Nvidia announcement today the acquisition of high-performance block storage provider, Excelero. Founded in 2014, NVIDIA will integrate Excelero’s technology into the company’s enterprise software stack.
Block storage vendor, Excelero, purchased by NVIDIA for use in future enterprise software stacks
Excelero NVMesh, the company’s flagship product, provides software-defined block storage via networked NVMe SSD storage. NVMesh works via networked disks on premises or in private clouds. Last year, Excelero introduced support for Microsoft Azure. Excelero has raised $35 million in venture capital over the past few years, and in 2018 received an investment from Western Digital.
NVIDIA will resume support for current customer agreements in the NVMesh servicing method, but all future products previously introduced by Excelero will be terminated and fully merged into Team Green. This shutdown by NVIDIA will also shut down any branding of Excelero, and the company will no longer be a standalone business. NVIDIA previously acquired Mellanox, which was rebranded as NVIDIA Networking. However, the most significant difference is that Mellanox can still retain its name and operate as an individual section of NVIDIA.
NVIDIA says much of Excelero’s engineering team will join the tech giant and Excelero’s co-founders (CEO Yaniv Romem, Vice President of R&D Ofer Oshri and Chief Scientist Omri Mann ). NVIDIA also reveals that most Excelero employees will continue to work from the Tel Aviv branch. It’s unclear what future roles the co-founders of Excelero will take on at NVIDIA.
NVIDIA planned to improve its data storage and processing lines from Excelero’s technology experience and focused on specific applications that will use block storage to support HPC clusters from the company and the DOCA software framework processed by BlueField data processing units, or DPUs.
The Excelero Team Joins NVIDIA as Demand Grows for High Performance Computing and AI. We will work with NVIDIA to ensure our existing customers are supported, and moving forward, we are excited to apply our block storage expertise to NVIDIA’s world-class AI and HPC platforms.
— Yaniv Romem, CEO and Co-Founder, Excelero
Excelero and new owners NVIDIA have worked on many projects over the years. One such situation occurred when the Mellanox subsection invested in Excelero three years ago. NVIDIA has also worked with Excelero to boost production of Excelero’s technology using RDMA, or Remote Direct Memory Access, which NVIDIA considers crucial for InfiniBand and RDMA over Converged Ethernet, or RoCE. .
NVIDIA is clearly building a core system-level skill set with its acquisitions and new products. Excelero is very good at handling block I/O with flash storage through software defined storage. High-volume, higher-performance storage continues to grow in importance in HPC, driven by the combination of AI, Big Data, and the growth of traditional modeling and simulation workload sizes.
— Earl Joseph, CEO of Hyperion Research
NVIDIA’s obtaining of Excelero marks yet another victory for its undeniably improved resource disposition as the GPU goliath attempts to expand its business beyond parties and into coordinated frameworks and programming. Following the successful procurement by Mellanox (started in 2019), NVIDIA tried to obtain the Arm processor for $40 billion. Regulators, however, backed away from the purchase, and NVIDIA was ultimately forced to end the decision a month early, hampering its efforts to control a vital piece of intellectual property.
Excelero’s NVMesh technology is expected to complement Nvidia’s enterprise software stack and DPU strategy by bringing common experiences of on-premises and multi-cloud integrations, as well as enterprise-grade data protection features, to E/ Block-based mods for substantial growth in traditional mixed HPC/sim, AI, and Big Data workloads.
— Mark Nossokoff, Research Director and Principal Storage Analyst, Hyperion Research
Nonetheless, NVIDIA is clearly on its way to more IP wins in the new year. The Arm arrangement could have imploded. However, NVIDIA seems to be ready to use a lot of muscle. Beyond Excelero, the organization joined HPC Group management company Bright Computing a few months prior, welcoming 100% of its representatives on board to integrate its contributions after working with the organization for more than 10 years.