Inferra AI / Term research / NVLink / Scale-Up Networking
NVLink / Scale-Up Networking
The fabrics that connect GPUs inside a rack (scale-up, e.g. NVLink) and across racks (scale-out, Ethernet/InfiniBand). Networking content per AI cluster is rising sharply.
Watch for: Networking revenue at NVDA, and Ethernet wins at AVGO, MRVL, CRDO, CSCO.
“NVLink” is used by 11 companies in 29 documents in this edition.
Documents using the term, by quarter
| Quarter | Documents |
|---|---|
| Q1 2026 | 4 |
| Q2 2026 | 2 |
| Q3 2026 | 2 |
| Q4 2026 (in progress) | 4 |
Q4 2026 is in progress — documents filed through Nov 1, 2026. Quarters are calendar quarters, bucketed by document date.
Companies using it most · documents · in Q4 2026
| # | Ticker | Company | Documents | In Q4 2026 |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA | 9 | 0 in Q4 2026 |
| 2 | COHR | Coherent Corp. | 6 | 0 in Q4 2026 |
| 3 | MRVL | Marvell Technology | 4 | 2 in Q4 2026 |
| 4 | DELL | Dell Technologies | 2 | 2 in Q4 2026 |
| 5 | INTC | Intel | 2 | 0 in Q4 2026 |
| 6 | ALAB | Astera Labs | 1 | 0 in Q4 2026 |
| 7 | AMZN | Amazon | 1 | 0 in Q4 2026 |
| 8 | ANET | Arista Networks | 1 | 0 in Q4 2026 |
| 9 | CORZ | Core Scientific, Inc./Tx | 1 | 0 in Q4 2026 |
| 10 | MTB | M&T Bank | 1 | 0 in Q4 2026 |
| 11 | TPR | Tapestry, Inc. | 1 | 0 in Q4 2026 |
Evidence — the top-ranked company
Evidence
NVIDIA (NVDA)
9 documents use “NVLink” in this edition — 0 in Q4 2026.
Earnings presentation
Most recent deck in this edition
NVIDIA — Presentation deck (company IR deck)
This deck’s text is indexed, but no passage using “NVLink” is recorded in it.
Where the term appears — the documents
NVIDIA — 10-Q Quarterly report
IN THE FULL TEXT · “…for our InfiniBand, Spectrum-X Ethernet, and NVLink solutions. Hyperscaler revenue increased…”
IN THE FULL TEXT · “…Our networking offerings include NVLink interconnects and switches, end-to-end…”
NVIDIA — 10-Q Quarterly report
IN THE FULL TEXT · “…the introduction and continued growth of NVLink compute fabric for 26 GB200 and GB300…”
NVIDIA — 10-Q Quarterly report
IN THE FULL TEXT · “…up 46% sequentially, driven by the growth of NVLink compute fabric for GB200 and GB300 systems,…”
NVIDIA — 10-Q Quarterly report
IN THE FULL TEXT · “…up 64% sequentially, driven by the growth of NVLink compute fabric in our GB200 systems and…”
NVIDIA — Earnings release (8-K exhibit)
IN THE DOCUMENT · “…Networking revenue was $5.0 billion, up 56% from a year ago and up 64% sequentially, driven by the growth of NVLink compute fabric in our GB200 systems and continued adoption of Ethernet for AI solutions at cloud service…”
NVIDIA — Earnings release (8-K exhibit)
IN THE DOCUMENT · “…was $3.0 billion, down 9% from a year ago and down 3% sequentially. We are transitioning from small NVLink 8 with Infiniband to large NVLink 72 with Spectrum X. Networking experienced growth in Ethernet for…”
NVIDIA — Earnings release (8-K exhibit)
IN THE DOCUMENT · “…business process. “Our entire data center family of products — H100, Grace CPU, Grace Hopper Superchip, NVLink, Quantum 400 InfiniBand and BlueField-3 DPU — is in production. We are significantly increasing our…”
NVIDIA — Earnings release (8-K exhibit)
IN THE DOCUMENT · “…Announced the Arm ® -based NVIDIA Grace ™ CPU Superchip with two CPU chips connected coherently over NVLink ® -C2C, a new high-speed, low-latency chip-to-chip interconnect. • Announced that Taiwan’s leading …”
Counts are documents containing the term, counted from this edition’s full-text index of the filings, the release and deck text the library holds, and document titles and details — the same sources the library search on the homepage runs on, so the two always agree. A document counts once, however many times the term appears in it.