Microsoft boosts Azure networking and storage with composable infrastructure acquisition
, Fungible’s hardware and software work to “dynamically compose optimised and working server configurations from pools of CPU+DRAM, GPUs “. The company later started to dabble in computational storage.
Microsoft already uses DPUs in Azure. And Fungible has plenty of competition in the field - Nvidia, Broadcom, AMD. and Intel are all players. While Fungible’s wares are well-regarded, going up against the aforementioned quartet would be very hard for a small company. And while Fungible’s storage hardware has made it onto VMware’s hardware compatibility list, its DPUs have not – an omission we mention as vSphere 8 is currently the only mainstream enterprise software that employs the accelerators.
An acquisition therefore looks a fine exit for Fungible, and Microsoft a welcoming and likely long-term home for its tech. Rival DPU-makers may be less happy with the deal, as if Microsoft has chosen to develop its own tech rather than buy off-the-shelf kit that’s one very, very, large customer that Intel, AMD, Nvidia and Broadcom won’t be getting.
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