Is NVDA's Networking Unit Becoming a Core Growth Engine Amid AI Boom?

Key Takeaways NVDA's networking revenues hit $11B in Q4 FY26, up more than 3.5x, with full-year sales rising 142% to $31B.AI clusters need NVIDIA's NVLink, InfiniBand and Spectrum-X to link thousands of processors efficiently.NVIDIA's integrated systems lift margins and could push networking revenues to $48.68B in FY27, up 55%.NVIDIA Corporation’s (NVDA) networking business is rapidly emerging as a critical pillar supporting the artificial intelligence (AI) boom. In recent quarters, its networking revenues ...