NVIDIA Introduces Spectrum-XGS Ethernet to Enable Giga-Scale AI Super-Factories Across Distributed Data Centers

NVIDIA launched Spectrum-XGS Ethernet, enabling unified, giga-scale AI super-factories by interconnecting distributed data centers efficiently.

Quiver AI Summary

NVIDIA has unveiled its Spectrum-XGS Ethernet technology, designed to facilitate the interconnection of multiple distributed data centers into massive AI super-factories, addressing the challenges of limited power and capacity in individual data centers. This technology enhances the Spectrum-X Ethernet platform by introducing a "scale-across" infrastructure, which, alongside traditional scaling methods, enables seamless communication between data centers across various regions. Spectrum-XGS Ethernet improves network performance through advanced algorithms that optimize latency and congestion control, effectively allowing multiple data centers to operate as a unified AI supercomputer. Early adopters like CoreWeave are set to connect their data centers using this new infrastructure, which boasts significantly higher bandwidth density than conventional Ethernet. NVIDIA aims to support the growing demand for AI capabilities while reducing energy consumption and operational costs across the industry.

Potential Positives

NVIDIA introduced Spectrum-XGS Ethernet, a technology that allows distributed data centers to be interconnected into massive AI super-factories, addressing the growing demand for scalable AI infrastructure.
Spectrum-XGS Ethernet features advanced performance enhancements, nearly doubling the performance of NVIDIA's Collective Communications Library, which significantly boosts communication efficiency across geographically dispersed AI clusters.
The technology is integrated into the NVIDIA Spectrum-X platform, providing enterprises with seamless scalability, ultralow latency, and improved bandwidth density for multi-tenant AI factories.
CoreWeave's commitment to utilizing Spectrum-XGS Ethernet positions NVIDIA as a key player in the AI infrastructure market, potentially attracting further partnerships with other hyperscale innovators.

Potential Negatives

Uncertainty surrounding the reliance on third parties for manufacturing, which could impact product availability and performance.
The presence of many forward-looking statements introduces potential risks, suggesting that actual results may differ significantly from expectations, which could affect investor confidence.
The press release mentions various risks that could impact performance and market acceptance, which may indicate underlying challenges the company may face.

FAQ

What is NVIDIA Spectrum-XGS Ethernet?

NVIDIA Spectrum-XGS Ethernet is a technology for connecting distributed data centers into unified, giga-scale AI super-factories.

How does Spectrum-XGS Ethernet improve data center performance?

It enhances performance through advanced congestion control, precision latency management, and end-to-end telemetry, nearly doubling communication speed.

Who is adopting the Spectrum-XGS Ethernet technology?

CoreWeave is among the first companies to connect its data centers using NVIDIA Spectrum-XGS Ethernet.

What benefits does Spectrum-XGS Ethernet provide for AI factories?

It offers 1.6x greater bandwidth density and ultra-low latency for multi-tenant, hyperscale AI operations across multiple locations.

Is NVIDIA Spectrum-XGS Ethernet available now?

Yes, NVIDIA Spectrum-XGS Ethernet is currently available as part of the NVIDIA Spectrum-X Ethernet platform.

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 77 times in the past 6 months. Of those trades, 61 have been purchases and 16 have been sales.

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

REPRESENTATIVE CLEO FIELDS has traded it 29 times. They made 29 purchases worth up to $10,265,000 on 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 ANGUS S. KING JR. purchased up to $15,000 on 07/21.
SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 07/07, 04/14.
REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/24 and 1 sale worth up to $15,000 on 04/09.
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 10 times. They made 7 purchases worth up to $105,000 on 05/29, 05/23, 05/16, 05/13, 05/09, 04/11, 02/26 and 3 sales worth up to $45,000 on 03/11, 03/03, 02/25.
REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 4 times. They made 4 purchases worth up to $60,000 on 05/14, 05/05, 04/09, 03/17 and 0 sales.
SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/13, 02/26 and 0 sales.
REPRESENTATIVE JEFFERSON SHREVE has traded it 5 times. They made 2 purchases worth up to $300,000 on 05/08, 02/24 and 3 sales worth up to $1,350,000 on 05/12, 04/07, 03/31.
REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $50,000 on 03/03 and 1 sale worth up to $50,000 on 04/21.
REPRESENTATIVE JARED MOSKOWITZ has traded it 7 times. They made 7 purchases worth up to $105,000 on 04/16, 04/07, 03/11, 03/10 and 0 sales.
REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
REPRESENTATIVE TERRI A. SEWELL purchased up to $15,000 on 04/10.
REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
REPRESENTATIVE GREG LANDSMAN has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/27, 02/26.
SENATOR ASHLEY MOODY has traded it 2 times. They made 2 purchases worth up to $300,000 on 03/21, 03/20 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 279 times in the past 6 months. Of those trades, 0 have been purchases and 279 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 162 sales selling 2,925,000 shares for an estimated $494,392,096.
MARK A STEVENS has made 0 purchases and 5 sales selling 2,027,933 shares for an estimated $288,479,262.
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.
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 42 sales selling 212,450 shares for an estimated $31,695,689.
AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
ROBERT K BURGESS has made 0 purchases and 2 sales selling 103,324 shares for an estimated $12,899,224.
AARTI S. SHAH has made 0 purchases and 3 sales selling 20,000 shares for an estimated $2,368,377.
DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 4 sales selling 9,000 shares for an estimated $1,172,054.
JOHN DABIRI has made 0 purchases and 2 sales selling 3,323 shares for an estimated $384,538.

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

$NVDA Hedge Fund Activity

We have seen 2,948 institutional investors add shares of $NVDA stock to their portfolio, and 2,157 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
GAMMA INVESTING LLC removed 48,327,113 shares (-99.0%) from their portfolio in Q2 2025, for an estimated $7,635,200,582
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

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 21 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Wedbush issued a "Outperform" rating on 08/21/2025
UBS issued a "Buy" rating on 08/21/2025
TD Cowen issued a "Buy" rating on 08/19/2025
Mizuho issued a "Outperform" rating on 08/14/2025
Piper Sandler issued a "Overweight" rating on 08/13/2025
Wells Fargo issued a "Overweight" rating on 08/11/2025
Morgan Stanley issued a "Overweight" rating on 07/30/2025

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 27 analysts offer price targets for $NVDA in the last 6 months, with a median target of $200.0.

Here are some recent targets:

Matt Bryson from Wedbush set a target price of $210.0 on 08/21/2025
Timothy Arcuri from UBS set a target price of $205.0 on 08/21/2025
John Vinh from Keybanc set a target price of $215.0 on 08/20/2025
Joshua Buchalter from TD Cowen set a target price of $235.0 on 08/19/2025
Joseph Moore from Morgan Stanley set a target price of $206.0 on 08/18/2025
C.J. Muse from Cantor Fitzgerald set a target price of $240.0 on 08/18/2025
Vijay Rakesh from Mizuho set a target price of $205.0 on 08/14/2025

Full Release

PALO ALTO, Calif., Aug. 22, 2025 (GLOBE NEWSWIRE) -- Hot Chips -- NVIDIA today announced NVIDIA ^® Spectrum-XGS Ethernet, a scale-across technology for combining distributed data centers into unified, giga-scale AI super-factories.

As AI demand surges, individual data centers are reaching the limits of power and capacity within a single facility. To expand, data centers must scale beyond any one building, which is limited by off-the-shelf Ethernet networking infrastructure with high latency and jitter and unpredictable performance.

Spectrum-XGS Ethernet is a breakthrough addition to the NVIDIA Spectrum-X ™ Ethernet platform that removes these boundaries by introducing scale-across infrastructure. It serves as a third pillar of AI computing beyond scale-up and scale-out, designed for extending the extreme performance and scale of Spectrum-X Ethernet to interconnect multiple, distributed data centers to form massive AI super-factories capable of giga-scale intelligence.

“The AI industrial revolution is here, and giant-scale AI factories are the essential infrastructure,” said Jensen Huang, founder and CEO of NVIDIA. “With NVIDIA Spectrum-XGS Ethernet, we add scale-across to scale-up and scale-out capabilities to link data centers across cities, nations and continents into vast, giga-scale AI super-factories.”

Spectrum-XGS Ethernet is fully integrated into the Spectrum-X platform, featuring algorithms that dynamically adapt the network to the distance between data center facilities.

With advanced, auto-adjusted distance congestion control, precision latency management and end-to-end telemetry, Spectrum-XGS Ethernet nearly doubles the performance of the NVIDIA Collective Communications Library , accelerating multi-GPU and multi-node communication to deliver predictable performance across geographically distributed AI clusters. As a result, multiple data centers can operate as a single AI super-factory, fully optimized for long-distance connectivity.

Hyperscale pioneers embracing the new infrastructure include CoreWeave, which will be among the first to connect its data centers with Spectrum-XGS Ethernet.

“CoreWeave’s mission is to deliver the most powerful AI infrastructure to innovators everywhere,” said Peter Salanki, cofounder and chief technology officer of CoreWeave. “With NVIDIA Spectrum-XGS, we can connect our data centers into a single, unified supercomputer, giving our customers access to giga-scale AI that will accelerate breakthroughs across every industry.”

The Spectrum-X Ethernet networking platform provides 1.6x greater bandwidth density than off-the-shelf Ethernet for multi-tenant, hyperscale AI factories — including the world’s largest AI supercomputer . It comprises NVIDIA Spectrum-X switches and NVIDIA ConnectX ^® -8 SuperNICs , delivering seamless scalability, ultralow latency and breakthrough performance for enterprises building the future of AI.

Today’s announcement follows a drumbeat of networking innovation announcements from NVIDIA, including NVIDIA Spectrum-X and NVIDIA Quantum-X silicon photonics networking switches , which enable AI factories to connect millions of GPUs across sites while reducing energy consumption and operational costs.

Availability
NVIDIA Spectrum-XGS Ethernet is available now as part of the NVIDIA Spectrum-X Ethernet platform.

Learn more about Spectrum-XGS Ethernet at Hot Chips .

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

For further information, contact:
Alex Shapiro
Enterprise Networking
1-415-608-5044
[email protected]

Certain statements in this press release including, but not limited to, statements as to: with NVIDIA Spectrum-XGS Ethernet, NVIDIA adding scale-across to scale-up and scale-out capabilities to link data centers across cities, nations and continents into vast, giga-scale AI super-factories; 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, ConnectX and Spectrum-X 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/4b20de4d-8e6b-4c75-b19f-c8b030d0cf3f