“With respect to networking growth, we should be growing. If we weren't supply constrained, we should be growing faster than overall CSP growth.”

In context

“simply not possible. The work that we're doing to bring cloud-native secure multi-tenancy to supercomputing wouldn't have been possible. The number of innovations, that are countless. And so I am so thrilled with the combination and so through what the work the Mellanox team are doing. We've accelerated road maps as a result of the combination that we could leverage a much larger base of chip design. BlueField's road map has been accelerated probably by about a year. The switch in -- the quantum switch and the spectrum switch, the SerDes are absolutely world-class, shared between Ethernet and InfiniBand and NVLink, absolutely the best servers in the world. And so the list of opportunities or the list of combination benefits is really quite countless. And so I'm super thrilled with that. With respect to networking growth, we should be growing. If we weren't supply constrained, we should be growing faster than overall CSP growth. And the reason for that -- the reason for that is twofold. The first is because the networking leadership position of Mellanox, Mellanox is highly heavyweight in the upper end of networking, where the adoption of higher-speed networks tends to move. And so it's sensible that as new data centers are built, the first preference is to install it with higher-speed networking than the last-generation networking. And Mellanox's networking technology is unambiguously world class. The second reason is because the areas where the overall NVIDIA is strong has to do with the areas that are growing quite fast, which related to artificial intelligence or cloud AI and such. And so those different applications are growing faster than the core. And so it would be sensible that we have the opportunity as”