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)
InfiniBand Switch Sales Surged in 2Q 2025, While Ethernet Maintains Market Lead for AI Back-end Networks
According to Dell’Oro Group
Celestica, NVIDIA, and Arista Lead the Ethernet Pack, Accounting for Nearly Two-Thirds of Sales in the Market
REDWOOD CITY, Calif. September 4, 2025
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, InfiniBand switch sales in AI back-end networks surged in 2Q 2025. Nevertheless, Ethernet maintains the lead, an outstanding achievement for a technology that comprised only less than 20 percent of the market just two years ago.
“The rapid ramp of NVIDIA’s Blackwell Ultra platform fueled strong demand for 800 Gbps InfiniBand switches, propelling a surge in InfiniBand switch sales in 2Q 2025,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Nevertheless, Ethernet is still maintaining the lead, catapulted by the rapid adoption in some large AI clusters built by the hyperscalers as well as the new emerging Neo Cloud Service Providers,” added Boujelbene.
Additional highlights from the 2Q 2025 Data Center Switch – AI Back-end Networks Quarterly Report:
Celestica, Nvidia and Arista led the Ethernet segment, collectively comprising nearly two-thirds of the Ethernet sales in the market.
800 Gbps switches comprised the bulk 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. 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.
