高盛：人工智能数据中心设备 2025 年一季度市场份额及展望更新
Goldman Sachs·2025-07-01 02:24
30 June 2025 | 3:18PM EDT Americas Technology: Hardware: AI data center equipment 1Q25 market share & outlook update BOTTOM LINE: We update our industry networking and server models to reflect the latest available 1Q25 data from 650 Group. In AI Networking, ANET lost share (-2 pp sequentially to 16%) in back-end AI Ethernet while Nvidia gained share (+5 pp sequentially to 27%) and Celestica maintained share (flat at 27%). That said, ANET gained share in front-end AI Ethernet (+3 pp to 43%) and Cisco maintai ...