AITheStreetabout 4 hours ago
Nvidia's $6.9B Mellanox bet beats Cisco
5 min read
Nvidia passed Cisco in data center Ethernet switching revenue for the first quarter of 2026. The company acquired Mellanox for $6.9 billion in 2020, a networking firm that now powers this category Cisco built. The bet has paid off in a major way.
Level
Hype check
Tap to vote and see what everyone thinks.
