Google and Meta adopt Nvidia’s networking gear as biggest rivals turn to partners at OCP
Photo by Mariia Shalabaieva.
- At the OCP Global Summit in San Jose, Nvidia said Google and Meta are adopting its Spectrum-X networking and related interconnect gear.
- The company also opened its Vera Rubin rack designs to the industry.
- Hyperscalers are attempting to diversify their compute suppliers.
Nvidia said Google and Meta, two of its largest customers and its sharpest rivals in custom AI silicon, are picking up its networking hardware.
The company made a set of announcements at the Open Compute Project Global Summit in San Jose on Monday.
Will Google and Meta use Nvidia’s networking technology?
Nvidia announced at the Open Compute Project Global Summit in San Jose today that Google and Meta will both adopt its networking hardware.
This announcement comes despite the fact that both firms have spent the past year trying to loosen Nvidia’s grip. Meta signed a multi-billion-dollar deal to rent Google’s Tensor Processing Units and has shipped its own MTIA chip designs. Google now sells TPUs to outside customers.
Meta is working with Nvidia on open AI networking built around its Spectrum-X Ethernet SuperNIC and Spectrum-6 switch chips, according to Nvidia’s blog post. Google will separately support Falcon Transport on Nvidia’s upcoming ConnectX-10 SuperNICs and BlueField data processing units.
Microsoft showed off its own Maia 300 inference chip at the summit, aiming to reduce its reliance on Nvidia and AMD. Still, Cryptopolitan reports that hyperscalers like Microsoft make up more than half of Nvidia’s quarterly revenue.
Nvidia began shipping Vera Rubin in August, after announcing it in March. Supermicro said on September 23 that it was shipping Vera Rubin racks, and CoreWeave said a week later that a customer was running production workloads on it.
Nvidia also shared its rack and compute-tray designs with the Open Compute Project, so other companies can build compatible hardware.
What else did Nvidia announce?
Nvidia released a specification called Open Data Center Specification v0.7, which is a shared blueprint for how AI factories should handle power, cooling, and layout. AMD, Google, and Meta joined Nvidia in publishing it.
The second published specification is the OCP Grid Resilience Specification, which Nvidia developed with Google, Meta, and Microsoft. It lays out how large AI sites should ride out power grid disturbances and get back to near-full load in under two seconds.
Nvidia also announced the Ultra-Dense Small Form Factor Pluggable (USFP) module with Cisco. It’s an optical design that runs at 400 gigabits per second per lane and reaches 12.8 terabits per second in total.
The companies say it offers four times the bandwidth density and about 1.3 times the power efficiency of 200-gigabit optics. TE Connectivity and Amphenol are working with them on the parts.
Nvidia’s revenue more than doubled in its fiscal second quarter (May to July 2026), rising 106% from a year earlier to $96.2 billion. Its data center business made up most of it at $89 billion. Meanwhile, Management predicts that the coming fiscal year will be supply-constrained.
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FAQs
What did Nvidia announce at the 2026 OCP Global Summit?
Nvidia contributed Vera Rubin rack and compute-tray designs to OCP, announced networking tie-ups with Meta (Spectrum-X, Spectrum-6) and Google (Falcon Transport on ConnectX-10 and BlueField), a USFP optics standard with Cisco, and two open data center specifications signed with AMD, Google, Meta and Microsoft.
Why does it matter that Google and Meta use Nvidia networking?
Both companies are building or renting alternatives to Nvidia's GPUs, with Meta renting Google TPUs and shipping its own MTIA designs, yet both are standardizing on Nvidia's interconnect, which shows where Nvidia's hold on AI infrastructure remains strong.
Has Nvidia's Vera Rubin actually shipped?
Yes. Nvidia began production shipments in early August 2026, Supermicro confirmed shipping Vera Rubin racks on September 23, and CoreWeave said a customer was running production workloads on the system by September 30.
Hannah Collymore
Hannah is a writer and editor with nearly a decade of blog writing and event reporting experience in the crypto space. At Cryptopolitan, Hannah contributes to the news page, reporting and analyzing the latest developments in DeFi, RWA, crypto regulation, AI and frontier tech industries. She graduated from Arcadia university with a degree in Business Administration.
