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Nvidia's $2 billion bet reveals its next big target [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
Today, along with GPUs, it makes CPUs, networking equipment, and AI inference accelerators. According to the company's 10-K form , in fiscal year 2026, its networking revenue totaled $31.4 billion. That was a pretty big jump from $13 billion in 2025. The form states: “Revenue from Data Center networking grew 142%, driven by the introduction and continued ramp of NVLink compute fabric for GB200 and GB300 systems and the growth of Ethernet and InfiniBand platforms.” This networking segment success happened thanks to Nvidia's acquisition of Mellanox Technologies. While that was a total acquisition, the company also holds investments in many companies, and investors pay close attention whenever it invests, as it sends a strong signal of confidence for that particular stock. The company seems to have picked up the pace with its investments. It announced on March 2nd that it would invest $2 billion in Lumentum Holdings LITE ) and another $2 billion in Coherent Corp COHR ). Both
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