Nvidia quietly rose to the top of a $10 billion market you may have never heard of - Business Insider

NVIDIA has quietly become the top revenue-generating vendor in the $10 billion data center Ethernet switch market, a segment driven by massive investments from cloud giants and enterprises building AI... Read original →

NVIDIA’s surge in the data center Ethernet switch market stems from co-designing AI chips and networking—a paradigm shift forcing upstream adoption of 3nm nodes and EUV tools to meet latency demands. U.S. export controls are accelerating cloud providers’ diversification, giving Huawei and HPE room to push in-house alternatives, though NVIDIA’s integrated stack remains unmatched. Arista and Cisco face existential pressure: partner with AI silicon vendors or risk irrelevance. Over the next 12–24 months, infrastructure procurement will consolidate into bundled compute-network solutions, squeezing standalone switch makers. This convergence could revive vertically integrated models, especially as foundries in Taiwan, China and mainland China intensify competition for advanced packaging and co-packaged optics.