At least in the networking side, nvidia’s HW merchant silicon nature is quite evident. They have a very marginal SW stack (at this point still trying to beat the dead horse of cumulus and doing the weakest of investment in Sonic) and basically nothing at all meaningful beyond that. They keep approaching friends trying to sell their ToRs but it’s not happening outside of HPC.
They seemingly don’t see any value in SW. architectures like end-to-end designs (DPU->Network->DPU->pcie) can be great but without SW to make them consumable it’s doa outside of dedicated clusters.
They seemingly don’t see any value in SW. architectures like end-to-end designs (DPU->Network->DPU->pcie) can be great but without SW to make them consumable it’s doa outside of dedicated clusters.