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by mattcoles
3275 days ago
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This is nowhere near the end of Intel, performance desktops and servers will still be running Intel processors for many years to come, ARM simply cannot match the performance - despite how impressive that demo video might look. Intel was already dead in the water for mobile so I doubt they're too bothered. |
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But, thinking about servers, for years now the default has been to build software systems that scale horizontally (by adding more computing cores) rather than vertically (by using faster cores).
In such systems, you may find, e.g., that 20 slower cores performs about as well as 10 faster ones.
In that case, you start looking at other factors. A big one is power efficiency. You have to pay to pull electricity into your servers and pay to get the heat away from them. This might be ARM's big advantage.
Now, in general systems, a single core has to be able to achieve a certain level of performance to be considered at all. It has to have enough power that people are confident that it will support a wide range of potential applications before servers using them will be widely deployed. But it's arguable that we're already there now, or almost there.
I think the way this is going to go down is AWS (and/or their competitors) will add an ARM option for EC2 and other compute services. It will be cheaper than the Intel option. People will try it and find it works fine for a wide range of uses. Then the dam will break and things will transition quickly.
Now, I'm kind of assuming here that ARM will continue to improve but will hit limits and will settle in to a place where it offers performance in the ballpark of Intel yet maintain significantly better power efficiency. If ARM somehow finds a way to surpass Intel then things will move more quickly and if it stagnates only a partial transition will occur.