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Ethernet Sales Surge in 2Q 2025, Driven by Major Vendors

Source Decision Insights Record Published September 4, 2025 Companies 4
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4 companies named across 8 categories, one of 146 articles referencing Nvidia. Previous coverage: CISA KEV and Chinese APT advisory, plus 5G and AI security updates - Week of September 1, 2025 (Sep 2025).

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Recent findings from Dell’Oro Group indicate a notable growth in Ethernet sales within Artificial Intelligence (AI) back-end networks, emphasizing its ongoing market presence despite competition from InfiniBand technologies.

Market Overview

In the second quarter of 2025, Ethernet sales were led by Celestica, NVIDIA, and Arista Networks, which together represented nearly two-thirds of total Ethernet sales. The growth of Ethernet is particularly significant as it accounted for less than 20 percent of the market two years prior.

Sameh Boujelbene, Vice President at Dell’Oro Group, noted, “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.” He also highlighted that Ethernet's lead is maintained by its adoption in large AI clusters developed by hyperscalers and new Neo Cloud Service Providers.

Quarterly Insights

The report includes a summary of significant data regarding the Ethernet switch shipments and revenues. Key highlights indicate that 800 Gbps switches made up the majority of Ethernet switch shipments during this time frame.

The trends outlined within the 2Q 2025 Data Center Switch – AI Back-end Networks Quarterly Report can inform strategic decisions for organizations involved in this technology space.

Report Details

The publication provides comprehensive data on the types and performance of switches utilized within AI back-end networks, covering revenues, ports shipped, and average selling prices across various switch types. It further categorizes revenue by geographic regions and primary customer segments.

Conclusion

This summary presents a timely overview of Ethernet's current standing in the AI back-end networks market, reflecting ongoing developments and competitive dynamics as reported by Dell’Oro Group.

Blog post, originally published at delloro.com.

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