Topspins latest funding comes six weeks after IB competitor InfiniCon Systems Inc. raised $15 million to bring its total investment to $48 million (see InfiniCon Corrals $15M Round). InfiniBand has had its ups and downs over the past two years, but has settled into the narrow high-performance computing (HPC) and database clustering market.
In the last six months, InfiniBand seems to have found itself, analyst Arun Taneja of the Taneja Group says. It seems to have found the corner or the niche that applies to it rather than being all things to all people as it was trying to become at one time. I believe InfiniBand has a role -- particularly in the so-called Adaptive Infrastructure from Hewlett-Packard Co., the N1 initiative from Sun Microsystems Inc., or IBM Corp.s Computing on Demand.
Taneja says the InifiBand market has been reduced to a three-horse race among Topspin, InfiniCon, and Voltaire Inc.
Theres enough market for two players, maybe three, he says.
Topspins strength in that market has been with OEMs. It announced OEM deals with Sun and RLX Technologies Inc. over the past eight months, and Ramakrishnan says he will announce at least five more OEM or reseller contracts in the next few months.
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