[jarym]

So Intel...

Lost their lead in consumer desktop CPUs and said ‘oh we have mobile and server’

But now AMD prove that Intel’s lead in mobile has been squandered.

And then the largest buyers of server grade stuff are cloud vendors who are waiting for ARM to come of age.

[Dig1t]

I don't really think cloud vendors are holding their breath to switch to ARM, they are all heavily invested in X86. All their code has been built on it for forever, and there's a big advantage to having your dev machines running the same architecture as your cloud production machines. I think desktop ARM adoption would have to happen before the server market moves to the same.

[greggyb]

AWS has multiple generations of its own ARM processor. I can't say anything about it, as I have no experience with it. I know it's at least two generations in and they claim 40% cheaper for similar workloads.

What I can say is that this level of investment is large.

[scns]

They look pretty good, check out the benchmarks: https://www.anandtech.com/show/15578/cloud-clash-amazon-grav...

[solarkraft]

> their code has been built on it for forever, and there's a big advantage to having your dev machines running the same architecture as your cloud production machines

Is that really so? Are remote development and emulation not sufficiently advanced yet?

Super hot paths might be x86 optimized, but how much does that really matter? I'd think at the scales of the big providers nothing matters more than performance/power use and performance/price.

[kevin_thibedeau]

Tons of x86 code is dereferencing unaligned addresses. Those have to be fixed before porting to ARM.

[my123]

This isn't applicable to 64-bit Arm at the user application level, don't worry about it.

Prior to that, unaligned memory accesses were perfectly usable on ARMv7 (and even v6) too, this was fixed a while ago.

[8K832d7tNmiQ]

There’s still no real justification for vendors to even offer ARM instances, and instead become more clear to keep x86 instead with the rising of remote development and emulation.

[jarym]

Desktop and laptop vendors were heavily invested with Intel before now. Apple was heavily invested with Intel before now.

Don’t underestimate what cloud vendors will do in pursuit of cost or efficiency - they are ruthless at both.

[OriginalPenguin]

For EC2 instances and the like it will be almost all X86 for a long time.

But much of the cloud is made up of services like S3, RDS, Redshift, Route 53, etc. ARM can be very competitive for many of these.

[rumanator]

> For EC2 instances and the like it will be almost all X86 for a long time.

I wouldn't bet on it being so lopsided. AWS is betting stringing it's ARM processors, which appear to have a better price/performance ratio.

[bengale]

Graviton is looking really interesting.

[saghm]

> There's a big advantage to having your dev machines running the same architecture as your cloud production machines. I think desktop ARM adoption would have to happen before the server market moves to the same.

The new Apple machines are coming out next year, right?

[jmnicolas]

Don't forget that Apple has pledged to be full Arm on all it's mobile and desktop in 2 years.

I don't think Intel can recover, or at least not before 5 to 10 years from now.

[fomine3]

Intel's mobile chips (below 25W) are still great for performance and power consumption because that's only product that uses 10nm and Sunny Cove cores and their low-power optimization is matured.

[toastal]

The new upgrade in the Xe integrated graphics chip is still compelling to many users

[imtringued]

That's funny. If Nvidia buys ARM then that will never happen.

[lazylizard]

epyc rome are cheap n good