Nvidia Networking Hits $11B, Rivals Chips

🔑 Enhanced Key Takeaways

• •NVIDIA's networking business revenue exceeded $31 billion for fiscal year 2026, marking over 10x growth since the Mellanox acquisition.[1]
• •In Q3 FY2026, networking revenue hit $8.2 billion, up 162% YoY, fueled by NVLink scale-up, Spectrum-X Ethernet, and Quantum-X InfiniBand.[2]
• •NVIDIA launched BlueField Astra unified control plane, CUDA Tile GPU management, and integrated NVLink with AWS custom chips in Q4 FY2026.[1]

🛠️ Technical Deep Dive

• •Spectrum-XGS provides 'scale-across' capability for giga-scale AI factories, complementing NVLink scale-up and scale-out options.[2]
• •BlueField-4 serves as the data center 'operating system' processor for AI factories, accelerating platforms with partners like CoreWeave and Dell.[2][3]
• •NVLink Fusion extends Arm Neoverse platform for CPU-GPU coherence, with partnerships including Fujitsu, Intel, Meta, Microsoft, and Oracle.[2][3]

🔮 Future ImplicationsAI analysis grounded in cited sources

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