Comments on: The Case For IBM Buying Nvidia, Xilinx, And Mellanox https://www.nextplatform.com/2017/02/07/case-ibm-buying-nvidia-xilinx-mellanox/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Tue, 25 Jun 2019 18:35:26 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: Nvidia Enthusiast https://www.nextplatform.com/2017/02/07/case-ibm-buying-nvidia-xilinx-mellanox/#comment-118717 Tue, 25 Jun 2019 18:35:26 +0000 http://www.nextplatform.com/?p=33900#comment-118717 Good job

Now Nvidia only has to buy Xilinx to dominate servers

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By: OranjeeGeneral https://www.nextplatform.com/2017/02/07/case-ibm-buying-nvidia-xilinx-mellanox/#comment-87798 Fri, 10 Feb 2017 11:36:43 +0000 http://www.nextplatform.com/?p=33900#comment-87798 Never going to happen. IBM is well on its way to being a Service only company. Selling off their FAB was the last sign of that transformation. They are loosing on all fronts. Power is not a real alternative anymore maybe it was 10 years ago but that time has long passed now. IBM’s cooperate mindset is even worse than Intel’s as well.

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By: Timothy Prickett Morgan https://www.nextplatform.com/2017/02/07/case-ibm-buying-nvidia-xilinx-mellanox/#comment-87684 Wed, 08 Feb 2017 14:45:48 +0000 http://www.nextplatform.com/?p=33900#comment-87684 In reply to Bob Bobberts.

Why not? They certainly can find the funds.

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By: Bob Bobberts https://www.nextplatform.com/2017/02/07/case-ibm-buying-nvidia-xilinx-mellanox/#comment-87682 Wed, 08 Feb 2017 14:15:17 +0000 http://www.nextplatform.com/?p=33900#comment-87682 Bah! Bah!

Amazon to buy Xilinx….. 2017 prediction

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By: TheINvidiaComplexInBlue https://www.nextplatform.com/2017/02/07/case-ibm-buying-nvidia-xilinx-mellanox/#comment-87658 Wed, 08 Feb 2017 02:07:29 +0000 http://www.nextplatform.com/?p=33900#comment-87658 Nvidia may be an OpenPower big wig but Nvidia is not even a founding member of OpenCAPI as IBM and AMD/Others are, and Nvidia’s NVLink is a proprietary IP while OpenCAPI will be how AMD will connect its Vega GPU accelerators with Power9(Third Party power9s and maybe even IBM’s power9s) systems in the future. There are 2 variants of the power9(One 24 core SMT4 variant, the other a 12 core SMT8 variant) and that 24 core/SMT4 Power9 variant is what will compete with Xeon more so that the 12 core variant. IBM is not known to tie its fortunes to one makers GPU accelerator IP indefinitely as IBM’s supply second sourcing chain demands are the very reason that AMD/Others got a crack into the x86 market way back when the PC was actually only an IBM venture.

IBM is definitely positioning itself to be a continued producer of CPU IP, and the R&D towards that end, but IBM has gone more towards the ARM holdings licensed IP business model in an effort to give its Power/Power9 micro-architecture a larger economy of scale and a larger Linux based software ecosystem availability to assure that power9(Power8s as well) will be used by many third party licensees. This and IBM going fabless will allow IBM at some future time to maybe start using some alternative competitively bid out power9 suppliers as the power/Power9 ecosystem builds out into a larger market of Power9 makers with IBM the holder of the basic power9/older power IP.

The only reason for IBM to want Xilinx is for its FPGA IP to maybe have that insurance against both AMD’s and Nvidia’s professional GPU accelerator dominance as Intel has done with its acquisition of Altera. I would rather see AMD get some of its own FPGA IP or acquire some via acquisition. Also there is nothing stopping both AMD and Nvidia from getting some Power9 licensing going and branching out into that market with their GPU IP leveraged and used with the Power9 IP. Nvidia lacks an x86 license but Nvidia could very well produce some form of power9/Nvidia HPC/server class Interposer based SOC IP of its own to compete with AMD. AMD will be taking its Zen micro-architecture and making some very powerful HPC/Server and workstation APUs on an interposer foundation with much larger Vega GPU resources than have not to date been found on any consumer grade APUs of AMD’s current/past lines of APUs.

AMD will be perfecting the APU on an interposer for both the consumer and professional markets this time around with its Ryzen/Vega consumers variants and some form of Zen/larger Vega designs for the workstation/HPC/Server and exascale markets. AMD has patent filings for placing some FPGA in HBM2 memory compute on the HBM2 stacks to work form the HBM2’s DRAM memory dies for is government exascale R&D grant design proposal.

I do not see IBM ever getting its hands on Nvidia, too much ego to be overcome on the part of Nvidia’s CEO and most likely shareholders.

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By: Tim https://www.nextplatform.com/2017/02/07/case-ibm-buying-nvidia-xilinx-mellanox/#comment-87655 Wed, 08 Feb 2017 01:41:58 +0000 http://www.nextplatform.com/?p=33900#comment-87655 You seem really obsessed with the idea of company X buying company Y, for some values of X and Y. Why is that?

What’s the value of acquisition, over partnering, or building their own? NVidia’s specialty is SIMD, for example, but IBM is no stranger to designing and fabricating their own SIMD silicon. If IBM bought NVidia, how much time and money would it take to incorporate the useful ideas from NVidia into their own processes? Is this cheaper or faster than doing it in-house, and over what time scales? On what do you base this?

IBM doesn’t really make consumer PC hardware any more, so would you have them branch out into PC graphics cards to maintain NVidia’s current lineup, or would you have them abandon that market and hand it over to AMD and Intel, or would you have them run NVidia independently (in which case, again, what exactly do they gain from an acquisition over a partnership)?

I see 2000+ words here on why company X and company Y have great and complementary technology, but nothing that indicates why this would be a good idea for X or Y, or even how X and Y were selected. I can name hundreds of companies with great and complementary technology — just pry the top off your PC and start reading off names of components — but that doesn’t mean any of them would be good corporate acquisitions.

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By: TrumpFan https://www.nextplatform.com/2017/02/07/case-ibm-buying-nvidia-xilinx-mellanox/#comment-87653 Wed, 08 Feb 2017 00:12:44 +0000 http://www.nextplatform.com/?p=33900#comment-87653 I doubt this will ever happen. IBM has all but divested from processor and hardware. Power/OpenPower is just a side show. Ultimately IBM wants to shove Watson everywhere and whether it runs on Power or X86 is immaterial.

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By: ram https://www.nextplatform.com/2017/02/07/case-ibm-buying-nvidia-xilinx-mellanox/#comment-87647 Tue, 07 Feb 2017 23:15:14 +0000 http://www.nextplatform.com/?p=33900#comment-87647 Brilliant ! Big Blue must use this right away!

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