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I would argue that ARM is the biggest threat to Intel/AMD in the datacenter over the next ten years. Datacenter design these days is all about computation/joule
by bstrong 16y ago
I would argue that ARM is the biggest threat to Intel/AMD in the datacenter over the next ten years. Datacenter design these days is all about computation/joule/$, and ARM has a big lead by that metric. Smooth-Stone is already working on ARM-based server designs, and I'm sure more are in the works. Seems like exactly the kind of processor Oracle would want to own.
- jacquesm 16y agoDatabases are not about computation, they're about throughput, IO, vast gobs of memory, it goes much further than being simply compute bound. Oracle is a database vendor first, OS vendor second, I can't make the case for them becoming a chip manufacturer, but who knows, I've been wrong before.
- bstrong 16y agoThey may be a database vendor first, but they also have a big applications business. They already have a good processor for databases (sparc), and ARM is exactly the kind or architecture you want for your app servers. Btw, I'm just playing devil's advocate. I sincerely hope that ARM doesn't join the Oracle graveyard of once-great technologies.
- jacquesm 16y ago> I sincerely hope that ARM doesn't join the Oracle graveyard of once-great technologies. And maybe part of me is so scared of that happening that I see all kinds of reasons why Oracle really shouldn't buy ARM. Those big companies are like black holes, stuff goes in and it's anybodies guess what will come out.