Dell'Oro: Ethernet led AI scale-out switch sales in Q1 2025

Dell’Oro Group said Ethernet led AI scale-out network switch sales in the first quarter of 2025, while InfiniBand rebounded strongly from the previous quarter.

TL;DR

• Dell’Oro Group reported that Ethernet remained ahead of InfiniBand in AI scale-out network switch sales in Q1 2025.
• Celestica ranked first in Ethernet switch sales for AI clusters during the quarter.
• The report was cited by Light Reading based on a Dell’Oro press release.

Dell’Oro Group said Ethernet continued to extend its lead in AI scale-out networks in Q1 2025. The firm also said InfiniBand posted a strong quarter-over-quarter rebound during the same period.

Celestica led Ethernet switch sales in AI clusters in Q1 2025, according to the Dell’Oro data cited by Light Reading. The source excerpt did not provide market share figures, revenue totals, port shipments, or unit volumes.

Light Reading published the report under the headline “Ethernet extends lead in AI scale-out networks despite strong InfiniBand rebound – Dell’Oro.” The available source material identifies the item as based on a press release.

Related questions

• What did Dell’Oro Group report about Ethernet and InfiniBand in Q1 2025?
• Which company led Ethernet switch sales in AI clusters in Q1 2025?
• What details were not disclosed in the cited source about AI cluster switch sales?