With Mellanox, the new NVIDIA has end-to-end technologies from AI computing to networking, full-stack offerings from processors to software, and significant scale to advance next-generation data centers,” said Jensen Huang, founder and CEO of NVIDIA at the close of that acquisition.
The Nvidia/Cumulus combination expands that plan and enables the new era of the accelerated, software-defined data center, said Amit Katz, a vice president of Ethernet Switch at NVIDIA (who until last week had the same title at Mellanox) in a blog about the acquisition. With Cumulus, NVIDIA can innovate and optimize across the entire networking stack from chips and systems to software including analytics, he stated.
The result of both acquisitions is a stronger NVIDIA data-center hardware and software portfolio – its data center group made close to $1 billion in revenue in the last quarter and is growing at better than a 50% clip year-over-year – that would bring it further into the enterprise-network and cloud-computing contest with the likes of Arista, Cisco, HPE, Dell EMC, VMware and others, many of which are also its allies. NVIDIA, Mellanox and Cumulus also have a big presence in some huge hyperscaler and big white-box customers, environments including Amazon, Google, Microsoft, Alibaba, and Oracle.
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