By Rich Duprey
Publication Date: 2026-05-23 14:59:00
Quick Read
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Nvidia (NVDA) disclosed fiscal Q1 networking revenue of $15 billion, tripling year over year and reaching a $60 billion annualized run rate that already rivals Cisco’s entire companywide revenue, while Broadcom (AVGO), Arista Networks (ANET), and Cisco (CSCO) compete for individual pieces of the AI networking market.
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Nvidia’s Mellanox acquisition in 2020 gave the company control of InfiniBand networking technology, enabling it to sell entire AI data centers as an integrated full-stack offering rather than just GPU components, positioning it to compete simultaneously across networking, cloud infrastructure, AI software, and integrated systems.
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For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay.
That shift has elevated companies like Broadcom (NASDAQ:AVGO), Arista Networks (NASDAQ:ANET), and Cisco Systems (NASDAQ:CSCO) into critical infrastructure suppliers. Surprisingly, though, the company best positioned to dominate AI networking may already be the same one investors still mostly think of as a GPU maker: Nvidia (NASDAQ:NVDA).