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The Story Behind a Failed HPC Startup

jbrodkin writes "SiCortex had an idea that it thought would take the supercomputing world by storm — build the most energy-efficient HPC clusters on the planet. But the recession, and the difficulties of penetrating a market dominated by Intel-based machines, proved to be too much for the company to handle. SiCortex ended up folding earlier this year, and its story may be a cautionary tale for startups trying to bring innovation to the supercomputing industry."

26 of 109 comments (clear)

  1. 1 down by Locke2005 · · Score: 2, Informative

    Lightfleet soon to follow. How is the company that was using Transmeta chips doing?

    --
    I've abandoned my search for truth; now I'm just looking for some useful delusions.
    1. Re:1 down by fm6 · · Score: 2, Insightful

      Orion? Long gone.

      http://www.theregister.co.uk/2006/02/14/orion_shuts_down/

      The weird thing here is that the Register quotes Bill Gates as calling Orion's deskside supercomputers as part of a "key trend". Now, I've always though Bill's understanding of the marketplace was overrated. But you'd think that somebody whose immense fortune comes almost entirely from the triumph of commodity processors would know that this kind of effort is doomed.

      Some people are just in love with these fancy RISC architectures and stick with them in the face of their total failure in the marketplace. When I was at Sun, the Sparcophiles would quote impressive raw numbers for Sparc architectures, even trying to sell them to people who already had a solid commitment to commodity systems. And yet every single Sun product in the HPC Top 500 run Intel or AMD!

  2. Re:Lesson learned by khallow · · Score: 2, Interesting

    Don't be unlucky. At least, that's what the story is about.

    More seriously, it looks like they were trying for high end supercomputing. There's probably a lot more money in smaller supercomputing clusters, but then they'd get hit hard by the proprietary structure of their hardware.

  3. Re:Lesson learned by sopssa · · Score: 2, Insightful

    The thing is, industries like these are already really, really dominated by single players and everyone uses them. It's the same with Windows too - it's own marketshare will keeps it having that marketshare. In airplane industry all the European companies had to merge so that they could compete with Boeing.

    When something becomes like a standard, it's really hard to break in.

  4. Fool's errand by Locke2005 · · Score: 3, Insightful

    In a blog post after SiCortex shut down, Reilly says he believes there is still room for non-x86 machines in the HPC market. He is wrong. Much more money is being spent every year on improving x86 chips than all the competitors combined. Basing a supercomputer on MIPs was short-sighted; even if it offers a a price/performance or power/performance advantage now, in a couple years it won't, because x86 is being improved at a much faster rate. Where is Sequent now? The only way to build a successful desktop HPC company is to be able to do system design turns as fast as new x86 generations come out and ship soon after the new CPUs become widely available, e.g. a complete new product every 6 months. That requires partnership with either Intel or AMD, not use of a MIPs chip that no one is spending R&D resources on anymore.

    --
    I've abandoned my search for truth; now I'm just looking for some useful delusions.
    1. Re:Fool's errand by BikeHelmet · · Score: 2, Insightful

      Right now x86 has only two viable competitors.

      -ARM
      -Whatever IBM can design. (but IBM's stuff is expensive)

      ARM CPUs tend to be cheap, power efficient, and pack a ton of performance for the price - and the company has enough cash to keep developing for years and years. Other companies fab, so that lets them keep focused on what they're good at. It's a relationship that mirrors GPU makers - ATI/nVidia/TSMC. However, ARM has a very low performance cap compared to x86, so that limits usage scenarios. Good for low power servers, but not so great for scientific computing or anything that hits the CPU hard. ARM hopes to release dual-core Cortex-A9 chips in 2010, so maybe they'll catch on - only time will tell.

      IBM has always been the leader in performance, but the price would knock you flat. 5ghz Power6, anyone? It still beats everything Intel puts out, and it's years old - assuming you can foot the bill and deal with the different architecture. And look at the Cell - upon release, it was something like 30x more efficient than Intel's highest end CPUs when in supercomputers. (because Intel's CPUs of the time failed completely at scaling upwards past a few cores) Also, it was cheaper - but the architecture isn't exactly friendly, and most companies prefer to toss a few dozen extra $2000 servers at a problem rather than deal with training/hiring employees that can work with a new architecture.

      And that's the problem - everyone knows x86, and even if a server costs 5 times as much, it comes out more economical.

      But luckily for ARM, lots of people are getting more familiar with their instruction sets. These days just about every tiny device has an ARM CPU powering it... finding developers will not be a problem.

    2. Re:Fool's errand by Jacques+Chester · · Score: 2, Insightful

      > Much more money is being spent every year on improving x86 chips than all the competitors combined.

      By your logic, General Motors should be crushing Ferrari in the supercar market. After all, GM spends much more on their car development than Ferrari does.

      --

      Classical Liberalism: All your base are belong to you.

  5. The fanciest-sounding solution ... by Wrath0fb0b · · Score: 5, Interesting

    ... is almost always wrong. As one of the principals on a large-ish (not large by world standards, 1000 cores, mainly Nehalem so approximately 100 GFLOPS) cluster, I've been very pleased that we've done things as simply as possible. Sun Grid Engine and ROCKS running on commodity 1Us delivers an economical and effective solution (no, I don't work for Sun).

    Most importantly, the environment does not unduly restrict what kind of compute jobs can be run. If it can be compiled on *nix, we can probably run it. We lose to specialized hardware (GPU-based, Cell-based, ... ) in raw throughput but we make up for it in both initial price and ease of deployment. We don't even have a dedicated admin for the cluster -- we had one to set it up and he did such a good job we haven't needed to hire a replacement!

    Ultimately, I feel like it's not worth paying extra in hardware and software-dev costs to save few dollars on cooling and power. Sure, you get credibility of running a "green" cluster (nevermind that you have to pay to feed and house those extra developers, which should legitimately come out of your carbon budget) but you end with with a far less useful product.

    Long Live X86(_64)!

  6. Re:Low Power Supercomputer by Wrath0fb0b · · Score: 3, Insightful

    Why not use something based of the Atom chip but massively parallel.

    You are probably one of those guys that thinks that if you can get 36 women working together on making a baby, it will be ready in 1 week.

    Not all problems can scale out to many cpus (or wombs, for that matter). Threading overhead, network latency/bandwidth, mutual exclusion (or the overhead on atomic data types) all conspire to defeat attempts to scale. This is, of course, if your problem is one that is even amenable to straightforward parallelization in the first place -- many problems (for instance, lattice simulations of Monte Carlo) are excruciating to scale to even 2 cpus.

    In my own (informal) tests on our HPC (x64, Linux, see my post above for details), I concluded that you need to be able to discretize your work into independent (and NONBLOCKING) chunks of ~5ms in order to make spawning a pthread worth it. Of course, "worth it" is a relative term -- some people would be glad to double the cpu-time required for a 25% reduction in wall-clock time while others might not, so I'll concede that my measurement is biased. IIRC, I required a net-efficiency (versus the single-core version) of no worse than 85% -- e.g. spend less than 15% of your cpu-time dealing with thread overhead or waiting for a mutex. This was for 8 cores on the same motherboard by the way, if you are spawning MPI jobs over a network socket, expect much much worse.

  7. Re:Lesson learned by serviscope_minor · · Score: 2, Insightful

    Single player? Have you looked at the top 100? It's equal parts Intel (x86), AMD (x86) and IBM (Power related), with a smattering of others: Cell - mostly SPU, Itanium, SPARC, NEC and others.

    There's certaqinly no dominanint player and not even much of a dominant instruction set. The thing is, supercomputers are so expensice and unique that porting to a different instruction set is usually the least of the work, except for Roadrunner which is fast but rather hard to use.

    --
    SJW n. One who posts facts.
  8. Commodity by oldhack · · Score: 2, Interesting

    FTFA:

    "It is possible for a small company to compete in the computer systems business," Reilly wrote. "There are some who will say that nobody can compete against 'commodity manufacturers.' Ignore them. ... There are only two true commodities in the computer business: DRAMs and wafer area. Everybody pretty much pays the same price for DRAMs. Wafer area is what you make of it. If you insist on building giant 100W chips, life will be tough. But if you use the silicon wafer area for something new, different and efficient, a market will open up to you."

    Many years ago, I wrote a paper for my business class that using DRAM industry as a commodity industry. The ignint professor gave me a C for that cuz he insisted DRAM is not a commodity. That dude at the time was a young one, too.

    Lesson? Don't waste your time and money at b-school - it may damage your brains.

    --
    Fuck systemd. Fuck Redhat. Fuck Soylent, too. Wait, scratch the last one.
  9. Re:Lesson learned by tphb · · Score: 2, Insightful

    Lesson learned: there is no market for proprietary CPUs on MPP supercomputers. It's gone. If Cray and SGI couldn't do it, how are a couple guys from DEC and Novell going to pull it off?
    It's always sad when someone's dream fails, but come'on guys. You're pursuing a 15-years-ago market, just like DEC and Novell did when they died (okay, Novell exists, but it is irrelevant).

    Supercomputers are commodity processors increasingly in commodity boxes running commodity open-source software. A supercomputer running slower processors is not going to cut it.

  10. classic business fail by timmarhy · · Score: 2, Insightful

    These guys failed in a very typical geeky fashion. they understood the technology but not the business, and at the end of the day your customers need a business case to use your services. it's the tail attempting to wag the dog.

    --
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  11. GPU's? by toastar · · Score: 2, Interesting

    My next cluster is going to be based around Tesla's. GPU's are the future. It takes 100,000 x86 cores to get a petaflop, You can get there with 25,000 if you use cells(5K x86, 20k cells) You can do the same thing with 10k if you use GPU's (5k x86, 5k Tesla's) Guess what the cheapest option is? They might not be the most energy efficient, but haven't we learned the problem with custom chips in HPC market, That's why we went to clusters in the first place

    1. Re:GPU's? by peawee03 · · Score: 3, Informative

      Currently, Teslas are the single-precision future. All my work is in double precision (64-bit), which is where most GPUs are much much slower. IIRC, the next generation GPUs are going to have respectable double precision performance, but they're way down the road- hopefully I'll have moved on to a job where it doesn't matter by then. Hell, I consider it a victory when I've gotten a code translated from FORTRAN 77 to Fortran 95. GPUs? I'll wait until next decade. More normal cores are low-hanging fruit I can use with any MPI code *now*.

      --
      I wish I could write clever and witty sigs.
  12. There's No Hope . . . by MarkvW · · Score: 2, Insightful

    Somebody is going to crack the market--and it won't be one of the people who sit at home and cry in their beer about how Intel rules the world and that nobody has any hope of success!!

    Thank goodness for the entrepreneurs who spit on lassitude and take their shot! Those wozniaks are the people who end up delivering really cool stuff for the rest of humanity, and leave the conventional wisdom people in the dust.

  13. Re:Low Power Supercomputer by The+Archon+V2.0 · · Score: 2, Interesting

    You are probably one of those guys that thinks that if you can get 36 women working together on making a baby, it will be ready in 1 week.

    It'd certainly be fun trying, though.;)

    Not all problems can scale out to many cpus (or wombs, for that matter). Threading overhead, network latency/bandwidth, mutual exclusion (or the overhead on atomic data types) all conspire to defeat attempts to scale.

    It's not my skill set, but I remember years ago seeing a fascinating show on how blindly adding more resources can make something SLOWER. To translate the case study (involving editing individual segments for a news show on limited editing equipment) into geek speak, they demonstrated that unless you do things right, you might wind up with cores 2-8 zipping through their parts just to wait for core 1, which has unceremoniously had all the long tasks scheduled to run on it because the scheduling algorithm was only made with a dual- or quad-core system in mind and gets stupid when handed more, resulting in it scheduling things wrong.

    Really, I got the feeling from that show that trying to make multiple interrelated units work together on a single task without bottlenecks or downtime is a logistical nightmare no matter if it's people in a company, robots in a factory, or cores in a computer.

  14. Re:Lesson learned by jd · · Score: 3, Insightful

    Having worked in one HPC startup (Lightfleet), I can say that one of the biggest dangers any startup faces is its own management. Good ideas don't make themselves into good products or turn themselves into good profits by selling. Good ideas don't even make it easier - you only have to look at how many products that are both defective by design AND sell astronomically well to see that.

    I can't speak for SiCortex' case, but it looks to me like they had a great idea but lacked the support system needed to get very far in the market. It's not a unique story - Inmos didn't fail on technological grounds. Transmeta probably didn't, either.

    Really, it would be great if there could be some effort into examining the inventions of the past to see what ideas are worth trying to recreate. For example, would there be any value in Content Addressable Memory? Cray got an MPI stack into RAM, but could some sort of hardware message-passing be useful in general? Although SCI and Infiniband are not extinct, they're not prospering too well either - could they be redone in a way that didn't hurt performance but did bring them into the mass market?

    Then, there's all sorts of ideas that have died (or are dying - Netcraft confirms it) that probably should be dead. Bulk Synchronous Processing is fading, distributed shared memory is now only available in spiritualist workshops, CORBA was mortally wounded by its own specification committee and parallel languages like PARLOG and UPC are not running rampant even though there are huge problems with getting programs to run well on SMP and/or multicore systems.

    --
    It's a small world and it smells funny; I'd buy another if it wasn't for the money; Take back what I paid (SoM)
  15. Re:The fanciest-sounding solution ... by Gorobei · · Score: 3, Interesting

    Exactly right. I've got >10K cores and >10M LOC. "Hardware fault" typically means a datacenter caught fire, or was flooded, or an undersea cable got cut.

    If someone pitches a cheaper solution (e.g. power savings,) I'm happy to listen for 10 minutes. Then I just want to know how fast I can see results: a dev costs $50K/month here, so I'll give it a week or two: if you don't have a test farm ready to go with full compilers, a data security plan, etc, I'm going to just reject. If you can get traction with universities, great, come back and pitch again in a year.

  16. Re:Entrenched? by jd · · Score: 2, Informative

    First, the HPC world has a lot of commodity computers, but it also has a lot of very special-purpose computers.

    Second, the odds of someone buying an HPC machine and then running pre-compiled generically-optimized code on it is virtually zero.

    Third, HPC computers (as compared to loosely-clustered "pile-of-PCs" systems) are expensive and almost invariably use components that aren't "run-of-the-mill" (such as Infiniband or SCI for the interconnect).

    In consequence, not only is the ix86 not "entrenched", it can't be "entrenched". It can only be popular in specific segments of the HPC market and even then only until something better comes along.

    If HPC was tied that firmly to Intel, they'd all be using Windows Cluster Edition rather than Beowulf or MOSIX. Why? Because Beowulf and MOSIX require engineers who think, Windows does not. If thinking was superfluous to requirements, they'd be using an OS to suit. They aren't.

    Now, will MIPS/MIPS64 ever do well in HPC as a whole? Probably not. MIPS is great for the embedded market, which means most MIPS engineers understand the embedded terrain. That's not a skill you can readily migrate to other areas. I do expect, however, MIPS/MIPS64 to do extremely well in some HPC domains. It's low-power (which is why it's popular in embedded systems) which is great when you can't cart around huge generators, can't dispose of the heat easily or have to minimize the radio noise. Plenty of markets there.

    The Cell processor is an interesting design and seems to do great, but problems tend not to split 6-ways very often. I'd have preferred them to have a 4-way grouping of number-crunchers and have the other 2 cores really good at something else entirely. Perhaps as the manufacturing scale gets smaller, they'll be able to increase the variety of cores.

    But sooner or later, someone is going to build a chip that is absolutely just what the HPC world needs. The Gnu C compiler is easily enough extended and although it's not quite as good as Green Hills or some of the other high-end compilers, the gap isn't so great that HPCers won't use it.

    My guess is that such a chip will be very easily reconfigured through microcode and that it'll really be not much more than a bunch of core operations on silicon, a block of largely unsegmented memory and enough networking logic to allow the operator to fully exploit what's there. Oh, and a hell of a lot of internal bandwidth. To pull this off, you'd need to do for CPU internal buses what Infiniband and SCI have done for machine-level networking. That's the only truly hard part.

    Such designs have been attempted before, where CPUs have no registers but just a block of memory you can use as you will. This idea goes a little further, since it replaces both Intel's notion of hyperthreading and the modern idea of multiple cores with the idea that hyperthreads x cores would be fixed with the microcode deciding the values. The compiler for the program can then section the CPU according to the needs of the program, rather than sectioning the program according to the needs of the CPU.

    Could Intel borrow this? No. The above has no architecture, per-se, and no real instruction set. Just processor elements. There's nothing to copy, nothing to patent, and with no fixed instruction set, nothing to lock customers in with. The only thing they could really steal would be the faster internal bus. Which would keep them on desktops for decades to come, but because general-purpose is ALWAYS slower than special-purpose, it wouldn't keep them in the HPC market.

    We've seen the same with other components of computers, of course. Long-gone are the days of proprietary floppy drives (yes, some companies really tried to tie customers to their brand of floppy disk), proprietary printers, proprietary tape drives, proprietary hard disk interfaces, even proprietary RAM (Got RAMBUS?).

    Transmeta came close, but didn't go all the way (their CPU had an architecture of some sort) and were far too interested in the secrets busines

    --
    It's a small world and it smells funny; I'd buy another if it wasn't for the money; Take back what I paid (SoM)
  17. Did you nerds read the article or the links? by labradore · · Score: 4, Insightful
    They were ahead of schedule to profitability. They lost funding for the next gen. equipment development because one of their VCs was overextended (read: losing too much money on other risky ventures) and decided to pull out. The risk with a company like that may be high but once you get enough profitability, you can fund further product development internally. They had sold about twenty $1.5M machines in about a year's time on the market. They said they were about 1.5 years to profitability, so I'm guessing that they were expecting to sell another 75 or 100 top-end machines to get to break-even. At that rate, they were probably spending less than $20M a year on development. I'm guessing that they burned up $100M to get were they got. In the overall scheme of things, that's not a big bet. If they managed to develop 20 to 50- thousand node machines and increase the output per core within 3 years, that is something that would have been able to do more than fill a niche. They probably would have developed some game-changing technology in the bargain. Stuff that the Intel and Google might just be interested in.

    To be clear: this was not a failure due to the economics of competing against Intel/x86. This was a failure due to not being lucky. It takes sustained funding to make your way from start-up to profit in most technical businesses. HPC is more technical and thus more expensive than most.

  18. x86 vs. non-x86 from a practical point of view by Iphtashu+Fitz · · Score: 2, Informative

    I work as a sysadmin at a Boston-based university, and one of my jobs is managing an HPC cluster. We actually had SiCortex come give us a demo of one of their systems a little over a year ago and were rather impressed from a basic technology standpoint. However the biggest drawback we saw, which was a significant one, was that their cluster wasn't x86 based. We run a number of well known commercial apps on our cluster like Matlab, Mathematica, Fluent, Abaqus, and many others. Without those vendors all actively supporting MIPS, SciCortex was simply a non-starter for us when we were researching our next generation cluster. And by actively I mean rolling out MIPS versions of their products on a schedule comparable to their x86 product releases. Having to wait 6 months or more for MIPS versions simply isn't acceptable. If they could get firm commitments from those commercial vendors then we might have pursued SciCortex, but that simply wasn't the case. Even the inability to run a standard commercial linux distro was a huge drawback, since many commercial software vendors specifically require a commercial distro like Red Hat or SUSE if you're trying to get support from them.

  19. Re:The fanciest-sounding solution ... by Jacques+Chester · · Score: 2, Interesting

    That's what they designed: it's basically a bog-ordinary Linux-with-MPI cluster in a box. They had a custom internal fabric that was far more efficient than ordinary switches and even had on-die MPI accelerators. They also shipped with compilers for C, C++ and Fortran.

    It was meant to be a drop-in replacement for room-sized clusters for a fraction of the space and heat. Basically what killed them was cashflow.

    --

    Classical Liberalism: All your base are belong to you.

  20. Re:The fanciest-sounding solution ... by Gorobei · · Score: 2, Interesting

    Yep, cashflow is a bitch: if I need to spend $25K to even look at the product, and they need $20M to run a demo datacenter, they need something like $100M in capital to avoid dying on the vine :(

  21. Re:Lesson learned by Jacques+Chester · · Score: 4, Insightful

    They didn't die because their customers abandoned them for something cheaper. They died because they had a cashflow crisis due to investors pulling out of a planned round of fundraising. They had millions of dollars of sales in the pipeline.

    The lesson isn't "Don't compete with Intel", it's "When you run out of money, you're out of business". Or perhaps, "The financial crisis killed lots of otherwise sound businesses". Luck, as the OP pointed out, played a large part.

    --

    Classical Liberalism: All your base are belong to you.

  22. SiCortex's failure by RzUpAnmsCwrds · · Score: 2, Interesting

    Having actually used a SiCortex machine, I can tell you that the problem wasn't the VC, or the compilers, or even really the hardware.

    The problem was the market.

    There are two types of x86-based small clusters (the market that SiCortex was aiming for): clusters with Gigabit Ethernet and clusters with expensive interconnects (Mirinet, InfiniBand, or 10G Ethernet).

    Gigabit Ethernet clusters do a good job with problems that are embarrassingly parallel (or at least have minimal communication demands). $150k gets you 300 Nehalem cores and a lot of memory. SiCortex fails here because their competition (the SC1458) is much more expensive and much slower. The fact that the SC1458 uses less power (around 5kW instead of 10kW) is impressive, but unless you're very power or cooling constrained, it's simply more cost effective to deal with the extra power and cooling cost.

    SiCortex hardware was more cost effective against clusters with expensive interconnects. The problem is, the people who buy clusters with expensive interconnects do so because their problem is interconnect heavy. Unfortunately, despite all of the cool CS behind SiCortex's interconnect, the fact is that it just didn't do that well against InfiniBand. That's partly because the SiCortex system has more nodes, which means that more messages have to use the interconnect. It's partly because for very small clusters, it's possible to use a single IB switch that connects every node to every other node. And it's partly because SiCortex didn't have the kind of mature hardware/software stack that someone like Mellanox has.

    So, there you have it. For the problems that ran well on SiCortex hardware, you could get the same performance at dramatically lower cost using Gigabit Ethernet. For the problems that require an expensive interconnect, the SiCortex approach of "more, smaller nodes" results in dramatically more overhead compared with the "fewer, faster nodes" strategy.