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Networking Equipment Demand
Pivot Table
Drag dimensions into Rows and Filters in the builder to shape the view. Values are live from the model — shipments × attach ratio × vendor share × part cost.
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Grouped byHyperscalerTab nameItem· 11 groups
| Row Items | Attach ratio | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | 2029 | 2030 | Total |
|---|---|---|---|---|---|---|---|---|---|---|
| $8.9B | $17.9B | $24.9B | $26.1B | $38.2B | $211.8B | $221.3B | $114.8B | $664.0B | ||
| · | · | · | · | $12.1B | $79.7B | $46.6B | $1.2B | $139.5B | ||
| NVL Blade Column Spine Chassis (NvLink 7) | 0.01 | · | · | · | · | $5.4B | $35.8B | $20.9B | $519.4M | $62.7B |
| Nvidia LinkX 800G DR4 | 0.58 | · | · | · | · | $1.5B | $10.2B | $6.0B | $147.9M | $17.9B |
| ConnectX-9 NIC - 800G | 2.00 | · | · | · | · | $1.5B | $9.7B | $5.7B | $141.1M | $17.0B |
| Spectrum-6 409.6T CPO (SN6800) | 0.04 | · | · | · | · | $1.3B | $8.9B | $5.2B | $129.2M | $15.6B |
| Nvidia LinkX 800G Single Mode | 18.00 | · | · | · | · | $803.5M | $5.3B | $3.1B | $77.0M | $9.3B |
| Nvidia NVSwitch 7.0 (NVLink 7) - 28.8T | 1.50 | · | · | · | · | $446.4M | $2.9B | $1.7B | $42.8M | $5.2B |
| Nvidia LinkX 1.6T DR8 (SiPho) | 16.00 | · | · | · | · | $223.4M | $1.5B | $861.7M | $21.4M | $2.6B |
| NV Paladin Board to Board 64 Pin 4p16c (Male) | 4.00 | · | · | · | · | $114.3M | $754.8M | $440.8M | $10.9M | $1.3B |
| NV Sentry HD 448Gb/s 144DP (Male) | 2.00 | · | · | · | · | $96.4M | $636.8M | $371.9M | $9.2M | $1.1B |
| NV Sentry HD 448Gb/s 72DP (Male) | 2.00 | · | · | · | · | $96.4M | $636.8M | $371.9M | $9.2M | $1.1B |
| Nvidia LinkX 800G Multimode | 0.79 | · | · | · | · | $93.1M | $615.1M | $359.2M | $8.9M | $1.1B |
| Spectrum-6 102.4T x1600 (SN6600) | 0.01 | · | · | · | · | $87.2M | $575.6M | $336.2M | $8.3M | $1.0B |
| NV 224Gb/s SkewClear EXD Gen 2 Bidi Cable | 72.00 | · | · | · | · | $64.3M | $424.6M | $248.0M | $6.2M | $743.0M |
| NV Paladin Board to Board 64 Pin 4p16c (Female) | 4.00 | · | · | · | · | $57.1M | $377.4M | $220.4M | $5.5M | $660.4M |
| NV Sentry HD 448Gb/s 144DP (Female) | 2.00 | · | · | · | · | $48.2M | $318.4M | $186.0M | $4.6M | $557.2M |
| NV Sentry HD 448Gb/s 72DP (Female) | 2.00 | · | · | · | · | $48.2M | $318.4M | $186.0M | $4.6M | $557.2M |
| Spectrum-2 6.4T (SN3700) | 0.00 | · | · | · | · | $43.5M | $287.3M | $167.8M | $4.2M | $502.8M |
| Nvidia LinkX 200G SR4 | 0.26 | · | · | · | · | $18.6M | $122.8M | $71.7M | $1.8M | $214.9M |
| NV Paladin Board to Board 32 Pin 4p8c (Male) | 1.00 | · | · | · | · | $14.3M | $94.3M | $55.1M | $1.4M | $165.1M |
| Nvidia LinkX 200G Multimode | 2.00 | · | · | · | · | $9.6M | $63.1M | $36.9M | $915.3K | $110.5M |
| Spectrum-3 12.8T (SN4700) | 0.00 | · | · | · | · | $8.6M | $56.9M | $33.2M | $824.5K | $99.5M |
| NV Paladin Board to Board 32 Pin 4p8c (Female) | 1.00 | · | · | · | · | $7.1M | $47.2M | $27.6M | $684.0K | $82.6M |
| Nvidia LinkX 400G Multimode | 0.00 | · | · | · | · | $340.5K | $2.2M | $1.3M | $32.6K | $3.9M |
| Spectrum-4 25.6T (SN5400) | 0.00 | · | · | · | · | $166.1K | $1.1M | $640.6K | $15.9K | $1.9M |
| RJ45 Cables | 0.70 | · | · | · | · | $157.3K | $1.0M | $606.8K | $15.1K | $1.8M |
| · | · | · | · | $7.2B | $47.1B | $27.7B | $688.5M | $82.7B | ||
| NVL Blade Column Spine Chassis (NvLink 7) | 0.01 | · | · | · | · | $2.4B | $15.8B | $9.3B | $230.8M | $27.7B |
| Nvidia LinkX 1.6T DR8 (SiPho) | 16.00 | · | · | · | · | $2.0B | $13.0B | $7.6B | $189.6M | $22.8B |
| Quantum-X800-Q3400-RA (Air Cooled) | 0.21 | · | · | · | · | $964.5M | $6.3B | $3.7B | $92.4M | $11.1B |
| ConnectX-9 NIC - 800G | 2.00 | · | · | · | · | $654.7M | $4.3B | $2.5B | $62.7M | $7.5B |
| Nvidia LinkX 800G Single Mode | 18.00 | · | · | · | · | $535.7M | $3.5B | $2.1B | $51.3M | $6.2B |
| Nvidia NVSwitch 7.0 (NVLink 7) - 28.8T | 1.50 | · | · | · | · | $198.4M | $1.3B | $765.3M | $19.0M | $2.3B |
| Nvidia LinkX 800G DR4 | 0.58 | · | · | · | · | $86.6M | $567.0M | $334.2M | $8.3M | $996.0M |
| NV Paladin Board to Board 64 Pin 4p16c (Male) | 4.00 | · | · | · | · | $50.8M | $332.4M | $195.9M | $4.9M | $584.0M |
| NV Sentry HD 448Gb/s 144DP (Male) | 2.00 | · | · | · | · | $42.9M | $280.5M | $165.3M | $4.1M | $492.8M |
| NV Sentry HD 448Gb/s 72DP (Male) | 2.00 | · | · | · | · | $42.9M | $280.5M | $165.3M | $4.1M | $492.8M |
| Nvidia LinkX 800G Multimode | 0.79 | · | · | · | · | $41.4M | $270.9M | $159.7M | $4.0M | $475.9M |
| Spectrum-6 102.4T x1600 (SN6600) | 0.01 | · | · | · | · | $38.7M | $253.5M | $149.4M | $3.7M | $445.4M |
| NV 224Gb/s SkewClear EXD Gen 2 Bidi Cable | 72.00 | · | · | · | · | $28.6M | $187.0M | $110.2M | $2.7M | $328.5M |
| NV Paladin Board to Board 64 Pin 4p16c (Female) | 4.00 | · | · | · | · | $25.4M | $166.2M | $98.0M | $2.4M | $292.0M |
| NV Sentry HD 448Gb/s 144DP (Female) | 2.00 | · | · | · | · | $21.4M | $140.2M | $82.7M | $2.1M | $246.4M |
| NV Sentry HD 448Gb/s 72DP (Female) | 2.00 | · | · | · | · | $21.4M | $140.2M | $82.7M | $2.1M | $246.4M |
| Spectrum-2 6.4T (SN3700) | 0.00 | · | · | · | · | $19.3M | $126.5M | $74.6M | $1.9M | $222.3M |
| Nvidia LinkX 200G SR4 | 0.26 | · | · | · | · | $8.3M | $54.1M | $31.9M | $791.5K | $95.0M |
| NV Paladin Board to Board 32 Pin 4p8c (Male) | 1.00 | · | · | · | · | $6.3M | $41.6M | $24.5M | $608.0K | $73.0M |
| Nvidia LinkX 200G Multimode | 2.00 | · | · | · | · | $4.2M | $27.8M | $16.4M | $406.8K | $48.8M |
| Spectrum-3 12.8T (SN4700) | 0.00 | · | · | · | · | $3.8M | $25.0M | $14.8M | $366.4K | $44.0M |
| Total | $15.6B | $32.8B | $54.8B | $87.5B | $155.7B | $532.5B | $508.2B | $254.2B | $1641.2B | |