[Beowulf] Intel buys QLogic InfiniBand business

[Vincent Diepeveen]

On Jan 27, 2012, at 8:29 PM, Håkon Bugge wrote:

> Greg,
>
>
> On 23. jan. 2012, at 20.55, Greg Lindahl wrote:
>
>> On Mon, Jan 23, 2012 at 11:28:26AM -0800, Greg Lindahl wrote:
>>
>>> http://www.hpcwire.com/hpcwire/2012-01-23/ 
>>> intel_to_buy_qlogic_s_infiniband_business.html
>>
>> I figured out the main why:
>>
>> http://seekingalpha.com/news-article/2082171-qlogic-gains-market- 
>> share-in-both-fibre-channel-and-10gb-ethernet-adapter-markets
>>
>>> Server-class 10Gb Ethernet Adapter and LOM revenues have recently
>>> surpassed $100 million per quarter, and are on track for about fifty
>>> percent annual growth, according to Crehan Research.
>>
>> That's the whole market, and QLogic says they are #1 in the FCoE
>> adapter segment of this market, and #2 in the overall 10 gig adapter
>> market (see
>> http://seekingalpha.com/article/303061-qlogic-s-ceo-discusses- 
>> f2q12-results-earnings-call-transcript)
>
> That can explain why QLogic is selling, but not why Intel is buying.
>
> 10 years ago, Intel went _out_ of the Infiniband marked, see http:// 
> www.networkworld.com/newsletters/servers/2002/01383318.html
>
> So has the IB business evolved so incredible well compared to what  
> Intel expected back in 2002? Do not think so.
>
> I would guess that we will see message passing/RDMA over  
> Thunderbolt or similar.
>
>

Qlogic offers that QDR.
Mellanox is a generation newer there with FDR.

Both in latency as well as in bandwidth a huge difference.


> Håkon
>
>
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