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I think SB might've upped the bid a bit extra with Oracle as the other suitor. With Graviton and Ampere processors owned by hyperscalers it would've been a very
by whizzter 2y ago
I think SB might've upped the bid a bit extra with Oracle as the other suitor. With Graviton and Ampere processors owned by hyperscalers it would've been a very unfortunate time for the ARM server market to become stagnant.
Right now ARM is in a golden position to take server market pieces, higher compute densities with simpler i-set and good software support thanks to years of mobile and now Apple support (most language implementators wants things to run on Mac's so bugs and perf have been getting fixed)
If Oracle would've bought them, third parties (in this case including both Microsoft with Azure and Google) would probably have held back on ARM investments (not to mention smaller operators), Qualcomm being in lawsuit mode would also had sown doubt, maybe some other manufacturer would introduce chips in the meanwhile but they would be small and given time Risc-V might even pop up on the horizon as an alternative hurting ARM on server chances even more.
Now they're "independant", with better software support than ever, guaranteeing availability to smaller parties (at a time when many of those are outside the US and wanting alternatives) and a chance to benefit from vertical integration.
- tracker1 2y agoNot sure on that... AMD's 128+ core servers are competitive to ARM on power per unit of work and exceed them on total compute. It's still very competitive.