Tuli kilpailusta mieleen, että kysehän ei ole ainoastaan GPU:n tai custom chippien kehittämisestä vaan kokonaisuuteen ja asiakkaan saamaan hyötyyn vaikuttaa myös muita palasia, kuten data centereiden tiedonsiirron nopeus. Esim. Gavin Baker taisi podissaan todeta jotakuinkin niin, että jo nyt tiedonsiirton saattaa paikoitellen tulla pullonkaulaksi vaikka laskentatehoa riittäisi. Korjatkaa jos ymmärsin väärin, kuuntelin jakson vain kertaalleen. 
Ja tähänhän Nvidia reagoi jo 2020 ostamalla Israelilaisen Mellanoxin, joka valmistaa InfiniBandeja data centereihin. Näiden osalta en tosin osaa arvioida sitäkään vähää kuinka kovaa kilpailu on tai tulee olemaan. Jos jollain on parempaa tietoa, niin kuulen mielelläni. 
The acquisition will unite two of the world’s leading companies in high performance computing (HPC). Together, NVIDIA’s computing platform and Mellanox’s interconnects power over 250 of the world’s TOP500 supercomputers and have as customers every major cloud service provider and computer maker.
The data and compute intensity of modern workloads in AI, scientific computing and data analytics is growing exponentially and has put enormous performance demands on hyperscale and enterprise datacenters. While computing demand is surging, CPU performance advances are slowing as Moore’s law has ended. This has led to the adoption of accelerated computing with NVIDIA GPUs and Mellanox’s intelligent networking solutions.
Datacenters in the future will be architected as giant compute engines with tens of thousands of compute nodes, designed holistically with their interconnects for optimal performance.
An early innovator in high-performance interconnect technology, Mellanox pioneered the InfiniBand interconnect technology, which along with its high-speed Ethernet products is now used in over half of the world’s fastest supercomputers and in many leading hyperscale datacenters.
With Mellanox, NVIDIA will optimize datacenter-scale workloads across the entire computing, networking and storage stack to achieve higher performance, greater utilization and lower operating cost for customers.
