It's - of course - very small scale and early days at the moment, but the pricing is very positive and it's something people are starting to think about as a real viable option.
If I have a database and some Java or Ruby running on some Linux then why would I care whether it is on x86 or anything else?
However are those ARM CPUs going to be made by NVIDIA?
It seems to me that there are other fabless chip producers out there capable of doing this.
Databases, Java, and Ruby, are well-optimised for running on AMD64. Are they all as well-optimised for running on AArch64, for example? I'm not so sure. I still see basic intrinsics being implemented for Java on ARM. I think people may be in for a bit of a shock when they try ARM with some common software.
Remember there has been a tremendous amount of effort made to make VM's like the JVM and v8 performant on ARM for mobile. Turns out all those intrinsics scale just fine when presented with your typical "Business Application" workload.
I think Intel is especially in trouble with JVM workloads as it's very rare for libraries to call out to native code (unlike Python).
You really can just drop you jar on an ARM (m6g), AMD (m5a) or Intel (m5, m5n) expect the same results. After a bit of hesitation it will become just a standard part of cloud price optimization.
Cloud operators win - Chip vendors get commoditized.
(Modulo specialized workloads like HPC, ML and such - but to the topic, that's not to Intel's strength)
This doesn't reflect what I'm seeing at all - in fact I'm seeing basic ARM intrinsics still being added to the Graal compiler in the last few weeks!
https://github.com/oracle/graal/pull/2588
> You really can just drop you jar on an ARM (m6g), AMD (m5a) or Intel (m5, m5n) expect the same results.
Not without these kind of basic intrinsics you won't!