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NVIDIA's Hidden $31B Second Pillar: How Jensen Huang's Mellanox Acquisition Became the Backbone of AI Factories Technology
2026-03-19T22:36:30.000Z
While the market focuses on NVIDIA's AI chips, its data center networking business has quietly grown into a $31B/year powerhouse — now larger than Cisco's entire networking revenue. The 2020 Mellanox
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