Episode Details

Nvidias networking division, bolstered by the 2020 acquisition of Mellanox, has surged to become the companys second-largest revenue source, generating $11 billion in sales last quarter and $31 billion for the full year. This growth is driven by technologies like NVLink, InfiniBand switches, and Spectrum-X ethernet platforms, which are integral to building AI factories. The division now outpaces Ciscos entire annual networking revenue, yet it remains relatively unnoticed compared to Nvidias main computing chips and gaming side.

Support the show:
Get a discount at https://solipillow.com/discount/dnn.

Advertise on DNN:
advertise@thednn.ai

This is an automated, high-level news summary based on public reporting.
Report issues to feedback@thednn.ai.

View sources & latest updates:
https://sources.thednn.ai/cd58f905e397fc2a