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InfiniBand revenue quadruples YoY driven by next-generation XDR deployments, signaling major networking infrastructure buildout
Jensen Huang· NVIDIA· AI· 2026-05-20· about NVIDIA (NVDA)
“InfiniBand has also had a very strong quarter growing more than 4x year over year driven by deployments of our next generation XDR technology.”
Why it matters
InfiniBand's 4x YoY growth indicates that data center fabric infrastructure is becoming a critical bottleneck alongside GPUs. XDR deployments are scaling rapidly to support interconnect requirements for Blackwell clusters.
Investment implication
InfiniBand suppliers and ecosystem partners (Mellanox subsidiary within NVIDIA, but also signal for third-party networking vendors like Broadcom, Cisco) should expect sustained demand for high-speed interconnects. Passive component suppliers for interconnects may face supply tightness.