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On the high end we have Graviton and M1, which are both exclusive to their creator. Just releasing something competitive with Graviton that's accessible to the

On the high end we have Graviton and M1, which are both exclusive to their creator. Just releasing something competitive with Graviton that's accessible to the whole industry would accelerate the shift substantially. Where are the ARM instances on Google and Azure? Not to mention Oracle and IBM and other smaller cloud vendors. Companies running their own datacenters like Facebook and CloudFlare. Dedicated server providers too. There's a lot of high end volume in this space to attack the margins of. Nvidia prefers the locked down approach because it gives them a differentiated product with great margins. That doesn't mean they're incapable of a side project to torch the margins of their biggest competitors.

my123 5y ago
> Just releasing something competitive with Graviton that's accessible to the whole industry Ampere Altra, which has even more cores. > Where are the ARM instances on Google and Azure? Not to mention Oracle and IBM and other smaller cloud vendors. Azure: stay tuned, it's soon. Oracle Cloud: already out since a while :)
- reitzensteinm 5y ago
  The Altra does look great, but there's a spotty history of smaller players building products in this space and not making it. Nvidia has staying power, and nobody will be worried about whether they'll go bankrupt mid rollout. I completely missed their deal with Oracle, though. That's pretty cool. To be clear, in my opinion the shift is going to happen regardless of whether Nvidia steps in - I just think they could accelerate it significantly and it would benefit them to do so.
- tcmart14 5y ago
  And for IBM, they have their own architecture to look after, OpenPOWER.
imtringued 5y ago
One of the most amusing reasons why ARM fails to compete with x86 is that it simply isn't available. You have to go to specific vendors and get their specific flavor of ARM which means you must always consider a x86 fallback.

my123 5y ago

> Just releasing something competitive with Graviton that's accessible to the whole industry Ampere Altra, which has even more cores. > Where are the ARM instances on Google and Azure? Not to mention Oracle and IBM and other smaller cloud vendors. Azure: stay tuned, it's soon. Oracle Cloud: already out since a while :)

reitzensteinm 5y ago
The Altra does look great, but there's a spotty history of smaller players building products in this space and not making it. Nvidia has staying power, and nobody will be worried about whether they'll go bankrupt mid rollout. I completely missed their deal with Oracle, though. That's pretty cool. To be clear, in my opinion the shift is going to happen regardless of whether Nvidia steps in - I just think they could accelerate it significantly and it would benefit them to do so.
tcmart14 5y ago
And for IBM, they have their own architecture to look after, OpenPOWER.

imtringued 5y ago

One of the most amusing reasons why ARM fails to compete with x86 is that it simply isn't available. You have to go to specific vendors and get their specific flavor of ARM which means you must always consider a x86 fallback.