The earnings call was revealing about Intel’s competing Omni-Path InfiniBand products, with Mellanox president and CEO Eyal Waldman saying: "We're not seeing demand for Omni-Path almost at all ... So InfiniBand is gaining momentum and taking big market share from Omni-Path.”
A failing Omni-Path product tech would help explain Intel's interest in acquiring Mellanox.
I guess it's in Mellanox's interest to talk down a rival's technology. I hope Omnipath sticks around as its death would lead to there only being one type of HPC Internet available on machines that don't say Cray on them.