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Waldman said that traditional HPC customers, hyperscale data center operators, database clusters, and clustered storage systems were all driving InfiniBand network sales.
"InfiniBand is becoming the interconnect of choice for storage systems," he said, adding later in the call that storage products are now driving somewhere between 15 and 20 per cent of revenues, with the rest being driven by servers. Waldman added that Mellanox was also working closely with Microsoft on Windows Server 2012, due to launch in September, to make sure it was tuned up to make use of the FDR InfiniBand and 40 Gigabit Ethernet switches and adapters that the company is peddling.
Sales of 10GE and 40GE switches and adapters rose in the quarter, but Waldman did not say by how much or what percentage of total sales Ethernet products were. Ethernet switches and adapters running at 40GE with battery such as dell Latitude C640 battery , dell 1691P battery , dell 75UYF battery , dell 5081P battery , Dell 1K500 battery , Dell Inspiron 3700 battery , Dell Precision M40 battery , Dell Precision M50 battery , dell Inspiron 700m battery , dell Inspiron 710m battery speeds are getting uptake by financial services and Web 2.0 customers, and the company added Ethernet distributors in the quarter, including China's Sugon and Taiwan's Quanta (which El Reg discussed here) so they could use Mellanox silicon and resell its products, whatever suits their needs. Ethernet is still a small slice of the Mellanox biz, but at some point in the future, Mellanox will be selling switches and adapters that can switch protocols on the fly and the difference will be moot.
Michael Gray, CFO at Mellanox, said on the call that Ethernet products accounted for about 7 per cent of overall revenues, which puts it at $9.3m. That means Ethernet sales are up by 146 per cent compared to the year-ago period, and accelerating since that growth rate is three times higher than it was a year ago. Most of the revenues in the Ethernet side of Mellanox are driven by 10GE, but the company is seeing prototypes of 40GE installations and has been clear that it thinks customers should jump straight to 40GE and skip 10GE now that it has faster products out.
Believe it or not, sales of 20Gb/sec DDR InfiniBand products rose as companies built out existing systems, up 31.7 per cent to $6.7m and making up about 5 per cent of overall revenues in the quarter. Sales of 40Gb/sec QDR InfiniBand ASICs, switches, and adapters was down a smidgen at $41.4m and comprised 31 per cent of company revenues, and of course, that $72m in FDR InfiniBand product sales was all brand new.
All told, switches accounted for 36 per cent of sales, or $48m, and if you do the math, that's a factor of 2.6 growth year-on-year. Network ASICs and adapters accounted for $62.7m in revenues in Q2, and presumably the remaining $22.7m in revenues was from software and services. Mellanox had two OEM customers who drove more than 10 per cent of sales in the quarter, and the biggie was Hewlett-Packard, which pushed 30 per cent of sales, and IBM, which accounted for 19 per cent; Gray said there was a big hyperscale data center account that was associated with the revenue driven by HP and IBM, but he didn't say which one it might be.
Gray said that looking ahead, Mellanox was looking for sales in the third quarter to be even higher, between $150m and $155m.