News HPE Demonstrates Exascale Hardware: AMD's and Intel's Platforms Exposed

domih

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Jan 31, 2020
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Meanwhile NVIDIA is mourning about its failed attempt to buy ARM. It needed to own a CPU architecture to be able, like INTEL and AMD, to present a complete integrated vertical solution for these data center racks.

NVIDIA has CUDA, NVLink and Mellanox but no CPU line. Bad. Meanwhile INTEL and AMD work hard getting their data center GPU to high level and both acquired multiple companies for high bandwidth and low latency interconnect. Both have a CPU line. Good.

Note also that HPE has its own Slingshot NIC for 100 and 200 GbE interconnect. So no Mellanox InfiniBand for Frontier and (finally coming up "soon") Aurora.

NVIDIA is definitely not the favorite in the data center market domination war and that's bad for them. Their revenues from data center sales now exceed the gamer cards revenues. In addition NVIDIA still keeps for itself the % of the gamer card sales that are in fact crypto currency related.

So after the ARM episode, NVIDIA has a serious conundrum to solve if it wants to stay relevant for the next decade. I still wonder why the NVIDIA people thought they could buy ARM without being noticed and then stopped by basically the rest of the world.

The regular Tom's Hardware gamer reader preoccupations about "which graphics card is the best" is barely a footnote in the history of the data center compute business.
 

spongiemaster

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Dec 12, 2019
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Meanwhile NVIDIA is mourning about its failed attempt to buy ARM. It needed to own a CPU architecture to be able, like INTEL and AMD, to present a complete integrated vertical solution for these data center racks.

NVIDIA has CUDA, NVLink and Mellanox but no CPU line. Bad.
Might want to keep up with current events.

 
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