Nvidia-Can NVIDIA's End-to-End Stack Keep Driving Networking Revenues?

Key Takeaways NVDA's networking revenues hit $5B in Q1 FY26, up 64% sequentially on strong AI infrastructure demand. NVLink shipments topped$ 1B in Q1, with new products like NVLink Fusion drawing in more ecosystem partners. Spectrum-X aims to exceed $8B annually on deployments from Microsoft, Meta, Oracle and Google Cloud.NVIDIA Corporation’s (NVDA) networking business is gaining strong momentum, thanks to its full-stack approach. In the first quarter of fiscal 2026, networking revenues surged 64% sequen ...