climb from US$37.9 billion in 2024 to US $279.8 billion in 2027
TrendForce projects that the global AI networking and interconnect market revenue will reach US$279.8 billion in 2027. This projection was made by TrendForce and published on 2 November 2026.
Verified 2026-11-02
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The links between AI chips are becoming a market of their own, so makers of switches, optics and cables can benefit from the build-out even without selling the chips themselves.
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- Applied Materials sells the deposition, etch and inspection machines chipmakers must install before a single AI chip exists, so its results run a step ahead of the chip cycle. Its third fiscal quarter, ended 26 July 2026, was the biggest in the company's history: Applied Materials booked a record $9.12bn of revenue, up 25% year over year
- Arista Networks builds the networking gear that links GPUs inside AI data centres, and its own SEC filings show how concentrated its customer base is. Two customers have each exceeded 10% of its revenue in every one of the last three fiscal years, and in fiscal 2025 together they accounted for 42% of Arista Networks' total revenue in fiscal 2025 — from just two customers
- Applied Digital's fiscal first quarter 2027, ended August 31, 2026, brought revenue of $341.9 million, up 322% year-over-year, as the data-center builder's AI capacity buildout for hyperscaler customers ramped
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