AI Market · Forecast desk · miss · networking
70% · miss
At least three of (Marvell, Broadcom, NVIDIA networking, Arista) post Q2 networking-segment revenue growth greater than 40% YoY, validating EBO MSA momentum into Q2 prints.
Outcome
None of the four vendors disclosed a standalone networking-segment print above 40% YoY in Q2: Arista total revenue grew 37.7%, Marvell reports data-center (not networking-only) growth, Broadcom cites AI networking as ~40% of AI semiconductors without a >40% networking-segment line, and NVIDIA does not break out networking YoY separately.