⚙️ AI Hardware

Nvidia's Networking Juggernaut Hits $11B in a Quarter, Nipping at Chip Heels

Buried in Nvidia's latest earnings: networking revenue at $11 billion quarterly, up 267%. That's not a side hustle—it's a beast rivaling the GPU goldmine.

Priya Sundaram 📅 Mar 19, 2026 ⏱️ 4 min read 👁️ 7 views
Nvidia GTC stage with Jensen Huang and networking revenue charts

⚡ Key Takeaways

  • Nvidia's networking revenue surged 267% to $11B in Q4, topping Cisco's annual haul.
  • Mellanox acquisition turned into a $31B yearly powerhouse for AI data centers.
  • Full-stack strategy positions networking to rival or exceed chip dominance by 2028.

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Priya Sundaram
Written by

Priya Sundaram

Hardware and infrastructure reporter. Tracks GPU wars, chip design, and the compute economy.

#AI data centers #AI factories #InfiniBand #Jensen Huang #Mellanox acquisition #Nvidia networking

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Originally reported by TechCrunch - AI

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