Re:Why Nvidia Keeps Winning: The Rise of an AI Giant
by dilyevsky on Thursday July 06, 2023 @11:17PM
(#36626646)
No market share in server market if you dont count all those server GPUs and NICs and core/spine/tor switches and so on…
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Re:Why Nvidia Keeps Winning: The Rise of an AI Giant
by foobiekr on Friday July 07, 2023 @01:09AM
(#36627423)
They barely exist in the network switch market. The new NVLink switches may change that for tier one inter-chassis transport to replace Infiniband RDMA, though.
Reality is Mellanox has never been a substantial networking player. Yes, in HPC, but that's a tiny market even today.
It doesn't help that Mellanox acquired Cumulus just prior to Nvidia acquiring Mellanox, and Cumulus was basically DOA. Now they are split SONiC/Cumulus with a lot of internal infighting trying to keep Cumulus relevant despite industry trends.
Re:Why Nvidia Keeps Winning: The Rise of an AI Giant
by dilyevsky on Friday July 07, 2023 @03:35AM
(#36628456)
Heh yeah sonic seems to be eating cumulus lunch downmarket but upmarket maybe not?
Re:Why Nvidia Keeps Winning: The Rise of an AI Giant
by foobiekr on Saturday July 08, 2023 @03:21PM
(#36647811)
Cumulus is dead. Mellanox only bought it because there wasn't much else. I another 2-3 years it will be as relevant as Vyatta.
Re:Why Nvidia Keeps Winning: The Rise of an AI Giant
by scns on Friday July 07, 2023 @04:16AM
(#36628762)
And 5 super computers in the top ten, starting at fourth place behind two Cray/AMD and one Fujitsu:
https://top500.org/lists/top500/2023/06/
[edit] correct the cut off link