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No market share in server market if you dont count all those server GPUs and NICs and core/spine/tor switches and so on…


They barely exist in the network switch market. The new NVLink switches may change that for tier one inter-chassis transport to replace Infiniband RDMA, though.

Reality is Mellanox has never been a substantial networking player. Yes, in HPC, but that's a tiny market even today.

It doesn't help that Mellanox acquired Cumulus just prior to Nvidia acquiring Mellanox, and Cumulus was basically DOA. Now they are split SONiC/Cumulus with a lot of internal infighting trying to keep Cumulus relevant despite industry trends.


Heh yeah sonic seems to be eating cumulus lunch downmarket but upmarket maybe not?


Cumulus is dead. Mellanox only bought it because there wasn't much else. I another 2-3 years it will be as relevant as Vyatta.


And 5 super computers in the top ten, starting at fourth place behind two Cray/AMD and one Fujitsu:

https://top500.org/lists/top500/2023/06/

[edit] correct the cut off link




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