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Nvidia's Networking Division Booms, Outpacing Cisco

Nvidia's Networking Division Booms, Outpacing Cisco

Tech News Today | 2 Min News | The Daily News Now! · The Daily News Now!

March 18, 20261m 43s

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Show Notes

Nvidias networking division, bolstered by the 2020 acquisition of Mellanox, has surged to become the companys second-largest revenue source, generating $11 billion in sales last quarter and $31 billion for the full year. This growth is driven by technologies like NVLink, InfiniBand switches, and Spectrum-X ethernet platforms, which are integral to building AI factories. The division now outpaces Ciscos entire annual networking revenue, yet it remains relatively unnoticed compared to Nvidias main computing chips and gaming side.

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