Skip to main content

NVIDIA expanded influence as Ethernet overtook InfiniBand

Source Decision Insights Record Published January 31, 2026 Companies 10
Human View Machine View

10 companies named across 15 categories, one of 374 articles referencing Nvidia. Previous coverage: Iterate.AI launched Generate for Healthcare (Jan 2026).

Companies mentioned

Best suited for

Seniority
Architect
Job function
Network / Network Architect
Persona
Network Architect
Buyer role
Architect / Technical Evaluator
Decision stage
Which to buy
Adoption curve
Early Majority
Industry
Information Technology / Technology Hardware & Equipment / Communications Equipment / Computer Networking

Our classification, not the publisher's statement. Best suited for, not only for.

NVIDIA’s expanded influence after its Mellanox acquisition coincided with Ethernet overtaking InfiniBand in data center switch and server port counts, a development referenced in industry reports and vendor briefings.

Industry research and analyst commentary traced the shift from InfiniBand — which held about an 80% share of the data center switch market in 2023 — to Ethernet leadership in subsequent port and switch counts, and a July 2025 Dell’Oro Group study projected cumulative data center switch revenue approaching $80 billion over the following five years, driven largely by Artificial Intelligence (AI) infrastructure investment.

Technical deployments in 2026 spanned multiple speed tiers: 100G, 200G, 400G, and 800G were the primary server- and fabric-facing rates, while 1.6T began appearing for early spine and inter-cluster links; server-to-leaf links often used 100G/200G 4-lane PAM4 variants and many racks moved to 400G using 8-lane 50 Gb/s PAM4 form factors, and leaf-to-spine links relied on 400G with growing 800G deployments and standards work toward 200 Gb/s per lane under IEEE 802.3dj.

Vendor activity reflected those deployments: NVIDIA paired Spectrum‑4 and Spectrum‑X switches with H100/H200/Blackwell-class Graphics Processing Unit (GPU) clusters and BlueField DPUs; Arista emphasized 100G–800G leaf-spine fabrics and its Earth Observation Satellite (EOS) software; Cisco continued to supply Nexus 9000/7000 and Silicon One designs; HPE’s 2025 acquisition of Juniper was described as strengthening its switching and security fabric portfolio; Huawei offered CloudEngine switches; and white-box/ODM suppliers such as Quanta, Celestica, and Inspur Radio Access Network (RAN) SONiC-style NOS stacks.

IDC reported ODM-direct sales into data centers grew over 150% year-on-year in 3Q25, white-box switch market studies projected roughly $3.2–3.5 billion in 2025 with a ~12–13% Compound Annual Growth rate (CAGR) through 2030, and HPE’s Slingshot supplied interconnects for multiple Top500 systems in 2025.

Press release, originally published by Alan Weissberger at techblog.comsoc.org.

Mentions

Structured data (JSON-LD)

The schema.org markup this page publishes for search engines and AI agents, exactly as they read it.

[
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/#website",
    "@type": "WebSite",
    "name": "Decision Insights",
    "potentialAction": {
      "@type": "SearchAction",
      "target": {
        "@type": "EntryPoint",
        "urlTemplate": "https://decisioninsights.ai/search/?q={search_term_string}&submit=1"
      }
    },
    "publisher": {
      "@id": "https://decisioninsights.ai/#organization"
    },
    "url": "https://decisioninsights.ai"
  },
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/#organization",
    "@type": "Organization",
    "contactPoint": {
      "@type": "ContactPoint",
      "contactType": "customer support",
      "email": "[email protected]"
    },
    "description": "Decision Insights is a Registry of technology companies, open source projects, and industry terms, built for people and for AI agents that need sourced, structured information.",
    "logo": {
      "@type": "ImageObject",
      "url": "https://wiretap-cdn-assets.nyc3.cdn.digitaloceanspaces.com/decision-insights/[email protected]"
    },
    "name": "Decision Insights",
    "parentOrganization": {
      "@type": "Organization",
      "name": "Wiretap Labs",
      "sameAs": [
        "https://www.linkedin.com/company/wiretap-labs",
        "https://www.crunchbase.com/organization/wiretap-labs"
      ],
      "url": "https://wiretaplabs.com"
    },
    "publishingPrinciples": "https://decisioninsights.ai/standards/",
    "sameAs": [
      "https://www.linkedin.com/company/decisioninsights"
    ],
    "url": "https://decisioninsights.ai"
  },
  {
    "@context": "https://schema.org",
    "@type": "BreadcrumbList",
    "itemListElement": [
      {
        "@type": "ListItem",
        "item": "https://decisioninsights.ai",
        "name": "Decision Insights",
        "position": 1
      },
      {
        "@type": "ListItem",
        "item": "https://decisioninsights.ai/records/",
        "name": "Records",
        "position": 2
      },
      {
        "@type": "ListItem",
        "item": "https://decisioninsights.ai/nvidia-expanded-influence-as-ethernet-overtook-infiniband/",
        "name": "NVIDIA expanded influence as Ethernet overtook InfiniBand",
        "position": 3
      }
    ]
  },
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/nvidia-expanded-influence-as-ethernet-overtook-infiniband/#blogposting",
    "@type": "NewsArticle",
    "about": {
      "@id": "https://decisioninsights.ai/registry/nvidia-corp/#organization",
      "@type": "Organization",
      "mainEntityOfPage": "https://decisioninsights.ai/registry/nvidia-corp/",
      "name": "Nvidia"
    },
    "articleSection": [
      "Data Center",
      "Artificial Intelligence",
      "AI infrastructure",
      "Network Operator"
    ],
    "audience": [
      {
        "@type": "Audience",
        "additionalType": "Seniority",
        "audienceType": "Architect"
      },
      {
        "@type": "Audience",
        "additionalType": "Job function",
        "audienceType": "Network / Network Architect"
      },
      {
        "@type": "Audience",
        "additionalType": "Persona",
        "audienceType": "Network Architect"
      },
      {
        "@type": "Audience",
        "additionalType": "Buyer role",
        "audienceType": "Architect / Technical Evaluator"
      },
      {
        "@type": "Audience",
        "additionalType": "Adoption curve",
        "audienceType": "Early Majority"
      },
      {
        "@type": "Audience",
        "additionalType": "Industry",
        "audienceType": "Information Technology / Technology Hardware & Equipment / Communications Equipment / Computer Networking"
      }
    ],
    "author": {
      "@id": "https://decisioninsights.ai/author/decision-insights-signals/#person",
      "@type": "Person",
      "name": "Decision Insights Record",
      "url": "https://decisioninsights.ai/author/decision-insights-signals/"
    },
    "dateModified": "2026-08-27T10:32:19-06:00",
    "datePublished": "2026-01-31T16:40:41-07:00",
    "description": "Dell’Oro Group projected $80B in data center switch revenue as Ethernet overtook InfiniBand and moved to higher speeds.",
    "headline": "NVIDIA expanded influence as Ethernet overtook InfiniBand",
    "isBasedOn": {
      "@type": "CreativeWork",
      "author": {
        "@type": "Person",
        "name": "Alan Weissberger"
      },
      "sourceOrganization": {
        "@id": "https://decisioninsights.ai/registry/ieee/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/ieee/",
        "name": "IEEE"
      },
      "url": "https://techblog.comsoc.org/2026/01/31/analysis-ethernet-gains-on-infiniband-in-data-center-connectivity-market-white-box-odm-vendors-top-choice-for-ai-hyperscalers/"
    },
    "keywords": [
      "Compound Annual Growth rate",
      "Earth Observation Satellite",
      "Ethernet",
      "Gb/s",
      "Graphics Processing Unit",
      "Industry",
      "InfiniBand",
      "Market",
      "Mergers and Acquisitions",
      "Radio Access Network",
      "Switch"
    ],
    "mainEntityOfPage": {
      "@id": "https://decisioninsights.ai/nvidia-expanded-influence-as-ethernet-overtook-infiniband/",
      "@type": "WebPage",
      "sdDatePublished": "2026-08-27",
      "sdPublisher": {
        "@id": "https://decisioninsights.ai/#organization"
      }
    },
    "mentions": [
      {
        "@id": "https://decisioninsights.ai/registry/arista-networks/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/arista-networks/",
        "name": "Arista Networks"
      },
      {
        "@id": "https://decisioninsights.ai/registry/celestica/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/celestica/",
        "name": "Celestica"
      },
      {
        "@id": "https://decisioninsights.ai/registry/dell-oro-group/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/dell-oro-group/",
        "name": "Dell'Oro Group"
      },
      {
        "@id": "https://decisioninsights.ai/registry/hewlett-packard-enterprise-hpe/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/hewlett-packard-enterprise-hpe/",
        "name": "Hewlett Packard Enterprise (HPE)"
      },
      {
        "@id": "https://decisioninsights.ai/registry/huawei-ombhmz/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/huawei-ombhmz/",
        "name": "Huawei"
      },
      {
        "@id": "https://decisioninsights.ai/registry/idc/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/idc/",
        "name": "IDC"
      },
      {
        "@id": "https://decisioninsights.ai/registry/ieee/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/ieee/",
        "name": "IEEE"
      },
      {
        "@id": "https://decisioninsights.ai/registry/nexus/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/nexus/",
        "name": "Nexus"
      },
      {
        "@id": "https://decisioninsights.ai/registry/nos-comunicacoes/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/nos-comunicacoes/",
        "name": "NOS Telecom"
      },
      {
        "@id": "https://decisioninsights.ai/registry/nvidia-corp/#organization",
        "@type": "Organization",
        "mainEntityOfPage": "https://decisioninsights.ai/registry/nvidia-corp/",
        "name": "Nvidia"
      }
    ],
    "publisher": {
      "@id": "https://decisioninsights.ai/#organization"
    }
  },
  {
    "@context": "https://schema.org",
    "@id": "https://decisioninsights.ai/author/decision-insights-signals/#person",
    "@type": "Person",
    "description": "Press releases and independent analyst research, structured into concise summaries for research and monitoring. Produced under our Standards & Methodology.",
    "name": "Decision Insights Record",
    "sameAs": [
      "https://www.linkedin.com/showcase/decisioninsights/"
    ],
    "url": "https://decisioninsights.ai/author/decision-insights-signals/"
  }
]

Is this your company? Get structured data for your own pages