--- 格式版本: 2 标题: "Nvidia claims 'fastest-growing’ networking title as Spectrum-X sales soar" 原文链接: "https://www.sdxcentral.com/news/nvidia-claims-fastest-growing-networking-title-as-spectrum-x-sales-soar/" 发布日期: "2026-08-27" 发布时间校准状态: "found" 发布时间需复核: "否" 发布时间来源: "llm:local:strict_original_body" 发布时间证据: "August 27, 2026 ByBen WodeckiHave your say" 发布时间校准原因: "正文标题附近明确标注发布时间为August 27, 2026，且与作者信息并列，属于文章发布元数据。" 发布时间校准置信度: "1" 发布时间候选数量: 38 发布时间严格候选数量: 14 发布时间原页读取状态: "source template page reused from URL open" 发布时间未找到原因: "" 发布时间校准时间: "2026-08-28T15:46:32+08:00" 发布时间仲裁状态: "confirmed" 发布时间仲裁尝试次数: 1 发布时间仲裁耗时毫秒: 39268 发现时间: "2026-08-28T15:44:14+08:00" 入库时间: "2026-08-28T07:47:26.144Z" 来源平台: "SDxCentral 搜索" 搜索渠道: "source_template" 搜索词: "site:sdxcentral.com NVIDIA" 匹配关键词: - "Scale-up" - "NVLink" - "Vera Rubin" - "performance" - "AI" 相关厂家: - "NVIDIA" - "Meta" 相关专家: [] 内容类型: "网页" 抓取工具: "Jina Reader" 清洗工具: "Jina Reader Markdown + Defuddle/Readability 正文提取" 原始附件: [] 图片摘要: - "✗ ./assets/img-ca27c130.png | decorative | 与正文无关的网站标识" - "✗ ./assets/img-edd9789a.webp | photo | 杂志封面，与正文无关" - "✗ ./assets/img-9ab594d3.webp | photo | 其他厂商产品图片，与Nvidia Spectrum-X无关" - "✗ ./assets/img-c0d9027a.webp | photo | 通用数据中心照片，与正文无直接关联" - "✗ ./assets/img-5eed4ad6.jpg | photo | 调查报告封面，与正文无关" - "✗ ./assets/img-44570893.webp | photo | AI RAN主题图片，与Spectrum-X网络无关" - "✗ ./assets/img-6d792bfb.png | screenshot | 其他技术制造流程截图，与正文无关" - "✗ ./assets/img-bca435ad.webp | screenshot | 未知截图，与正文无关" - "✓ ./assets/img-e408dc8f.webp | other | " AI优质: "是" AI打分: 79 AI分档: "高置信优质" AI质检状态: "通过" AI打分理由: "正文主线是英伟达AI网络业务、Spectrum-X增长及NVLink 72机架级系统供应链，SDxCentral属专业基础设施媒体并直接引用财报电话会高管。历史证据已覆盖Vera Rubin架构发布，本文新增Spectrum-X同比增长2.6倍、网络业务环比增长18%、Blackwell与Vera Rubin每吉瓦收入机会分别约250亿和400亿美元，以及Rubin预计占第三季度数据中心收入约20%等可核验商业事实。技术规格深度一般，但量化收入、需求结构和产品放量时间表充分，命中官方财报披露与明确产品里程碑通道，当前页面具有独立汇总和直接引语价值。" AI质检模型: "gpt-5.6-sol" AI质检时间: "2026-08-28T15:47:43+08:00" AI主题相关性: 17 AI来源权威性: 12 AI新颖性: 17 AI技术细节: 9 AI商业部署信号: 15 AI完整性: 9 AI评分提示词版本: "v17-精简生产版" AI评分提示词SHA256: "48fb9777f386026761b4873eaff30807694fb11e9b352d7c69bf2dfde750cc7d" AI评分知识库版本: "knowledge_base_v1-20260819+runtime.14" AI评分知识库SHA256: "da252a8e80bb6f67d5d3464dce82a2da6f260de290a9266154c37ce20774eb0b" AI评分知识库检索词: "[\"NVIDIA\",\"site:sdxcentral.com NVIDIA\",\"Vera Rubin\",\"Blackwell\",\"Rubin\",\"NVLink\",\"rack-scale\",\"RAS\",\"Meta\",\"URL\",\"SDxCentral\",\"LDN\"]" AI评分知识库命中: "[{\"id\":\"july-correct-0095\",\"title\":\"Inside NVIDIA Rubin GPU Architecture: Powering the Era of Agentic AI\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"NVIDIA\",\"Vera Rubin\",\"Blackwell\",\"Rubin\",\"NVLink\",\"rack-scale\",\"RAS\",\"Meta\",\"URL\"],\"rank\":-19.515872170780547},{\"id\":\"runtime-f25234b5fb900c12eebcf43a\",\"title\":\"Scale-in? Nvidia’s ‘fifth’ pillar of AI networking rests on shaky ground\",\"sourceType\":\"ai_excellent_article\",\"time\":\"\",\"matchedTerms\":[\"NVIDIA\",\"Rubin\",\"NVLink\",\"RAS\",\"URL\",\"SDxCentral\",\"LDN\"],\"rank\":-18.959114562277993},{\"id\":\"july-correct-0020\",\"title\":\"NVIDIA Vera Rubin：引領代理 AI 的時代\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"NVIDIA\",\"Vera Rubin\",\"Blackwell\",\"Rubin\",\"NVLink\",\"RAS\",\"Meta\"],\"rank\":-18.637065821421384},{\"id\":\"runtime-5095d81c147567ab9111181d\",\"title\":\"Meta’s custom transport protocol embraces packet chaos to boost AI throughput\",\"sourceType\":\"ai_excellent_article\",\"time\":\"\",\"matchedTerms\":[\"RAS\",\"Meta\",\"URL\",\"SDxCentral\",\"LDN\"],\"rank\":-16.905095158426818},{\"id\":\"july-correct-0104\",\"title\":\"NVIDIA Vera Rubin 提升每瓦性能，为全球合作伙伴实现最低 Token 成本\",\"sourceType\":\"labeled_article\",\"time\":\"2026-07\",\"matchedTerms\":[\"NVIDIA\",\"Vera Rubin\",\"Blackwell\",\"Rubin\",\"NVLink\",\"RAS\"],\"rank\":-15.93602468660888}]" AI摘要: "英伟达宣称其网络业务已成为全球最大且增长最快的网络公司，主要受Spectrum-X以太网产品销售额同比增2.6倍推动；该业务连续创纪录季度，收入环比增长18%，首席财务官称需求正帮助公司拿下这一地位。" AI摘要模型: "ali-deepseek-v4-flash" AI摘要时间: "2026-09-07T02:09:01.195Z" 采集批次: "2026年8月28日15点43分49秒" 采集批次ID: "20260828-154349-286" 去重键: "https://www.sdxcentral.com/news/nvidia-claims-fastest-growing-networking-title-as-spectrum-x-sales-soar" --- Title: Nvidia claims 'fastest-growing’ networking title as Spectrum-X sales soar URL Source: https://www.sdxcentral.com/news/nvidia-claims-fastest-growing-networking-title-as-spectrum-x-sales-soar/ Markdown Content: This website uses cookies to ensure you get the best experience on our website. [Learn more](https://www.cookiesandyou.com/) [Got it!](https://www.sdxcentral.com/news/nvidia-claims-fastest-growing-networking-title-as-spectrum-x-sales-soar/) # * Channels * [The AI Channel](https://www.sdxcentral.com/ai/) * [The Networking Channel](https://www.sdxcentral.com/network-sdn/) * [The Cybersecurity Channel](https://www.sdxcentral.com/security/) * [The Distributed Infrastructure Channel](https://www.sdxcentral.com/distributed-infrastructure/) * [The Telecom Channel](https://www.sdxcentral.com/telecom-nfv/) * [The Silicon & Supercomputing Channel](https://www.sdxcentral.com/storage-silicon/) * [The Cloud & Storage Channel](https://www.sdxcentral.com/cloud/) * Media * [News](https://www.sdxcentral.com/news/) * [Analysis](https://www.sdxcentral.com/analysis/) * [Editors' Views](https://www.sdxcentral.com/control-plane/) * [Industry Views](https://www.sdxcentral.com/opinions/) * [Video Interviews](https://www.sdxcentral.com/video-interviews/) * [Broadcasts](https://www.sdxcentral.com/broadcasts/) * [On Demand Broadcasts](https://www.sdxcentral.com/broadcasts/past/) * [Explainers](https://www.sdxcentral.com/sdx-explainers/) * [MarketWatch](https://www.sdxcentral.com/marketwatch/) * [Press Releases](https://www.sdxcentral.com/press-releases/) * [Resources](https://www.sdxcentral.com/resources/) * Live Events * Xcelerated Compute Series * [The Xcelerated Compute Show | LDN 2026](https://www.xceleratedcompute.com/london/2026/) * [The Xcelerated Compute Show | MEX 2026](https://www.xceleratedcompute.com/cancun/2026/) * [The Xcelerated Compute Show | NYC 2027](https://www.xceleratedcompute.com/new-york/2027/) * Digital Infrastructure Series * [Yotta 2026](https://www.yotta-event.com/) * [Login / Create Account](https://www.sdxcentral.com/sdx-en/account/login/?next=%2Fnews%2Fnvidia-claims-fastest-growing-networking-title-as-spectrum-x-sales-soar%2F) * [](https://www.sdxcentral.com/sdx-en/search/) Search * Show Menu * Channels * Back * [The AI Channel](https://www.sdxcentral.com/ai/) * [The Networking Channel](https://www.sdxcentral.com/network-sdn/) * [The Cybersecurity Channel](https://www.sdxcentral.com/security/) * [The Distributed Infrastructure Channel](https://www.sdxcentral.com/distributed-infrastructure/) * [The Telecom Channel](https://www.sdxcentral.com/telecom-nfv/) * [The Silicon & Supercomputing Channel](https://www.sdxcentral.com/storage-silicon/) * [The Cloud & Storage Channel](https://www.sdxcentral.com/cloud/) * Media * Back * [News](https://www.sdxcentral.com/news/) * [Analysis](https://www.sdxcentral.com/analysis/) * [Editors' Views](https://www.sdxcentral.com/control-plane/) * [Industry Views](https://www.sdxcentral.com/opinions/) * [Video Interviews](https://www.sdxcentral.com/video-interviews/) * [Broadcasts](https://www.sdxcentral.com/broadcasts/) * [On Demand Broadcasts](https://www.sdxcentral.com/broadcasts/past/) * [Explainers](https://www.sdxcentral.com/sdx-explainers/) * [MarketWatch](https://www.sdxcentral.com/marketwatch/) * [Press Releases](https://www.sdxcentral.com/press-releases/) * [Resources](https://www.sdxcentral.com/resources/) * Live Events * Back * Xcelerated Compute Series * [The Xcelerated Compute Show | LDN 2026](https://www.xceleratedcompute.com/london/2026/) * [The Xcelerated Compute Show | MEX 2026](https://www.xceleratedcompute.com/cancun/2026/) * [The Xcelerated Compute Show | NYC 2027](https://www.xceleratedcompute.com/new-york/2027/) * Digital Infrastructure Series * [Yotta 2026](https://www.yotta-event.com/) Close modal ## Search Suggestions [READ: How Meta re-engineered its storage stack for AI](https://www.sdxcentral.com/resources/the-storage-supplement/) * [Home](https://www.sdxcentral.com/) * [News](https://www.sdxcentral.com/news/) * [The Networking Channel](https://www.sdxcentral.com/network-sdn/) # Nvidia claims 'fastest-growing’ networking title as Spectrum-X sales soar Money-printing business unit shows no signs of slowing August 27, 2026 By[Ben Wodecki](https://www.sdxcentral.com/profile/ben-wodecki/)[Have your say](https://www.sdxcentral.com/news/nvidia-claims-fastest-growing-networking-title-as-spectrum-x-sales-soar/#comments) [Facebook](https://www.sdxcentral.com/#facebook)[Twitter](https://www.sdxcentral.com/#twitter)[LinkedIn](https://www.sdxcentral.com/#linkedin)[Reddit](https://www.sdxcentral.com/#reddit)[Email](https://www.sdxcentral.com/#email)[Share](https://www.addtoany.com/share#url=https%3A%2F%2Fwww.sdxcentral.com%2Fnews%2Fnvidia-claims-fastest-growing-networking-title-as-spectrum-x-sales-soar%2F&title=Nvidia%20claims%20%27fastest-growing%E2%80%99%20networking%20title%20as%20Spectrum-X%20sales%20soar%20-%20SDxCentral) – Ben Wodecki/SDxCentral Nvidia added “fastest-growing” to its claim of being the world’s largest networking company. Its interconnectivity business had yet another record quarter, with revenue growing 18% on a sequential basis. The tech giant’s earnings continue to boggle the mind: gross margins of 75% for the second quarter ending July 26, 2026. Revenues totaled $96.2 billion, up 18% on the previous quarter and 106% year over year (YoY). Nvidia’s networking products are helping to push revenue even higher, with its Spectrum-X Ethernet products growing 2.6-times on a YoY basis. CFO Colette Kress told investors that Spectrum-X demand was “helping us become the largest and fastest-growing network company in the world,” while agentic AI adoption was tipped to push demand even further. While the world routinely waits for Nvidia earnings with bated breath, its latest earnings showed no signs of wobbling. Kress said that since its Hopper generation, the company’s revenue opportunity has grown from roughly $18 billion per gigawatt to $25 billion with Blackwell – with that number jumping to $40 billion for the forthcoming Vera Rubin. “Our ability to extreme co-design across graphics processing units, central processing units, NVLink scale-up networking, scale-out networking, systems, algorithms, and software enables us to deliver X-factor performance gain every generation,” the CFO said. In terms of market penetration, Kress revealed that neoclouds, enterprise edge, and “sovereign”-related deployments represent roughly half of its data center business, in addition to high demand from hyperscalers. Looking ahead to the third quarter, Nvidia expects total revenues to be at $108 billion, “plus or minus 2%,” with continued growth from hyperscalers and non-high-end players. “We see Vera Rubin accounting for about 20% of data center revenue in Q3,” Kress told investors. Nvidia execs on the earnings call were bullish when addressing supply chain concerns amid the compounding memory crunch, which has resulted in the company raising prices. Kress said the AI buildout driving memory scarcity “is a symptom of the same demand surge that's driving our own growth.” Founder and CEO Jensen Huang – renowned for his emphasis on [supply chain management](https://www.sdxcentral.com/news/nvidia-continues-optical-spending-spree-with-multiyear-corning-deal/) – said the company boasts “a lot greater visibility now, upstream and downstream” and that the “reinvention” of Nvidia’s supply chain for its flagship NVLink 72 rack-scale systems helped drive revenue opportunities later down the line. “Just as a long time ago, people asked me why is it that we're working with memory suppliers when we're a chip company. And today, people understand it's really quite genius that we were working on our supply chain so far upstream,” Huang said. “We work with power generator companies. ... We work with land, power, and shell companies all around the world. And that helps prepare all of this computing that's going to be built that will ultimately deploy for our ecosystem and our customers.” ## Can’t slow down? Nvidia won’t slow down Shay Boloor, chief market strategist at Futurum Equities, said Nvidia delivered exactly the kind of quarter that “makes it difficult to argue AI infrastructure demand has already peaked.” “[The] most important part of the quarter for me is that the demand base is actually broadening because hyperscale revenue grew 102% YoY and 13% sequentially to $49 billion while ACIE [AI clouds, industrial, and enterprise] grew 138% YoY and 25% sequentially to $40 billion. This shows me AI clouds, enterprises, industrial customers, and sovereign buyers are now nearly as large as hyperscalers and growing materially faster,” the analyst noted. Emarketer analyst Jacob Bourne added that the ramp of Vera Rubin’s release alongside a strong outlook suggests demand will continue even without meaningful revenue from export restricted customers in China. “Nvidia still faces a changing competitive landscape, with some of its largest customers developing their own chips while startups target parts of the AI compute market,” the analyst explained in emailed quotes to _SDxCentral_. “Yet Nvidia continues to deepen its relevance across the AI stack, expanding beyond training into inference, models, networking, and broader AI infrastructure. Its ability to adapt as AI workloads and competitive dynamics evolve provides a strong argument for the durability of its position.” Stay ahead of the latest networking channel trends. Subscribe to SDxCentral. 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