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Unless AWS starts selling their graviton CPU, whose going to create chips for the arm server market? The volumes are huge and the margins are tiny, which is not
by ed25519FUUU 6y ago
Unless AWS starts selling their graviton CPU, whose going to create chips for the arm server market? The volumes are huge and the margins are tiny, which is not something Apple was ever interested in.
- threeseed 6y ago> whose going to create chips for the arm server market Why not Microsoft and Google ? Amazon did. And they surely aren't going to let AWS/ARM run away without any competition in the cloud space.
- timthorn 6y agoAmpere and Marvell have already.
- jhgb 6y agoAMD could still revive the K12 and apply their Zen 3/4/5 experience to it.
- pertymcpert 6y agoUhhhh...quite a few companies?
- ojosilva 6y agoFor a myriad of reasons, I don't think Apple would ever want to sell their chips standalone. OTOH, Apple could consider releasing a line of Apple silicon cloud servers. Even if more expensive than x86 servers, they could eventually become VERY competitive if they are more power efficient, which is a real issue for cloud providers. It would pay off any upfront cost if, on the long run, the server uses ie. 50% less energy than x86 alternatives for the same bang. Now, the thing is that the typical cloud or datacenter machine today is more of a custom built piece of witchcraft than an off-the-shelf blade. So, meh, maybe not. But an ARM-based cloud, Apple or not, sound like the way to go, at least for the long term.