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Graviton isn't Arm IP. It's AWS ne Amazon IP. Amazon is an Arm architecture licensee. That's important because ... Arm capitalization: $ 31.6B Intel ca

Graviton isn't Arm IP. It's AWS ne Amazon IP. Amazon is an Arm architecture licensee. That's important because ... Arm capitalization: $ 31.6B Intel capitalization: $ 272.4B Amazon capitalization: $1240.0B Amazon can throw an insane amount of money at a problem when the want to. Edit to add: a good source for how much the Arm IP Graviton2 uses which is more than I thought: https://www.anandtech.com/show/15578/cloud-clash-amazon-graviton2-arm-against-intel-and-amd https://www.anandtech.com/show/15578/cloud-clash-amazon-grav... The DDR4-3200 memory controllers are probably licensed IP.

baybal2 6y ago
> Amazon can throw an insane amount of money at a problem when the want to. Take a look on what's happening with Chinese state backed semi companies. Sure surely have money. See how well the strategy of "just throw $100B on the problem" worked for them. It didn't. Chipmaking is a harder thing to do than to run cat video websites, or a web hosting business.
- parhamn 6y ago
  As an outsider, I’d guess the biggest impact is the ability to buy chipmaking talent. That would certainly be easier for the American tech giants, no?
  - saagarjha 6y ago
    Perhaps this might’ve helped? https://en.wikipedia.org/wiki/Annapurna_Labs https://en.wikipedia.org/wiki/Annapurna_Labs
- rapsey 6y ago
  Well to be honest how much of the money was actually well spent and not used to line someones pockets.
  - dev_tty01 6y ago
    If they spent $350 million to create a strategic advantage for their $35 billion AWS business it is money well spent.
pranith 6y ago
Graviton2 is using Ares core IP from ARM.
neximo64 6y ago
All the market capitalisation shows is the closer you are to the customer in the supply chain the more value you can derive. Also, Market cap isn't cash. Amazon could not recreate Arm despite their market cap.
rrss 6y ago
Graviton 2 uses off the shelf Neoverse N1 cores designed by ARM. > Amazon is an Arm architecture licensee. Do you have a source for this, or is this conjecture? As far as I can tell, neither Amazon nor ARM have announced that Amazon has an architecture license.

baybal2 6y ago

> Amazon can throw an insane amount of money at a problem when the want to. Take a look on what's happening with Chinese state backed semi companies. Sure surely have money. See how well the strategy of "just throw $100B on the problem" worked for them. It didn't. Chipmaking is a harder thing to do than to run cat video websites, or a web hosting business.

parhamn 6y ago
As an outsider, I’d guess the biggest impact is the ability to buy chipmaking talent. That would certainly be easier for the American tech giants, no?
- saagarjha 6y ago
  Perhaps this might’ve helped? https://en.wikipedia.org/wiki/Annapurna_Labs https://en.wikipedia.org/wiki/Annapurna_Labs
rapsey 6y ago
Well to be honest how much of the money was actually well spent and not used to line someones pockets.
- dev_tty01 6y ago
  If they spent $350 million to create a strategic advantage for their $35 billion AWS business it is money well spent.

pranith 6y ago

Graviton2 is using Ares core IP from ARM.

neximo64 6y ago

All the market capitalisation shows is the closer you are to the customer in the supply chain the more value you can derive. Also, Market cap isn't cash. Amazon could not recreate Arm despite their market cap.

rrss 6y ago

Graviton 2 uses off the shelf Neoverse N1 cores designed by ARM. > Amazon is an Arm architecture licensee. Do you have a source for this, or is this conjecture? As far as I can tell, neither Amazon nor ARM have announced that Amazon has an architecture license.