Nvidia acquires Cumulus Networks

[erek]

Excited?

"Having both Cumulus and Mellanox in its stable will give Nvidia virtually all the tools it needs to help enterprises and cloud providers build out their high-performance computing and AI workloads in their data centers. While you may mostly think about Nvidia because of its graphics cards, the company has a sizable data center group, which delivered close to $1 billion in revenue in the last quarter, up 43% from a year ago. In comparison, Nvidia’s revenue from gaming was just under $1.5 billion.

“With Cumulus, NVIDIA can innovate and optimize across the entire networking stack from chips and systems to software including analytics like Cumulus NetQ, delivering great performance and value to customers,” writes Katz. “This open networking platform is extensible and allows enterprise and cloud-scale data centers full control over their operations.”"

https://techcrunch.com/2020/05/04/nvidia-acquires-cumulus-networks/

 

[5150Joker]

They're smart for diversifying into enterprise more and more. IBM survived because they did the same and I suspect NVIDIA knows the writing has been on the wall for consumer GPUs for a long time. Eventually we're going to reach a point where "good enough" for mass consumers will mean simply subscribing to a gaming cloud service using a fiber connection or equivalent once they become more ubiquitous in a few years. That will mean the end of hardware consoles which would put an end for the need to buy a new console every X many years as the back end would simply get refreshed with new hardware. In turn this will put a big strain on PC gaming as it wouldn't make sense to spend thousands when you can get a "cloud console" that does it all for a mere subscription price. The days of PC gaming and hardware console gaming are coming to a close, probably within the next decade.

And even if my cloud gaming prediction doesn't come to fruition (which I'm confident it will), Intel entering the GPU market will further erode NVIDIA marketshare and profits in the low/medium range and eventually high end so they need to find alternate revenue sources.

 

[Rockenrooster]

They're smart for diversifying into enterprise more and more. IBM survived because they did the same and I suspect NVIDIA knows the writing has been on the wall for consumer GPUs for a long time. Eventually we're going to reach a point where "good enough" for mass consumers will mean simply subscribing to a gaming cloud service using a fiber connection or equivalent once they become more ubiquitous in a few years. That will mean the end of hardware consoles which would put an end for the need to buy a new console every X many years as the back end would simply get refreshed with new hardware. In turn this will put a big strain on PC gaming as it wouldn't make sense to spend thousands when you can get a "cloud console" that does it all for a mere subscription price. The days of PC gaming and hardware console gaming are coming to a close, probably within the next decade.

And even if my cloud gaming prediction doesn't come to fruition (which I'm confident it will), Intel entering the GPU market will further erode NVIDIA marketshare and profits in the low/medium range and eventually high end so they need to find alternate revenue sources.

The only games that will work will be slow paced games, almost every FPS has waay too much input lag

 

[tangoseal]

When you said Cumulus I was thinking the radio network that Rush Limbaugh is in or was or whatever ha

 

[5150Joker]

The only games that will work will be slow paced games, almost every FPS has waay too much input lag

Input lag can be mitigated if there are server farms in every major city.

 

[alxlwson]

They're smart for diversifying into enterprise more and more. IBM survived because they did the same and I suspect NVIDIA knows the writing has been on the wall for consumer GPUs for a long time. Eventually we're going to reach a point where "good enough" for mass consumers will mean simply subscribing to a gaming cloud service using a fiber connection or equivalent once they become more ubiquitous in a few years. That will mean the end of hardware consoles which would put an end for the need to buy a new console every X many years as the back end would simply get refreshed with new hardware. In turn this will put a big strain on PC gaming as it wouldn't make sense to spend thousands when you can get a "cloud console" that does it all for a mere subscription price. The days of PC gaming and hardware console gaming are coming to a close, probably within the next decade.

And even if my cloud gaming prediction doesn't come to fruition (which I'm confident it will), Intel entering the GPU market will further erode NVIDIA marketshare and profits in the low/medium range and eventually high end so they need to find alternate revenue sources.

Fiber penetration still won't be where it is needed in that timeline. 4k that hasn't been compressed to shit at 60fps is something like 12Gbps.

 

[Mad Maxx]

The guy I work for is an original investor in Cumulus Networks. He's very happy because his bank account just got very big. I'll be very happy if he extends some of his happiness to my bank account.

 

[Rockenrooster]

Input lag can be mitigated if there are server farms in every major city.

Not to mention you have to deal with compression and have to have a 100% rock solid ISP every little srop in connection you will feel and see since you cannot buffer realtime gameplay without introducing more lag