Dossier
Arista Networks
Coverage of Arista Networks in the Nexus archive.
- 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.