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Speed, scale and reliability: 25 years of Google datacenter networking evolution

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Re: Speed, scale and reliability: 25 years of Google datacenter networking evolution

#11

It seems all cutting edge datacenters like x.ai Colossus are using Nvidia networking. Now Google is upgrading to Nvidia networking, too. Since Nvidia owns most of the Gpgpu products, they have top notch networking and interconnect, I wonder if they don't have a plan to own all datacenter hardware in the future. Maybe they plan to also release CPUs, motherboards, storage and whatever else is needed.

I read this slightly differently, that specific machine types with Nvidia GPU hardware also have Nvidia networking for tying together those GPUs.

Google has its own TPUs and don’t really use GPUs except to sell them to end customers on cloud I think. So using Nvidia networking for Nvidia GPUs across many machines on cloud is really just a reflection of what external customers want to buy.

Disclaimer, I work at Google but have no non public info about this.

Re: Speed, scale and reliability: 25 years of Google datacenter networking evolution

#13

It seems all cutting edge datacenters like x.ai Colossus are using Nvidia networking. Now Google is upgrading to Nvidia networking, too. Since Nvidia owns most of the Gpgpu products, they have top notch networking and interconnect, I wonder if they don't have a plan to own all datacenter hardware in the future. Maybe they plan to also release CPUs, motherboards, storage and whatever else is needed.

Nvidia networking is what used to be called Mellanox networking, which was already dominant in datacenters.

Re: Speed, scale and reliability: 25 years of Google datacenter networking evolution

#15

It seems all cutting edge datacenters like x.ai Colossus are using Nvidia networking. Now Google is upgrading to Nvidia networking, too. Since Nvidia owns most of the Gpgpu products, they have top notch networking and interconnect, I wonder if they don't have a plan to own all datacenter hardware in the future. Maybe they plan to also release CPUs, motherboards, storage and whatever else is needed.

I have to wonder if Nvidia has reached a point where it hesitates to develop new products because it would hurt their margins. Sure they could probably release a profitable networking product but if they did their net margins would decrease even as profit increased. This may actually hurt their market cap as investors absolutely love high margins.

Re: Speed, scale and reliability: 25 years of Google datacenter networking evolution

#17
This mentions Jupiter generations, which I think is about 10-15 years old at this point. It doesn't really talk about what existed before so it's not really 25 years of history here. I want to say "Watchtower" was before Jupiter? but honestly it's been about a decade since I read anything about it.

Google's DC networking is interesting because of how deeply integrated it is into the entire software stack. Click on some of the links and you'll see it mentions SDN (Software Defined Network). This is so Borg instances can talk to each other within the same service at high throughput and low latency. 8-10 years ago this was (IIRC) 40Gbps connections. It's probably 100Gbps now but that's just a guess.

But the networking is also integrated into global services like traffic management to handle, say, DDoS attacks.

Anyway, from reading this it doesn't sound like Google is abandoning their custom TPU silicon (ie it talks about the upcoming A3 Ultra and Trillium). So where does NVidia ConnectX fit in? AFAICT that's just the NIC they're plugging into Jupiter. That's probably what enables (or will enable) 100Gbps connections between servers. Yes, 100GbE optical NICs have existed for a long time. I would assume that NVidia produce better ones in terms of price, performance, size, power usage and/or heat produced.

Disclaimer: Xoogler. I didn't work in networking though.

Re: Speed, scale and reliability: 25 years of Google datacenter networking evolution

#18

It seems all cutting edge datacenters like x.ai Colossus are using Nvidia networking. Now Google is upgrading to Nvidia networking, too. Since Nvidia owns most of the Gpgpu products, they have top notch networking and interconnect, I wonder if they don't have a plan to own all datacenter hardware in the future. Maybe they plan to also release CPUs, motherboards, storage and whatever else is needed.

I have to wonder if Nvidia has reached a point where it hesitates to develop new products because it would hurt their margins. Sure they could probably release a profitable networking product but if they did their net margins would decrease even as profit increased. This may actually hurt their market cap as investors absolutely love high margins.

They can always release capital back to investors, and then those investors can put the money into different companies that eg produce networking equipment.

Re: Speed, scale and reliability: 25 years of Google datacenter networking evolution

#20
post #18

Earlier quoted context omitted.

I have to wonder if Nvidia has reached a point where it hesitates to develop new products because it would hurt their margins. Sure they could probably release a profitable networking product but if they did their net margins would decrease even as profit increased. This may actually hurt their market cap as investors absolutely love high margins.

They can always release capital back to investors, and then those investors can put the money into different companies that eg produce networking equipment.

Why would they release money if they can invest it and return much more?
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