Industry-Leading Results
According to recent Dell’Oro analyst reports, Celestica is leading in market share and tracking momentum growth in the AI-backend Ethernet switching data center market. Celestica is enabling the rapid transition to 800GbE fabrics in AI data centers and customers are responding to our strategy of an open, high-performance-based approach. One that helps give them an edge in supporting both new initiatives like AI and HPC, as well as mission-critical data center functions that support their business and running compute workloads at scale.
Key Highlights
Dell’Oro Group recently released its first quarter data center switch market share results. Celestica achieved several key milestones in increased market share and growth. Dell’Oro’s highlights include:
- Celestica was among the top four vendors that accounted for the majority of the strong double-digit networking revenue growth for Q125.
- Celestica captured the highest share gain during Q125.
- Celestica retained leadership in 800G by shipping over 1.6 million 800Gbps-based ports in 1Q25.
- Celestica recently earned the 2024 Dell'Oro Market Share Leader Badge Awards for both the Ethernet Switch – AI Networks and for the High-Speed Networks (≥ 800G).
“The Ethernet Switch market for AI and high-speed networks is experiencing explosive growth as AI investments accelerate into 2025,” stated Sameh Boujelbene, Vice President at Dell’Oro Group. “This rapid expansion is intensifying competition, reshaping the vendor landscape, and opening new opportunities for challengers. Amid this shift, Celestica was able to gain significant share and earn the 2024 Dell'Oro Market Share Leader Badge Awards for both the Ethernet Switch – AI Networks and for the High-Speed Networks (≥ 800G). Celestica’s solid execution carried on in 2025, allowing them to cement their dominance among the elite top five vendors in our latest Q1 2025 Ethernet Switch–Data Center Report.”
These results validate our long-term strategy to grow our product family of data center switches with an open networking approach that addresses the customer needs of networking performance, combined with the scalability and reliability that are core to the needs of all data centers. In fact, some of the most advanced compute workloads are now running on Celestica 800GbE switch platforms in AI data centers.
Celestica is rapidly expanding its footprint in the open networking market, gaining market share and securing new AI infrastructure business. This is true not only for our high-performance back-end switches but also for our scalable top-of-rack and campus access and gateway switches. This growth is fueled by a dual approach: significantly enhanced services and support that provide fundamental business value to our customers, both directly from Celestica and through a continuously expanding network of technology and channel partners. By empowering our partners and ensuring our customers receive top-tier assistance, we are effectively meeting the growing demand for flexible, open solutions and solidifying our leadership in the open networking revolution.
The Momentum is Clear
This is just the beginning. As we advance our goal to be the premier open networking and rack solution provider, Celestica’s approach to data center switching is delivering on the technology innovation and vision that will continue to help our customers unlock the potential of the future.
Visit Celestica’s website for more information on our family of networking switches, including our 800G and data center solutions. Read the Dell’Oro Press-Release* or obtain the Q125 Ethernet Switch – Data Center Quarterly Report to learn more.
*Record-Breaking Ethernet Data Center Switch Sales Fueled by Robust AI Buildouts and a Recovery in Traditional Front-End Networks, According to Dell’Oro Group