#Networking

Nvidia's Invisible Empire: How Networking Became an $11B Pillar of AI Infrastructure

Nvidia's networking division reached $11 billion in quarterly revenue, solidifying its position as the company's second-largest pillar. Leveraging InfiniBand and Spectrum-X, Nvidia has transformed individual GPUs into integrated data center platforms, redefining the AI infrastructure market.

Jason·Mar 19, 2026·2 min read