AI Buildouts Push Data Center Switch Sales in Front-end Networks to Record Levels, According to Dell’Oro Group

Written by Sameh Boujelbene

Arista Continues to Lead the Market

 

REDWOOD CITY, Calif. – September 17, 2025 – 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, in line with expectations, Data Center Switch sales in front-end networks grew by strong double digits in 2Q 2025, reaching a record high. Arista, Cisco, Huawei, and Ruijie captured the majority of the spending increase, with Arista sustaining its leadership position.

“Over the past year, concerns have grown in the market over spending levels in data center front-end networks, as most focus and budgets appeared to shift toward supporting AI back-end infrastructure,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “However, consistent with our projections, spending on front-end networks remained strong to support growing capacity needs in AI clusters. In addition, demand for public cloud services rose during this period of uncertainty,” added Boujelbene.

Additional highlights from the 2Q 2025 Data Center Switch – Front-end Networks Report:

  • Arista continues to lead in Front-end Networks and the overall Data Center Switch market.
  • Front-end networks continue to drive well in excess of two thirds of overall Ethernet data center switch sales.
  • 100/200/400 Gbps comprised more than two thirds of the data center switch sales in front-end networks, while most 800 Gbps shipments are still destined predominantly in the back-end networks.

 

About the Report

The Dell’Oro Group’s Data Center Switch – Front-end Networks Quarterly Report focuses on Ethernet data center switch products deployed in front-end networks and used primarily to connect general-purpose (non-accelerated) servers or to connect accelerated servers to the front-end network for data ingest. The report contains in-depth market and vendor-level information on manufacturers’ revenue, ports shipped, and the average selling prices for both modular and fixed managed and unmanaged Ethernet switches across various speeds ranging from 1 Gbps to ≥ 1600 Gbps. It also covers revenue split by various regions and various customer 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 by email at dgsales@delloro.com.

 

About Dell’Oro Group

Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunication, 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 www.delloro.com.

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About the Author

Sameh Boujelbene

Vice President

Sameh Boujelbene joined Dell’Oro Group in 2011 and is responsible for the Ethernet Data Center Switch market research. To ensure the Data Center Switch market research captured the impact from AI and ML workloads, she authored an Advanced Research Report

Sameh Boujelbene

Vice President

Sameh Boujelbene joined Dell’Oro Group in 2011 and is responsible for the Ethernet Data Center Switch market research. To ensure the Data Center Switch market research captured the impact from AI and ML workloads, she authored an Advanced Research Report

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