NVIDIA announced on October 13, 2025, that both Meta and Oracle will be incorporating its Spectrum-X Ethernet networking switches into their AI data centers to enhance performance and efficiency for large-scale AI training. Meta plans to integrate the switches with its own Facebook Open Switching System, while Oracle will utilize them in its giga-scale AI supercomputers. This move signifies a significant adoption of NVIDIA's Ethernet solutions for AI-specific infrastructure by major hyperscalers. Concurrently, NVIDIA's stock experienced a notable surge in pre-market trading, climbing 3.57% to $189.50, a rally attributed to a potential de-escalation in the U.S.-China trade war which positively impacted the semiconductor sector. In other major news, NVIDIA also revealed a strategic collaboration with ABB to develop next-generation, gigawatt-scale AI data centers, focusing on a more efficient 800 VDC power architecture to handle increasing AI workloads.