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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.

QNAP Launches the Server-grade TS-x83XU NAS Series

QNAP Systems, Inc. (QNAP), a leading storage, network and computing solution provider, today launched the Intel Xeon E based TS-x83XU enterprise NAS series with ECC DDR4 memory that delivers server-class performance and dependable reliability. All models in the series feature two 10GbE SFP+ ports using Mellanox ConnectX -4 Lx SmartNIC controllers and support installing a PCIe graphics card for empowering video surveillance, virtual machines and AI applications. Coupled with QNAP's exclusive software-defined SSD extra over-provisioning and comprehensive virtualization capabilities, the TS-x83XU series provides a high-performance and dependable - yet cost-efficient - NAS solution for uncompromising enterprise IT requirements.

The TS-x83XU was specifically designed for enterprises that require server-class standards of performance and reliability for business-critical data and applications," said David Tsao, Product Manager of QNAP, adding "businesses and organizations can unlock greater application potential and increase their everyday working efficiency by leveraging game-changing features such as PCIe expandability, SSD-optimization technologies, and tiered storage."

Everything AMD Launched Today: A Summary

It has been a huge weekend of product announcements and launches from AMD, which expanded not just its client computing CPU lineup on both ends, but also expanded its Radeon graphics cards family with both client- and professional-segment graphics cards. This article provides a brief summary of everything AMD launched or announced today, with their possible market-availability dates.

Tech Industry Leaders Unite, Unveil New High-Perf Server Interconnect Technology

On the heels of the recent Gen-Z interconnect announcement, an aggregate of some of the most recognizable names in the tech industry have once again banded together. This time, it's an effort towards the implementation of a fast, coherent and widely compatible interconnect technology that will pave the way towards tighter integration of ever-more heterogeneous systems.

Technology leaders AMD, Dell EMC, Google, Hewlett Packard Enterprise, IBM, Mellanox Technologies, Micron, NVIDIA and Xilinx announced the new open standard to appropriate fanfare, considering the promises of an up-to 10x performance uplift in datacenter server environments, thus accelerating big-data, machine learning, analytics, and other emerging workloads. The interconnect promises to provide a high-speed pathway towards tighter integration between different types of technology currently making up the heterogeneous server computing's needs, ranging through fixed-purpose accelerators, current and future system memory subsistems, and coherent storage and network controllers.

Industry Leaders Join Forces to Promote New High-Performance Interconnect

A group of leading technology companies today announced the Gen-Z Consortium, an industry alliance working to create and commercialize a new scalable computing interconnect and protocol. This flexible, high-performance memory semantic fabric provides a peer-to-peer interconnect that easily accesses large volumes of data while lowering costs and avoiding today's bottlenecks. The alliance members include AMD, ARM, Cavium Inc., Cray, Dell EMC, Hewlett Packard Enterprise (HPE), Huawei, IBM, IDT, Lenovo, Mellanox Technologies, Micron, Microsemi, Red Hat, Samsung, Seagate, SK hynix, Western Digital Corporation, and Xilinx.

Modern computer systems have been built around the assumption that storage is slow, persistent and reliable, while data in memory is fast but volatile. As new storage class memory technologies emerge that drive the convergence of storage and memory attributes, the programmatic and architectural assumptions that have worked in the past are no longer optimal. The challenges associated with explosive data growth, real-time application demands, the emergence of low latency storage class memory, and demand for rack scale resource pools require a new approach to data access.

IBM, NVIDIA and Mellanox Launch Design Center for Big Data and HPC

IBM, in collaboration with NVIDIA and Mellanox, today announced the establishment of a POWER Acceleration and Design Center in Montpellier, France to advance the development of data-intensive research, industrial, and commercial applications. Born out of the collaborative spirit fostered by the OpenPOWER Foundation - a community co-founded in part by IBM, NVIDIA and Mellanox supporting open development on top of the POWER architecture - the new Center provides commercial and open-source software developers with technical assistance to enable them to develop high performance computing (HPC) applications.

Technical experts from IBM, NVIDIA and Mellanox will help developers take advantage of OpenPOWER systems leveraging IBM's open and licensable POWER architecture with the NVIDIA Tesla Accelerated Computing Platform and Mellanox InfiniBand networking solutions. These are the class of systems developed collaboratively with the U.S. Department of Energy for the next generation Sierra and Summit supercomputers and to be used by the United Kingdom's Science and Technology Facilities Council's Hartree Centre for big data research.

OCZ Technology and Mellanox Technologies Announce Collaboration

August 26, 2013 - OCZ Technology Group, Inc., a leading provider of high-performance solid-state drives (SSDs) for computing devices and systems, and Mellanox Technologies, a leading supplier of high-performance, end-to-end interconnect solutions for data center and storage systems, have collaborated together to deliver flash I/O storage performance and complete fault tolerance (FT) to VMware clusters on top of on-host server flash and hard disk drives (HDDs). These SAN-less, fault tolerant capabilities will be presented in OCZ's booth (#711) at VMworld 2013, Moscone Convention Center, today through August 29th.

The combination of the Mellanox ConnectX-3 EN 40 Gigabit Ethernet (GbE) network interface card (NIC) with OCZ's VXL Software replicates VMware datastores in virtualized SAN-less clusters. The combined solutions deliver industry-leading Ethernet connectivity, intelligent and efficient cache and flash volume distribution of PCI Express (PCIe) flash resources while enabling High Availability (HA) and Fault Tolerance (FT) services of VMware clusters.

Google, IBM, Mellanox, NVIDIA, Tyan Announce Development Group for Data Centers

Google, IBM, Mellanox, NVIDIA and Tyan today announced plans to form the OpenPOWER Consortium - an open development alliance based on IBM's POWER microprocessor architecture. The Consortium intends to build advanced server, networking, storage and GPU-acceleration technology aimed at delivering more choice, control and flexibility to developers of next-generation, hyperscale and cloud data centers.

The move makes POWER hardware and software available to open development for the first time as well as making POWER IP licensable to others, greatly expanding the ecosystem of innovators on the platform. The consortium will offer open-source POWER firmware, the software that controls basic chip functions. By doing this, IBM and the consortium can offer unprecedented customization in creating new styles of server hardware for a variety of computing workloads.

AMD Open 3.0 Delivers Premium Server Performance at Half the Cost

AMD today announced availability of servers based on its AMD Open 3.0 specification, defined as part of the Open Compute Project, delivering workload versatility and performance equal to competing proprietary OEM servers at significantly lower cost. In comparison to benchmarks running virtual desktop infrastructure (VDI), the AMD Open 3.0-based system supported just as many virtual desktops and reduced total cost of ownership (TCO) by 57 percent: $4,589 versus $10,669 for just a single server. This cost effectiveness translates into a dramatic reduction in cost per virtual desktop, from $91.19 to only $38.24 per desktop. More details on the findings are available online and will be discussed at a roundtable event tomorrow in New York City and other select cities. The servers will be available through distributor partners.

"Global IT organizations have the difficult task of choosing between price and performance when investing in servers," said Bob Ogrey, cloud evangelist and fellow, AMD. "We don't believe organizations have to compromise one for the other. Using systems based on the AMD Open 3.0 specification -- the first open source, modular platform for the masses -- enables high performance and energy efficiency at a reasonable price, making it the best choice for organizations.
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