How a $6.9B bet on Mellanox made Nvidia bigger than Cisco, and the world most valuable company to boot Nvidia is more than just a leader in graphics and AI hardware. It has also become a titan of the networking industry with bigger datacenter Ethernet sales than any other vendor. In Q2, Nvidia networking revenues topped $17.5 billion. To put that in perspective, Cisco revenue during that same period, across all products, was $17.3 billion. GPUzilla arrival as a networking power feels sudden,...

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