InfiniBand switch sales in AI back-end networks surged in 2Q 2025. Nevertheless, Ethernet maintains the lead, an outstanding achievement for a technology that comprised only less than 20 percent of the market just two years ago, according to Dell’Oro.
“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,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Nevertheless, Ethernet is still maintaining the lead, catapulted by the rapid adoption in some large AI clusters built by the hyperscalers as well as the new emerging Neo Cloud Service Providers,” added Boujelbene.
Additional highlights from the 2Q 2025 Data Center Switch – AI Back-end Networks Quarterly Report:
- Celestica, Nvidia and Arista led the Ethernet segment, collectively comprising nearly two-thirds of the Ethernet sales in the market.
- 800 Gbps switches comprised the bulk of the Ethernet switch shipments and revenues in AI back-end networks during the quarter.
Dell’Oro