Networking Now Drives a Fifth of Nvidia's Datacenter Revenues
thoefler · x · 2026-08-28
Analysis by The Next Platform reveals that networking now accounts for a fifth of Nvidia's datacenter revenues. With fiscal 2027 components allocated, Nvidia's CFO projects datacenter business growth of slightly over 70% in fiscal 2028. The report also notes AMD EPYC demand may exceed supply by 30% and that agentic AI is driving a resurgence in CPU capacity within AI datacenters.
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