Nvidia earnings could reveal its fastest-growing business isn’t chips: Chart of the Day - Yahoo Finance
Nvidia's upcoming earnings report may highlight that its networking business is growing faster than its core GPU chip division. As hyperscalers develop custom AI chips, the demand for high-speed networking infrastructure to connect these processors is surging.
Why it matters
This shift indicates a broader trend in the AI industry where infrastructure connectivity is becoming as critical as the processing power itself.
Nvidia earnings could reveal its fastest-growing business isn't chips: Chart of the Day Jared Blikre Wed, August 26, 2026 at 6:00 AM EDT 3 min read NVDA -1.59% GOOG -1.23% AMZN -0.30% META +1.07% MSFT +0.95% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
Wall Street is focused on Nvidia's ( NVDA ) graphics processing units (GPUs). The faster-growing story is sitting beside them.
Nvidia has quietly built a networking operation that generated nearly $15 billion last quarter, up from roughly $3 billion per quarter two years ago. Wall Street expects that figure to approach $17 billion when the company reports earnings on Wednesday.
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