Mellanox
company
6 mentions
5 recordings
first heard Sep 2023
last heard 8 Jun
↑1 vs the 6 months before
High‑performance networking company acquired by NVIDIA
Trend
Peak in the week of 4 Jun — 1 mentions across 1 series.
Moments
newest first · ▶ plays the momentDominic (Dom) RizzoThe Master Investor Podcast with Wilfred Frost · AI Could Turn Software Into “Dumb Data Pipes” | Dom Rizz... · 26:32 · 8 Jun
…Why was that Mellanox acquisition so brilliant is because he figured out the chips need to talk to each other.…
Jordi HaysTBPN · NVIDIA Earnings Breakdown | Doug O’Laughlin, Ajay Agarwal,... · 21:01 · Aug 2025
…This quarter networking revenue, networking revenue was 7.3 billion, which is more than NVIDIA paid for Mellanox, which is the foundation of their networking offering.…
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not... · 14:50 · Feb 2025
…That said, though, the reason probably NVIDIA won, at least in the training space, is because of Mellanox, not because of the raw compute. Because you need to run lots of these GPUs in parallel. So the interconnect between them is ultimately what matters. How fast can they exchange data? Because remember,…
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