Agenda

Questions for Kazan 090917 (Saturday) Slides

1. (product specification, page 5) Packaging for Magma, what should we put for it? And can we change all the
pictures of magma to the new picture?

2. (vendor terms, page 7) discuss it

3. (Sales & Market Strategy, page 8) point #1 ( focus sales & marketing on a few customers making 90% of
our revenue, are you referring to current customer base that a few customers of Kazan now contributes to
90% of revenue or potential customers like super 7 which due to their purchasing power, they will be the
few customers making up to 90% of revenue).
 Point #6 (Why do we need to develop a relationship with RNIC vendors? Is there any industry level
agreement that we need to follow? E.g. OCP. Is it due to this?)

Financial Model

1. We like to understand the difference between compute-only & shared-nothing servers? Is it due to the
need for more powerful CPUs for the shared-nothing servers that result in higher costs?

Shared nothing servers got additional CPUs but also the storage right there at the same chassis. Slots be able
to put SSDs or HDD. Extra sheet mental, complex sheet mental to put these slots. To plug these drives.
Backplane or midplanes (expensive curicit board) to plug in. Drives in there, more power consumed & finally
because there are more things in the servers, so fans and cooling is more expansive. That cc

2. For a D.C with 100,000 servers & 1MM SSDs, can we consider this as an example of a standard
hyper-scale D.C that is owned & operated by companies such as Google?

One building typically. Google or Microsoft has 15? Or so of those kind of buildings around the world. 15 to 20
buildings. Typically rack in data center it can house up to 40 servers??? And each of these servers may have 6
to 10 SSDs attached to it. Each companies make decision how much storage to allocate per servers in
traditional shared nothing model. How many racks are there for 1MM ssds.

1 MM SSDs -> 24 SSDs for 2U (24*40) about 1,000 SSDs per rack is a fair estimate about 1,000 racks of
1,000 SSDs each for EBOF model. 1,000 racks is slightly smaller. ITs the spread sheet. My goal is giving you
typically numbers. 2MM ssds you can put the number in and see the results.

3. Can we confirm if the 40% SSDs savings from adopting disaggregation is reflected in this EBOF number?
(please see cell C5 of CapEx tab or C5 of OpEx tab)

4. May we ask if the calculation of total cost of ownership (TCO) should include the total amount of CapEx
incurred during the lifespan of SSDs? If yes, then may we know what could be the reasonable numbers of
years to use when computing the SSD lifetime CapEx figures?

In the computation sheet we can show how much CAPEX is incurred on traditional artchecture compared to
disaggregated model. Compare Opex between these 3 or compare between number of years. Lets do that
over 5 years. Reasonable expectation for a data center. 5 years, they cut it and build a new racks. One key
assumptions is useful life of SSDs. Can we calculate 5 years lifespan? Can we assume that SSDs can be used
for 5 years. Complicated because SSDs get worn out (YES) read data from them 20 years its fine, write is not
fine. So the SSDs vendors sells different lines of SSDs with different amount of endurance. Intel sells their
P360 SSDs, that is 3 drive writes per day. Entire capacity write 3 times per day and last w/e warranty period.
P3700 SSds, 5 drive writes per day. Cost more money and how they make. More pieces inside and when it
wares out, then replace it. But survive in high write environment. Thats how the calculation of how long SSDs
is going to last:

1) How much are u writing to it

2) How many writes it is designed to accept

Is it unreasonable? No. Lets make it simple then, instead of making calculation too complicated. We dont want
to be challenged for another round of Capex. SSDs can reasonably to expect to last for 5 years. No one is
going to challenge that. If the drive is designed to handle 5 drive writes but u did 50 complete writes then SSDs
is going to wear out pretty quickly.

Using it for what it is designed for.

Main Deck slides

1. (Management track record, page 6) Do we have examples of past founders work? So that we can
showcase it under management track record?

2. (How Does Kazan Chip Work, page 50) do we have a way to explain FSM in more details? Our
slides are still using the teaser simplified version. Are there any high-level techniques that the
chips are using to achieve superior performance than our competitors?

3. (Gantt Chart, page 94) what does Kazan bring up mean? This is the project Gantt chart for Fuji only?

15BN savings -> total number of drives that is going into this space and taking 40% of that, that is where the
15BN came. Old calculation very crude. But that is how we got to it. 15Bn savings from storage because dont
need to buy 40% of SSDs. Some of the numbers have changed and projections are even more.

Work on diagram -> NIC vendor & Broadcom how they get into the Xeon business. Its not a problem. Send the
table to Joe. Murthy on that, focused on supplier slide. Bryan in customer slide.

6pm on 19th of September. Meetings will start 20th & 21th. Meetings in Bejing in Baidu. Evening in 20th,
schedule to fly down to Shanghai for Thursday & Friday.

Inpur is in Bejing. Development group is in Beijing.

Highly design to Samsung. Kiss the ring visit. Money comes from Samsung, comes out of Seoul. Socionext is
close close partner in yoko hardma.