Another thing I was thinking about is that I think the only real buyer of ampere would be Qualcomm. If Qualcomm wants to go into server, they can use their Nuvia design team and integrate into Ampere products. Also Qualcomm has a partnership with Ampere using Qualcomm’s AI 100 Ultra. However with Arm lawsuit, not sure if Qualcomm wants to acquire another company using an ARM license.
Honestly in my mind, Qualcomm buying ampere makes more sense than Intel.
What's the argument against using Ampere's cloud cpus? I know the hyperscalers are building their own (graviton, etc.) but there still seems to be signifigant appetite for Intel's new e-core based chips (sierra forest, clearwater forest). Is it just that the clouds still want some x86 capacity, but for ARM workloads they are better off with their own chips?
I'm not sure how big the business is for non-hyperscaler deployments (like in a supermicro or dell server rack for smaller deployments).
The hyperscalers are just making their own for much cheaper. Mostly internal microservices. All of Google's backend for search, ads, YouTube runs on ARM now. Similar for Azure and AWS backend. There is still significant appetite for Intel Sierra/Clearwater Forest and AMD Bergamo. But on the ARM (ISA) side... the lower cost and higher flexibility of just working directly with ARM (the corporation) is much better than paying high gross-margins for a rigid Ampere Computing chip.
Now how much is Intel worth :p
I am losing my mind over todays news. Need to write something up lol.
Another thing I was thinking about is that I think the only real buyer of ampere would be Qualcomm. If Qualcomm wants to go into server, they can use their Nuvia design team and integrate into Ampere products. Also Qualcomm has a partnership with Ampere using Qualcomm’s AI 100 Ultra. However with Arm lawsuit, not sure if Qualcomm wants to acquire another company using an ARM license.
Honestly in my mind, Qualcomm buying ampere makes more sense than Intel.
What's the argument against using Ampere's cloud cpus? I know the hyperscalers are building their own (graviton, etc.) but there still seems to be signifigant appetite for Intel's new e-core based chips (sierra forest, clearwater forest). Is it just that the clouds still want some x86 capacity, but for ARM workloads they are better off with their own chips?
I'm not sure how big the business is for non-hyperscaler deployments (like in a supermicro or dell server rack for smaller deployments).
The hyperscalers are just making their own for much cheaper. Mostly internal microservices. All of Google's backend for search, ads, YouTube runs on ARM now. Similar for Azure and AWS backend. There is still significant appetite for Intel Sierra/Clearwater Forest and AMD Bergamo. But on the ARM (ISA) side... the lower cost and higher flexibility of just working directly with ARM (the corporation) is much better than paying high gross-margins for a rigid Ampere Computing chip.
Too edgy writing.