Meta and Oracle Standardize on NVIDIA Spectrum-X Ethernet for AI Data Center Networks

Meta and Oracle will deploy NVIDIA Spectrum-X Ethernet switches for enhanced AI data center networking efficiency and scalability.

Quiver AI Summary

NVIDIA has announced that Meta and Oracle will adopt its Spectrum-X Ethernet switches to enhance their AI data center networks. This collaboration aims to create a standard open and accelerated networking architecture that improves deployment speed, AI training efficiency, and reduces the time to gain insights. Meta plans to integrate these switches into its Facebook Open Switching System to support its next-generation AI infrastructure, which requires efficient networking at an unprecedented scale. Similarly, Oracle will utilize Spectrum-X Ethernet to build advanced AI factories that interconnect millions of GPUs, enabling faster training and deployment of AI workloads. NVIDIA's Spectrum-X technology is designed specifically for handling the demands of trillion-parameter models, facilitating significant improvements in data throughput and networking efficiency essential for large-scale AI operations.

Potential Positives

Meta is standardizing on NVIDIA Spectrum-X Ethernet switches to enhance the efficiency and scalability of its AI data center networks, reflecting its commitment to advancing AI technology.
The integration of Spectrum-X Ethernet into Meta's Facebook Open Switching System (FBOSS) is expected to unlock significant gains in AI training efficiency and reduce time to insights, positioning Meta as a leader in AI infrastructure.
This partnership with NVIDIA through the use of Spectrum-X Ethernet supports Meta's aim to deploy next-generation AI applications at scale, potentially benefiting billions of users worldwide.

Potential Negatives

Meta's reliance on NVIDIA's Spectrum-X Ethernet technology may raise concerns about dependency on a single supplier for critical infrastructure, which could pose risks in terms of future pricing and availability.
The announcement does not provide details on how these technological upgrades will specifically impact Meta's overall financial performance or operational efficiency, leaving stakeholders uncertain about the tangible benefits.
The emphasis on rapidly evolving AI technology implies that Meta must continuously innovate to remain competitive, potentially increasing operational costs and resource allocation pressures.

FAQ

What is NVIDIA's Spectrum-X Ethernet networking technology?

NVIDIA Spectrum-X Ethernet is a networking platform designed for AI that interconnects millions of GPUs efficiently, enhancing performance and scalability.

How will Meta utilize Spectrum-X Ethernet?

Meta will integrate Spectrum-X Ethernet switches into its Facebook Open Switching System to improve AI training efficiency and network management at scale.

What benefits does Spectrum-X Ethernet provide for AI workloads?

Spectrum-X Ethernet enhances AI workloads by delivering unprecedented data throughput, reducing bottlenecks, and enabling rapid deployment of large-scale AI models.

What role does Oracle play in the AI supercomputer landscape?

Oracle is set to build giga-scale AI supercomputers leveraging Spectrum-X Ethernet to boost efficiency in AI training and deployment.

Why is the collaboration between NVIDIA, Meta, and Oracle significant?

This collaboration signifies a shift towards advanced AI infrastructure, enhancing capabilities for training trillion-parameter models and accelerating AI innovation.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$NVDA Congressional Stock Trading

Members of Congress have traded $NVDA stock 67 times in the past 6 months. Of those trades, 60 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

REPRESENTATIVE VAL T. HOYLE has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/09, 06/06 and 1 sale worth up to $100,000 on 09/23.
SENATOR SHELDON WHITEHOUSE has traded it 3 times. They made 0 purchases and 3 sales worth up to $150,000 on 09/04, 07/07, 04/14.
REPRESENTATIVE CLEO FIELDS has traded it 41 times. They made 41 purchases worth up to $12,015,000 on 09/03, 08/22, 08/20, 08/15, 08/13, 08/06, 08/01, 07/29, 07/17, 07/16, 07/14, 07/10, 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 0 sales.
SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/22, 05/13 and 0 sales.
SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/24.
REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
REPRESENTATIVE ROBERT BRESNAHAN has traded it 5 times. They made 5 purchases worth up to $75,000 on 05/29, 05/23, 05/16, 05/13, 05/09 and 0 sales.
REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/14, 05/05 and 0 sales.
REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $250,000 on 05/08 and 1 sale worth up to $1,000,000 on 05/12.
REPRESENTATIVE BRUCE WESTERMAN sold up to $50,000 on 04/21.
REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/16 and 0 sales.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$NVDA Insider Trading Activity

$NVDA insiders have traded $NVDA stock on the open market 432 times in the past 6 months. Of those trades, 0 have been purchases and 432 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:

JEN HSUN HUANG (President and CEO) has made 0 purchases and 307 sales selling 5,175,000 shares for an estimated $896,698,746.
MARK A STEVENS has made 0 purchases and 8 sales selling 2,875,730 shares for an estimated $438,775,005.
TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
A BROOKE SEAWELL has made 0 purchases and 53 sales selling 770,522 shares for an estimated $119,998,758.
HARVEY C JONES sold 250,000 shares for an estimated $44,053,700
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 48 sales selling 196,290 shares for an estimated $32,815,868.
AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
DAWN E HUDSON has made 0 purchases and 2 sales selling 90,000 shares for an estimated $15,381,064.
PERSIS DRELL sold 40,000 shares for an estimated $7,106,120
ROBERT K BURGESS sold 50,000 shares for an estimated $6,740,819
STEPHEN C NEAL sold 28,000 shares for an estimated $4,972,343
DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 3 sales selling 8,000 shares for an estimated $1,263,767.
JOHN DABIRI sold 660 shares for an estimated $91,608

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$NVDA Hedge Fund Activity

We have seen 2,902 institutional investors add shares of $NVDA stock to their portfolio, and 2,033 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 382,231,120 shares (+267959.7%) to their portfolio in Q2 2025, for an estimated $60,388,694,648
CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
JPMORGAN CHASE & CO added 41,486,164 shares (+9.9%) to their portfolio in Q2 2025, for an estimated $6,554,399,050
VANGUARD GROUP INC added 39,465,689 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $6,235,184,205
PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606
CLEAR STREET LLC added 28,275,055 shares (+470.5%) to their portfolio in Q2 2025, for an estimated $4,467,175,939

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$NVDA Analyst Ratings

Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 27 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Keybanc issued a "Overweight" rating on 09/30/2025
Citigroup issued a "Buy" rating on 09/30/2025
Jefferies issued a "Buy" rating on 09/29/2025
Barclays issued a "Overweight" rating on 09/25/2025
DA Davidson issued a "Buy" rating on 09/23/2025
Rosenblatt issued a "Buy" rating on 09/23/2025
Wedbush issued a "Outperform" rating on 08/28/2025

To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.

$NVDA Price Targets

Multiple analysts have issued price targets for $NVDA recently. We have seen 31 analysts offer price targets for $NVDA in the last 6 months, with a median target of $220.0.

Here are some recent targets:

C.J. Muse from Cantor Fitzgerald set a target price of $300.0 on 10/09/2025
John Vinh from Keybanc set a target price of $250.0 on 09/30/2025
Atif Malik from Citigroup set a target price of $210.0 on 09/30/2025
An analyst from Jefferies set a target price of $220.0 on 09/29/2025
Tom O'Malley from Barclays set a target price of $240.0 on 09/25/2025
Mark Lipacis from Evercore ISI Group set a target price of $225.0 on 09/23/2025
Kevin Cassidy from Rosenblatt set a target price of $215.0 on 09/23/2025

Full Release

News Summary:

Meta to introduce switches built on NVIDIA Spectrum Ethernet for its Facebook Open Switching System platform.
Oracle to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.

SAN JOSE, Calif., Oct. 13, 2025 (GLOBE NEWSWIRE) -- NVIDIA today announced that Meta and Oracle will boost their AI data center networks with NVIDIA Spectrum-X ™ Ethernet networking switches.

Meta and Oracle are standardizing on Spectrum-X Ethernet switches as an open, accelerated networking architecture that speeds deployment at scale, unlocks exponential gains in AI training efficiency and shortens time to insights.

“Trillion-parameter models are transforming data centers into giga-scale AI factories, and industry leaders like Meta and Oracle are standardizing on Spectrum-X Ethernet to drive this industrial revolution,” said Jensen Huang, founder and CEO of NVIDIA. “Spectrum-X is not just faster Ethernet — it’s the nervous system of the AI factory, enabling hyperscalers to connect millions of GPUs into a single giant computer to train the largest models ever built.”

Oracle will build giga-scale AI factories accelerated by the NVIDIA Vera Rubin architecture and interconnected by Spectrum-X Ethernet.

“Oracle Cloud Infrastructure is designed from the ground up for AI workloads, and our partnership with NVIDIA extends that AI leadership,” said Mahesh Thiagarajan, executive vice president of Oracle Cloud Infrastructure. “By adopting Spectrum-X Ethernet, we can interconnect millions of GPUs with breakthrough efficiency so our customers can more quickly train, deploy and benefit from the next wave of generative and reasoning AI.”

Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (“FBOSS”), a software platform developed to manage and control network switches at massive scale. This integration will speed deployment at scale to unlock gains in AI training efficiency and shorten time to insights.

“Meta’s next-generation AI infrastructure requires open and efficient networking at a scale the industry has never seen before,” said Gaya Nagarajan, vice president of networking engineering at Meta. “By integrating NVIDIA Spectrum Ethernet into the Minipack3N switch and FBOSS, we can extend our open networking approach while unlocking the efficiency and predictability needed to train ever-larger models and bring generative AI applications to billions of people.”

NVIDIA Spectrum-X Ethernet Platform
Designed for the trillion-parameter model era, the NVIDIA Spectrum-X Ethernet platform, consisting of Spectrum-X Ethernet switches and Spectrum-X Ethernet SuperNICs, is the first Ethernet platform purpose-built for AI, enabling hyperscalers to interconnect millions of GPUs with unprecedented efficiency and scale.

Trillion-parameter models and generative AI are redefining the scale of data centers. Spectrum-X Ethernet enables AI at scale, delivering the performance and scalability needed to build the world’s most advanced AI infrastructure.

Spectrum-X Ethernet has already demonstrated record-setting efficiency, enabling the world’s largest AI supercomputer to achieve 95% data throughput with its congestion-control technology. By contrast, off-the-shelf Ethernet at scale suffers from thousands of flow collisions, limiting throughput to roughly 60%.

This leap in efficiency marks a breakthrough in the economics and performance of AI-scale networking. NVIDIA Spectrum-XGS Ethernet technology, part of the Spectrum-X Ethernet networking platform, enables scale-across capabilities to link data centers across cities, nations and continents into vast, giga-scale AI super-factories.

Spectrum-X builds on NVIDIA’s full-stack platform — including GPUs, CPUs, NVIDIA NVLink™ and software — to deliver seamless performance from compute to network. Its advanced congestion control, adaptive routing and AI-driven telemetry capabilities ensure efficiency and predictability for massive AI training and inference clusters.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact:
Alex Shapiro
Corporate Communications
NVIDIA Corporation
+1-415-608-5044
[email protected]

Certain statements in this press release including, but not limited to, statements as to: AI being the defining technology of our time, and the world’s largest companies building AI factories to drive this industrial revolution; the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, NVIDIA Spectrum-X and NVLink are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/51cb727b-e562-4e29-abdf-243198a3511a