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Tag Archives: Mellanox

Eye of the Beholder: Nvidia to acquire Cumulus

May 6, 2020by D/D Advisors 1 Comment

Chip companies cannot build software products, but they can build software enablers, and through those differentiate their chips.

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Components, Enterprise Electronics, M&A, Networking, Silicon, Stocks, Strategy, The Cloud

NVDA for MLNX – One Less Chair

March 12, 2019by D/D Advisors 2 Comments

The big news in semis yesterday was Nvidia announcing it was going to buy Mellanox for $6.9 billion. This deal has been percolating for a while. (We posted about it […]

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M&A, Qualcomm, Silicon

Intel for Mellanox?

February 1, 2019by D/D Advisors 1 Comment

There is some news out of Intel yesterday, and an even more interesting rumor. The news is that they have chosen a new CEO. We do not know Mr. Swan, […]

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Analyst Decoder Ring, M&A, Silicon, Stocks, The Street

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