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The Nexus
BUSINESSJun 25 · 09:00 UTCBUSINESS INSIDERGeoff Weiss ([email protected])

Nvidia quietly rose to the top of a $10 billion market you may have never heard of

Nvidia became the top vendor in data center Ethernet switches in Q1 2026 with $2.1 billion in revenue, driven by its Spectrum-X product integrating AI chips. The market grew 61% year-over-year to $10 billion as cloud companies invest in AI infrastructure.

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Mentioned
NvidiaorganizationJensen HuangpersonIDCorganizationSpectrum-XtopicArista NetworksorganizationCiscoorganizationHuaweiorganizationHPEorganization
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