Data center networking (InfiniBand, Spectrum-X)
Networking is the fastest-growing data center line: $14.8 billion in Q1 FY2027, up 199% year over year. NVIDIA does not split out Q2 networking in its release.
The numbers
What it is
Switches, NICs and DPUs that connect GPUs inside AI clusters: InfiniBand, Spectrum-X Ethernet, ConnectX SuperNICs, BlueField DPUs and co-packaged optics. Sold with the GPU systems and separately to cloud and enterprise buyers.
Why it matters to the stock. Networking is the fastest-growing part of the data center stack. It decides how many GPUs a cluster can use, and it is a second line of demand for the same customers.
News
NVIDIA and Cisco announce USFP 400G-per-lane pluggable optics for AI factories
NVIDIA and Cisco announced plans for USFP, a high-density 400 Gb/s-per-lane optical module timed to the OCP Global Summit.
NVIDIA deepens MediaTek tie-up and buys $3.5B of MediaTek convertible bonds
NVIDIA and MediaTek announced on August 31, 2026 an expanded partnership across cloud AI infrastructure, local AI computing and automotive.
NVIDIA says Vera Rubin ramps into full production; shipments start this fall
NVIDIA said Vera Rubin is ramping into full production with hundreds of supply-chain partners, and that production shipments begin this fall.
NVIDIA adds DOCA security to Vera BlueField-4 STX agentic AI storage platform
NVIDIA added DOCA Vault, DOCA Argus and DOCA Flow security services to the Vera BlueField-4 STX storage platform, enforced in silicon.
NVIDIA invests $2 billion in Lumentum and signs multiyear optics agreement
NVIDIA said it is investing $2 billion in Lumentum to fund optics R&D, future capacity and operations, including a new US-based fab.