nvidia spectrum-x

Nvidia’s Spectrum-X Ethernet Photonics switches and Broadcom’s 51.2Tbps Bailly platform are moving from demonstrations toward production deployments, marking a significant step for co-packaged optics in AI data-center networks. TrendForce reported this week that Nvidia has begun shipping its...

NVIDIA became the largest data-center Ethernet switch vendor by revenue in the first quarter of 2026, according to IDC figures reported by multiple industry outlets, after Spectrum-X pushed its quarterly switching revenue to roughly $2.1 billion and a 21.5 percent share. That is not a side quest...