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AMD is not trying to "disrupt Intel's model", it's trying to outcompete them on mostly the same model. I have no idea what "disrupting Intel's model" would act
by DCKing 8y ago
AMD is not trying to "disrupt Intel's model", it's trying to outcompete them on mostly the same model.
I have no idea what "disrupting Intel's model" would actually mean. But I would be fine if Intel is just outcompeted at their own game, and this already seems to be happening.
- lallysingh 8y agoARM is doing well on most fronts.
- ethbro 8y agoDisrupting the model would prolly look more like Transmeta or Cavium.
- DCKing 8y agoAlthough I think Intel derives substantial value from x86 lockin, I don't think "doing things like Intel but with a different CPU architecture" really qualifies as a disruption of Intel's model. I'd say disruption of Intel's model would mean different ways of selling CPUs, fast storage or other silicon. All I see is Intel's competitors trying to mimic Intel to some extent because the enterprise market is the most lucrative. AMD, Qualcomm, Cavium and IBM all consider Intel a main and direct competitor. So I'd be interested if anyone has an idea on disrupting Intel's way of doing business.
- dragontamer 8y agoNote that Power9 and ARM both support for relaxed atomics, which would be a substantial difference from x86's stronger cache coherence policies. That would likely make "properly coded" Power9 or ARM synchronization to be more scalable. Possibly a major advantage as 32-cores and higher are beginning to hit mainstream (or at least, high-end mainstream)
- ethbro 8y agoTo that point, cloud is probably the biggest disruption. It may run on Intel now, but once "runs on AWS/GCP/Azure" becomes more important than running on an ISA, there's no reason compute couldn't transition much faster.