Being able to tie the GPUs so closely to the fabric or to the network is going to be very interesting,' one Nvidia partner says of the potential impact the Mellanox acquisition could have on the ...

Nvidia CEO Jensen Huang said his company’s Mellanox networking business is in the “early inning of growth” after the chipmaker projected that a slowdown in sales in the fourth quarter will ...

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 ...

Mellanox spent nearly a year in talks with potential acquirers before the Israeli semiconductor company agreed to sell to Nvidia for $6.9 billion, according to a proxy statement filed Monday.

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

Mellanox was acquired by NVIDIA a few years ago at a cost of $6.9 billion, and now we're seeing NVIDIA unveil its new ConnectX-7 SKUs that have some impressive features. NVIDIA's new ConnectX-7 ...

Update 01/11/2024 - Nvidia’s planned acquisition of Run:ai is now on shaky ground. In Europe, the chipmaker is facing ...

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 ...

In March, Nvidia announced its advanced Blackwell GPU platform, in a strategic move aimed at enhancing AI processing ...