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It is head-to-head. Assuming these chips come in TCO competitive for a decent proportion of workloads (and in theory they should be clearly better for enough)
by fidotron 12y ago
It is head-to-head.
Assuming these chips come in TCO competitive for a decent proportion of workloads (and in theory they should be clearly better for enough) Intel will have to respond either with new technology, which they either have on a back burner or isn't there, or cutting costs, which will destroy their margins and R&D capacity.
It's very hard to see how Intel can maintain their position here at all. Once that spiral starts they're stuffed, and normally the only outcome of such situations is to belatedly combine the competing product with your historic strength, so it seems inevitable Intel will be making ARM chips before too long, again.
- jandrewrogers 12y agoIntel's data center strategy for ARM is greater integration density. For example, in less than a year Intel will be selling a Xeon socket compatible chip with 72 Atom cores with the same power envelope as a normal Xeon server chip. And each core will have two 512-bit vector pipelines (AVX3?), so the throughput for compute intensive operations should be impressive. It will undoubtedly be expensive but if you look at the overall dollars per compute, and how many VMs and similar you could run on it simultaneously, it starts to look very attractive in terms of data center economics.
- virtue3 12y agoAnd what's going to cool that chip? Liquid nitrogen? :/