NVIDIA CTO Michael Kagan on Mellanox, NVLink and Planet-Scale Computing
BenBajarin · x · 2026-10-29
Midnight Capital published a long-form interview with Michael Kagan, founder of Mellanox and current NVIDIA CTO, with full chapter timeline:
- Early years: growing up in Russia, moving to Israel, the Intel years and the PC revolution, lessons on software and networking
- Founding Mellanox: from supercomputer interconnects to a cloud computing vision — the acquisition that made networking central to NVIDIA's data center strategy
- GPUs sparking the AI revolution: the role of NVLink and interconnect technology
- Planet-scale computing: how NVIDIA is now integrating compute, networking and the software stack into one planetary-scale system
A useful listen for anyone tracing the evolution of AI compute infrastructure.
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