, Columnist
$143 Billion Is Watching the Nvidia-Mellanox Deal
A pile of semiconductor cash sitting on the sidelines will be watching this deal to gauge the regulatory winds.
Worth watching.
Photographer: Akos Stiller/BloombergThis article is for subscribers only.
In the context of the semiconductor industry’s $200 billion run of deals over five years, Nvidia Corp.’s $6.9 billion acquisition of Israel’s Mellanox Technologies Ltd. might appear insubstantial.
Its significance is in fact disproportionately large. Chipmakers the world over will closely follow the takeover of the data center equipment specialist for any indication that regulators, particularly in China, are again willing to approve semiconductor transactions. Intel Corp. is likely to cast a keener eye than most.
