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Nvidia’s Networking Business Emerges as Silent Growth Engine Amid AI Boom
Nvidia’s Networking Business Emerges as Silent Growth Engine Amid AI Boom
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BTCCSquare news:
Nvidia's upcoming earnings report will spotlight its data center segment, where networking technologies now contribute $12.9 billion annually—a frequently overlooked driver complementing its flagship AI processors. These interconnect solutions FORM the nervous system of modern AI infrastructure, enabling communication between chips, servers, and end-users.
"The infrastructure is the supercomputer," asserts Gilad Shainer, Nvidia's networking chief, highlighting how NVLink and InfiniBand technologies transform discrete components into unified systems. While representing just 11% of data center revenue, the networking division's rocket-ship trajectory mirrors the exponential demands of distributed AI workloads.
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