Data from a new Dell’Oro Group report shows Ethernet data center switch sales surged over 40% in the first quarter of 2025, marking the strongest growth since the market research firm began separately tracking the market in 2013 and breaking a new all-time high.
Celestica and NVIDIA captured the lion’s share of the gains, each expanding their revenue share by more than 5%.
“AI investments continue to accelerate at unprecedented level, even amid tariff disruptions — propelling a surge in spending on the compute as well on the networking infrastructure that goes with it,” said Sameh Boujelbene, Vice President at Dell’Oro Group.
“Just two years ago, over 80% of AI clusters ran on InfiniBand, but Ethernet is striking back rapidly — gaining significant ground as reflected by the astonishing surge in Ethernet data center switch sales during the quarter.”
Read the full press release here.