Dell’Oro Group reports Ethernet data center switch revenue topped $8 billion

Dell’Oro Group reports total Ethernet data center switch revenue exceeded $8 billion in 3Q 2025, more than double three years earlier; this matters to technical decision-makers due to vendor share shifts tied to Artificial Intelligence (AI) back-end network demand.

Market Overview

Total Ethernet data center switch quarterly revenue exceeded $8 billion in 3Q 2025 and more than doubled versus three years earlier, according to Dell’Oro Group.

Arista retained the largest overall share of the Ethernet data center switch market during the quarter.

Key Findings

“While the surge in Ethernet switch sales was primarily fueled by accelerated adoption in AI back-end networks, front-end network sales were also strong, driven by the additional capacity needed to support the expanding back-end,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Vendors with a higher percentage of sales driven by back-end networks outperformed the overall market and gained significant share during the quarter,” added Boujelbene

Front-end networks accounted for well in excess of half of overall Ethernet data center switch sales, and 100/200/400 Gbps made up more than two thirds of front-end sales.

Segment or Supplier Performance

Accton, Celestica, and NVIDIA captured the highest share gains during the quarter, as reported by Dell’Oro Group.

Sales momentum was broad-based across Cloud Service Providers and Large Enterprises.

Technology or Trend Analysis

Front-end networks

Front-end networks continued to drive more than half of overall Ethernet data center switch sales, with 100/200/400 Gbps speeds comprising over two thirds of front-end sales.

Back-end networks

Most 800 Gbps shipments were destined predominantly for AI back-end networks, and accelerated server deployments supported back-end demand.

Forecast or Analyst Outlook

Dell’Oro Group published separate quarterly reports for Data Center Switch – Front-end Networks and Data Center Switch – AI Back-end Networks to present market and vendor-level results.

Methodology Notes

The reports include manufacturers’ revenue, ports shipped, and average selling prices for modular and fixed Ethernet switches across speeds from 1 Gbps to ≥ 1600 Gbps.

The research covers revenue splits by region and customer segments, including Top 4 US cloud providers, Top 3 China cloud providers, and large enterprises.

The report shows that vendor share shifted toward suppliers with higher AI back-end sales, reinforcing the connection between network speed deployment and supplier performance. This Analyst Signals brief reflects a neutral, fact-based summary of the original research note.