Overview

• Nvidia announced the deals at the OCP Global Summit in San Jose, naming Meta and Oracle as customers for its Spectrum-X networking fabric.
• Meta will integrate Spectrum Ethernet switches into FBOSS and the Minipack3N platform to accelerate deployment and improve training efficiency across large-scale networks.
• Oracle plans giga-scale AI factories powered by Nvidia’s upcoming Vera Rubin architecture and interconnected using Spectrum-X Ethernet.
• Nvidia says Spectrum-X combines Ethernet switches with SuperNICs and adds Spectrum-XGS to link data centers across cities, countries and continents.
• The company reports Spectrum-X achieved about 95% throughput on a massive AI supercomputer versus roughly 60% for off-the-shelf Ethernet, and Nvidia shares rose around 2.7% after the news.