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NVIDIA further expands its AI footprint! Data center Ethernet switch revenue surges by 193%, quietly claiming the global top spot.
Data show that NVIDIA topped the global data center Ethernet switch market for the first time in Q1 2026, generating quarterly revenue of $2.1 billion—an increase of 192.7% year-over-year—and capturing a market share of 21.5%. This is a segment traditionally dominated by networking giants such as Broadcom and Cisco. NVIDIA's core driver is its Spectrum-X platform, an end-to-end networking solution specifically designed for large-scale GPU clusters.