Driven by the AI boom and massive global data center expansions, the global data center Ethernet switch market reached a record high of $15.4 billion in the first quarter of 2026, marking a 39.8% year-over-year increase. Against this backdrop, NVIDIA claimed the top spot in data center Ethernet switch market revenue for the first time, signaling its accelerating dominance across the entire AI infrastructure landscape beyond GPUs and CPUs.
