90% of Nvidia's Customers Now Buy This -- and It's Not GPUs [Yahoo! Finance]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Yahoo! Finance
The company has expanded its networking portfolio, tapping into the demand for ultra-fast networking gear necessary for large-scale AI data centers. Networking gives Nvidia another growth engine, even if its market share in GPUs erodes due to competition. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) dominates the market for data center GPUs , and it's now following the well-tread playbook of expanding into adjacent areas. The company has been investing in networking for years, and with its push into rack-scale AI solutions, the networking business is exploding. In the third quarter of fiscal 2026, Nvidia generated $8.2 billion in networking revenue, up 162% year over year. This category includes NVLink, which connects GPUs together, InfiniBand switches, and the Spectrum-X Ethernet networking platform. Nvidia noted that Meta Microsoft Oracle , and xAI are currently building massive AI data centers that will use its Spectrum-X Ethernet switches. At CES 2026, N
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News
- Why ASML Stock Is Climbing Today [Yahoo! Finance]Yahoo! Finance
- ‘It Makes No Sense To Me': Nvidia's Jensen Huang Slams Americans Who ‘Vilified Energy,' Praises Trump for ‘Sticking His Neck Out' [Yahoo! Finance]Yahoo! Finance
- Why Nvidia (NVDA) Stock Is Trading Up Today [Yahoo! Finance]Yahoo! Finance
- NVIDIA (NASDAQ:NVDA) had its "buy" rating reaffirmed by analysts at Royal Bank Of Canada.MarketBeat
- NVIDIA (NASDAQ:NVDA) had its price target raised by analysts at Rothschild & Co Redburn from $245.00 to $268.00. They now have a "buy" rating on the stock.MarketBeat
NVDA
Earnings
- 11/19/25 - Beat
NVDA
Sec Filings
- 1/15/26 - Form 4
- 1/9/26 - Form 4
- 1/7/26 - Form 144
- NVDA's page on the SEC website