Brian Venturo, cofounder and CTO of CoreWeave, a leading GPU cloud-computing provider and a customer of Nvidia's, argues that InfiniBand technology still has the best solution to minimize latency, control network congestion, and to make workloads perform efficiently.
Mellanox was a happy accident for Nvidia in some respects. Jensen wasn't on top of it from the start. But once Nvidia identified and understood the opportunity, it made the decision to pursue Mellanox aggressively. It was a great deal, though the outcome depended on Nvidia's ability to execute once the new business became part of the company. In those ways, Mellanox was a typical Nvidia achievement: the company pounced when others didn't, and Mellanox helped power Nvidia's rise to dominance in the AI space.