{"id":219116,"date":"2026-05-23T10:59:00","date_gmt":"2026-05-23T14:59:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/23\/nvidias-hidden-60-billion-business-is-about-to-overtake-broadcom\/"},"modified":"2026-05-23T11:15:15","modified_gmt":"2026-05-23T15:15:15","slug":"nvidias-hidden-60-billion-business-is-about-to-overtake-broadcom","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/23\/nvidias-hidden-60-billion-business-is-about-to-overtake-broadcom\/","title":{"rendered":"Nvidia\u2019s Hidden $60 Billion Business Is About to Overtake Broadcom"},"content":{"rendered":"<p><a href=\"https:\/\/247wallst.com\/investing\/2026\/05\/23\/nvidias-hidden-60-billion-business-is-about-to-overtake-broadcom\/\">Nvidia\u2019s Hidden $60 Billion Business Is About to Overtake Broadcom<\/a><\/p>\n<p><a href=\"https:\/\/247wallst.com\/investing\/2026\/05\/23\/nvidias-hidden-60-billion-business-is-about-to-overtake-broadcom\/\">https:\/\/247wallst.com\/investing\/2026\/05\/23\/nvidias-hidden-60-billion-business-is-about-to-overtake-broadcom\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-05-23 10:59:00<\/a><\/p>\n<p>Source Domain: <a href=\"247wallst.com\">247wallst.com<\/a><\/p>\n<ul>\n<li>\n<p><strong>Evolution Beyond GPUs<\/strong>: Investors have long viewed artificial intelligence primarily through the lens of GPU technologies, but AI data centers now depend on ultra-fast networking capable of managing vast amounts of data with minimal delay.<\/p>\n<\/li>\n<li>\n<p><strong>Networking as a Key Component<\/strong>: Networking hardware has become a critical focus in the tech sector as AI data centers are more bottlenecked by data transfer speeds rather than raw computing power. <\/p>\n<\/li>\n<li>\n<p><strong>Leading Networking Providers<\/strong>: Companies such as Broadcom, Arista Networks, and Cisco Systems have established dominant roles in providing networking solutions for AI. <\/p>\n<\/li>\n<li>\n<p><strong>Nvidia&#8217;s Explosive Growth<\/strong>: Nvidia has quietly built an extensive AI networking empire that outpaces its competitors. Its quarterly networking revenue reached $15 billion, which when annualized, suggests a $60 billion revenue run rate for its networking segment.<\/p>\n<\/li>\n<li>\n<p><strong>Full-Stack AI Infrastructure Provider<\/strong>: Nvidia&#8217;s strategy of offering GPUs, software, networking hardware, and data center systems has positioned it as a leader in full-stack AI infrastructure, outcompeting traditional networking giants.<\/p>\n<\/li>\n<li>\n<p><strong>Acquisitions Driving Growth<\/strong>: Nvidia&#8217;s acquisition of Mellanox provided control over InfiniBand technology, which helps in minimizing data latency between GPUs, crucial for efficient AI workloads.<\/p>\n<\/li>\n<li>\n<p><strong>Market Mispricing<\/strong>: Despite its vast networking capabilities and diverse offerings, investors may still underappreciate Nvidia\u2019s value due to its historical identity as a GPU company.<\/p>\n<\/li>\n<li>\n<p><strong>Future Valuation Challenge<\/strong>: As the company&#8217;s involvement spans several industries beyond semiconductors, reevaluating its valuation is essential for reflecting its comprehensive role in AI infrastructure.<\/p>\n<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia\u2019s Hidden $60 Billion Business Is About to Overtake Broadcom https:\/\/247wallst.com\/investing\/2026\/05\/23\/nvidias-hidden-60-billion-business-is-about-to-overtake-broadcom\/ Publish Date: 2026-05-23 10:59:00&#8230;<\/p>\n","protected":false},"author":1,"featured_media":219117,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/247wallst.com\/wp-content\/uploads\/2026\/05\/sf-jensen-huang-official-5-1778696865500.jpg","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-219116","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/219116"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=219116"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/219116\/revisions"}],"predecessor-version":[{"id":219118,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/219116\/revisions\/219118"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/219117"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=219116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=219116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=219116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}