英伟达网络业务单季营收110亿美元,同比增长267%超越思科

Gate News 消息,3 月 19 日,英伟达网络业务在上一财季实现营收 110 亿美元,同比增长 267%,全年营收逾 310 亿美元,成为公司仅次于计算业务的第二大营收来源。Zacks Investment Research 高级股票策略师 Kevin Cook 指出,该部门单季 110 亿美元的营收已超过思科整个网络部门的年营收。

该业务源于 2020 年英伟达以 70 亿美元收购以色列网络公司 Mellanox。目前产品线涵盖 NVLink(数据中心内 GPU 互联)、InfiniBand 交换机、Spectrum-X 以太网平台及封装光学交换机等,共同构成英伟达所称「AI 工厂」的网络基础层。

负责该业务的高级副总裁 Kevin Deierling 表示,英伟达是市场上少数能提供完整全栈方案的网络厂商,通过合作伙伴渠道销售,而非面向客户直接出货。

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