<p>➀ Q1 2025 saw Ethernet datacenter switch sales surge over 40%, the highest growth since Dell’Oro began tracking the market in 2013; </p><p>➁ NVIDIA and Celestica each gained 5% market share, with Arista maintaining its top position for the fourth consecutive quarter, while 800 Gbps switch sales surpassed $1 billion; </p><p>➂ Ethernet is rapidly displacing InfiniBand in AI infrastructure, driven by accelerated AI investments and networking upgrades despite tariff disruptions.</p>