NVDA · News · 20261031N
Acquisition / Partnership / Divestiture
NVIDIA CORP · 2026-10-31 · Importance 20 · Surprise 24
NVIDIA acquired Mellanox in 2019 for $6.9 billion, a transaction that the report says helped it move from GPU maker to system builder. The report says NVIDIA’s datacenter Ethernet sales have surpassed Cisco’s, without quantifying those sales. It attributes growth in networking revenue to Spectrum-X and NVLink Fusion, driven by the Blackwell platform, and says NVIDIA is extending the technologies to third-party chip designers.