Nvidia Overtakes Rivals in Data Center Ethernet Switching, IDC Says
Nvidia has surged to the top of data center Ethernet switching (21.5% in Q1 2026) by selling networking as part of integrated, GPU-centric AI platforms.
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Nvidia has become the leading vendor in data center Ethernet switching, a market for networking equipment that connects computers in large facilities. The company achieved this position by selling networking products as part of integrated packages that bundle switches, specialized processors, interconnects, and software together with GPUs, rather than selling networking as a separate product. This approach differs from how traditional networking vendors historically built their market positions by selling networking platforms independently into enterprise and cloud environments. The shift matters because it may require competing vendors to develop broader strategies across computing, networking, and software to win AI infrastructure deals, and the next phase of competition will likely unfold in the enterprise market where established vendors have long customer relationships.
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