$NVIDIA(NVDA)$ The company jus

Liz Stone

06-19

$NVIDIA(NVDA)$ The company just quietly took another step deeper into the AI stack.

Now ranked number one by revenue in data center Ethernet switching for the first time, according to IDC.

The numbers:

$2.1B Spectrum-X revenue

+193% YoY growth

driven by AI factory networking demand.

What stands out to me is how this is no longer just about “GPU dominance.” It’s spilling into the networking layer too.

AI clusters are getting so large now that networking isn’t optional anymore; it’s part of the core compute system.

Feels like every quarter they’re pulling another piece of the stack in-house or into their ecosystem.

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