---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000963261.md"
description: "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 $Broadcom(AVGO.US) $Alphabet(GOOGL.US)"
datetime: "2026-10-31T04:05:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000963261.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000963261.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000963261.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# LightCounting: Although we expect scale-up switchi…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**