<div id="readability-page-1"><div> Accton, Arista, and Cisco Gained the Most Share, While Celestica and NVIDIA Continue to Lead with Nearly 50 Percent Combined Share in the Ethernet Segment, /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Ethernet accounted for more than two-thirds of data center switch sales in AI back-end networks both during the quarter and across the first three quarters of the year—up from less than half in the same period last year. <img src="https://imageproxy.pbkrs.com/https://mma.prnewswire.com/media/323880/delloro_group_logo.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://mma.prnewswire.com/media/323880/delloro_group_logo.jpg"/> &#34;The rapid ramp of NVIDIA's latest Blackwell Ultra platform drove a surge in InfiniBand switch sales which posted strong growth for the second consecutive quarter,&#34; said Sameh Boujelbene, Vice President at Dell'Oro Group. &#34;Nonetheless, in line with our expectations, growth in Ethernet sales continues to outpace that of InfiniBand, propelled by strong demand from large AI cluster builders, including Google, Amazon, Microsoft, Meta, Oracle, xAI and others,&#34; added Boujelbene.Additional highlights from the 3Q 2025 Data Center Switch – AI Back-end Networks Report:<ul type="disc"><li>Accton, Arista, and Cisco captured highest share, while Celestica and NVIDIA continue to lead with nearly 50 percent combined share in the Ethernet Segment.</li><li>800 Gbps switches comprised the vast majority of the Ethernet switch shipments and revenues in AI back-end networks during the quarter.</li></ul>About the ReportDell'Oro Group's Data Center Switch – AI Back-end Networks Quarterly Report provides an in-depth look at switches deployed in AI back-end networks to connect accelerated servers. The report contains in-depth market and vendor-level information on manufacturers' revenue; ports shipped; average selling prices for both Modular and Fixed Managed and Unmanaged Ethernet Switches for speeds ranging from ≤100 Gbps up to ≥3.2 Tbps. It also covers revenue split by various regions and various customers segments — including the Top 4 US Cloud providers, Top 3 China Cloud providers and large enterprises. For more information about the report, please contact us at dgsales@delloro.com.About Dell'Oro GroupDell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit https://www.delloro.com. <img width="12" height="12" src="https://imageproxy.pbkrs.com/https://edge.prnewswire.com/c/img/favicon.png/query-c2Q9MjAyNS0xMi0wNSZzbj1TRjM5MDg2?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://edge.prnewswire.com/c/img/favicon.png/query-c2Q9MjAyNS0xMi0wNSZzbj1TRjM5MDg2"/> View original content to download multimedia:https://www.prnewswire.com/news-releases/ai-back-end-networks-continue-their-shift-to-ethernet-now-accounting-for-over-two-thirds-of-3q-2025-switch-sales-in-ai-clusters-according-to-delloro-group-302633730.htmlSOURCE Dell'Oro Group</div></div>

思科

天弘科技

2 倍做多英伟达 ETF - GraniteShares

南方两倍做多英伟达

南方两倍做空英伟达

英伟达期权收益策略 ETF - YieldMax

1 倍做空英伟达 ETF - Direxion

2 倍做多 NVDA ETF - T-Rex

2 倍做空 NVDA ETF - T-Rex

半导体 3 倍做多 - Direxion

以太网现在占据了 2025 年第三季度 AI 后端网络交换机销售的三分之二以上，这得益于主要 AI 集群建设者的需求。Accton、Arista 和思科获得了显著的市场份额，而 Celestica 和 NVIDIA 则以近 50% 的合计份额领先。800 Gbps 交换机在出货量和收入中占据主导地位。Dell'Oro Group 的报告提供了关于 AI 后端网络市场趋势和供应商表现的详细见解

AI Back-End Networks Continue Their Shift to Ethernet, Now Accounting for Over Two-Thirds of 3Q 2025 Switch Sales in AI Clusters, According to Dell'Oro Group

fidelity

英伟达

根据 Dell'Oro Group 的数据，AI 后端网络继续向以太网转移，目前在 AI 集群中占据 2025 年第三季度交换机销售额的三分之二以上