Mellanox wrote the template: ~$6.9B (April 2020) for best-in-class adjacent tech, absorbed operationally in Q1 at 14% of revenue, but kept off the revenue map for four years. Networking later hit $31B full-year — 10x the starting point. The narration lag is the pattern signal. Since then the playbook runs three modalities — full acquisition, licensing-plus-team, equity-plus-commitments — each calibrated to how much of the target the platform actually needs to own. Watch the integrations; the announcements arrive years late by design.