Nvidia became the top revenue vendor in the data center Ethernet switching market for the first time in Q1 2026.
Research firm IDC reports the company’s segment revenue surged 192.7% year-over-year. This revenue reached $2.1 billion, representing a 21.5% market share.
The Spectrum-X platform drove this growth by integrating GPUs with networking hardware for hyperscalers and large-scale AI systems.
The total data center Ethernet switching market expanded 61% year-over-year to reach a value of $10 billion. Significant investments in AI training and inference workloads fueled this overall market growth.