Waldman On The Hyperscale Compute Engine Advantage
I think if you look at the big hyperscalars, one of their big advantages is their compute engine, the supercomputer they have in their data centers worldwide to serve hundreds of millions of people simultaneously. What we do is actually connect the compute to compute and compute to storage in the most efficient way with the lowest latency and the highest scalability. This is why we increase the productivity, the efficiency, of [customers] significantly.
One of the things we've showed here is that latency is one of the most important parameters in terms of scalability and efficiency. But latency, that's what we do best. We have the lowest latency interconnect to the platform with InfiniBand and Ethernet, and we're just improving this now with [200-Gbits-per-second] 200 HDR InfiniBand and also 200 and 400 Gbit Ethernet. And we'll continue to develop more synergistic products in the future.