Big news in the industry today was Nvidia buying Mellanox for $6.9B. This called fo an emergency session of our crack panel.
While it will be several months before the full impact of this merger is felt, the RFHPC team believes this will change both the HPC and the Datacenter markets. It also signals Nvidia’s journey towards becoming more of a systems company and gives them a better shot at the enterprise AI market.
This is also good news for all the alternatives in the market, Shahin and Henry believe. There are a large number of AI chips in the works around the globe, and a growing number of interconnect options on the market. They will now have a chance to present themselves as a more neutral option.
Since the combined company will now represent a bigger portion of the total bill, it has a strengthened hand in the face of growing competition, while, on the other hand, becoming a more visible part of the total system cost, inviting new competition.
Listen in to hear the full conversation.