06/10/2025, 05:11 AM UTC
以太网数据中心交换机销售额增长40%40% growth in Ethernet datacentre switch sales
➀ 2025年第一季度，以太网数据中心交换机销售额同比增长超40%，为2013年有记录以来最高增幅；
➁ NVIDIA和Celestica各自市场份额增长5%，Arista连续第四个季度保持领先地位，800 Gbps交换机当季销售额突破10亿美元；
➂ 在关税波动背景下，AI投资持续推动算力与网络设施升级，以太网在AI集群中快速取代InfiniBand，成为主流方案。
➀ Q1 2025 saw Ethernet datacenter switch sales surge over 40%, the highest growth since Dell’Oro began tracking the market in 2013;
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;
➂ Ethernet is rapidly displacing InfiniBand in AI infrastructure, driven by accelerated AI investments and networking upgrades despite tariff disruptions.
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