Q1 Ethernet Data Centre Switch sales rose over 40% – the strongest growth since Dell’Oro began separately tracking the market in 2013.

Celestica and NVIDIA captured the lion’s share of the gains, each gaining five percentage points of market share.

“AI investments continue to accelerate at 40% growth in Ethernet datacentre switch salesunprecedented level, even amid tariff disruptions—propelling a surge in spending on the compute as well on the networking infrastructure that goes with it,” says Dell’Oro vp Sameh Boujelbene, “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 Centre Switch sales during the quarter.”

Arista continues to lead the market for the fourth consecutive quarter. Celestica and NVIDIA are now among the top five vendors in the market.

800 Gbps switch sales topped $1 billion during the quarter.

By: DocMemory
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