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Meta and Oracle are adopting Nvidia's Spectrum-X Ethernet networking for their mega AI factories, standardizing Nvidia networking across largest GPU clusters.

Spectrum-X adoption by hyperscalers validates Nvidia's end-to-end AI infrastructure advantage and entrenches networking as a high-margin revenue stream alongside GPUs.
Trade pressSlicast · October 14, 2025 23:00 · Global · Source: siliconangle.com
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Image / Slicast · Source: siliconangle.com

Meta and Oracle are adopting Nvidia's Spectrum-X Ethernet networking for their mega AI factories, standardizing Nvidia networking across largest GPU clusters.

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Meta and Oracle are adopting Nvidia's Spectrum-X Ethernet networking for their mega AI factories, standardizing Nvidia networking across largest GPU clusters. · Slicast