Will Spectrum-X Further Drive NVIDIA's Networking Business Revenues?

Key Takeaways NVIDIA's networking revenues jumped 98% year over year to $7.25 billion in Q2 fiscal 2026.The Spectrum-X platform delivers near-InfiniBand performance for AI workloads on Ethernet systems.The Spectrum-XGS launch aims to link multiple AI factories, expanding NVIDIA's networking dominance.NVIDIA Corporation’s (NVDA) networking business has become a critical part of its overall growth story, and the Spectrum-X platform could take it to the next level. In the second quarter of fiscal 2026, network ...