[Press Release] AI investment protects the Ethernet data center switch market from tariff disruptions, setting new sales records - Dell'Oro Group report

Data Resource Co., Ltd. began handling the latest edition of Dell'Oro Group's "Quarterly Report on Ethernet Switches for Data Centers" on June 5, 2025. According to the company's press release, sales of Ethernet data center switches surged by over 40% in the first quarter of 2025.
June 5, 2025 | Press Release (Summary)
In the first quarter of 2025, sales of Ethernet data center switches increased by over 40% year-on-year, setting a record high. Celestica and NVIDIA significantly expanded their market shares. Accelerated investments in AI have led to a sharp increase in spending on computing and network infrastructure, with Ethernet penetrating AI clusters that were traditionally dominated by InfiniBand. Arista has led the market for four consecutive quarters, with sales of 800Gbps switches surpassing $1 billion.
*Full press release*
https://www.dri.co.jp/auto/report/delloro/degdcenetq.html#press

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For details of the research report, please refer to the URL above.
Data Resources is an authorized distributor of the DellOro Group.