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Backbone of a beast – charting Nvidia's rise to networking titan
How a $6.9B bet on Mellanox made Nvidia bigger than Cisco, and the world's most valuable company to boot Nvidia is more than just a leader in graphics and AI hardware.
AI Summary
Nvidia’s $6.9 billion investment in Mellanox has propelled it past Cisco in networking dominance. The acquisition has made Nvidia the largest seller of datacenter Ethernet equipment, surpassing all other vendors. As a result, Nvidia is now the world’s most valuable company, extending its leadership beyond graphics and AI hardware into the networking sector.
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