Storage, Cloud, Web 2.0, Big Data Driving Growth
Kevin Deierling − Vice President of Marketing
October 25, 2013
Delivering the Highest ROI Across all Markets
HPC

Web 2.0

DB/Enterprise

Cloud

Up to 10X
Performance and
Simulation Runtime

2X Hadoop
Performance

10X Database Query
Performance

12X More
Throughput

33% Higher GPU
Performance

Unlimited Scalability

13X Memcached
Performance
4X Price/
Performance

4X Faster VM Migration
More VMs per
Server and More
Bandwidth per VM

Support More Users
at Higher Bandwidth
Improve and
Guarantee SLAs

Lowest Latency
62% Better
Execution Time
42% Faster Messages
Per Second

Mellanox storage acceleration
software provides >80% more
IOPS (I/O operations per second)

Storage

© 2013 Mellanox Technologies

Financial Services

- Mellanox Confidential -

2
Multi Billion Dollar Total Available Market (TAM)
1.9M HPC
2.2M in 2015, 8% CAGR

Servers
10.6M1

2.8M Web 2.0 & Cloud
3.5M in 2015, 11% CAGR

5.9M Enterprise Data Center
6.0M in 2015, 1% CAGR

Storage
3.4M1

Source: 1 IDC, Gartner; 2 VDC Research;
3 Assumes $400 ASP per end point;
4 Assumes $360 ASP per end point

Embedded
0.6M2

3.2M Front End
4.2M in 2015, 15% CAGR
0.2M Back End
0.4M in 2015, 24% CAGR

0.7M in 2015, 6% CAGR

14.6M End Points = $5.8B TAM3 in 2013
16.8M End Points = $6.0B TAM4 in 2015
© 2013 Mellanox Technologies

- Mellanox Confidential -

3
Rapid Changes in the Market Creates Opportunities
 Software Defined Everything

Fibre Channel Revenue Dip Ahead

• Software defined network and storage
• Requires a smart, fast interconnect

May 3, 2013

 Cloud is the new data center
• Requires fast and scalable interconnect
• Convergence means no separate storage network

 Data intelligence requires highest throughput
 Flash SSD storage requires low latency
 RDMA critical for storage and database ROI

The Future Depends on Fastest Interconnects
© 2013 Mellanox Technologies

- Mellanox Confidential -

4
Uniquely Positioned to Capitalize on Shift to the Cloud
By 2016 Nearly 2/3 of Workloads Will Be in the Cloud
Work Load Distribution 2011-2016
7000

Workloads (millions)

6000

Delivering the Most Efficient Clouds

5000

4000

64%

3000

Efficient Virtualized Cloud
HyperScale
Massive Data Needs Big Pipes

2000

1000

0

39%
2011

2012

2013

2014

Cloud data center

2015

Convergence
Storage
Compute

2016

Traditional data center

Source:
http://www.cisco.com/en/US/solutions/collateral/ns341/ns525/ns537/ns705/ns1175/Cloud_Index_White_Paper.htm

Virtualization
Software
Defined
Networks

Acceleration
InfiniBand
RoCE

Fast Interconnect Enables Efficient Clouds
© 2013 Mellanox Technologies

- Mellanox Confidential -

5
Supercomputers - Scale-Up Has Been Replaced by Scale-Out

Supercomputer ~1985
Scale-Up

HPC Cluster Today
Scale-Out

 Secular trend in computing: Scale-out clusters instead of Scale-up
 Scale-out clusters: De-Facto Solution for HPC, Web 2.0, Cloud, Business Intelligence

Fast Interconnect Enables Scale-out Clusters
© 2013 Mellanox Technologies

- Mellanox Confidential -

6
Storage is the New Connected Platform
 Storage following the scale-out pattern

 Exponential data growth requires high bandwidth
interconnects
 Convergence: “CompuStorage” Clusters (IDC)
• Blurring lines between compute and storage

 Mellanox storage business growing
• Both back-end and increasingly front-end
• Both in absolute terms and as a % of overall revenues

IDC Worldwide File & Object Based Storage
2013-2017 Forecast (Aug 8, 2013)
“… Scale-out file and object-based solutions …
are forecast to show robust growth with a CAGR
of 24.5% from 2012 to 2017.”
(Ashish Nadkarni, research director, storage systems

© 2013 Mellanox Technologies

- Mellanox Confidential -

7
The First Wave of Commercial Scale-Out Compute/Storage

 Many of the World’s Largest Web 2.0 & Cloud Data Centers Run on Mellanox Interconnects
• InfiniBand and Ethernet (RoCE) RDMA interconnects are connecting HyperScale data centers

Mellanox & RDMA – “Secret Sauce” of the Data Center
© 2013 Mellanox Technologies

- Mellanox Confidential -

8
Convergence: Eliminates Dedicated Storage Network
Single Interconnect for Compute, Networking, Storage

Storage – prio1

RDMA InfiniBand or Ethernet (RoCE*)

Management – prio2
vMotion – prio3

Networking – prio4
Compute
Networking
Storage

Converged Fabrics
56Gb/s InfiniBand
10/40Gb/s Ethernet
* RoCE: RDMA over Converged Ethernet

Web 2.0, Public & Private Clouds Converging on Fast RDMA Interconnects
© 2013 Mellanox Technologies

- Mellanox Confidential -

9
Network Virtualization Requires Smart, Fast Interconnect

Software Defined Networks

OpenFlow

Virtual Network Management

Overlay Network Tunnels

End-to-End & Virtual Network Ready InfiniBand and Ethernet Portfolio
ICs

© 2013 Mellanox Technologies

Adapter Cards

Switches/Gateways

Host/Fabric Software

- Mellanox Confidential -

Metro / WAN

Cables/Modules

10
Big Data + Mobile Apps = FAST DATA

Big Data = Search History / Interests

Mobile: Location Information

Targeted Advertising = Revenue

 Generating real time, location based, targeted advertising is effective … but hard to do!
 Requires not just Big Data Analytics but Real-Time Analytics
 Real-Time Analytics requires fast data transfer for compute and storage

Fast Interconnect Enables Real-Time Analytics
© 2013 Mellanox Technologies

- Mellanox Confidential -

11
Flash Storage Driving Need for Mellanox Front-End Interconnects

OceanStor
Dorado2100 G2

FlashSystem

ION Data
Accelerator

40GbE or
InfiniBand Ports

Gemini F600
40GbE or FDR InfiniBand Ports

EF540

© 2013 Mellanox Technologies

- Mellanox Confidential -

12
Capitalizing on Explosive Growth in Data
 Data continues to grow exponentially
 HPC architecture being adopted by Web 2.0, cloud, storage
 Delivering the most efficient infrastructure
• Key competitive advantage for Web 2.0 & cloud

 Mellanox interconnects deliver more …
•
•
•
•

Performance
Convergence
Acceleration
Virtualization

© 2013 Mellanox Technologies

- Mellanox Confidential -

13
Thank You
Thank You
© 2013 Mellanox Technologies

- Mellanox Confidential -

14

Storage, Cloud, Web 2.0, Big Data Driving Growth

  • 1.
    Storage, Cloud, Web2.0, Big Data Driving Growth Kevin Deierling − Vice President of Marketing October 25, 2013
  • 2.
    Delivering the HighestROI Across all Markets HPC Web 2.0 DB/Enterprise Cloud Up to 10X Performance and Simulation Runtime 2X Hadoop Performance 10X Database Query Performance 12X More Throughput 33% Higher GPU Performance Unlimited Scalability 13X Memcached Performance 4X Price/ Performance 4X Faster VM Migration More VMs per Server and More Bandwidth per VM Support More Users at Higher Bandwidth Improve and Guarantee SLAs Lowest Latency 62% Better Execution Time 42% Faster Messages Per Second Mellanox storage acceleration software provides >80% more IOPS (I/O operations per second) Storage © 2013 Mellanox Technologies Financial Services - Mellanox Confidential - 2
  • 3.
    Multi Billion DollarTotal Available Market (TAM) 1.9M HPC 2.2M in 2015, 8% CAGR Servers 10.6M1 2.8M Web 2.0 & Cloud 3.5M in 2015, 11% CAGR 5.9M Enterprise Data Center 6.0M in 2015, 1% CAGR Storage 3.4M1 Source: 1 IDC, Gartner; 2 VDC Research; 3 Assumes $400 ASP per end point; 4 Assumes $360 ASP per end point Embedded 0.6M2 3.2M Front End 4.2M in 2015, 15% CAGR 0.2M Back End 0.4M in 2015, 24% CAGR 0.7M in 2015, 6% CAGR 14.6M End Points = $5.8B TAM3 in 2013 16.8M End Points = $6.0B TAM4 in 2015 © 2013 Mellanox Technologies - Mellanox Confidential - 3
  • 4.
    Rapid Changes inthe Market Creates Opportunities  Software Defined Everything Fibre Channel Revenue Dip Ahead • Software defined network and storage • Requires a smart, fast interconnect May 3, 2013  Cloud is the new data center • Requires fast and scalable interconnect • Convergence means no separate storage network  Data intelligence requires highest throughput  Flash SSD storage requires low latency  RDMA critical for storage and database ROI The Future Depends on Fastest Interconnects © 2013 Mellanox Technologies - Mellanox Confidential - 4
  • 5.
    Uniquely Positioned toCapitalize on Shift to the Cloud By 2016 Nearly 2/3 of Workloads Will Be in the Cloud Work Load Distribution 2011-2016 7000 Workloads (millions) 6000 Delivering the Most Efficient Clouds 5000 4000 64% 3000 Efficient Virtualized Cloud HyperScale Massive Data Needs Big Pipes 2000 1000 0 39% 2011 2012 2013 2014 Cloud data center 2015 Convergence Storage Compute 2016 Traditional data center Source: http://www.cisco.com/en/US/solutions/collateral/ns341/ns525/ns537/ns705/ns1175/Cloud_Index_White_Paper.htm Virtualization Software Defined Networks Acceleration InfiniBand RoCE Fast Interconnect Enables Efficient Clouds © 2013 Mellanox Technologies - Mellanox Confidential - 5
  • 6.
    Supercomputers - Scale-UpHas Been Replaced by Scale-Out Supercomputer ~1985 Scale-Up HPC Cluster Today Scale-Out  Secular trend in computing: Scale-out clusters instead of Scale-up  Scale-out clusters: De-Facto Solution for HPC, Web 2.0, Cloud, Business Intelligence Fast Interconnect Enables Scale-out Clusters © 2013 Mellanox Technologies - Mellanox Confidential - 6
  • 7.
    Storage is theNew Connected Platform  Storage following the scale-out pattern  Exponential data growth requires high bandwidth interconnects  Convergence: “CompuStorage” Clusters (IDC) • Blurring lines between compute and storage  Mellanox storage business growing • Both back-end and increasingly front-end • Both in absolute terms and as a % of overall revenues IDC Worldwide File & Object Based Storage 2013-2017 Forecast (Aug 8, 2013) “… Scale-out file and object-based solutions … are forecast to show robust growth with a CAGR of 24.5% from 2012 to 2017.” (Ashish Nadkarni, research director, storage systems © 2013 Mellanox Technologies - Mellanox Confidential - 7
  • 8.
    The First Waveof Commercial Scale-Out Compute/Storage  Many of the World’s Largest Web 2.0 & Cloud Data Centers Run on Mellanox Interconnects • InfiniBand and Ethernet (RoCE) RDMA interconnects are connecting HyperScale data centers Mellanox & RDMA – “Secret Sauce” of the Data Center © 2013 Mellanox Technologies - Mellanox Confidential - 8
  • 9.
    Convergence: Eliminates DedicatedStorage Network Single Interconnect for Compute, Networking, Storage Storage – prio1 RDMA InfiniBand or Ethernet (RoCE*) Management – prio2 vMotion – prio3 Networking – prio4 Compute Networking Storage Converged Fabrics 56Gb/s InfiniBand 10/40Gb/s Ethernet * RoCE: RDMA over Converged Ethernet Web 2.0, Public & Private Clouds Converging on Fast RDMA Interconnects © 2013 Mellanox Technologies - Mellanox Confidential - 9
  • 10.
    Network Virtualization RequiresSmart, Fast Interconnect Software Defined Networks OpenFlow Virtual Network Management Overlay Network Tunnels End-to-End & Virtual Network Ready InfiniBand and Ethernet Portfolio ICs © 2013 Mellanox Technologies Adapter Cards Switches/Gateways Host/Fabric Software - Mellanox Confidential - Metro / WAN Cables/Modules 10
  • 11.
    Big Data +Mobile Apps = FAST DATA Big Data = Search History / Interests Mobile: Location Information Targeted Advertising = Revenue  Generating real time, location based, targeted advertising is effective … but hard to do!  Requires not just Big Data Analytics but Real-Time Analytics  Real-Time Analytics requires fast data transfer for compute and storage Fast Interconnect Enables Real-Time Analytics © 2013 Mellanox Technologies - Mellanox Confidential - 11
  • 12.
    Flash Storage DrivingNeed for Mellanox Front-End Interconnects OceanStor Dorado2100 G2 FlashSystem ION Data Accelerator 40GbE or InfiniBand Ports Gemini F600 40GbE or FDR InfiniBand Ports EF540 © 2013 Mellanox Technologies - Mellanox Confidential - 12
  • 13.
    Capitalizing on ExplosiveGrowth in Data  Data continues to grow exponentially  HPC architecture being adopted by Web 2.0, cloud, storage  Delivering the most efficient infrastructure • Key competitive advantage for Web 2.0 & cloud  Mellanox interconnects deliver more … • • • • Performance Convergence Acceleration Virtualization © 2013 Mellanox Technologies - Mellanox Confidential - 13
  • 14.
    Thank You Thank You ©2013 Mellanox Technologies - Mellanox Confidential - 14