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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
Thursday, January 22, 2026
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., Dec. 5, 2025 /PRNewswire/ -- 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. For more information about the report, please contact us at dgsales@delloro.com.
About Dell'Oro Group
Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit https://www.delloro.com.
View original content to download multimedia:https://www.prnewswire.com/news-releases/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-delloro-group-302633730.html
SOURCE Dell'Oro Group
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