Telecom Titans Meta & Oracle Adopt Nvidia Spectrum-X

Meta and Oracle are advancing the evolution of AI-driven telecommunications infrastructure by deploying the Nvidia Spectrum-X Ethernet networking switches.

The move marks a significant expansion of Nvidia’s networking ecosystem among hyperscale operators, aligning with the telecom sector’s drive for high-capacity, low-latency networks optimised for AI and data-heavy workloads.

Enabling giga-scale AI in telecom networks

Both companies are integrating Nvidia Spectrum-X Ethernet switches into their infrastructures as they develop the next generation of data facilities capable of connecting millions of graphics processing units (GPUs).

The systems will support trillion-parameter models, which demand extreme data throughput, network stability and precision timing, all critical for AI-enabled telecommunications and edge computing.

“Trillion-parameter models are transforming data centres into giga-scale AI factories and industry leaders like Meta and Oracle are standardising on Spectrum-X Ethernet to drive the industrial revolution,” says 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.”

For telecom operators, Spectrum-X demonstrates how open and accelerated Ethernet architectures can streamline deployment, reduce congestion and deliver the low-latency performance needed for large-scale AI applications, including network automation, predictive maintenance and 6G research.

Oracle builds giga-scale AI supercomputers

Oracle is integrating Nvidia’s Spectrum-X Ethernet switches within Oracle Cloud Infrastructure (OCI), forming the backbone of new AI supercomputers powered by Nvidia’s Vera Rubin architecture.

The initiative extends Oracle’s capacity to meet escalating global demand for intelligent cloud and telecom services.

“Oracle Cloud Infrastructure is designed from the ground up for AI workloads and our partnership with Nvidia extends that AI leadership,” says 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.”

For telcos leveraging OCI, the integration supports network virtualisation, intelligent routing and dynamic service orchestration, key elements of AI-driven network modernisation.

Meta scales open networking for AI connectivity

Meta will deploy Nvidia’s Spectrum Ethernet switches within its Facebook Open Switching System (FBOSS), enhancing network efficiency across its global data centres.

For telecom professionals, Meta’s approach showcases how open, software-defined networking (SDN) can be scaled to handle massive AI traffic loads while maintaining operational agility.

“Meta’s next-generation AI infrastructure requires open and efficient networking at a scale the industry has never seen before,” says 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.”

Meta’s decision reflects a broader telecom trend: integrating AI-ready, modular network platforms to support expanding data demand and intelligent service delivery.

Spectrum-X: The backbone of AI networking

The Nvidia Spectrum-X platform – comprising Spectrum-X Ethernet switches and Spectrum-X SuperNICs – is the first Ethernet solution purpose-built for AI data centres.

It enables hyperscalers and telecom operators to interconnect GPUs with exceptional data throughput, delivering the scale and predictability required for complex AI workloads.

Spectrum-X achieves up to 95% data throughput on large-scale AI systems, significantly surpassing the typical 60% efficiency of standard Ethernet.

Its congestion-control technology ensures consistent performance, a critical advantage for latency-sensitive telecom applications such as edge AI, network slicing and real-time analytics.

Spectrum-XGS, part of the same platform, introduces “scale-across” functionality, linking data centres across cities and continents to form what Nvidia describes as “giga-scale AI super-factories”.

For telecom operators, the capability translates into globally connected, AI-optimised backbone networks capable of supporting vast data ecosystems.

Powering the future of AI-driven telecommunications

As AI workloads multiply, telecom operators are prioritising networking innovation to manage growing traffic volumes and service complexity.

The adoption of Nvidia Spectrum-X by Meta and Oracle highlights the importance of AI-optimised Ethernet solutions in driving scalable, intelligent telecom networks.

By delivering a full-stack architecture that integrates GPUs, CPUs, NVLink and adaptive Ethernet, Nvidia positions itself at the centre of telecom transformation, powering the high-performance connectivity required for the AI era.