Earlier quoted context omitted.
We have been moving away from IB for our platform (algorithmic trading) since Ethernet now has almost comparable latency and is a lot easier to understand and manage.
May I ask what’s IB?
InfiniBand
Nvidia to Acquire Mellanox for $6.9B
101–110 of 229 posts
Re: Nvidia to Acquire Mellanox for $6.9B
#102I only know of Mellanox for their 10 gigabit ethernet cards. Does anybody know if this is a good or bad thing for Mellanox?
The 10g NICs are toys. ;-) Mellanox provides high speed (40/56/100/200 gigabit) switches and adapters. If you think 10g fiber is big, just wait... I’ve worked on several projects with them, and found they generally do a good job of feeding the beast when the OS and driver’s are properly tuned. I’m not informed enough to call good or bad, but will instead say it’s interesting, especially in the HPC space (and the emer…
Can confirm, running 100g mellanox and getting ready to move to 200. They are the best game in town for the price point to performance/reliability/support ratio.
Re: Nvidia to Acquire Mellanox for $6.9B
#103I had great respect for Mellanox when I came to know that they invented InfiniBand. Again, I am suprisied it’s valued at only $6.9Bn. Pardon my ignorance, but how come mobile apps and websites get valued for 10+ or 20+ Bn dollars , while someone who creates real technology is valued at only $6.9Bn
Because the total addressable market for consumer mobile apps, and therefore potential dollars of revenue is much higher than for Mellanox with Infiniband - which by contrast is only the HPC market at this point.
Re: Nvidia to Acquire Mellanox for $6.9B
#104I had great respect for Mellanox when I came to know that they invented InfiniBand. Again, I am suprisied it’s valued at only $6.9Bn. Pardon my ignorance, but how come mobile apps and websites get valued for 10+ or 20+ Bn dollars , while someone who creates real technology is valued at only $6.9Bn
Market values profit, not produced value (i.e. revenue).
That's not true - see Amazon. Public markets value and price future potential profit.
Re: Nvidia to Acquire Mellanox for $6.9B
#105Why would a company that shells out ~7 billion dollars need advertising cookies on its website?
Nvidia is in a pretty shitty situation at the moment. Stocks down almost 50% after the crypto-bubble popped (or deflated I guess is the better word).
NVDA is worth 10x what they were 5 years ago.
Re: Nvidia to Acquire Mellanox for $6.9B
#106I had great respect for Mellanox when I came to know that they invented InfiniBand. Again, I am suprisied it’s valued at only $6.9Bn. Pardon my ignorance, but how come mobile apps and websites get valued for 10+ or 20+ Bn dollars , while someone who creates real technology is valued at only $6.9Bn
Where's the room for growth in Infiniband? Why wouldn't you just use Ethernet in future projects?
Re: Nvidia to Acquire Mellanox for $6.9B
#107Why would a company that shells out ~7 billion dollars need advertising cookies on its website?
I see Google Analytics, and https://assets.adobedtm.com/
From what I read* about adobedtm.com it's not necessarily advertising.
Re: Nvidia to Acquire Mellanox for $6.9B
#108Earlier quoted context omitted.
> I am an Israeli citizens and worked under an Arabic speaking supervisor as a programmer, didn't have any problems with that. I'm sure your are aware that you didn't give a counterargument.
I questioned the validity of polls in Israel, if you noticed. Can expand on that: the population is very fragmented and you can manipulate the poll by the way that a question is framed for instance, by the selection of persons polled, lots if variables that also tend to be abused in one way or another. They can't even get the exit polls right, seriously!
How about the the elections, local and state, and how the politicians talk to get support. People are honest when they vote.
Maybe moderate people support bigoted politicians for some reason and politicians think that bigotry gets votes, I don't know. But it surely don't look good.
Re: Nvidia to Acquire Mellanox for $6.9B
#109Re: Nvidia to Acquire Mellanox for $6.9B
#110Earlier quoted context omitted.
One out of only 2 vendors for InfiniBand which is quite important for HPC especially in the Top 500. They also have some sort of a parallel VLIW CPU architecture that they've been trying to get off the ground for a while now called TILE/TILE64 so that might also play into things. However since NVIDIA opened their offices in Israel a while ago they might simply be looking for an acquihire since Mellanox is a fabless s…
The last new TILE architecture chip shipped over 5 years ago and Linux dropped support for the architecture completely last year.
Tilera was acquired by EZChip in 2014 and then in turn EZChip were acquired by Mellanox - the Tile arch kind of died from lack of attention during that process.
I had a TileGX dev board and ported our product at the time (nearly 10 years ago). It was an ok arch but that’s a tough niche to fight for.