nVidia now owns Mellanox

Data center node interconnect to better compete with Intel...They are The writing on the wall with Intel making a serious push into the HPC market.

Intel can offer a turn package from Xeons, optane, dGPU(s), and fast interconnects for each node.


Nvidia has fast dGPU(S) with IBM's CPUs...Sure the pairing works great with NVLink, but if you want x86 you are in Intel's camp.


/$.02
 
First thing that comes to mind is better scale out capabilities on their AI training platforms, i.e. Drive PX. They can go a few ways with this, obviously they can sell the platform as a whole, or push PaaS. They already are pushing PaaS pretty hard with their Holodeck, so maybe this acquisition is to enable them to further their capabilities in-house, or push more PaaS out.

Further into the future, maybe incorporate networking know-how to design better interconnects for their GPUs, i.e. NVLink successor.
 
Gives them a sales opportunity for GPU's at all of the large corps that already buy Mellanox for low latency networking. Also, glad it wasn't Broadcom, there has been massive consolidation in the networking world in the last five years, and if Broadcom would have bought them it would have continued that trend.

I wonder who will buy SolarFlare?
 
tangoseal said:
I am not sure what nVidia GPU and AI company is going to do with Mellanox networking tech but they now own it.

Discussion as to why?

https://nvidianews.nvidia.com/news/nvidia-to-acquire-mellanox-for-6-9-billion?nvid=nv-int-mxcn-78576
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This is old news already posted here. Part of the reason for acquiring Mellanox is to provide their own full solutions for HPCs and supercomputer clusters. They could also potentially use the technology to extend their nvlinks. If they can keep the communication between GPUs on the same networking plan with higher throughput then that is a huge bonus. There is a pretty good article here on the reasons. Another one here talking about putting all the components together of next gen Datacenters. Mainly larger companies like Intel and Nvidia are competing for HPC and datacenter spaces as they are evolving. The more they can bring the technologies under their control, the better they can produce a single solution. Right now Intel has the advantage there.

nwrtarget said:
Gives them a sales opportunity for GPU's at all of the large corps that already buy Mellanox for low latency networking. Also, glad it wasn't Broadcom, there has been massive consolidation in the networking world in the last five years, and if Broadcom would have bought them it would have continued that trend.

I wonder who will buy SolarFlare?
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Broadcom wouldn't have continued that trend as Broadcom does not manufacture Infiniband. Now, had Intel purchased Mellanox, then it would have been a monopoly. Also, most companies that use Infiniband are either using HPCs with Intel chips or HPCs with GPUs, so they likely already have Nvidia cards. I don't think Broadcom was even in the market for Infiniband though. Marvell was the main competitor.
 
Huh, that's an interesting move. Mellanox definitely is a much bigger brand in the networking world than "Nvidia". The name change was inevitable but they're switching pretty quick.
 
MangoSeed said:
Huh, that's an interesting move. Mellanox definitely is a much bigger brand in the networking world than "Nvidia". The name change was inevitable but they're switching pretty quick.
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Need to move fast, their name in Networking isn’t big but their customers and potential customers all know this happened. NVidia seems to be keeping a unified front keeping everything under the one brand.
 
IMO, a lot of Mellanox's use to Nvidia was for HPC, anyways. It's not as if Mellanox was a big player in carrier ethernet or NEBS.
 
I’m wondering if nVidia will pair their AI tech up into some routing/firewall equipment for AI driven firewall rules. PaloAlto made a big deal of their AI firewalls for PanOS10 and to my knowledge they are the only ones with that at the moment.
 
Lakados said:
I’m wondering if nVidia will pair their AI tech up into some routing/firewall equipment for AI driven firewall rules. PaloAlto made a big deal of their AI firewalls for PanOS10 and to my knowledge they are the only ones with that at the moment.
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Machine learning at the boundary is going to be an interesting field of research. And it's going to take a lot of research to make it practicable. Don't want the IPS shutting off commercial traffic because it's in a bad mood!
 
IdiotInCharge said:
Machine learning at the boundary is going to be an interesting field of research. And it's going to take a lot of research to make it practicable. Don't want the IPS shutting off commercial traffic because it's in a bad mood!
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well in the case of my palo alto I feed my logs into Expeditions and it uses some sort of AI to take the logs and compare it against my rules to either suggest rules I should be using but aren't or to tighten up my existing rules to make them more restrictive and specific. Supposedly with PanOS10, it negates my need to feed those logs into Expeditions and instead monitors the traffic in real time and makes suggestions based on what is happening. Also works faster to identify unwanted or harmful traffic and blah blah blah. V10 hasn't been certified as stable by my betters so until then I am still running V8, but the guys at PA made one hell of a sales pitch / presentation so there may be a chance they have us skipping 9 in the new year.
 
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