Excessive Networks: AI administration over AI {hardware}
Excessive intentionally prioritizes AI-powered community administration over constructing specialised hyperscale AI infrastructure, a practical positioning for a vendor concentrating on enterprise and mid-market. Named a Chief in IDC MarketScape: Worldwide Enterprise Wi-fi LAN 2025 (October 2025) for AI-powered automation, versatile deployment choices and experience in high-density environments. The corporate focuses on difficult wi-fi environments together with stadiums, airports and historic venues (Fenway Park, Lambeau Discipline, Dubai World Commerce Heart, Liverpool FC’s Anfield Stadium).
Key AI networking {hardware}
8730 Switch: 32×400GbE QSFP-DD fastened configuration delivering 12.8 Tbps throughput in 2RU for IP cloth backbone/leaf designs. Designed for AI and HPC workloads with low latency, sturdy visitors administration and energy effectivity. Runs Excessive ONE OS (microservices structure). Helps built-in utility internet hosting with devoted CPU for VM-based apps. Obtainable Q3 2025.
7830 Switch: Excessive-density 100G/400G fixed-modular core swap delivering 32×100Gb QSFP28 + 8×400Gb QSFP-DD ports with two VIM enlargement slots. VIM modules allow as much as 64×100Gb or 24×400Gb complete capability with 12.8 Tbps throughput in 2RU. Powered by Cloth Engine OS. Introduced Might 2025, obtainable Q3 2025.
Wi-Fi 7 entry factors: AP4020 (indoor) and AP4060 (outside with exterior antenna assist, GA September 2025) finishing premium Wi-Fi 7 portfolio.
Excessive Platform ONE: Typically obtainable Q3 2025 with 265+ prospects. Integrates conversational, multimodal and agentic AI with three brokers (AI Skilled, AI Canvas, Service AI Agent) chopping decision instances 98%. Consists of embedded Common ZTNA and two-tier simplified licensing.
ExtremeCloud IQ: Cloud-based community administration integrating wi-fi, wired and SD-WAN with AI/ML capabilities and digital twin assist for testing configurations earlier than deployment.
Excessive Cloth: Native SPB-based Layer 2 cloth with sub-second convergence, automated macro and micro-segmentation and free licensing (no controllers required). Multi-area cloth structure solves conventional SPB scaling limitations.
Analyst Rankings: Market management in AI networking
Foundry
Every of the distributors has its personal strengths and weaknesses. Analyst experiences in the marketplace don’t essentially present a transparent winner however reasonably a various market the place enterprises have a number of choices.
Within the Gartner Data Center Switching Reports (March-April 2025): Magic Quadrant, Cisco, Juniper and Arista Networks occupy the Leaders quadrant, with Arista displaying the best “means to execute.” HPE ranks as a Challenger alongside Nvidia and Excessive Networks within the Area of interest Gamers quadrant. Juniper scored highest in Enterprise Information Heart Community Construct-out, second highest in AI Ethernet Cloth Construct-out and second highest in SONiC-Based mostly Information Heart Community Construct-out use instances.
Based on IDC Datacenter Ethernet Market Share (Q2 2025), Nvidia surpassed both Arista and Cisco in the datacenter segment with 25.9% share ($2.3B), up 647% YoY. Arista holds 18.9% share ($1.83B), whereas Cisco maintains 27.3% of the overall Ethernet market. This marks a dramatic shift from Q1 2025 when Arista led at 21.3% ($1.48B) and Nvidia trailed at 21.1% ($1.46B), demonstrating Nvidia’s Spectrum-X momentum in AI workloads.
Whereas conventional leaders (Cisco, Arista, Juniper) keep robust positions in enterprise information facilities, the AI-specific networking market reveals Nvidia quickly gaining floor via vertical integration and Spectrum-X adoption. The 2025 aggressive panorama is fragmenting as organizations hedge bets throughout a number of distributors for each compute and networking.
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