Can NVIDIA's Networking Business Power the Next Phase of Growth? [Yahoo! Finance]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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Source: Yahoo! Finance
As artificial intelligence (AI) models grow larger and more complex, customers need faster and more efficient ways to connect thousands of processors. This trend is boosting demand for NVIDIA's networking products, including NVLink, InfiniBand and Spectrum-X Ethernet. These solutions are designed to move data quickly between graphics processing units, which is critical for both training and inference workloads. In recent quarters, NVIDIA's networking revenues have grown faster than many other business segments. In the third quarter of fiscal 2026, the company's revenues from the networking business grew 162% year over year and 13% sequentially to a record level of $8.19 billion. Cloud service providers and AI-focused data center operators are building large clusters that require high-speed interconnects. NVIDIA benefits from this shift because its networking hardware is tightly integrated with its compute platforms. Customers often buy the full system rather than mixing components
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