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TechQuiet 11d · day 12

Nvidia's $6.9B Mellanox bet makes it networking titan bigger than Cisco

Nvidia's Q2 networking revenues of $17.5B exceed Cisco's total quarterly revenue, driven by integrated compute-and-networking architecture for AI workloads.

newest coverage 11d agosummary written 10d ago4 pieces1 likes & upvotes NewswiresHacker NewsMastodonReddit

What to know

  • Nvidia's Q2 networking revenues of $17.5 billion exceed Cisco's entire Q2 revenue of $17.3 billion, cementing its position as a datacenter networking titan.
  • The 2019 Mellanox acquisition for $6.9 billion was strategically designed to let Nvidia sell integrated compute-and-networking clusters rather than discrete components.
  • Nvidia's co-design approach—optimizing GPUs, switches, and NICs together for specific workloads—has become its competitive moat, making deployments faster and easier than buying components separately.

“In the biological space and sciences in general, it's not well appreciated just how big the data actually is…the text that people are training on is actually pretty small, versus the petabytes of data that we have of these images”

Ben Mabey, CTO, Recursion · The Register ↗

Jensen HuangJensen Huang Nvidia CEOBen Mabey CTO, RecursionSameh Boujelbene Analyst, Dell'Oro Group

Nvidia's $6.9B Mellanox bet makes it networking titan bigger than Cisco
theregister.com

How it unfolded 1 development · click the chart to see its coverage articlesposts

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  1. 1

    Integrated compute-and-networking architecture drives Nvidia's success

    Analysis shows Nvidia's tightly integrated approach—where compute GPUs, switches, and NICs are co-designed and optimized together—has become the key competitive advantage, making deployments easier and faster to market than discrete component purchases.

    “Customers choose Nvidia for its tightly integrated compute and networking architecture, optimized for AI workloads…”
    — Sameh Boujelbene, Dell'Oro Group analyst
    1. 1 outlet Backbone of a beast – charting Nvidia's rise to networking titan

      first by The Register, 11d ago

  2. background

    Nvidia acquires Mellanox for $6.9 billion — Jensen Huang leads Nvidia to acquire networking company Mellanox, repositioning Nvidia from a GPU vendor to a system builder offering integrated compute and interconnect solutions.