Big news in the industry today was Nvidia buying Mellanox for $6.9B. This called fo an emergency session of our crack panel. While it will be several months before the full impact of this merger is felt, the RFHPC team believes this will change both the HPC and the Datacenter markets. It also signals Nvidia’s journey towards becoming more of a systems company and gives them a better shot at the enterprise AI market. This is also good news for …