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         CTO INTERVIEWS
        Nvidia’s Michael Kagan: Building on AI’s ‘iPhone


        Moment’ to Architect Data Processing’s Future


        By Pat Brans

                   ichael Kagan has been CTO of Nvidia since May 2020, when Nvidia   plans to acquire us. So 30 years after learning
                   acquired Mellanox, a company he co-founded in Israel. Mellanox   the importance of software, I joined Nvidia,
                                                                                which makes state-of-the-art vector proces-
                   brought accelerated networking technologies to the semiconduc-  sors, or GPUs [graphics processing units], but
       Mtor manufacturer, helping support the notion that the data center       also champions the role of software. Nvidia
        is a computer and that Nvidia would build the architecture for the data    develops software to reveal the performance
                                                                                and capabilities of Nvidia GPUs on standard
        center—everything from silicon and frameworks to software that supports    application interfaces. Moreover, Nvidia
        efficient execution of applications.                                    develops new APIs for advanced workloads
                                                                                that are maintained across multiple genera-
          Kagan, a 40-year industry veteran, began his career with Intel, where he
                                                                                tions of silicon. Once software is developed
        worked on architectures spanning from the i860 to the Pentium MMX.      on Nvidia products, it will run intact for
                                                                                future generations. Investment in software
                                                                                carries over forever.

           “ Investment in software                                             EETE: When you first started your career,
            carries over forever,”                                              did you have any idea that the industry
            says Kagan.                                                         would evolve the way it did?
                                                                                Kagan: Computers have always fascinated me.
                                                                                I was a curious kid fascinated by new technol-
                                                                                ogy, by this accelerator of human ability to
                                                                                process data. From a young age, I wanted to
                                                                                understand how a computer is built and how it
                                                                                works. The millionfold acceleration of human
                                                                                capabilities was breathtaking. Steve Jobs once
                                                                                said that humans are toolmakers: Humans
                                                                                make tools that amplify our abilities.
                                                                                  I could not imagine the extent to which
                                                                                computing would change the world. I don’t
                                                                                think anyone in the early ’80s could fathom
                                                                                that annual computer sales would reach
                                                                                30 billion units a few decades later.

                                                                                EETE: How did you get to Mellanox?
                                                                                Kagan: 1999 was the culmination of the dot-
                                                                                com bubble. I was frequently turning down
                                                                                offers to join various startups. One day, I got
                                                                                a call from Eyal Waldman, whom I’d worked
                                                                                with at Intel. He offered me [the opportunity]
                                                                                to be a Mellanox co-founder. I knew we could
        EE TIMES EUROPE: You’ve had quite a   CPU that booted Linux on the first silicon and   build a great company together based on the
        career, starting at Intel in the early   outperformed the i486 by a factor of 50× on   core values I was raised with: commitment,
        1980s. What were your first assignments   compute-intensive workloads. Unfortunately,   teamwork and excellence. I accepted the offer
        there, and how did that work evolve?  Intel did not develop software and ecosystem   and handed in my resignation to Intel the
        Michael Kagan: I started at Intel’s Israel site   support, so the CPU was eventually discon-  very next day.
        in the summer of 1983. My first project was   tinued. The i860 experience taught me a
        an N3 vector processor that was eventually   fundamental lesson: Without software, chips   EETE: What were some of the highlights
        scrapped. I then relocated to Oregon to work   are just expensive sand.  of your time at Mellanox?
        on the floating-point unit, a foundational   My last project at Intel was the Pentium   Kagan: The Mellanox journey was a roller
        block of the Intel 80387SX math coprocessor.   MMX processor, the first mainstream Intel   coaster. Our vision was to build a technology
        After a year, I returned to Israel and began   CPU designed outside the U.S. Shortly after its   that enables computing and storage to be a
        working on a high-performance vector pro-  successful launch, I left Intel to start    service, like electrical power. Today, this is
        cessor that would be the second generation of   Mellanox with eight other founders, most of   called the cloud.
        the Intel 860 architecture.         whom were ex-Intel engineers.         At Intel, we learned how to build fast
          I was the architect of the i860XP; it was a   We had a great run building Mellanox, and   computers that were sold as servers and PCs.
        great success in silicon design. It was the first   the year before Covid, Nvidia announced   Making thousands of computers to become an

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