[vel0city]

Demand for networking equipment has only increased since their invention and never gone down, much less "to zero".

I'm sure that same phrase was echoed at Nortel and more offices in the 90s.

It's all hot stuff until you have a few billion dollars worth of inventory manufactured that you can barely give away for a million dollars one day. Sure it's not zero, but you're still pretty fucked in the end.

[adastra22]

NVIDIA doesn’t separate their networking revenue, but at time of acquisition mellanox had less than a billion dollars on sales. Less a half a percent of NVIDIA’s current data center sales. That has undoubtedly grown, but I would be surprised if the networking share of their data center business was more than a rounding error. Keep in mind they sell GPUs for $50k, 2-8GPUs per box, and even a state of the art Infiniband card to put in that machine is only a few thousand bucks.

[DSingularity]

You are missing his point.

[adastra22]

I think I replied to the wrong comment, thank you.