April 25, 2012
At first glance, the announced acquisition of Cray’s interconnect technology by Intel comes as a surprise to the HPC community, simply because Cray still stands for innovation, and with this deal they are selling one of their last proprietary assets.
At second glance, however, you find a couple of good reasons, from the perspective of both parties, which makes it a win-win situation, at least in the short-term. And Wall Street agreed. It sent Cray shares up 24 percent after-hours.
The reasons for this deal, in my opinion, are as follows:
However, a final critical remark. I can imagine that selling these interconnect assets could make Cray more vulnerable against their competitors, in the mid-term, because the company is losing a great differentiating asset (and patents), and that would be a pity. Cray now has to compete on the integration and services levels, which is more difficult to do, because every competitor tries this. Most of the HPC vendors here look alike, because all depend on the same commodity hardware and software technology providers -- processor and interconnect makers, and middleware, tools, and ISV vendors.
The air is getting thinner towards exascale.
10/30/2013 | Cray, DDN, Mellanox, NetApp, ScaleMP, Supermicro, Xyratex | Creating data is easy… the challenge is getting it to the right place to make use of it. This paper discusses fresh solutions that can directly increase I/O efficiency, and the applications of these solutions to current, and new technology infrastructures.
10/01/2013 | IBM | A new trend is developing in the HPC space that is also affecting enterprise computing productivity with the arrival of “ultra-dense” hyper-scale servers.
Ken Claffey, SVP and General Manager at Xyratex, presents ClusterStor at the Vendor Showdown at ISC13 in Leipzig, Germany.
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