Mellanox Analyst Day - October 25, 2013. Presented by Amir Prescher - SVP, Business Development

1. Mellanox Market Leading Solutions
Amir Prescher – SVP, Business Development
October 25, 2013

2. How Does Mellanox Enable Web 2.0 Customers?
Enable high performance storage
infrastructure at a fraction of the
cost of traditional SAN infrastructure
Web 2.0
Customers
Eliminate the complexity
of traditional scale-out
infrastructure
Deliver the most cost-effective,
scalable interconnect
infrastructure
Highly efficient
messaging software
Improve operational efficiency
through high performance, low
latency data movement with minimal
CPU overhead
Software Defined
Networking (SDN)
© 2013 Mellanox Technologies
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3. Typical Web 2.0 Cloud Architecture
SATA based Storage servers, possibly
a 2-tiered approach
CPU intensive workloads
File & Object
Storage
2-10X
Web
Tier
Storage servers with SATA or SSD,
possibly a 2-tiered approach
Analytics
Hadoop,
SQL & No-SQL
2-10X
Servers with large memory
and/or SSD
Caching
Memcached
4X
Highly scalable server
and storage fabric
(using Ethernet or InfiniBand)
Mellanox
Improvement
Interconnect - The Enabler for Data Movement Inside and Between the Different Tiers
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4. International Web 2.0 Deployment Example
 Accelerate Big Data/Map
Reduce with RDMA
 Accelerate application and
56GbE
network Performance
 Reduce costs due to efficient
design and scale capacity
 Address traditional ‘east/west’
traffic congestion
10GbE
1,000-nodes
Rack-1
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5. Mellanox & Open Compute Project
 Open Compute Goal: to build one of the most efficient
computing infrastructures at the lowest possible cost
• Open the hardware to promote adoption
• Facebook published all of the designs
 Change the compute ecosystem
• Invite and enable new ODM partnerships
• More Cloud/Web/Enterprise companies will join
 Mellanox contributes to open compute on NIC/Switch design
• Participates in a similar fashion as we did with our NICs in the past
 We shipped over 300K OCP end-ports
• Become a meaningful ecosystem leader
• Set the standard for others to follow
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6. Area of Expansion and Growth…
 From InfiniBand to InfiniBand and
Ethernet
 From Ethernet NICs adding:
• Ethernet switches
• Cables
 From USA only to International:
• Seeing success in Europe and in
APAC, mainly China
• Duplicate USA success
 Our solution becomes the default in
some of the largest shops
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7. Web 2.0 & Cloud Strategy
Scale with
our customers
Market
expansion
Expand our
customer base
Expand the
product mix
Mellanox
Growth Engine
Mellanox Specializes in Large-Scale Compute-Intensive Infrastructures
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8. Mellanox Enterprise Strategy
 New team covering enterprise
 Drive revenue from large accounts in verticals that have high
bandwidth needs: Media & Entertainment, Healthcare
 Create lighthouse deployments for Mellanox in large enterprise
accounts with new technology
• OpenStack, SDN
• Mainly Financial Services
 Create highly repeatable turnkey solutions for the enterprise
 Mainly focused on large, named accounts with good alignment
and large potential return
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9. Financial Services Strategy
High Frequency Trading
Accelerating trading
& market data
Private Cloud
• Accelerate workload
mobility
• Boost efficiency
& flexibility
Big Data
Storage
• Accelerating real-time data
logging and retrieve
• Converge compute and
storage networks
• Accelerating
analytics
• Enable faster
data ingestion
Creating a Converged, High Performance, Efficient Infrastructure
for Front, Middle and Back Offices
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10. The Telecom NFV and SDN Transformation Opportunity
 Carriers locked with custom appliances/networks: Fail to compete
 Carriers NFV initiative: Network Functions Virtualization
• Consolidate network equipment onto standard servers, switches and storage!
• Leverage OpenStack and SDN: Software Defined Networking for management
Independent
Software Vendors
Message
Router
DPI
CDN
Firewall
WAN
Acceleration
Session Border
Controller
Carrier
Grade NAT
Competitive &
Innovative
Open Ecosystem
Telecom functions running as VMs
• Wireless networks
• CDN and IPTV networks
• Security and monitoring
Mellanox unmatched value proposition
• 56Gb/s now, 100Gb/s next
• SR-IOV OpenStack integration and SDN
Network Functions Virtualization Approach
Classical Network Appliance
Approach
Orchestrated,
automatic & remote install.
Tester/QoE
monitor
High volume standard servers
SGSN/GGSN
•
•
•
PE Router
BRAS
Radio/Fixed Access
Network Nodes
Fragmented, purpose-built hardware.
Physical install per appliance per site.
Hardware development large barrier to entry for
new vendors, constraining innovation &
competition.
High volume standard storage
High volume Ethernet switches
Mellanox Collaborates with the Ecosystem to Commercialize NFV
Server Vendors – Telecom OEMs – Integrators – Carriers
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11. Mellanox Ethernet Switches: Mellanox Growth Engine
 Provides best application performance at scale
 Industry-leading innovative SDN solutions
 Provides fastest storage and big data networks
• Recent >1000 nodes deployment
- Pivotal Hadoop cluster
- Large European Web 2.0 company
 Driven by a dedicated tiger team
• Showing significant growth this year
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12. Taking a Larger Share of the Market....
Equals
SUCCESS
New, growing
vertical markets
+
+
Expand current
verticals
Capture data center
and cloud growth
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13. Thank You
Thank You
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