Dell'Oro Group Reports Record Q3 2025 Data Center Switch Sales, Accton, Celestica, and NVIDIA Lead Share Gain
ByAinvest
Tuesday, Dec 16, 2025 5:38 am ET1min read
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The Ethernet data center switch market doubled in three years, reaching a record high of $8 B in 3Q25. Accton, Celestica, and NVIDIA captured the highest share gain, while Arista leads the overall market. Front-end network sales were strong, driven by the additional capacity needed to support AI back-end networks. 100/200/400 Gbps accounted for over two-thirds of front-end network sales, while 800 Gbps shipments primarily went to back-end networks. Sales momentum was broad-based across Cloud Service Providers and Large Enterprises.

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