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

According to Mordor Intelligence, North America data center networking market size in 2026 is estimated at USD 10.42 billion, growing from 2025 value of USD 9.8 billion with 2031 projections showing USD 14.17 billion, growing at 6.35% CAGR over 2026-2031.

This report Segments the Industry Into Components (By Product, by Services), End-Users (IT & Telecommunication, BFSI, Other End-Users). Data-Center Type(Colocation, Hyperscalers/Cloud Service Providers, and More). And Bandwidth(<=10 GbE, 25-40 GbE, and More). The Market Forecasts are Provided in Terms of Value (USD).

North America Data Center Networking Market Trends and Insights

AI/ML Workloads Driving Adoption of 400 G/800 G Switching

Demand for model training on thousands of GPUs has doubled the addressable network spend for AI fabric, pushing operators to jump from 100 G to 400 G and 800 G leaf-spine designs. Arista expects its AI-center networking revenue to reach USD 1.5 billion in 2025 as customers deploy ultra-low-latency Ethernet fabrics optimised for distributed learning. Broadcom's 102.4 Tbps Tomahawk 6 silicon underpins next-generation switches that interconnect more than 1 million accelerators per cluster. The Ultra Ethernet Consortium is finalising congestion-aware protocols that streamline all-reduce, all-gather, and collective ops typical in deep learning. Silicon photonics further narrows latency and power envelopes, with Taiwan's foundry network emerging as a critical scale-out supply base.

Rising Cybersecurity Threats Prompting Network Upgrades

Zero-trust adoption has accelerated after CISA reported coordinated attacks on managed service providers that ripple through downstream tenants. Financial majors such as J.P. Morgan have rebuilt inter-data-center encrypted channels and refreshed firewalls to satisfy evolving compliance requirements. AI-based threat-detection engines now sit inline on core switches, allowing sub-second anomaly isolation. Healthcare operators extend these controls to edge pods carrying protected health information, incorporating chip-level secure boot and telemetry to meet HIPAA mandates.

Power-Grid Interconnection Delays Lengthening Build Cycles

More than 2,600 GW of generation await grid interconnection in the United States, slowing data-center energisation by up to seven years in congested locales such as Northern Virginia. The backlog threatens 20% of planned facilities and could double Virginia's electricity consumption by 2033. Operators respond by co-locating on-site renewables or adopting micro-grids; Google's USD 20 billion programme pairs campuses with solar and wind parks that bypass transmission bottlenecks.

Other drivers and restraints analyzed in the detailed report include:

1. Increasing Need for Cloud Storage and Low-Latency Application Performance
2. Edge Data-Center Proliferation Alongside 5G Roll-outs
3. High Capex for Next-Gen Optics and 800 GbE Switches

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

Segment Analysis

Products still account for 71.25% of the North America data center networking market, anchored by Ethernet switches, routers and optical interconnects that underpin hyperscale fabrics. Services, however, are forecast to climb at an 10.85% CAGR as firms outsource design, monitoring and lifecycle support to managed providers. Installation and integration tasks balloon with 400 G/800 G rollouts, while managed network services absorb operational complexity for enterprises lacking in-house skillsets. This pivot toward services echoes the rise of consumption-based models across IT infrastructure.

A maturing installed base amplifies demand for proactive maintenance and AIOps-driven troubleshooting. Training and consulting revenues also rise because AI fabric tuning and silicon-photonic deployments require specialised expertise. The North America data center networking market size for services is set to outpace products in incremental growth even though hardware will continue to dominate absolute spend.

IT and telecommunications dominate with 36.90% share of the North America data center networking market, reflecting constant backbone upgrades by cloud and content providers. Healthcare and life sciences record the fastest 8.85% CAGR owing to telehealth expansion, genomics data spikes and strict compliance mandates. Hospital groups now ingest petabyte-scale imaging datasets and rely on encrypted, ultra-reliable interconnects for remote surgery support.

Banking, financial services and insurance remain sizeable, modernising with all-photonic backbones that allow live core-system migrations under one-second downtime nttdata. Media & entertainment budgets climb with high-bit-rate streaming, while industrial firms upgrade to enable Industry 4.0 analytics at the edge. The North America data center networking industry thus touches every vertical seeking competitive differentiation through low-latency data flows.

Complete Report Scope:

• By Component
  • Products
    • Ethernet Switches
    • Routers
    • Storage Area Network (SAN)
    • Application Delivery Controllers (ADC)
    • Network Security Appliances
    • Software-Defined Networking (SDN) Controllers
    • Optical Interconnects
  • Services
    • Installation and Integration
    • Training and Consulting
    • Support and Maintenance
    • Managed Network Services
• By End-User
  • IT and Telecommunications
  • Banking, Financial Services and Insurance (BFSI)
  • Government and Defense
  • Media and Entertainment
  • Healthcare and Life Sciences
  • Manufacturing and Industrial
  • Other End-Users
• By Data-Center Type
  • Colocation
  • Hyperscalers/Cloud Service Providers
  • Edge/Micro Data Centers
• By Bandwidth
  • Less Than equals to 10 GbE
  • 25-40 GbE
  • 50-100 GbE
  • Greater than 100 GbE
• By Country
  • United States
  • Canada
  • Mexico

List of Companies Covered in this Report:

1. Cisco Systems, Inc.
2. Broadcom Inc.
3. Juniper Networks, Inc.
4. Arista Networks, Inc.
5. Dell Technologies Inc.
6. Hewlett Packard Enterprise Company
7. Extreme Networks, Inc.
8. NVIDIA Corporation (incl. Cumulus Networks)
9. VMware, Inc.
10. Fortinet, Inc.
11. F5, Inc.
12. Radware Ltd.
13. A10 Networks, Inc.
14. NEC Corporation
15. Lenovo Group Limited
16. Ciena Corporation
17. IBM Corporation
18. Oracle Corporation
19. Array Networks, Inc.
20. Infinera Corporation

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 Market Drivers
  • 4.2.1 Increasing need for cloud storage and low-latency application performance
  • 4.2.2 Rising cybersecurity threats prompting network upgrades
  • 4.2.3 AI / ML workloads driving adoption of 400/800 GbE switching
  • 4.2.4 Edge data-center proliferation alongside 5G roll-outs
  • 4.2.5 Utility-scale on-site generation unlocking high-density campuses
  • 4.2.6 State-level tax incentives accelerating hardware refresh cycles
• 4.3 Market Restraints
  • 4.3.1 Network complexity and multi-vendor interoperability issues
  • 4.3.2 High capex for next-gen optics and 800 GbE switches
  • 4.3.3 Power-grid interconnection delays lengthening build cycles
  • 4.3.4 Optical transceiver supply-chain shortages
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Buyers/Consumers
  • 4.7.3 Bargaining Power of Suppliers
  • 4.7.4 Threat of Substitute Products
  • 4.7.5 Intensity of Competitive Rivalry
• 4.8 Assessment of the Impact on Macro Economic Trends on the Market

5 MARKET SIZE and GROWTH FORECASTS (VALUE)

• 5.1 By Component
  • 5.1.1 Products
    • 5.1.1.1 Ethernet Switches
    • 5.1.1.2 Routers
    • 5.1.1.3 Storage Area Network (SAN)
    • 5.1.1.4 Application Delivery Controllers (ADC)
    • 5.1.1.5 Network Security Appliances
    • 5.1.1.6 Software-Defined Networking (SDN) Controllers
    • 5.1.1.7 Optical Interconnects
  • 5.1.2 Services
    • 5.1.2.1 Installation and Integration
    • 5.1.2.2 Training and Consulting
    • 5.1.2.3 Support and Maintenance
    • 5.1.2.4 Managed Network Services
• 5.2 By End-User
  • 5.2.1 IT and Telecommunications
  • 5.2.2 Banking, Financial Services and Insurance (BFSI)
  • 5.2.3 Government and Defense
  • 5.2.4 Media and Entertainment
  • 5.2.5 Healthcare and Life Sciences
  • 5.2.6 Manufacturing and Industrial
  • 5.2.7 Other End-Users
• 5.3 By Data-Center Type
  • 5.3.1 Colocation
  • 5.3.2 Hyperscalers/Cloud Service Providers
  • 5.3.3 Edge/Micro Data Centers
• 5.4 By Bandwidth
  • 5.4.1 Less Than equals to 10 GbE
  • 5.4.2 25-40 GbE
  • 5.4.3 50-100 GbE
  • 5.4.4 Greater than 100 GbE
• 5.5 By Country
  • 5.5.1 United States
  • 5.5.2 Canada
  • 5.5.3 Mexico

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 for key companies, Products and Services, and Recent developments)
  • 6.4.1 Cisco Systems, Inc.
  • 6.4.2 Broadcom Inc.
  • 6.4.3 Juniper Networks, Inc.
  • 6.4.4 Arista Networks, Inc.
  • 6.4.5 Dell Technologies Inc.
  • 6.4.6 Hewlett Packard Enterprise Company
  • 6.4.7 Extreme Networks, Inc.
  • 6.4.8 NVIDIA Corporation (incl. Cumulus Networks)
  • 6.4.9 VMware, Inc.
  • 6.4.10 Fortinet, Inc.
  • 6.4.11 F5, Inc.
  • 6.4.12 Radware Ltd.
  • 6.4.13 A10 Networks, Inc.
  • 6.4.14 NEC Corporation
  • 6.4.15 Lenovo Group Limited
  • 6.4.16 Ciena Corporation
  • 6.4.17 IBM Corporation
  • 6.4.18 Oracle Corporation
  • 6.4.19 Array Networks, Inc.
  • 6.4.20 Infinera Corporation

7 MARKET OPPORTUNITIES and FUTURE OUTLOOK

• 7.1 White-space and unmet-need assessment