Nvidia, Mellanox: Married!

Big news in the industry today was Nvidia buying Mellanox for $6.9B. This called fo an emergency session of our crack panel.

While it will be several months before the full impact of this merger is felt, the RFHPC team believes this will change both the HPC and the Datacenter markets. It also signals Nvidia’s journey towards becoming more of a systems company and gives them a better shot at the enterprise AI market.

This is also good news for all the alternatives in the market, Shahin and Henry believe. There are a large number of AI chips in the works around the globe, and a growing number of interconnect options on the market. They will now have a chance to present themselves as a more neutral option.

Since the combined company will now represent a bigger portion of the total bill, it has a strengthened hand in the face of growing competition, while, on the other hand, becoming a more visible part of the total system cost, inviting new competition.

Listen in to hear the full conversation.

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RFHPC181: New Leadership at HPE

Antonio Neri, CEO, HPE

In this podcast, the Radio Free HPC team looks at HPE’s new CEO, Antonio Neri, a longtime HPE executive who previously served as President of the company. As the number 1 server vendor in the HPC space, this change will be one to watch as we transition to the exascale era in the next five years or so.

This transistion comes at an interesting time for HPE, as one of their main competitors, Dell Technologies, is reportedly looking at an IPO or reverse acquisition by VMware.

Closer to home in the HPC space:

  • HPE just landed a huge deal at DoD Modernization for four supercomputers totaling 14 Petaflops of performance
  • HP-CAST host Frank Baetke has left the company and will continue on as Chair of EOFS.

After that, we do our Catch of the Week:

  • Henry points us to news about one of the worst Flash zero-day exploitsyet. Just turn it off, guys.
    • Apple is planning to release IOS 11.3, which will allow users to turn off their infamous throttling of iPhones in order to preserve battery life over time.
    • Henry also notes that his laptop battery life has suffered greatly since applying the Spectre/Meltdown patch.
    • Linus Torvolds seems to agree, saying that the Intel Meltdown patch is Complete and Utter Garbage. Both Intel and AMD say they will have new immune hardware by the end of the year.
  • Earlier this week, Shahin went on a big acquisition of a new home office printer, opting for a rather spendy HP Color LaserJet Pro MFP M281fdw. Rich is sticking with his $30 Pantum.
  • Rich points us to a new interview with Theodore Omtzigt from Posit Research. The Singapore startup is looking to build a new kind of supercomputer based on John Gustafson’s Posit Arithmetic.
  • Dan notes that Oracle has launched Blockchain as a Service.

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