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Last updated : 27/04/2026 - 13h37
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NVIDIA Collaborates with Meta and Oracle to Enhance AI Infrastructures

NVIDIA announces that Meta and Oracle will integrate its Spectrum-X Ethernet switches to develop large-scale AI data centers.


NVIDIA Collaborates with Meta and Oracle to Enhance AI Infrastructures

Implementation in Network Infrastructures

Meta and Oracle have decided to implement NVIDIA's Spectrum-X Ethernet switches in their network infrastructures, aiming to boost the efficiency of AI training and reduce analysis times. Meta plans to introduce these switches into its Facebook Open Switching System for optimized management of large-scale networks. Meanwhile, Oracle intends to build giga-scale AI supercomputers, using these technologies to interconnect millions of GPUs with increased efficiency. This collaboration highlights both companies' commitment to standardize on NVIDIA's solutions to foster the next generation of AI infrastructures.

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Oracle relies on its partnership with NVIDIA to strengthen its cloud infrastructure dedicated to artificial intelligence by interconnecting an unprecedented number of GPUs, which should enhance AI training and rapid deployment of AI applications. According to Oracle, this strategy will allow clients to more quickly benefit from the latest advancements in generative AI and reasoning. Concurrently, Meta aims to integrate the Spectrum-X Ethernet solutions into its Minipack3N switch and the FBOSS system, reinforcing its open network approach and optimizing its infrastructure to support increasingly large AI models.

Capabilities of the Spectrum-X Platform

NVIDIA's Spectrum-X Ethernet platform is designed to meet the demands of AI models containing trillions of parameters, with a particular focus on efficiency and scalability at large scales. This system stands out by offering a data throughput of 95%, thus enhancing performance compared to standard commercial Ethernet solutions, which are often limited by flow collisions. This development could influence data center strategies worldwide, enabling an efficient link between geographically distributed infrastructures and supporting the construction of vast AI factories.

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Assurance vie

Context

Period
  • Period: 3T 2026
Guidance from the release
  • Blackwell sales are off the charts, and cloud GPUs are sold out.
  • Record Q3 revenue driven by Data Center ($51,2 billion). Strong gross margins (73,4 % GAAP). Significant customer and partner momentum (OpenAI, Google Cloud, Microsoft, Oracle, Anthropic, etc.). Substantial shareholder returns YTD and large remaining repurchase authorization.
Risks mentioned
  • Reliance on third parties for manufacturing, assembly, packaging and testing
  • Competition and technological development risks
  • Market acceptance and integration risks for products and partners
  • Regulatory and geopolitical risks
Opportunities identified
  • Accelerating compute demand across training and inference driven by AI
  • Large-scale partnerships and deployments (OpenAI 10 GW, Anthropic 1 GW, cloud providers)
  • New product families (Blackwell, Rubin CPX, BlueField-4) and performance leadership on MLPerf benchmarks
  • Geographic expansion investments (UK, Germany, South Korea, US manufacturing)
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