Backbone of a beast – charting Nvidia's rise to networking titan
Nvidia's growth in networking stems from its 2019 acquisition of Mellanox and a strategy of co-designing components. By focusing on system clusters rather than individual GPUs, the company has captured a significant share of the datacenter Ethernet market.
Key points
- Q2 networking revenue reached $17.5 billion
- Growth driven by the $6.9 billion Mellanox acquisition
- Shift in strategy toward building integrated system clusters
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