David Rosenthal: commitment

Transcript context

…Data center stuff is super high horsepower, but of course, useless to run a game on because you can't pipe it to a TV or a monitor. But then it's interesting that they're sort of artificially doing it the other way around and saying, for those of you who don't want to spend $30,000 on this and you're trying to make your own little data center rig at home, no, you cannot rack this. Don't think about going to Fry's and buying a bunch of GeForces. Ironic because that's how the whole thing started. Anyway, in 2020, they acquired an Israeli data center compute company called Mellanox that I believe focuses on a networking compute within the data center. For about $7 billion, integrate that into their ambitions and build out the data center. The way to think about what Mellanox enables them to do is now they're able to have super high bandwidth, super low latency connectivity in the data center between their hardware. At this point, they've got NVLink, which is, what does Apple call it? A proprietary interconnect or I think AMD calls it the Infinity fabric. It's a super high bandwidth chip-to-chip connection. Think about what Mellanox lets them do. It lets them have these extremely high bandwidth switches in the data center to then let all of these different boxes with NVIDIA hardware and then communicate superfast to each other.…

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