# Nvidia’s Mellanox deal helps it become a major networking supplier

- URL: https://talkfuse.com/story/backbone-of-a-beast-charting-nvidias-rise-to-networking-titan/
- Published: 2026-10-31T08:03:00+00:00
- Updated: 2026-10-31T08:17:32+00:00
- Original publisher: The Register
- Original article: https://www.theregister.com/networks/2026/10/31/backbone-of-a-beast-charting-nvidias-rise-to-networking-titan/5306499
- Topics: Art, Business, Companies, Culture

## Key points

- Nvidia’s networking revenue topped $17.5 billion in Q2.
- Its Mellanox acquisition helped unite GPUs and network equipment.
- Recursion used the integrated system for large-scale biological data.

## Summary

Nvidia has grown from a graphics and AI hardware leader into a major networking supplier, with quarterly networking revenue exceeding Cisco’s total revenue. The shift reflects a strategy begun in 2019, when Nvidia bought Mellanox for $6.9 billion to combine computing and networking for large AI clusters.

Mellanox brought InfiniBand switches and ConnectX network cards, which Nvidia integrated with its GPUs and software. Drug-discovery company Recursion said this approach made it easier to optimise and troubleshoot a cluster of about 300 A100 accelerators, processing datasets larger than 50 petabytes. The article says Nvidia’s networking revenue has risen steadily since the acquisition, though the supplied text cuts off before detailing two later surges.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.