Bản đồ AI của NVIDIA mở rộng! Doanh thu từ switch Ethernet trung tâm dữ liệu tăng vọt 193%, lặng lẽ vươn lên đứng đầu toàn cầu.

NVIDIA's AI expansion has already spread from chips to the entire network.

According to the latest IDC data, NVIDIA became the global revenue leader in the data center Ethernet switch market for the first time in the first quarter of fiscal year 2026 (Q1 2026). This is a field traditionally dominated by network giants like Broadcom and Cisco.

IDC data shows that NVIDIA's Ethernet switch revenue in that quarter reached $2.1 billion, a year-over-year increase of 192.7%, with its market share rising to 21.5%. IDC pointed out, "The most notable highlight of Q1 2026 is NVIDIA's rise to the top of the data center Ethernet switch market."

This result directly reshaped the competitive landscape of the data center networking industry.

Spectrum-X: NVIDIA's "Network Weapon"

NVIDIA's victory this time relies on the Spectrum-X platform.

Spectrum-X is not a single product, but an end-to-end network solution, including BlueField DPUs (data processing units) and NVIDIA LinkX cables, specifically designed for large-scale GPU clusters.

Simply put, the logic of this system is: AI training requires tens of thousands of GPUs to work together, and the communication speed between GPUs directly determines training efficiency. Spectrum-X is specifically designed for this "GPU internal highway."

IDC stated that Spectrum-X "captures the demand from hyperscale cloud vendors and enterprise customers for AI factory network infrastructure through the co-design of GPUs and networks." In other words, customers who bought NVIDIA GPUs also ended up buying NVIDIA's network—the ecosystem lock-in effect is becoming evident.

Overall Market Rapid Expansion

NVIDIA's rise occurs within a rapidly expanding market.

According to IDC, the global data center Ethernet switch market total revenue in Q1 2026 reached $15.4 billion, a year-over-year increase of 39.8%. Among this, hyperscale cloud vendors and enterprise data centers together contributed $10 billion, a 61% increase year-over-year.

Regionally, the Americas saw the fastest growth at 49.7% year-over-year; Europe, Middle East, and Africa (EMEA) grew by 32.2%; and Asia Pacific (APAC) grew by 25.9%.

Demand for high-speed switches is particularly strong. In Q1 2026, 800G switches already accounted for 35.8% of data center revenue share, while 200G and 400G switches combined for 34.1%, together contributing about 70% of global data center Ethernet revenue.

From GPUs to Networks: NVIDIA's Full-Stack Ambition

This is not the first time NVIDIA has ventured beyond GPUs. Previously, NVIDIA announced progress in its Vera CPU business and plans to increase optical connectivity manufacturing capacity in the US by 10 times through collaboration with Corning.

Now, dominating the Ethernet switch market means NVIDIA is extending its reach to every link of the AI infrastructure—from GPUs, CPUs, to the networks connecting them.

IDC's data indicates that this "structural shift is reshaping the vendor landscape of the entire data center networking industry." For NVIDIA's competitors, this is not just a market share issue but a competition at the ecosystem level.

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