Taking The Long View On High Performance Networking
It is hard to make a profit selling hardware to supercomputing centers, hyperscalers, and cloud builders, all of whom demand the highest performance at the lowest prices. But in the first quarter of this year, network chip, adapter, switch, and cable supplier Mellanox Technologies – which has products aimed at all three of these segments – managed to do it.
And with activist investor, Starboard Value, pressing Mellanox to make the kinds of profits that other networking companies command, the swing to a very decent net income could not have come at a better time. Starboard has been on the …
Taking The Long View On High Performance Networking was written by Timothy Prickett Morgan at The Next Platform.