On Monday, Nvidia completed the $6.9 billion acquisition of Mellanox, a lesser-known but critically important provider of high-performance networking solutions. To me, it is evident that this acquisition — the largest ever done by Nvidia (NVDA) — instantly strengthens the company’s prospects for revenue growth and market-share gains as we enter the next phase of datacenter technology. Recall that the acquisition, announced more than a year ago, was part of a fiercely competitive bid with the likes of Intel and Xilinx. Read More...
Nvidia has become a power broker for the next wave of datacenter technology
On Monday, Nvidia completed the $6.9 billion acquisition of Mellanox, a lesser-known but critically important provider of high-performance networking solutions. To me, it is evident that this acquisition — the largest ever done by Nvidia (NVDA) — instantly strengthens the company’s prospects for revenue growth and market-share gains as we enter the next phase of datacenter technology. Recall that the acquisition, announced more than a year ago, was part of a fiercely competitive bid with the likes of Intel and Xilinx.
