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Mellanox

3 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 6, 2023 by David Rosenthal · across every show →

Everything said about Mellanox, oldest first

Sep 6, 2023 bullish
Opinion
Nvidia's $7 billion acquisition of Mellanox is one of tech's best ever
“They made one of the best acquisitions of all time back in 2020, and nobody had any idea. They bought a quirky little networking company out of Israel called Mellanox.”
David Rosenthal Sep 6, 2023 ▶ 1:01:17 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Sep 6, 2023 neutral
Assertion Supported
Nvidia released the Megatron transformer model shortly after acquiring Mellanox in 2019
“In March of 2019, NVIDIA announced they were acquiring Mellanox for seven billion dollars in cash... In August of 2019, NVIDIA released what was at the time the largest transformer-based language model called Megatron. Eight point Three billion parameters trai…”
Ben Gilbert Sep 6, 2023 ▶ 1:43:56 Nvidia Part III: The Dawn of the AI Era (2022-2023) (Audio) · Acquired
Mar 18, 2024 positive
Opinion
Gilbert: Mellanox likely built its InfiniBand business on quant finance
“A huge amount of InfiniBand was used by high-frequency trading firms, and I don't know for sure, but I kind of think Mellanox built their business on Quant Finance.”
Ben Gilbert Mar 18, 2024 ▶ 2:53:19 Renaissance Technologies (Audio) · Acquired
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