1. Spending on AI back-end network switches is expected to reach $80 billion by 2029, nearly doubling the total data center switch market. 2. InfiniBand currently dominates the AI back-end network market, but Ethernet is poised to take over. 3. The majority of switch ports in AI back-end networks are expected to be 800 Gbps by 2025 and 1600 Gbps by 2027.