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The AI Network Is The Computer, Says Nvidia


Nvidia just reclaimed its title as the world’s most valuable company. Whether it retains this top position and for how long depends on its success in defining and developing a worldwide network of AI processing units.

Nvidia is pursuing a vision of a future where “part of the application runs in the data center, another part in a data center at the edge, and another part in an autonomous machine roaming around the world.” This is how Jensen Huang, Nvidia’s co-founder and CEO, described the future of computer applications in a conversation with Bob Metcalfe, inventor of the Ethernet. Huang and Metcalfe are prime examples of the remarkable marriage of engineering ingenuity and marketing creativity that has made many American entrepreneurs successful.

Already five years ago, Huang saw the data center as “a composable disaggregated infrastructure,” where the critical path is the interaction of one “computing node” with another “computing node” over the Ethernet network. In response, Metcalfe asked, “Is this why you bought Mellanox?” and Huang answered, “It is exactly the reason why I bought Mellanox,” adding a great insight: “Understanding the direction of software inspires you about what’s the best way to design and evolve hardware.” In other words, anticipating how applications will be developed and run in the future, Nvidia has added to its portfolio (developing in-house or acquiring) new hardware elements so that it can offer its customers faster, more efficient, more resilient, and less expensive shuttling of data inside and outside the data center.

Founded in Israel in 1999, Mellanox initially focused on developing computer networking products based on the then-new InfiniBand standard. These products featured high throughput and low latency, ensuring fast data movement between one “computing node” and another. Mellanox later added networking products based on the Ethernet standard and was acquired by Nvidia for $6.9 billion in 2019.

Kevin Deierling, the first Mellanox employee in the U.S., is now Nvidia’s senior vice president of networking. Nvidia’s networking division develops and sells the Spectrum-X networking platform, which the company calls “the world’s first Ethernet networking platform for AI.”

Networking, Protocols, IP Addressing, Subnetting, Routing, Switching, Firewalls, VLAN, TCP/IP, DNS, DHCP, NAT, VPN, Network Security, Bandwidth, Latency, Packet Loss, QoS, Cloud Networking, Network Monitoring

#Networking, #IPaddress, #Routing, #Switching, #Firewall, #VLAN, #TCPIP, #DNS, #DHCP, #NAT, #VPN, #CyberSecurity, #Bandwidth, #Latency, #QoS, #CloudNetwork, #PacketLoss, #NetworkTools, #ITInfrastructure, #NetworkSecurity

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