Five big takeaways from Nvidia GTC

Liquid-cooled switches will become a necessity, not a choice, according to according to Sameh Boujelbene, vice president with the Dell’Oro Group. “After liquid cooling racks and servers, switches are next. NVIDIA’s latest 51.2 T SpectrumX switches offer both liquid-cooled and air-cooled options. However, all future 102.4 T Spectrum-X switches will be liquid-cooled by default,” she wrote in a blog about GTC.

Can you say Nvidia networking everywhere?

At GTC 2025, Nvidia unveiled plans for its upcoming NVLink 6/7 and NVSwitch 6/7, key components of its next-generation Rubin platform, reinforcing the critical role of NVLink switches in its strategy. Additionally, the Spectrum-X switch platform, designed for scaling out, represents another major pillar of Nvidia’s vision.  Nvidia is committed to a “one year-rhythm”, with networking keeping pace with GPU requirements, Boujelbene stated.

Everyone wants to partner with Nvidia

There was a much bigger focus on partnerships this year: Cisco for networking, Cisco and T-Mobile for 5G/6G, Dell, HP and Lenovo for their DGX Spark and Studio hardware platforms, Dell, HPE, Lenovo, Supermicro and others for the Blackwell Ultra server systems and more, said Bob O’Donnell, president and chief analyst with TECHnalysis Research.