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Activist investor rages at Mellanox for dismissing Marvell's advances

Anonymous Coward
Anonymous Coward

Omnipath may have played a role.

That said, Mellanox would do well to expand their scope, to say custom packaging and perhaps a reference ultra dense cluster rack with cost reducing mid plane copper

traces to eliminate cable costs.

Longer term, integration of interconnect on chip will eventually occur going after the fabric

adaptor market, but switches will still be required and Mellanox will remain in a strong position.

I think the cluster market lives in fear that IBM will simply buy Mellanox (c.f. summit and sierra systems).

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