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Nvidia Surpasses Cisco in Networking
Description
Nvidia just dethroned Cisco as the top data center Ethernet switcher, rocketing to $2.1 billion in Q1 2026—nearly 200% YoY growth—thanks to AI’s hunger for hyper-connected GPU clusters. That 2020 $6.9B Mellanox buy? Now the engine powering Azure and Google Cloud. Nvidia’s entire networking division hit $11B last quarter, and CEO says they’re now the world’s largest networking company—quietly stealing market share while everyone’s still obsessing over GPUs.
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