GPU 네트워킹 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the GPU networking market size is expected to increase from USD 47.6 billion in 2025 to USD 73.5 billion in 2026 and reach USD 227.3 billion by 2031, growing at a CAGR of 25.33% over 2026-2031.

This report is Segmented by Offering (Hardware, Software, and Services), Network Type (Ethernet, Infiniband, Scale-Up GPU Interconnects), Deployment Model (On-Premises AI Clusters, Cloud and Hyperscale GPU Fabrics, and More), End User (Cloud Service Providers, Enterprises, Government and Defense, Research and Academia, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global GPU Networking Market Trends and Insights

Rising AI Cluster Density Pushes Back-End Network to Center Stage

The GPU networking market is drawing more capital from hyperscale data centers because AI cluster density is rising faster than earlier web infrastructure cycles. AI accelerator rack power moved from below 20 kW in the web-services era to above 150 kW, and public roadmaps now point to pod-scale systems nearing 1 MW. That density forces operators to place more GPUs into tighter footprints, which raises east-west bandwidth demand across the back-end fabric. As a result, the GPU networking market now sits closer to the center of AI infrastructure planning, because underbuilt fabrics can leave expensive compute capacity waiting on data movement. Procurement priorities have shifted toward high-speed switching, optics, and dense interconnect designs that can keep large training clusters balanced. This also explains why the GPU networking market is attracting sustained spending even when buyers are already committing very large budgets to accelerators and storage.

Rapid Shift to 400G and 800G Fuels Ethernet Switch Revenue

The GPU networking market is benefiting from a faster Ethernet speed transition than most enterprise infrastructure categories have seen. 400G became mainstream in 2024, 800G entered production in 2025, and 1.6 Tbps platforms began reaching the market in 2026 through new product launches. Arista introduced the 7060XE7 Series in June 2026 with 100 Tbps aggregate switching capacity per platform using 224G SerDes and Broadcom Tomahawk 6 silicon. Celestica then made its DS6000-series 1.6 TbE switches available to order in April 2026, which brought the same speed class into the ODM channel. Each speed generation is shortening the upgrade cycle, so buyers that are deploying 800G today are already planning migration paths to 1.6T. Standards alignment is also shaping purchase decisions, since support for OCP ESUN and UEC specifications is becoming more important in the GPU networking market.

High Capital Intensity Concentrates Market Access Among Hyperscale Operators

The GPU networking market still carries a large upfront cost burden, and that burden shapes who can deploy production-grade fabrics at scale. A full AI networking build requires switches, NICs, DPUs, transceivers, cabling, software, and integration work, so the spending threshold is far higher than in conventional data center upgrades. This favors hyperscale buyers that can negotiate at volume and spread fixed engineering costs across very large deployments. Enterprise buyers and smaller cloud operators often face a much steeper per-GPU networking cost because their procurement scale is lower and their integration teams are smaller. The result is slower adoption in parts of the GPU networking market that depend on private builds or regional infrastructure programs. This cost barrier is also increasing interest in validated architectures and service-led deployment models that reduce execution risk for smaller buyers.

Other drivers and restraints analyzed in the detailed report include:

1. Lossless Ethernet for GPU Fabrics Displaces InfiniBand as the Scale-Out Default
2. InfiniBand Maintains Dominance for Frontier-Scale Model Training
3. Interoperability Fragmentation Introduces Strategic Risk Across Fabric Stacks

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Hardware accounted for 92.11% of 2025 revenue and remained the largest component of the GPU networking market. That concentration reflects the high cost of physical infrastructure, especially switches, NICs, DPUs, cables, and optical transceivers. Switching platforms formed the largest hardware block because 800G Ethernet and InfiniBand systems are central to AI cluster design. NICs and DPUs also gained weight as buyers moved network offload, telemetry, and traffic management onto dedicated silicon inside the server stack. This bundling trend is making compute and networking procurement more interdependent across the GPU networking market.

Cables and transceivers remained the third major hardware pillar, and their availability still affected deployment schedules in the GPU networking market. Buyers could secure accelerators and switch platforms, but cluster turn-up still depended on optical readiness and qualified interconnect inventory. Software is projected to expand at a 26.21% CAGR through 2031, which makes it the fastest-growing offering in the GPU networking market. Network orchestration, adaptive routing, telemetry, and congestion control are moving from optional tools to operating requirements as cluster sizes increase. Services are also becoming more important because enterprise and sovereign operators often need deployment support, integration help, and ongoing operations expertise to run GPU fabrics at scale.

Ethernet held 47.33% of 2025 revenue and led the GPU networking market by network type. That lead reflects Ethernet's role in scale-out AI back-end networks, front-end management layers, and storage traffic. RoCE-enabled Ethernet has become the practical default for many AI training environments where buyers want open standards and broader sourcing. The Ultra Ethernet Consortium's UEC 1.0 release in June 2025 strengthened that position by extending Ethernet behavior for AI cluster requirements. Standard Ethernet still mattered for support traffic, while higher-performance RoCE deployments carried more of the training workload inside the GPU networking market.

InfiniBand remained critical where deterministic performance and very low latency outweighed the benefits of broader interoperability. At the same time, Scale-Up GPU Interconnects are forecast to grow at a 26.62% CAGR through 2031, making them the fastest-growing network type in the GPU networking market. The main reason is architectural, because AI systems are now pushing more traffic inside the compute pod rather than only between nodes. NVIDIA's Vera Rubin NVL144 direction and AMD's Infinity Fabric reflect the rising importance of terabit-class intra-cluster bandwidth. UALink 1.0 also widened the design path for open scale-up fabrics, which keeps this part of the GPU networking market strategically important.

Complete Report Scope:

• By Offering
  • Hardware
    • Switches
    • Network Interface Cards and DPUs
    • Cables and Transceivers
  • Software
    • Network Orchestration and Management Software
    • Monitoring and Telemetry Software
  • Services
    • Integration and Deployment Services
    • Support and Maintenance Services
• By Network Type
  • Ethernet
    • Standard Ethernet
    • RoCE-enabled Ethernet
  • InfiniBand
  • Scale-Up GPU Interconnects
    • NVLink/NVSwitch
    • Infinity Fabric
    • UALink and Other Emerging Interconnects
• By Deployment Model
  • On-Premises AI Clusters
  • Cloud and Hyperscale GPU Fabrics
  • GPU Cloud and Colocation Deployments
• By End User
  • Cloud Service Providers
  • Enterprises
  • Government and Defense
  • Research and Academia
  • Telecommunications Service Providers
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Southeast Asia
    • Rest of Asia-Pacific
  • South America
  • Middle East and Africa

Geography Analysis

North America held 38.44% of 2025 revenue and remained the largest regional block in the GPU networking market. The region is anchored by the capital programs of major U.S. hyperscalers, which continue to shape global demand for switches, transceivers, and interconnect silicon. NVIDIA's move into Ethernet switching leadership through Spectrum-X showed how tightly compute and networking decisions are now linked in this region. Cloud providers such as Google, Amazon, Microsoft, and Meta announced multiyear AI infrastructure expansions in 2025 and 2026, which kept pressure on 800G and 1.6T supply chains. The United States also remains the main design and procurement center for many white-box and ODM programs, so decisions made there flow quickly through Asian manufacturing ecosystems. Canada and Mexico added supporting capacity where power availability and proximity to U.S. cloud infrastructure made regional deployments practical.

Europe remained the second-largest region in the GPU networking market and continued to advance on the back of sovereign AI policy, hyperscaler expansion, and digital infrastructure programs. Deutsche Telekom and NVIDIA opened Germany's Industrial AI Cloud in Munich in February 2026 with 10,000 NVIDIA Blackwell GPUs and EUR 1 billion (USD 1.09 billion) in investment. The UK also attracted commitments from NVIDIA, Microsoft, and Google that exceeded GBP 40 billion (USD 50 billion) in early 2026, including NVIDIA's plan to install 120,000 Blackwell GPUs in British data centers by end-2026. The European Commission's AI Gigafactory program is expected to add 5 facilities with up to EUR 20 billion in public funding, which extends the future project pipeline for rack-scale networking.

Asia-Pacific is projected to grow at a 26.42% CAGR through 2031, making it the fastest-growing region in the GPU networking market. China, Japan, South Korea, and India are driving different demand patterns across public cloud, sovereign AI, telecom, and industrial deployments. China's large internet companies continue to invest heavily in data center capacity, and domestic procurement priorities are supporting local GPU networking build-outs. Japan is also showing early momentum in distributed photonic networking. NTT East completed a proof of concept between Tokyo and Fukuoka in March 2026 using the IOWN All-Photonics Network and recorded average round-trip latency of 13.26 ms over 1,000 km. NTT said in April 2026 that it plans to increase data center IT power capacity from 300 MW to 1 GW by 2033, with AI networking as a central theme. Southeast Asia, South America, and the Middle East and Africa are emerging demand pools in the GPU networking market as sovereign funds and digital economy programs back regional GPU cloud and colocation builds.

1. NVIDIA Corporation
2. Broadcom Inc.
3. Arista Networks, Inc.
4. Cisco Systems, Inc.
5. Celestica Inc.
6. HPE
7. Juniper Networks, Inc.
8. Dell Technologies Inc.
9. Intel Corporation
10. Marvell Technology, Inc.
11. Astera Labs, Inc.
12. Credo Technology Group Holding Ltd
13. Coherent Corp.
14. Lumentum Holdings Inc.
15. Ciena Corporation
16. Nokia Corporation
17. Huawei Technologies Co., Ltd.
18. Ericsson AB
19. Hewlett Packard Enterprise Development LP
20. Super Micro Computer, Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Impact of Macroeconomic Factors on the Market
• 4.3 Market Drivers
  • 4.3.1 Rising AI Cluster Density in Hyperscale Data Centers
  • 4.3.2 Rapid Shift to 400G and 800G Network Upgrades
  • 4.3.3 Growing Adoption of Lossless Ethernet for GPU Fabrics
  • 4.3.4 Accelerating Use of InfiniBand for Large Model Training
  • 4.3.5 Co-Packaged Optics Adoption in High-Speed GPU Fabrics
  • 4.3.6 Increased Demand for White-Box and ODM-Based AI Network Builds
• 4.4 Market Restraints
  • 4.4.1 High Capital Intensity of GPU Networking Infrastructure
  • 4.4.2 Interoperability and Vendor Lock-In Risk Across Fabric Stacks
  • 4.4.3 Power, Cooling, and Rack Density Constraints in AI Facilities
  • 4.4.4 Limited Supply of High-Speed Switch Silicon and Optical Components
• 4.5 Industry Value Chain Analysis
• 4.6 Supply Chain Analysis
• 4.7 Regulatory Landscape
• 4.8 Technological Outlook
• 4.9 Porter's Five Forces Analysis
  • 4.9.1 Threat of New Entrants
  • 4.9.2 Bargaining Power of Suppliers
  • 4.9.3 Bargaining Power of Buyers
  • 4.9.4 Threat of Substitutes
  • 4.9.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Offering
  • 5.1.1 Hardware
    • 5.1.1.1 Switches
    • 5.1.1.2 Network Interface Cards and DPUs
    • 5.1.1.3 Cables and Transceivers
  • 5.1.2 Software
    • 5.1.2.1 Network Orchestration and Management Software
    • 5.1.2.2 Monitoring and Telemetry Software
  • 5.1.3 Services
    • 5.1.3.1 Integration and Deployment Services
    • 5.1.3.2 Support and Maintenance Services
• 5.2 By Network Type
  • 5.2.1 Ethernet
    • 5.2.1.1 Standard Ethernet
    • 5.2.1.2 RoCE-enabled Ethernet
  • 5.2.2 InfiniBand
  • 5.2.3 Scale-Up GPU Interconnects
    • 5.2.3.1 NVLink/NVSwitch
    • 5.2.3.2 Infinity Fabric
    • 5.2.3.3 UALink and Other Emerging Interconnects
• 5.3 By Deployment Model
  • 5.3.1 On-Premises AI Clusters
  • 5.3.2 Cloud and Hyperscale GPU Fabrics
  • 5.3.3 GPU Cloud and Colocation Deployments
• 5.4 By End User
  • 5.4.1 Cloud Service Providers
  • 5.4.2 Enterprises
  • 5.4.3 Government and Defense
  • 5.4.4 Research and Academia
  • 5.4.5 Telecommunications Service Providers
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 Europe
    • 5.5.2.1 Germany
    • 5.5.2.2 United Kingdom
    • 5.5.2.3 France
    • 5.5.2.4 Italy
    • 5.5.2.5 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 China
    • 5.5.3.2 Japan
    • 5.5.3.3 South Korea
    • 5.5.3.4 India
    • 5.5.3.5 Southeast Asia
    • 5.5.3.6 Rest of Asia-Pacific
  • 5.5.4 South America
  • 5.5.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 NVIDIA Corporation
  • 6.4.2 Broadcom Inc.
  • 6.4.3 Arista Networks, Inc.
  • 6.4.4 Cisco Systems, Inc.
  • 6.4.5 Celestica Inc.
  • 6.4.6 HPE
  • 6.4.7 Juniper Networks, Inc.
  • 6.4.8 Dell Technologies Inc.
  • 6.4.9 Intel Corporation
  • 6.4.10 Marvell Technology, Inc.
  • 6.4.11 Astera Labs, Inc.
  • 6.4.12 Credo Technology Group Holding Ltd
  • 6.4.13 Coherent Corp.
  • 6.4.14 Lumentum Holdings Inc.
  • 6.4.15 Ciena Corporation
  • 6.4.16 Nokia Corporation
  • 6.4.17 Huawei Technologies Co., Ltd.
  • 6.4.18 Ericsson AB
  • 6.4.19 Hewlett Packard Enterprise Development LP
  • 6.4.20 Super Micro Computer, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment