More on Cray and the rest

Cray Inc. (NASDAQ:CRAY) shares slumped 11.15 percent to $5.50 in post market trading session. The stock has a 52-week low of $4.96, a 52-week high of $8.38 and $224.55 million in market capitalization.

This explains a lot. Cray is looking for a bigger business model.
Then this whoops!

Though upfront costs of commissioning a customized HPC system have largely been eliminated, the increased demand for performance results in astronomical rates of energy consumption. "When people talk about exascale computing, what they're really talking about is exascale at 20 megawatts," said Moore, going on to briefly explain that a comparable system operating today would use approximately 200 megawatts yearly at the prohibitive annual cost of $200 million. TechnTrend

So, we know why the web bots are moving to the North Pole and live with Santa.

Regarding the NVIDIA architecture, I probed far enough to read a paper on asynchronous message passing between cores. That architecture, independent routing between cores makes it work. Each core has about 48k of memory, maybe sharable. Worth further though, mainly about how a graph can be decomposes. The ideal application is a NVIDIA prestored with components of a dictionary, then pushing through ontology streams, each GPU core collecting any matches in its section of the subgraph. Worth further looking into, likely a role for them to play.

But Cray is right to take a shot at this market. It is not traditional scientific computing, but highly scalable to supercomputer. If I were the CEO of Cray, my message is. It is IBM Watson vs Cray and a semantic machine. Cray will have to be ready and force this issue, but certainly there is room for Cray, especialy is they are one of the few remaining supercomputer companies.