UPDATED: Watching Nvidia grow over the past two decades, from a gaming and visualization GPU supplier to the behemoth of the modern AI datacenter, has been nothing short of amazing. …
Jayshree Ullal, the chief executive officer of Arista Networks, has been pointing at the $10 billion revenue upper decks since the beginning of the AI boom, but is understandably hesitant about saying when the company would cross that threshold. …
InfiniBand was always supposed to be a mainstream fabric to be used across PCs, servers, storage, and networks, but the effort collapsed and the remains of the InfiniBand effort found a second life at the turn of the millennium as a high performance, low latency interconnect for supercomputers running simulations and models. …
There are many reasons why Nvidia is the hardware juggernaut of the AI revolution, and one of them, without question, is the NVLink memory sharing port that started out on its “Pascal” P100 GOU accelerators way back in 2016. …
Compute engine makers can do all they want to bring the performance of their devices on par or even reasonably close to that of Nvidia’s various GPU accelerators, but until they have something akin to the NVLink and NVSwitch memory fabric that Nvidia uses to leverage the performance of many GPUs at bandwidths that dwarf PCI-Express switches and latencies that dwarf Ethernet interconnects, they can never catch up. …
It is safe to say in 2025 that the best job in the world is the chief executive officer of Nvidia, and that the company’s co-founder, Jensen Huang, has steered the company to great heights as much as fellow co-founders Thomas Watson ever did with International Business Machines, Larry Ellison ever did with Oracle, and Steve Jobs ever did with Apple Computer. …
It has become a well known fact these days that the switches that are used to interconnect distributed systems are not the most expensive part of that network, but rather it is the optical transceivers and fiber optic cables that comprise the bulk of the cost. …
When you are designing applications that run across the scale of an entire datacenter and that are comprised of hundreds to thousands of microservices running on countless individual servers and that have to be called within a matter of microseconds to give the illusion of a monolithic application, building fully connected, high bi-section bandwidth Clos networks is a must. …
The generative AI revolution is making strange bedfellows, as revolutions and emerging monopolies that capitalize on them often do. …
For the past five years, since Nvidia acquired InfiniBand and Ethernet switch and network interface card supplier Mellanox, people have been wondering what the split is between compute and networking in the Nvidia datacenter business that has exploded in growth and now represents most of revenue for each quarter. …
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