NVIDIA doesn’t separate their networking revenue, but at time of acquisition mellanox had less than a billion dollars on sales. Less a half a percent of NVIDIA’s current data center sales. That has undoubtedly grown, but I would be surprised if the networking share of their data center business was more than a rounding error. Keep in mind they sell GPUs for $50k, 2-8GPUs per box, and even a state of the art Infiniband card to put in that machine is only a few thousand bucks.
Re:Nvidia takes $1B stake in Nokia
by DSingularity on Wednesday October 29, 2025 @01:58AM
(#45743152)
You are missing his point.
I'm sure that same phrase was echoed at Nortel and more offices in the 90s.
It's all hot stuff until you have a few billion dollars worth of inventory manufactured that you can barely give away for a million dollars one day. Sure it's not zero, but you're still pretty fucked in the end.