Ethernet data center switch sales ended the year with strong double-digit growth, achieving a new sales record, according to Dell'Oro Group. Arista, Celestica, NVIDIA, and Ruijie accounted for most of the revenue increase during the quarter.

Sameh Boujelbene, Vice President at Dell'Oro Group, noted that while AI-related investments continue to drive sales, there are early signs of recovery in traditional front-end networks. “The recovery in front-end networks began with Cloud Service Providers in early 2024, but 4Q 2024 marked the first quarter where we saw a return to growth in spending from large enterprises, signaling the end of the digestion cycle,” he said.

Additional highlights from the 4Q 2024 Ethernet Switch–Data Center Report indicated that Celestica achieved the highest share gain during the quarter. Notably, high-speed ports, including 200 Gbps, 400 Gbps, and 800 Gbps, were the only segments to experience shipment growth, making up nearly 40 percent of port shipments and 50 percent of total sales.