P Equity Research 📰(@pequityresearch):LightCounting: Although we expect scale-up switching will grow fastest, Ethernet will still deliver strong sustained growth with a projected 28% CAGR. All told, 2026 data-center switch sales are projected to grow 162% year-over-year in aggregate, and our forecast shows a 5-year CAGR of 36%. By 2031, Ethernet, InfiniBand, and scale-up switch ASICs should generate a combined $147 billion in sales. $NVDDA $AVGO $GOOGL

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P Equity Research 📰@pequityresearch

2026.10.31 04:00

LightCounting: Although we expect scale-up switching will grow fastest, Ethernet will still deliver strong sustained growth with a projected 28% CAGR. All told, 2026 data-center switch sales are projected to grow 162% year-over-year in aggregate, and our forecast shows a 5-year CAGR of 36%. By 2031, Ethernet, InfiniBand, and scale-up switch ASICs should generate a combined $147 billion in sales. $NVDDA $AVGO $GOOGL