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NVIDIA and Atos Team Up to Build World's Fastest AI Supercomputer

NVIDIA today announced that the Italian inter-university consortium CINECA—one of the world's most important supercomputing centers—will use the company's accelerated computing platform to build the world's fastest AI supercomputer.

The new "Leonardo" system, built with Atos, is expected to deliver 10 exaflops of FP16 AI performance to enable advanced AI and HPC converged application use cases. Featuring nearly 14,000 NVIDIA Ampere architecture-based GPUs and NVIDIA Mellanox HDR 200 Gb/s InfiniBand networking, Leonardo will propel Italy as the global leader in AI and high performance computing research and innovation.

NVIDIA Introduces New Family of BlueField DPUs to Bring Breakthrough Networking, Storage and Security Performance to Every Data Center

NVIDIA today announced a new kind of processor—DPUs, or data processing units—supported by DOCA, a novel data-center-infrastructure-on-a-chip architecture that enables breakthrough networking, storage and security performance.

NVIDIA founder and CEO Jensen Huang revealed the company's three-year DPU roadmap in today's GPU Technology Conference keynote. It features the new NVIDIA BlueField -2 family of DPUs and NVIDIA DOCA software development kit for building applications on DPU-accelerated data center infrastructure services.

NVIDIA Building UK's Most Powerful Supercomputer, Dedicated to AI Research in Healthcare

NVIDIA today announced that it is building the United Kingdom's most powerful supercomputer, which it will make available to U.K. healthcare researchers using AI to solve pressing medical challenges, including those presented by COVID-19.

Expected to come online by year end, the "Cambridge-1" supercomputer will be an NVIDIA DGX SuperPOD system capable of delivering more than 400 petaflops of AI performance and 8 petaflops of Linpack performance, which would rank it No. 29 on the latest TOP500 list of the world's most powerful supercomputers. It will also rank among the world's top 3 most energy-efficient supercomputers on the current Green500 list.

NVIDIA Fully Absorbs Mellanox Technologies, Now Called NVIDIA Networking

NVIDIA over the weekend formally renamed Mellanox Technologies to NVIDIA Networking. The graphics and scalar computing giant had acquired Mellanox in April 2020, in a deal valued at $7 billion. It is expected that the NVIDIA corporate identity will cover all Mellanox products, including NICs, switches, and interconnect solutions targeted at large-scale data-centers and HPC environments. Mellanox website now defaults to NVIDIA, with the announcement banner "Mellanox Technologies is now NVIDIA Networking." With the acquisition of Mellanox, a potential bid for Softbank's Arm Holdings, and market leadership in the scalar compute industry, NVIDIA moves close to becoming an end-to-end enterprise solution provider.

NVIDIA GeForce No Longer Company's Largest Revenue Source

NVIDIA on Wednesday posted its Q2 Fiscal Year 2021 financial results, and the most startling result has been a breakdown of the company's $3.86 billion quarterly revenue among its various businesses. Turns out, that Data Center, and not Gaming, is NVIDIA's largest revenue generator for the quarter. Growing 54 percent over the previous quarter, this division contributed $1.74 billion, as opposed to $1.65 billion from Gaming (up 24 percent QoQ). The Gaming business includes NVIDIA's GeForce line of discrete graphics solutions and the GeForce NOW cloud gaming service.

Much of the growth in revenues for the Data Center business is attributable to the addition of revenues by Mellanox - a network infrastructure company NVIDIA acquired, and adoption of NVIDIA's new A100 Tensor Core GPUs by several new supercomputer projects focused on AI. NVIDIA's scalar processors now power 2/3rds of the supercomputers on the TOP500 list.

NVIDIA Interested in Acquiring Arm from SoftBank

The biggest tech news story from last week was Japan's SoftBank contemplating the sale of Arm, one of the hottest pieces of tech IP out there. Turns out, this has piqued NVIDIA's interest. The graphics and scalar compute giant recently surpassed Intel in market capitalization, and has the resources to pull off what could end up being the biggest tech acquisition in history. When it was acquired by SoftBank, Arm Holdings valued at $32 billion, and it's only conceivable that the firm's current valuation is significantly higher for SoftBank to dangle it out in the market. NVIDIA is already an Arm licensee, and following its acquisition of Mellanox, has stated intent to go big in the datacenter industry.

NVIDIA to Build Fastest AI Supercomputer in Academia

The University of Florida and NVIDIA Tuesday unveiled a plan to build the world's fastest AI supercomputer in academia, delivering 700 petaflops of AI performance. The effort is anchored by a $50 million gift: $25 million from alumnus and NVIDIA co-founder Chris Malachowsky and $25 million in hardware, software, training and services from NVIDIA.

"We've created a replicable, powerful model of public-private cooperation for everyone's benefit," said Malachowsky, who serves as an NVIDIA Fellow, in an online event featuring leaders from both the UF and NVIDIA. UF will invest an additional $20 million to create an AI-centric supercomputing and data center.

NVIDIA Surpasses Intel in Market Cap Size

Yesterday after the stock market has closed, NVIDIA has officially reached a bigger market cap compared to Intel. After hours, the price of the NVIDIA (ticker: NVDA) stock is $411.20 with a market cap of 251.31B USD. It marks a historic day for NVIDIA as the company has historically been smaller than Intel (ticker: INTC), with some speculating that Intel could buy NVIDIA in the past while the company was much smaller. Intel's market cap now stands at 248.15B USD, which is a bit lower than NVIDIA's. However, the market cap is not an indication of everything. NVIDIA's stock is fueled by the hype generated around Machine Learning and AI, while Intel is not relying on any possible bubbles.

If we compare the revenues of both companies, Intel is having much better performance. It had a revenue of 71.9 billion USD in 2019, while NVIDIA has 11.72 billion USD of revenue. No doubt that NVIDIA has managed to do a good job and it managed to almost double revenue from 2017, where it went from $6.91 billion in 2017 to $11.72 billion in 2019. That is an amazing feat and market predictions are that it is not stopping to grow. With the recent acquisition of Mellanox, the company now has much bigger opportunities for expansion and growth.

NVIDIA Announces Financial Results for First Quarter Fiscal 2021

NVIDIA today reported revenue for the first quarter ended April 26, 2020, of $3.08 billion, up 39 percent from $2.22 billion a year earlier, and down 1 percent from $3.11 billion in the previous quarter. GAAP earnings per diluted share for the quarter were $1.47, up 130 percent from $0.64 a year ago, and down 4 percent from $1.53 in the previous quarter. Non-GAAP earnings per diluted share were $1.80, up 105 percent from $0.88 a year earlier, and down 5 percent from $1.89 in the previous quarter.

NVIDIA completed its acquisition of Mellanox Technologies Ltd. on April 27, 2020, for a transaction value of $7 billion. It also transitioned its GPU Technology Conference to an all-digital format, drawing more than 55,000 registered participants, while NVIDIA founder and CEO Jensen Huang's keynote videos were viewed 3.8 million times in their first three days.

GIGABYTE Announces HPC Systems Powered by NVIDIA A100 Tensor Core GPUs

GIGABYTE, a supplier of high-performance computing (HPC) systems, today disclosed four NVIDIA HGX A100 platforms under development. These platforms will be available with NVIDIA A100 Tensor Core GPUs. NVIDIA A100 is the first elastic, multi-instance GPU that unifies training, inference, HPC, and analytics. These four products include G262 series servers that can hold four NVIDIA A100 GPUs and G492 series that can provide eight A100 GPUs. Each series also distinguishes between two models, which support the 3rd generation Intel Xeon Scalable processor and the 2nd generation AMD EPYC processor. The NVIDIA HGX A100 platform is a key element in the NVIDIA accelerated data center concept that brings huge parallel computing power to customers, thereby helping customers accelerate their digital transformation.

With GPU acceleration becoming the mainstream technology in today's data center. Scientists, researchers and engineers are committed to using GPU-accelerated HPC and artificial intelligence (AI) to meet the important challenges of the current world. The NVIDIA accelerated data center concept, including GIGABYTE high-performance servers with NVIDIA NVSwitch, NVIDIA NVLink, and NVIDIA A100 GPUs, will provide GPU computing power required for different computing scales. The NVIDIA accelerated data center also features NVIDIA Mellanox HDR InfiniBand high-speed networking and NVIDIA Magnum IO software that supports GPUDirect RDMA and GPUDirect Storage.

NVIDIA DGX-A100 Systems Feature AMD EPYC "Rome" Processors

NVIDIA is leveraging the 128-lane PCI-Express gen 4.0 root complex of AMD 2nd generation EPYC "Rome" enterprise processors in building its DGX-A100 super scalar compute systems that leverage the new A100 "Ampere" compute processors. Each DGX-A100 block is endowed with two AMD EPYC 7742 64-core/128-thread processors in a 2P setup totaling 128-cores/256-threads, clocked up to 3.40 GHz boost.

This 2P EPYC "Rome" processor setup is configured to feed PCIe gen 4.0 connectivity to eight NVIDIA A100 GPUs, and 8-port Mellanox ConnectX 200 Gbps InfiniBand NIC. Six NVSwitches provide NVLink connectivity complementing PCI-Express gen 4.0 from the AMD sIODs. The storage and memory subsystem is equally jaw-dropping: 1 TB of hexadeca-channel (16-channel) DDR4 memory, two 1.92 TB NVMe gen 4.0 SSDs, and 15 TB of U.2 NVMe drives (4x 3.84 TB units). The GPU memory of the eight A100 units add up to 320 GB (that's 8x 40 GB, 6144-bit HBM2E). When you power it up, you're greeted with the Ubuntu Linux splash screen. All this can be yours for USD $199,000.

NVIDIA Announces Industry's First Secure SmartNIC Optimized for 25G

NVIDIA today launched the NVIDIA Mellanox ConnectX -6 Lx SmartNIC—a highly secure and efficient 25/50 gigabit per second (Gb/s) Ethernet smart network interface controller (SmartNIC)—to meet surging growth in enterprise and cloud scale-out workloads.

ConnectX-6 Lx, the 11th generation product in the ConnectX family, is designed to meet the needs of modern data centers, where 25 Gb/s connections are becoming standard for handling demanding workflows, such as enterprise applications, AI and real-time analytics. The new SmartNIC extends accelerated computing by leveraging software-defined, hardware-accelerated engines to offload more security and network processing from CPUs.
NVIDIA Mellanox ConnectX-6 Lx SmartNIC

NVIDIA Tesla A100 "Ampere" AIC (add-in card) Form-Factor Board Pictured

Here's the first picture of a Tesla A100 "Ampere" AIC (add-in card) form-factor board, hot on the heals of the morning big A100 reveal. The AIC card is a bare PCB, which workstation builders will add compatible cooling solutions on. The PCB features the gigantic GA100 processor with its six HBM2E stacks, in the center, surrounded by VRM components, and I/O on three sides. On the bottom side, you will find a conventional PCI-Express 4.0 x16 host interface. Above it, are NVLink fingers. The rear I/O has high-bandwidth network interfaces (likely 200 Gbps InfiniBand), by Mellanox. The tail end has hard points for 12 V power input. Find juicy details of the GA100 in our older article.

NVIDIA Acquires Network-Software Trailblazer Cumulus

Cloud data centers are evolving to an architecture that is accelerated, disaggregated and software-defined to meet the exponential growth in AI and high performance computing. To build these modern data centers, HPC and networking hardware and software must go hand in hand. NVIDIA provides the leading accelerated computing platform. Mellanox is the high-performance networking leader, now part of NVIDIA in a combination described in our founder and CEO's welcome letter.

Today we announce our plan to acquire Cumulus Networks, bolstering our networking software capabilities. The combination enables the new era of the accelerated, software-defined data center. With Cumulus, NVIDIA can innovate and optimize across the entire networking stack from chips and systems to software including analytics like Cumulus NetQ, delivering great performance and value to customers. This open networking platform is extensible and allows enterprise and cloud-scale data centers full control over their operations.

NVIDIA Completes Acquisition of Mellanox

NVIDIA today announced the completion of its acquisition of Mellanox Technologies, Ltd., for a transaction value of $7 billion. The acquisition, initially announced on March 11, 2019, unites two of the world's leading companies in high performance and data center computing. Combining NVIDIA's leading computing expertise with Mellanox's high-performance networking technology, the move will enable customers to achieve higher performance, greater utilization of computing resources and lower operating costs.

"The expanding use of AI and data science is reshaping computing and data center architectures," said Jensen Huang, founder and CEO of NVIDIA. "With Mellanox, the new NVIDIA has end-to-end technologies from AI computing to networking, full-stack offerings from processors to software, and significant scale to advance next-generation data centers. Our combined expertise, supported by a rich ecosystem of partners, will meet the challenge of surging global demand for consumer internet services, and the application of AI and accelerated data science from cloud to edge to robotics."
NVIDIA finishes acquiring Mellanox

NVIDIA Receives Approval to Proceed with Mellanox Acquisition from China's Antitrust Authority

NVIDIA today announced that it has received approval from all necessary authorities to proceed with its planned acquisition of Mellanox, as announced in March 2019. The latest approval by China's State Administration for Market Regulation follows antitrust approval from the European Commission and Mexico and the expiration of the waiting period under U.S. antitrust laws. With the exception of the remaining customary closing conditions, all conditions to the deal's closing have been satisfied.

NVIDIA announced on March 11, 2019, its intention to acquire Israel-based Mellanox for $125 per share in cash, or $6.9 billion, in a transaction that would combine NVIDIA's leading computing expertise with Mellanox's high-performance interconnect technology. The acquisition is expected to be immediately accretive to NVIDIA's non-GAAP gross margin, non-GAAP EPS and free cash flow. Closing is expected to occur on or about April 27, 2020.

Ethernet Technology Consortium Announces 800 Gigabit Ethernet (GbE) Specification

The 25 Gigabit Ethernet Consortium, originally established to develop 25, 50 and 100 Gbps Ethernet specifications, announced today it has changed its name to the Ethernet Technology Consortium in order to reflect a new focus on higher-speed Ethernet technologies.

The goal of the consortium is to enhance the Ethernet specification to operate at new speeds by utilizing specifications that are developed or in development. This allows the organization to work alongside other industry groups and standards bodies to adapt Ethernet at a pace that aligns with the rapidly evolving needs of the industry. The ETC has more than 45 members with top-level promoter members that include Arista, Broadcom, Cisco, Dell, Google, Mellanox and Microsoft.

NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2020

NVIDIA today reported revenue for the fourth quarter ended Jan. 26, 2020, of $3.11 billion, up 41 percent from $2.21 billion a year earlier, and up 3 percent from $3.01 billion in the previous quarter. GAAP earnings per diluted share for the quarter were $1.53, up 66 percent from $0.92 a year ago, and up 6 percent from $1.45 in the previous quarter. Non-GAAP earnings per diluted share were $1.89, up 136 percent from $0.80 a year earlier, and up 6 percent from $1.78 in the previous quarter.

For fiscal 2020, revenue was $10.92 billion, down 7 percent from $11.72 billion a year earlier. GAAP earnings per diluted share were $4.52, down 32 percent from $6.63 a year earlier. Non-GAAP earnings per diluted share were $5.79, down 13 percent from $6.64 a year earlier. "Adoption of NVIDIA accelerated computing drove excellent results, with record data center revenue," said Jensen Huang, founder and CEO of NVIDIA. "Our initiatives are achieving great success.

QNAP Introduces QXG-10G2T-107, a Dual-port 5-Speed 10GBASE-T NIC

QNAP Systems, Inc. today introduced the new QXG-10G2T-107, a dual-port PCI Express (PCIe) 10GBASE-T/NBASE-T NIC that supports 5 network speeds. It can be installed in a compatible QNAP NAS or a Windows /Linux PC with PCIe 2.0 x4 slots, providing organizations or individuals with a flexible and economical 10 GbE network connectivity solution.

The QXG-10G2T-107 uses the Aquantia AQtion AQC107S Ethernet controller that supports 10/5/2.5/1 Gbps and 100 Mbps network speeds. The RJ45 connector design also allows users to use existing cables. Transmission speeds can reach up to 5 Gbps when using CAT-5e cables, or up to 10 Gbps when using CAT 6 (or advanced versions) cables, unleashing the full potential of the QXG-10G2T-107.

NVIDIA Announces Financial Results for Second Quarter Fiscal 2020

NVIDIA today reported revenue for the second quarter ended July 28, 2019, of $2.58 billion compared with $3.12 billion a year earlier and $2.22 billion in the previous quarter. GAAP earnings per diluted share for the quarter were $0.90, compared with $1.76 a year ago and $0.64 in the previous quarter. Non-GAAP earnings per diluted share were $1.24 compared with $1.94 a year earlier and $0.88 in the previous quarter.

"We achieved sequential growth across our platforms," said Jensen Huang, founder and CEO of NVIDIA. "Real-time ray tracing is the most important graphics innovation in a decade. Adoption has reached a tipping point, with NVIDIA RTX leading the way. "NVIDIA accelerated computing momentum continues to build as the industry races to enable the next frontier in artificial intelligence, conversational AI, as well as autonomous systems like self-driving vehicles and delivery robots," he said.

NVIDIA Brings CUDA to ARM, Enabling New Path to Exascale Supercomputing

NVIDIA today announced its support for Arm CPUs, providing the high performance computing industry a new path to build extremely energy-efficient, AI-enabled exascale supercomputers. NVIDIA is making available to the Arm ecosystem its full stack of AI and HPC software - which accelerates more than 600 HPC applications and all AI frameworks - by year's end. The stack includes all NVIDIA CUDA-X AI and HPC libraries, GPU-accelerated AI frameworks and software development tools such as PGI compilers with OpenACC support and profilers. Once stack optimization is complete, NVIDIA will accelerate all major CPU architectures, including x86, POWER and Arm.

"Supercomputers are the essential instruments of scientific discovery, and achieving exascale supercomputing will dramatically expand the frontier of human knowledge," said Jensen Huang, founder and CEO of NVIDIA. "As traditional compute scaling ends, power will limit all supercomputers. The combination of NVIDIA's CUDA-accelerated computing and Arm's energy-efficient CPU architecture will give the HPC community a boost to exascale."

NVIDIA to Acquire Mellanox Technology for $6.9 Billion

NVIDIA and Mellanox today announced that the companies have reached a definitive agreement under which NVIDIA will acquire Mellanox. Pursuant to the agreement, NVIDIA will acquire all of the issued and outstanding common shares of Mellanox for $125 per share in cash, representing a total enterprise value of approximately $6.9 billion. Once complete, the combination is expected to be immediately accretive to NVIDIA's non-GAAP gross margin, non-GAAP earnings per share and free cash flow.

The acquisition will unite two of the world's leading companies in high performance computing (HPC). Together, NVIDIA's computing platform and Mellanox's interconnects power over 250 of the world's TOP500 supercomputers and have as customers every major cloud service provider and computer maker. The data and compute intensity of modern workloads in AI, scientific computing and data analytics is growing exponentially and has put enormous performance demands on hyperscale and enterprise datacenters. While computing demand is surging, CPU performance advances are slowing as Moore's law has ended. This has led to the adoption of accelerated computing with NVIDIA GPUs and Mellanox's intelligent networking solutions.

Mellanox Not Quite Intel's Yet, NVIDIA Joins Competitive Bidding

Late January it was reported that Intel is looking to buy out Israeli networking hardware maker Mellanox Technology, in what looked like a cakewalk USD $6 billion deal at the time, which was a 35 percent premium over the valuation of Mellanox. Turns out, Intel hasn't closed the deal, and there are other big tech players in the foray for Mellanox, the most notable being NVIDIA. The GPU giant has reportedly offered Mellanox a competitive bid of $7 billion.

NVIDIA eyes a slice of the data-center networking hardware pie since the company has invested heavily in GPU-based AI accelerators and its own high-bandwidth interconnect dubbed NVLink, and now needs to complete its hardware ecosystem with NICs and switches under its own brand. Founded in 1999 in Yoqneam, Israel, Mellanox designs high performance network processors and fully-built NICs in a wide range of data-center relevant interconnects. Intel is by far the biggest tech company operating in Israel, with not just R&D centers, but also manufacturing sites, in stark contrast to NVIDIA, which opened its first R&D office in 2017 with a few hundred employees.

Update: NVIDIA's bid for Mellanox stands at $7 billion.

QNAP Introduces New 25GbE NIC for NAS and PC Based on Mellanox Technology

QNAP Systems, Inc. today unveiled the new dual-port 25GbE QXG-25G2SF-CX4 and 10GbE QXG-10G2SF-CX4 network NICs. Featuring Mellanox ConnectX -4 Lx SmartNIC controllers, these cards can greatly boost file transfer speeds and also support iSER (iSCSI Extension for RDMA) to optimize VMware virtualization. Both cards are PCIe Gen3 ×8 and can be installed in a Windows /Linux PC or compatible QNAP NAS.

Cloud, big data, high-speed storage, virtualization, and AI are strongly pushing 25GbE into the mainstream," said Dan Lin, Product Manager of QNAP, adding "QNAP now provides users with a scalable solution for adopting 25GbE infrastructure by leveraging the industry-leading Mellanox Ethernet solution to deliver a next-gen 25GbE NIC for NAS, servers and workstations."

Intel Looking to Buy Out Mellanox to Challenge Huawei in the 5G Infrastructure Gold Rush

Intel is in the fray to acquire Israeli networking infrastructure manufacturer Mellanox Technology for $6 billion in cash and shares, which constitute a 35 percent premium over its most recent valuation. Mellanox designs and manufactures infrastructure-scale networking hardware, such as high-bandwidth switches, adapters, and other data-center networking hardware, and when acquired by Intel, could give the company sufficient IP and manpower to take on Chinese networking equipment giant Huawei, in the gold-rush to bring 5G to the world, in addition to sustaining the cloud-computing boom. Huawei has been banned in several western nations (particularly NATO member states) for political or strategic reasons, and a large vacuum has been built that's being approached by other "Kosher" players such as Mellanox, Cisco, etc.
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