Dell’Oro Group publishes Data Center Switch – AI Back-end Networks quarterly reports with in-depth market-level and detailed vendor market share information by customer and technology segments:
InfiniBand vs. Ethernet
Different form factors: Modular, Fixed Managed and Fixed Unmanaged by Port Speed (combined and separately)
Different Port Speeds: 1/10/25/40/50/100/200/400/800/1600 Gbps/ ≥3200 Gbps
Different customer segments: Top 4 U.S Cloud, Top 3 China Cloud, Rest of Cloud, Large Enterprises, Rest of Enterprises.
Different Regions: Mfg. Revenue only, including North America, EMEA (Europe, Middle East, and Africa), APAC (Asia Pacific), APAC excluding China, China, and CALA (Caribbean and Latin America)
Supplemental information on optics and NICS (Network Interface Cards)
AI Back-End Networks Continue Their Shift to Ethernet, Now Accounting for Over Two-Thirds of 3Q 2025 Switch Sales in AI Clusters
According to Dell’Oro Group
Accton, Arista, and Cisco Gained the Most Share, While Celestica and NVIDIA Continue to Lead with Nearly 50 Percent Combined Share in the Ethernet Segment
REDWOOD CITY, Calif.
According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Ethernet accounted for more than two-thirds of data center switch sales in AI back-end networks both during the quarter and across the first three quarters of the year—up from less than half in the same period last year.
“The rapid ramp of NVIDIA’s latest Blackwell Ultra platform drove a surge in InfiniBand switch sales, which posted strong growth for the second consecutive quarter,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Nonetheless, in line with our expectations, growth in Ethernet sales continues to outpace that of InfiniBand, propelled by strong demand from large AI cluster builders, including Google, Amazon, Microsoft, Meta, Oracle, xAI, and others,” added Boujelbene.
Additional highlights from the 3Q 2025 Data Center Switch – AI Back-end Networks Report:
Accton, Arista, and Cisco captured highest share, while Celestica and NVIDIA continue to lead with nearly 50 percent combined share in the Ethernet Segment.
800 Gbps switches comprised the vast majority of the Ethernet switch shipments and revenues in AI back-end networks during the quarter.
About the Report
Dell’Oro Group’s Data Center Switch – AI Back-end Networks Quarterly Report provides an in-depth look at switches deployed in AI back-end networks to connect accelerated servers. The report contains in-depth market and vendor-level information on manufacturers’ revenue; ports shipped; average selling prices for both Modular and Fixed Managed and Unmanaged Ethernet Switches for speeds ranging from ≤100 Gbps up to ≥3.2 Tbps. It also covers revenue split by various regions and various customers segments - including the Top 4 US Cloud providers, Top 3 China Cloud providers and large enterprises.
