[Press Release] Record Ethernet Data Center Switch Sales Driven by Strong AI Buildout and Recovery of Traditional Front-End Networks - Dell'Oro Group Research

According to a press release issued by the U.S. market research firm Dell'Oro Group on March 7, 2025, sales of Ethernet data center switches recorded significant double-digit growth, setting a new all-time high. Data Resources Inc. began handling the latest English research report "Quarterly Report on Ethernet Switches for Data Centers," which is the source of this press release, on March 7, 2025.
March 7, 2025 | Press Release (Excerpt)
According to Dell'Oro Group, sales of Ethernet data center switches achieved double-digit growth and reached a new sales record. Arista, Celestica, Nvidia, and Ruijie were the main contributing companies, with the increase in sales primarily driven by AI-related investments. Additionally, an increase in spending from large enterprises was confirmed in the fourth quarter of 2024, indicating a recovery in front-end networks.
*Full press release
https://www.dri.co.jp/auto/report/delloro/degdcenetq.html#press

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Please see here for details of the research report.