When Nvidia (NVDA) reports its second quarter earnings on Aug. 27, investors will focus squarely on the company’s data center results. After all, that’s where the chip giant realizes revenue on the sale of its high-powered AI processors.
But the Data Center segment includes more than just chip sales. It also accounts for some of Nvidia’s most important, though often overlooked, offerings: its networking technologies.
Composed of its NVLink, InfiniBand, and Ethernet solutions, Nvidia’s networking products are what allow its chips to communicate with each other, let servers talk to each other inside massive data centers, and ultimately ensure end users can connect to it all to run AI applications.
“The most important part in building a supercomputer is the infrastructure. The most important part is how you connect those computing engines together to form that…
