Nvidia(US:NVDA) 3 6 Ke·2025-12-17 08:26Core Insights - Nvidia has acquired SchedMD, a key player in high-performance computing (HPC) and AI resource scheduling, enhancing its competitive edge in the industry [1][5]. Group 1: Acquisition Details - SchedMD, founded in 2010, specializes in large-scale computing task scheduling technology [3]. - The core asset of SchedMD is the open-source workload management system Slurm, which efficiently allocates computing resources across numerous devices [4]. - Slurm is utilized by over half of the TOP500 supercomputers globally, as well as by major tech companies like Meta and various AI startups [5]. Group 2: Strategic Rationale - The acquisition is expected to have low integration costs due to a decade-long collaboration between Nvidia and SchedMD, allowing for quick incorporation of SchedMD's capabilities into Nvidia's ecosystem [6]. - Strategically, this acquisition extends Nvidia's influence from hardware to resource scheduling, making it essential for clients using AMD and Intel chips to engage with Nvidia's ecosystem through Slurm [6]. Group 3: Business Model and Market Position - SchedMD operates on a business model that offers Slurm for free while generating revenue through professional engineering support, system maintenance, and customized development services [5]. - This model, combined with the technical barriers associated with Slurm, has established SchedMD's indispensable position in the industry [5]. Group 4: Future Considerations - Nvidia has committed to maintaining Slurm's open-source and vendor-neutral attributes, ensuring continued access for global users [9]. - However, there are concerns regarding Nvidia's future investment in the Slinky project, which supports Slurm-on-Kubernetes services, as there has been no clear commitment to ongoing development [10].