Nvidia emerges as challenger to Cisco, Arista in Ethernet switch market in 3Q25: IDC

NEW DELHI: Nvidia is making a big splash in the Ethernet switch market, challenging giants like Cisco and Arista Networks.

This surge is driven by massive demand for its Spectrum-X products from data center operators, fueled by the booming need for AI infrastructure. Nvidia’s Ethernet networking business is now as strong as its established InfiniBand offerings, capturing a significant chunk of the data center market in a short time.

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