Nvidia has seized control of the data center networking market once dominated by established players like Cisco, capturing the largest share of Ethernet switch sales as cloud giants race to build custom infrastructure around its artificial intelligence chips. The chip maker's aggressive push into networking hardware signals a fundamental shift in how major technology companies are consolidating power—vertically integrating from processors to the plumbing that connects them—potentially reshaping competition across the entire cloud computing stack. For enterprises locked into traditional networking vendors, the move raises urgent questions about whether they're becoming trapped in an ecosystem increasingly designed by and for Nvidia's interests.

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