That's gonna be fun when Amazon switches to RISC-V for their next (or next+n) iteration of Graviton.
ARM presence in the server market will go away like poof. More than half of it.
ARM presence in the server market will go away like poof. More than half of it.
From a business continuity perspective, Amazon doesn't benefit from being locked to a single vendor for its CPU core IP.
Like what? Are there any high-end RISC-V cores that proven to be competitive with Neoverse you could license?
It all just seem hypothetical to me at this point and I really struggle trying to understand who and why would design cores to license them to others? Looking at ARM it just doesen't seem like a great business model compared to making them yourself..
Look into Tenstorrent Ascalon, which is supposedly competitive with projected Zen5 performance.
Ascalon has, by the way, already been licensed to LG[0].
RISC-V is inevitable.
0. https://www.eetasia.com/jim-keller-on-ai-risc-v-tenstorrents...
> RISC-V is inevitable.
I'm sorry but you sound a bit like the "Crypto bros" from a few years ago.
Why would anyone share their own high-end cores when margins from producing and selling them yourself are much higher than form licensing (looking at ARM).
> ARM presence in the server market will go away like poof. More than half of it.
This is a borderline fetishistic delusion to think that this could happen immediately in the first place. The changeover from x86/64 to ARM for AWS customers didn't even go this fast, and that's WITH the help & stability provided by the extensive tooling & ecosystem around ARM.
RISC-V is nowhere near to being able to provide the same sort of tooling for years to come, and this comes from someone that loves the architecture's openness.