Ben Gilbert: evaluation

Transcript context

…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. That's awesome because of course, these data centers, that's the other thing about customers, like the Tesla example I gave. They're not buying cards, the enterprise, because they're buying solutions from NVIDIA. They're buying big boxes with lots of stuff in them.…

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