The silicon photonics engines were created by Nvidia itself (Mellanox has plenty of expertise in making ... As you can see on the left, the future Quantum-X InfiniBand ASIC with CPO has a monolithic ...

It’s going to be a fascinating year in large-scale enterprise networks. The networking infrastructure market continues to be fueled by interesting twists and turns—much of it triggered by the ...

Nvidia has InfiniBand and Ethernet switches and a set of SmartNICs ... a DPU maker that was eaten by Mellanox in 2016, leading to the BlueField SmartNICs that are now at the heart of Nvidia’s DPU ...

Downgrade Nvidia to 'Sell' with a fair value of $112 due to long-term growth challenges in premium GPUs for AI training. Evidence shows AI training can use lower-performance GPUs, reducing ...

Nvidia (NASDAQ: NVDA) has been the unquestionable leader of the artificial intelligence (AI) boom of the past two-plus years with the stock up more than 600% since the start of 2023 and its market ...

Nvidia is all-in on AI, even for gamers, which really shouldn’t be a surprise at this point. But it’s not all massive data centers and industrial chips. In addition to releasing a local ...

Nvidia's automotive revenue is expected to triple this year, and the massive end-market opportunity in this segment suggests that the company is just getting started. Nvidia has struck a number of ...