Nvidia obviously believes there is much more
room to run in data centers, based on the big-money acquisition of Mellanox
Technologies Ltd. MLNX, in the quarter. And it is proving that it can overcome
a substantial downturn in sales due to earlier oversupply — its core gaming
business appears to be in recovery from a “crypto hangover,” with revenue of
more than $1 billion in the first quarter and expectations of a Nintendo
Switch- and gaming laptop-fueled bounce on the horizon.
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