Business Insider6-25

Nvidia tops data center Ethernet switch revenue with 21.5% share in Q1 2026

Nvidia ranked first in data center Ethernet switch revenue for the first time in the first quarter of 2026, taking a 21.5% market share worth $2.1 billion, according to IDC. The market totaled $10 billion in the quarter, up 61% from a year earlier, the firm said. IDC attributed Nvidia’s gain to SpectrumX, a system tightly integrated with its AI chips that appeals to cloud providers seeking faster deployments. Nvidia has highlighted networking as a key growth driver, though IDC noted cloud giants’ push to diversify suppliers as a potential risk.

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