NVIDIA's Spectrum-X Adoption Rises: Will It Boost Networking Revenues?

Key Takeaways NVDA's networking revenues surged 162% YoY to $8.19 billion in the third quarter of fiscal 2026.NVDA's Spectrum-X is being deployed by Meta and Oracle to support AI clusters with thousands of GPUs.NVDA launches Spectrum-XGS to link AI factories, highlighting tighter integration across networking and GPU.NVIDIA Corporation (NVDA) is seeing rising adoption of its Spectrum-X platform as artificial intelligence (AI) data centers grow larger and more complex. Spectrum-X is designed to enhance Ether ...