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Mellanox

0 statements across 0 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Oct 12, 2023 by Michael Eisenberg · across every show →

Everything said about Mellanox, oldest first

Oct 12, 2023 bullish
Assertion Supported
Eisenberg: Mellanox technology is the backbone for NVIDIA's AI scaling
“Yael Waldman's company Mellanox was purchased by NVIDIA, and that's really the backbone that enables NVIDIA to scale for AI.”
Michael Eisenberg Oct 12, 2023 ▶ 17:21 Michael Eisenberg and Adi Levanon: Israeli Resilience in Crisis | E1072 · 20VC with Harry Stebbings
Feb 24, 2025 neutral
Insight
Morin: Nvidia won AI training via Mellanox interconnects, not raw compute
“The reason probably Nvidia won, at least in the training space, is because of Mellanox, right? Not because of the raw compute.”
Steeve Morin Feb 24, 2025 ▶ 13:17 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
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