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Fundamental issue of a giant investing on alternative is that it is very hard to eat your own lunch. The essay strangely said arm was a threat but so would be
by ngcc_hk 5y ago
Fundamental issue of a giant investing on alternative is that it is very hard to eat your own lunch.
The essay strangely said arm was a threat but so would be risc-v. Not any risc is in play what is risc-v that cannot do but only arm can, any vice visa. And that also both is a threat to x86. By investing less or struggling upgrade to x86, it just weaken x86.
For the china play given the geopolitics I am not sure Google and intel think they involvement can spell no USA attack.
- hangonhn 5y agoI read that as those who are going to switch away from x86 to ARM is already a loss for Intel. So RISC-V gives them a way to claw back some of those losses. At the end of the day Intel has always been a foundry and x86 is one way to drive up business for those expensive foundries. RISC-V can be another way to drive business towards Intel if Intel can establish a relationship with RISC-V designers early on.