It's possible. It might also be why the Run:ai acquisition is so much smaller than the Mellanox Technologies acquisition.

NVIDIA has long been expanding beyond GPUs. In 2019 it bought Mellanox, a high-end networking specialist suited to AI data ...

Nvidia started making a big push into networking when it acquired high-speed interconnect vendor Mellanox Technologies for $7 billion in 2019. Since then, Mellanox’s technologies have played a ...

Barclays Capital began coverage of Fabrinet (FN) with an Equal Weight rating, citing valuation and rising competition.

Nvidia started making a big push into networking when it acquired high-speed interconnect vendor Mellanox Technologies for $7 billion in 2019. Last month, during Nvidia’s fiscal 2025 second ...

Nvidia (NVDA – Research Report), the Technology sector company ... high performance computing, and accelerated computing, Mellanox networking and interconnect solutions, DRIVE for autonomous vehicles ...

Nvidia (NVDA – Research Report), the Technology sector company, was revisited by a Wall Street analyst today. Analyst Matt Bryson from ...

Beyond that, Nvidia has a key advantage in its full-stack computing platform that spans hardware, software, and services. Since acquiring networking specialist Mellanox in 2019, Nvidia has secured ...