ChipsYahoo Financeabout 2 hours ago
Nvidia's $6.9B Mellanox bet beats Cisco
1 min read
Nvidia passed Cisco in data center Ethernet switching revenue for the first time in Q1 2026. The $6.9 billion Mellanox acquisition in 2020 drove Nvidia's switching revenue to $2.1 billion, up 192.7% year over year, capturing a 21.5% share of the $10 billion segment.
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