Nvidia

NVIDIA’s $2 billion investment in Marvell matters because it extends NVIDIA’s influence beyond GPUs and into the custom silicon, optical, and network-fabric layers that now determine whether AI clusters scale cleanly. According to NVIDIA (2026), the partnership ties Marvell’s custom XPUs and NVLink Fusion-compatible scale-up networking to NVIDIA’s Vera CPUs, ConnectX NICs, BlueField DPUs, NVLink interconnect, and Spectrum-X switches, which means customers can build semi-custom AI systems without leaving NVIDIA’s control plane. ...

Cato Networks just made the most significant architectural bet in the SASE market: embedding NVIDIA GPUs directly inside every one of its 85+ global Points of Presence. The new Cato Neural Edge platform eliminates the traditional gap between traffic inspection and AI-driven analysis by running both in the same location, at the same time, in a single pass. For network security engineers — especially those pursuing or holding CCIE Security — this represents a fundamental shift in how cloud-delivered security perimeters will operate going forward. ...

Nvidia has declared the traditional data center dead. At GTC 2026, CEO Jensen Huang unveiled a complete architectural overhaul that replaces file-serving buildings with AI factories purpose-built for token generation — and the catalyst is the agentic AI explosion driven by OpenClaw. The Vera Rubin POD packs 40 racks, 1,152 GPUs, and 60 exaflops into a single co-designed supercomputer, while AI Grids extend inference across 100,000+ telecom edge sites worldwide. For network engineers, this isn’t a product refresh — it’s a structural redefinition of what data center networking means. ...

Nvidia’s networking division generated $31 billion in fiscal year 2026 revenue — $11 billion in Q4 alone — making a GPU company the largest data center Ethernet switch vendor on the planet. According to Nvidia’s Q4 FY2026 earnings report, networking revenue surged 267% year-over-year, and the division now generates more quarterly revenue than Cisco’s entire annual data center switching business. This isn’t a side project. Networking is now Nvidia’s second-largest business segment, and it’s reshaping who builds, sells, and operates data center networks. ...

NVIDIA GTC 2026 opened today in San Jose with 39,000 attendees and a clear message: AI infrastructure is entering the gigawatt era, and the network fabric connecting GPU clusters is now the single biggest differentiator between a functional AI factory and an expensive pile of silicon. The Vera Rubin platform — six co-designed chips delivering 260TB/s of rack-level bandwidth — rewrites the playbook for data center networking at every layer from NIC to spine switch. ...