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by JensensStapler
1826 days ago
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Merchant ARM server is mostly dead unfortunately. Hyperscalers like AWS are making their own SoCs in house however. Amazona acquired Annapurna labs for that purpose. Personally I see there being more market overlap between ARM and the P550 core however. Samsung, Qualcomm, Renesas are all planning to bring RISC-V cores to market. With performance between A75 and A76, I could see the P550 being a pretty major disruptor. We already know some RISC-V chips are gaining traction in embedded, IoT, RF, micro-controllers, etc. Automotive looks like the next big market for RISC-V to me. |
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Ampere is very competitive and Oracle have made huge investments into that platform, with Cloudflare etc looking at it very seriously as well.
Arm on servers is just getting started.