Ethernet

Super Micro Computer, Inc. expanded manufacturing and liquid-cooling to support NVIDIA Vera Rubin and HGX Rubin platforms.

Ethernet overtook InfiniBand for AI back-end networking in 2025, and Ethernet data center switch revenues nearly doubled versus 2022.

Ethernet data center switch revenue topped $8 billion in 3Q 2025 as AI back-end demand and front-end growth increased sales.

Dell'Oro Group said 3Q25 Ethernet data center switch revenue exceeded $8 billion and more than doubled from three years earlier.

Weekly roundup covering liquid-cooled AI systems, programmable switching, agentic tooling, and multi-year IT services agreements.

Ethernet Alliance released its 2026 Ethernet Roadmap detailing planned Ethernet upgrades for AI, automotive and next-generation connectivity.

Dell’Oro Group reports Ethernet accounted for more than two-thirds of AI back-end data center switch sales in 3Q25.

Dell'Oro Group found Ethernet made up over two-thirds of 3Q 2025 data center switch sales in AI back-end networks.

AMD and HPE announced expanded collaboration on the open AMD “Helios” rack-scale AI platform incorporating HPE Juniper Networking switches and Broadcom technology for AI clusters. HPE will offer this architecture globally in 2026. The Herder supercomputer at HLRS Germany will use AMD and HPE systems for HPC and AI workloads.

Aviz Networks enables AI network orchestration by supporting NVIDIA Spectrum-X for Ethernet-based GPU cloud infrastructure.