Nvidia AI systems customers are also buying networking products, driving growth in networking revenue up 162% year over year to $8.2 billion in Q3 of fiscal 2026. The company’s expansion into networking is crucial for large-scale AI data centers, even as GPU market share faces competition.

At CES 2026, Nvidia revealed that nearly 90% of customers purchasing full AI systems also buy networking products. The company’s focus on networking for AI data centers is reaping rewards, with an 11.6% share of the data center Ethernet switch market and a significant growth opportunity in the AI networking market projected to reach $46.8 billion by 2029.

Nvidia’s Rubin platform, unveiled at CES, combines GPUs, CPUs, and networking technologies in 8-GPU and 72-GPU systems for AI cloud providers. The platform features Spectrum-6 series Ethernet switches with up to 102.4 Tb/s of switching capacity, driving potential networking revenue growth in 2026 and beyond.

Investors eye Nvidia stock as AI data centers see massive investment, with global capital spending projected to reach nearly $7 trillion by 2030. While Nvidia’s networking and AI systems present growth opportunities, caution is advised due to uncertainties in future AI demand and potential industry overbuilding. Consider diverse investment options for long-term success.

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Read more at Nasdaq: 90% of Nvidia’s Customers Now Buy This — and It’s Not GPUs