- If the SM is running on the InfiniBand switch, you need to do it via the switch CLI.
Arista Networks was founded in 2004 and started shipping products two years later.In the quarter ended in September, revenues at Mellanox were up seven-tenths of a point to $225.7 million, and after reporting slight losses in the first and second quarter, the company shifted into the black, bringing $3.4 million to the bottom line.
Well, perhaps not. Less expensive 1, 10 and 40 Gigabit Ethernet network cards are also available for servers and switches. Arista has a market capitalization of $14.2 billion as we go to press, and Mellanox is sitting at a nice but considerably smaller $2.34 billion valuation by the investors on Wall Street. And Ethernet offers near ubiquity across the market for networking gear. “We anticipate that Spectrum revenue growth will accelerate in 2018 with the introduction of key customer product platforms as well as strong pipeline of future opportunity.
Those Cisco margins are still pretty high, and everyone in networking is still chasing them.Featuring highlights, analysis, and stories from the week directly from us to your inbox with nothing in between.“We are seeing good design win momentum for our Spectrum family of Ethernet switches with key OEMs, hyperscale, and additional end customers,” Waldman explained on the call. It is far more likely that a company like Juniper, which is losing share to Arista but which is still a $5 billion company (revenue) worth $9.5 billion (market cap), might think about buying Mellanox, to bolster its sales, but as we have pointed out before, it is hard to make money – mean, bring cash to the bottom line – in the HPC and hyperscale markets where Mellanox plays. "We like competition from other technologies, because it makes us realize we can always keep improving," he says. Unless Intel magically supports the Cray PGAS or some other really low latency software interface over Omni-Path (yeah I know InfiniBand is messages, but everyone has a little shared memory window block on their InfiniBand interfaces) I think Mellanox will continue to lead here.That is the trick, and that is what Mellanox and every other company that has HPC roots and higher goals aspires to. I think this would be seen as an anti-competitive move if Intel did so (without simply adding a typical HCA price to the CPU module price).Mellanox is playing both sides of the switch game, and is selling the server endpoint (where it has had dominant market share for years because its ConnectX adapters switch hit between Ethernet and InfiniBand), the switches, and now the cables that link them all together. Ethernet, being a much fatter stack than InfiniBand because of the zillions of standards and protocols it has to support, cannot beat InfiniBand when it comes to latency, but it looks poised to step in front of InfiniBand in the race to 400 Gb/sec ports – …