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90% of Nvidia's Customers Now Buy This -- and It's Not GPUs [Yahoo! Finance]
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations: investor.nvidia.com/home/default.aspx
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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