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Nvidia's upcoming earnings are expected to show its networking business nearing $17 billion, becoming its fastest-growing segment.
Nvidia is set to report earnings on Wednesday, with Wall Street anticipating its networking operation to generate close to $17 billion, up from nearly $15 billion last quarter. This segment has been growing significantly faster than its compute business, with networking revenue up nearly 200% year-over-year last quarter compared to 77% for compute, and is projected to grow 134% in the upcoming report versus 100% for compute. Analysts view this rapid growth in AI infrastructure as a key reason Nvidia is seen as more than a conventional semiconductor company.
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