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I had hoped Cavium would challenge Intel server space back ca. 2017, but they went HPC. Then I thought Ampere would do it, but their volumes are just minuscule
by SavantIdiot 5y ago
I had hoped Cavium would challenge Intel server space back ca. 2017, but they went HPC. Then I thought Ampere would do it, but their volumes are just minuscule for reasons I don't understand. I am surprised to see Amazon finally scare Intel.
- selfhoster11 5y agoIf the Cavium experience of AWS HSM is at all reflective of what a Cavium-dominated server space would look like... I'd probably just switch to gardening at that point.
- ethbr0 5y agoBecause if Amazon had adopted Cavium or Ampere, it wouldn't have fundamentally changed their strategic outlook. Different, cheaper supplier, but still a supplier. By vertically integrating, Amazon gets to pocket that high margin revenue, as well as decide their own destiny.