Nvidia's Mellanox deal lifts networking sales 143%, boosts AI lead

Nvidia's 2020 acquisition of Mellanox has proven crucial, with networking sales surging 143% to $31 billion in fiscal 2026. This growth outpaced its data center segment, now accounting for 14% of total revenue. The deal, which beat out Intel, solidified Nvidia's status as an AI powerhouse by integrating critical networking technologies.