Google (NASDAQ: GOOG), Amazon (NASDAQ: AMZN) and Microsoft's (NASDAQ: MSFT) ongoing movement into the cloud drove up fourth-quarter Ethernet switch revenues to what Dell'Oro Group says was an "all-time high," driving growth in both the data center and campus markets.
"Cloud customers had a big impact on the quarter, driving white box, Arista, and Cisco revenue and port shipments to a new record in the data center during 4Q14," said Alan Weckel, vice president of Ethernet Switch research at Dell'Oro Group.
During the fourth quarter, the big story was the increase in 40 Gigabit Ethernet (GigE), but the eventual move to 100 GigE will "likely surpass 40 GE relatively quickly after manufacturers begin launching products later this year," Weckel said.
At the same time, the ranking of the top three vendors also shifted with Huawei Technologies becoming the No. 3 vendor behind Cisco Systems and Hewlett-Packard. Dell'Oro reported that there were also significant share shifts outside of the top three, as Arista Networks, Dell and Juniper Networks all exceeded $500 million for 2014.
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