Kutshanje, uphando oluziinkqutyana luphononongo oluhlaziyiweyo oluhlaziyiweyo luhlaziywe uqikelelo lwentengiso kwithuba ukusuka kwi-2024 ukuya kwi-2028.
Ukukhanya okukhanyisiweyo okuthile ukusukela kwisiqingatha sesibini sika-2022, ibango lokunxibelelana kwamaphenya sele luqalisile ukuhla, kukhokelela kwi-inventri egqithisileyo kuyo yonke intonga yokuhambisa. Kwiinyanga ezintandathu ezidlulileyo, umbono wentengiso ongu-2023 wawunomsindo omkhulu, ngemodyuli yemodyuli yemodyuli kunye nabaxhasi besixhobo benika ingxelo ebalulekileyo kwingeniso ekuqaleni kwalo nyaka. Imbono yentengiso yesiqingatha sesibini salo nyaka kunye ne-2024 ayiqinisekanga.
I-NVidia ixelwe kwiingxelo zayo ezimbini zokugqibela zekota ezithengiswayo ze-Interlicnce Hardwation, kubandakanya i-quarkhon quelicalIindlela, zonyuke kakhulu, ukonyusa isimilo seshishini. UGoogle wakhulisa isicwangciso sayo sotyalo-mali sabaqulunqi bezinto zobuchule, balandelwa ziinkampani ezininzi zekhola. Ngequbuliso, bantuUlindelo luka-2024 lwe-skyrocked. Izinto ze-4x100g kunye ne-8x100G yeemodyuli zemodyuli sele zihambile.
Njengoko kubonisiwe kumzobo ongezantsi, kudala kakhulu ukuthintela i-Dow.23, kodwa inyibilika eqikelela ukuba ukuthengisaIimodyuli ze-Ethernet ze-Ethernet ziya kunyuka phantse nge-30% ngo-2024. Kulindelwe ukuba zonke ezinye iimakethi zehlathi ziya kuphinda ziphinde zikhule kunyaka olandelayo, nangona inqanaba lokukhula lincinci. Emva kwe-6% yehla kwimarike yemodyuli yemodyuli yehlabathi ngonyaka wama-2023, kulindeleke ukuba ikhule kwinqanaba le-16% kule minyaka mihlanu izayo.
IAmazon, uGoogle, uMicrosoft, kunye nezinye iinkampani zekhofu zefu kulindeleke ukuba zikhokelele kuphuhliso lwezicelo ezintsha ze-AI. Oku kuyakufuna ukuphuculwa okukhulu kwiqela le-inzuzo ye-inzuzo yento ekhethiweyo, efuna inani elikhulu lonxibelelwano. Kule minyaka mibini izayo, eyona nto kugxilwe kuyo kuya kuba kwi-400g kunye ne-800g Ethernet Mododules kunye ne-AOC. Ukuphuculwa konxibelelwano lweqela ledatha kukhawulezisa, oko kuthetha ukuba ivolumu yokuthumela ye-400ZR / i-ZR + ne-800ZR / i-ZR + ukuya kwi-2025.
Iinkampani zekhomputer zelifu zifumene ukukhula okuphezulu kule minyaka imbalwa idlulileyo, kodwa njengoko ukukhula kuyacotha, kuye kwafuneka baphinde baphinde baphinde baphinde baphinde baphinde baphinde baphinde baphinde baphinde baphinde baphinde baphinde baphinde baphinde baphinde benze izicwangciso zabo ngu-TUkuphela kwe-2022. I-capital ye-capitaliUkuvavanywa kweenkampani zekhofu zefu ziphantse zaphindwa kabini phakathi kuka-2019 no-2022, kodwa utyalomali lwabo lwangoku lungaphezulu. Kulindelwe ukuba inkcitho ye-ICP ye-15 ye-ICP ephezulu iya kunyuka kuphela nge-1% ngo-2023, kwaye ihlale ingaguqukanga kwiminyaka eliqela yokulandelelana
Nangona kunjalo, utyalomali kwizibonelelo zobuntlola ezenziweyo luhlala lungugxininiso oluphambili kwi-2023 kwaye luya kunika ingxelo yenkani enkulu yenkcitho yemali enkulu. Ngaphandle kokuba kukho ukododobala kwezoqoqosho, ukuqina kokukhanya kwendlela yokutyalomali lwe-Dhot Iinkampani zeDlues ziya kubuyela kwizinzile (ziya kubuyela khona kwi-2024 nangaphaya.
ISICWANGCISO SOKUGQIBELA IENKONZO ZEENKONZO ZOKUGQIBELA ZOKUGQIBELA ZOKUGQIBELA ZOKUGQIBELA NGE-4% ngo-2023 ukuya kwi-2024 ukuya kwi-2024 ukuya kwi-2028, inkcitho ye-CSP engalindelekanga ukuba ifumane imithombo yomvuzo omtsha. Ukuhanjiswa kwe-5G akutshintshanga le meko, ubuncinci okwangoku.
Ukuya kwilifu amashishini kunye nabathengi yeyona nto iphambili kwi-Telecortors. Amashishini amakhulu anokuseka amafu angabucala, kodwa abathengi kunye namashishini amancinci naphakathi kufuneka athembele kwiinethiwekhi zonxibelelwano. Oku kuzisa amathuba anokubakho koncedo lweenkonzo zonxibelelwano ngokubonelela nge-lanctous ye-lateting yelifu le-Latebact kwi-BabyUluhlu lwabathengi kwaye luvelise ingeniso eyongezelelweyo. Ukuxhasa ezi nkonzo kufuna utyalomali oluqhubeka okuqhubekayo kwinethiwekhi kunye neenethiwekhi zendawo yedolophu.
Ixesha lePosi: I-Nov-09-2023