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Connecting The Dots On Why Nvidia Is Buying Mellanox

The related but distinct HPC and AI markets gave Nvidia a taste for building systems, and it looks like the company wants to control more of the hardware and systems software stack than it currently does given that it is willing to shell out $6.9 billion – just about all of the cash it has on hand – to acquire high-end networking equipment provider and long-time partner Mellanox Technologies.

Cloud

AMD Nails Its Epyc Server Targets For 2018

The second 5 percent chunk of server shipment market share for chip maker AMD is probably going to come easier than the first 5 percent share, which was attained as AMD exited the fourth quarter and, significantly, was a stake in the ground that chief executive officer Lisa Su drove into the ground in late 2016 as the “Naples” Epyc ramp got under way.