4 ms·
At one point 25% of Intel's DC revenue were coming from AWS, but the competition from AMD and AWS switching every function / service they run to their own Gravi
by ksec 2y ago
At one point 25% of Intel's DC revenue were coming from AWS, but the competition from AMD and AWS switching every function / service they run to their own Graviton just means Intel are no longer required for Amazon. And Intel might as well Fab chips for them to keep them as a customer.
Another point I think Amazon is willing to partly / dual source ( I dont think Amazon is making a one way jump ) to Intel is TSMC is now constrained on leading node. It is always Apple or Nvidia. And the lead time for them to get any capacity spared is getting longer now Nvidia is also in the game.
- akira2501 2y ago> to their own Graviton For open source software loads. If you're running licensed software in the cloud you don't often get to make this choice.
- dh2022 2y agoWould you mind expanding on this? Why would I not be able to run Oracle or SQL server on Graviton? Than you !
- jiggawatts 2y agoThere are no ARM builds of Microsoft SQL Server. Even if Microsoft does release such as thing, enterprise software lives in an ecosystem of thousands of third-party vendors that provide components that are often co-installed on the same box. Also, products like MSSQL are licensed per CPU core, so you want the fastest possible cores, not the cheapest. Currently that's the AMD EPYC X86-compatible CPUs, which run rings around everything else.
- electronbeam 2y agoThe examples you gave are commonly available proprietary software, but it’s really the long tail of low volume software where the author will only support really specific configurations
- ZiiS 2y agoOracle charge per core; whilst Graviton has a lot of advantages, you can get a bit more out of a single amd64 core. SQL server doesn't even release for ARM AFAIK.
- nabla9 2y agoAmazon, Google or Meta design their own chips for the most part. They have chip designers in the company but most of the work is done companies like Broadcomm. Intel can sell design and manufacturing.
- osnium123 2y agoDo you think the US government also encouraged Amazon to throw Intel Foundry a bone and give them some business?
- UberFly 2y agoJust guessing but probably more something like Amazon striking a deal with Intel while they're desperate.
- ethbr1 2y agoWhen you're a customer big enough to be a press release and logo, and the seller is in need, you can be pretty aggressive with terms. It'll be curious how the financials on this look. I assume with Intel breaking foundry out into a subsidiary, they'll also break out revenue, and if this is their marque first big customers, it should show up in the numbers.
- InDubioProRubio 2y agoI guess its more of a trading in of outstanding old favours - all those trampolines back then where expensive, which we could have known if speculative execution would have been performed, but then again that 20 % speed plus would costs us in security.
- shrubble 2y agoIf Amazon supplies a lot of Federal or Military there might be a requirement that certain VMs run on CPUs that are made in the USA or that have very stringent supply chain controls.
- throwup238 2y agoIntel's main fabs are in Arizona. Their cutting edge CPUs are already made in the USA, no need for custom chips.
- ksec 2y ago