Dell'Oro：以太网规模超InfiniBand两倍，成AI网络首选架构

讯石光通讯网08:48

ICC讯根据市场研究机构Dell'Oro Group最新发布的报告，2025年以太网交换机在人工智能 Scale-out网络中的规模已超过InfiniBand的两倍，成为领先的互联架构。报告显示，在AI后端网络中，以太网交换机销售额增长超过两倍，在2025年第四季度及全年均占AI集群数据中心交换机销售额的三分之二以上。NVIDIA和Celestica在AI集群以太网交换机销售中领先，两者合计占据近...

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networks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDQ":0.6,"NVDW":0.6,"NVDD":0.6,"NVDU":0.6,"NVDX":0.6,"ANV":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVD":0.6,"DIPS":0.6,"NVII":0.6,"CLS":1.86,"NVD3.UK":0.6,"NVDY":0.6,"3NVD.UK":0.6,"NVDA":1.88,"NVDS":0.6,"DLLL":0.6,"2NVD.UK":0.6,"NVDG":0.6,"NVDS.UK":0.6,"NVDB":0.6,"NVD2.UK":0.6},"content_text":"ICC讯根据市场研究机构Dell'Oro Group最新发布的报告，2025年以太网交换机在人工智能 Scale-out网络中的规模已超过InfiniBand的两倍，成为领先的互联架构。报告显示，在AI后端网络中，以太网交换机销售额增长超过两倍，在2025年第四季度及全年均占AI集群数据中心交换机销售额的三分之二以上。NVIDIA和Celestica在AI集群以太网交换机销售中领先，两者合计占据近50%的市场份额。  Dell'Oro Group副总裁Sameh Boujelbene表示：“AI集群规模的不断扩大，加上持续的供应链限制，推动了对供应商多元化的需求，从而也促进了对以太网的需求。亚马逊、微软、Meta、Oracle和xAI都在采用以太网。尽管InfiniBand仍在增长，但以太网的扩张速度要快得多。”  在AI后端网络的以太网供应商格局方面，市场竞争依然非常激烈。2025年，Celestica和NVIDIA领跑市场，合计占有50%的份额。Arista排名第三，尽管其与AI相关产品收入的很大一部分被递延确认。思科也开始加速向大型超大规模云服务商交付用于AI后端网络的交换机。HPE/瞻博网络赢得了新客户。与此同时，其他新的市场进入者也在积极追逐这一市场机遇。Sameh Boujelbene补充道：“在芯片和系统层面，对供应商多元化日益增长的需求，预计将导致市场份额持续变动，并使这个市场保持高度动态。”  该报告还披露了其他关键信息：在当季，800Gbps交换机占据了AI后端网络以太网交换机出货量和收入的绝大部分。1600Gbps交换机预计将在2026年下半年开始出货，并有望推动显著的收入增长以及市场份额的变动。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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