Dell’Oro report indicates Ethernet sales growth in AI back-end networks

Recent analysis from Dell’Oro Group highlights a rise in Ethernet sales within the Artificial Intelligence (AI) back-end networks, indicating its sustained presence in the market amid competition from InfiniBand technologies.

Market Overview

During the second quarter of 2025, Ethernet sales were primarily driven by Celestica, NVIDIA, and Arista Networks, collectively accounting for approximately two-thirds of total Ethernet sales. This marks a considerable increase, as Ethernet comprised less than 20 percent of the market two years prior.

Sameh Boujelbene, Vice President at Dell’Oro Group, commented, “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 further noted that Ethernet's continued lead is supported by its integration in extensive AI clusters established by hyperscalers and emerging Neo Cloud Service Providers.

Quarterly Insights

The report provides substantial data regarding Ethernet switch shipments and revenues, with key insights indicating that 800 Gbps switches constituted the majority of those shipments during this period.

The findings in the 2Q 2025 Data Center Switch – AI Back-end Networks Quarterly Report are relevant for organizations making strategic decisions in this technology sector.

Report Details

The publication offers detailed insights into the types and performance of switches within AI back-end networks, addressing revenues, ports shipped, and average selling prices across different switch categories. It also breaks down revenue statistics by geographic regions and key customer segments.

Conclusion

This summary provides an overview of Ethernet's current position in the AI back-end networks market, showcasing recent developments and competitive factors as reported by Dell’Oro Group.