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Intelligent and Open Networking with Mellanox

September, 2018

Mellanox Introduction - Open19

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Mellanox Overview

~2,900 Employees worldwide

Founded in 1999

Company Headquarters Yokneam, Israel

Sunnyvale, California

Worldwide Offices

Ticker: MLNX

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End to End Networking Solutions Across Markets

Networking Leadership Accelerates Key Workloads

SoftwareICs Switches/GatewaysNIC & HCA Cables/Modules

Comprehensive End-to-End Ethernet & InfiniBand Networking Portfolio

SOC & SmartNIC

SecurityBig DataEnterprise

NIC: Network Interface CardHCA: Host Channel AdapterSOC: System On a Chip

HPC CloudStorage

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Virtualization & Security Acceleration

Intelligent Networking is Critical for Data Center Transformation

Intelligent Network Key to Data Center Efficiency

Distributed Security

Customer & Application Data Isolation/Protection

Machine Learning

Most Efficient AI & ML Learning Systems

Cloud & Telco

Simplicity, Flexibility, Automation, Efficiency

& Reduced Costs

Accelerate Storage

Enabling NexGen Flash & Software Defined Storage

Application Acceleration: Storage, Big Data, AI/ML

Efficient Data Movement

DPDK: Data Plane Development Kit | OVS: Open Virtual Switch | NVMe: Non-Volatile Express | RDMA: Remote Direct Memory Access | RoCE: RDMA over Converged Ethernet

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Mellanox Ethernet Adapter Portfolio

MarketsArtificial Intelligence

Silicon Innovation Foundation

Flexible Form Factors

Best of Breed Software

Core TechnologiesMulti Host

Socket Direct

GPU Direct

Packet Pacing

ASAP2RoCE/RDMA

Storage Accelerations

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25G & Above is Fastest Growing Ethernet Segment

▪ Key Drivers of 25G+ Networking: ▪ Cloud, Big Data, Faster Storage, Virtualization, AI & Machine Learning

▪ 25G+ Adoption Cycle: ▪ #1: US Hyperscalers #2: BAT in China #3: Third wave of cloud, telco, and storage in US, ASIA, and Japan

22%Of TotalMarket

High Speed Adapters

2017 ($1.3B)

High Speed Adapter Forecast

2021 TAM ($2.3B)

Source: Crehan Long Range Forecast Server-Class Adapter & Lom Controller (10G and greater), Jan ‘18

25G+ Segment Growing at 38% CAGR

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Mellanox #1 Share in 25G+ Adapter Segment

0

20

40

60

80

100

120

140

1Q17 2Q17 3Q17 4Q17 1Q18

Reve

nu

e (

$M

s)

Year

25G and Above NIC Total Market

25G 40G 50G 100G

Source: Crehan Research, 1Q18 Quarterly market shares

▪ High performance (>10G) Ethernet adapter segment more than doubled Y/Y▪ Mellanox is the market leader with 65% share ▪ Mellanox leadership is driven by significant ongoing investment in hardware and software

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Mellanox – An Open Source (Network) Company

SONiC

SAI

Over Fabrics

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Open Source Investment & Leadership

▪Mellanox is regularly a top 10 contributor to Linux kernel: https://lwn.net/Articles/701650/

▪Multiple projects▪Virtual Switching ▪Quality of Service▪ RoCE – Ethernet standard for RDMA ▪ Tensorflow▪Hadoop▪ Ceph▪NVME-over-Fabrics▪ Security – TLS offload▪ SwitchDev – kernel interface

Most Active 4.8 Kernel Contributors by Employers

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