HPC M&A + IP. Rumores: SGI podría vender su interconnect NUMAlink.

El número de fabricantes de supercomputadores es reducido. Co-existen   algunos especialistas (Cray, SGI, por citar sólo algunos) con los grandes monstruos de la informática que operan en casi todos los segmentos posibles (IBM, HP y otros).

SGI, actualmente propiedad de Rackable Systems ha presentado recientemente sus resultados y aunque está en beneficios, se han empezado a disparar determinados rumores:


It would not be surprising at all to see SGI try to sell off its NUMAlink system interconnect business and merge with Cray to try to get an HPC and hyperscale cloud server powerhouse together and to smooth out the revenues of the two companies. The question is this: Who would want to buy the NUMAlink intellectual property. Nvidia, which has aspirations in servers and HPC clusters based on hybrid ARM-GPU computing elements, needs an interconnect. And buying one is far cheaper than starting from scratch, as Intel’s acquisitions of Ethernet and InfiniBand switching and the Cray “Aries” interconnect demonstrate. Being a global shared memory interconnect, NUMAlink could be particularly interesting for Nvidia to get its hands on. Lenovo or Inspur, two Chinese server makers that are growing like crazy, could be interested, and even server upstart Cisco Systems could find some use for it. All that SGI would need to do is keep the rights to use the technology, just as Cray did with Aries. ®

Visto en InsideHPC. Fuente original, The Register.


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