[wickberg]

This is meant as a competitor, at least in the high-performance computing market, to Intel's Xeon Phi (aka Knights Landing) based systems which will start including their OmniPath network fabric on-die (based on QLogic's Infiniband tech).

If those gain widespread adoption, that leave little room for Mellanox's IB platform, hurts NVIDIA's sales of accelerator cards, and cuts AMD's and IBM's processors out of the picture entirely.