[mattnewton]

Depends on where you think the value will accrue - Maybe cloud providers who are some of x86’s biggest customers today but would switch if workloads work there? But their bottom line is exposed to so many different things it’s not a clean bet.

For the processors designers themselves, I wouldn’t bet outside value accrues to them since the instruction set is open and competition could be fierce.

Another option would be to figure out who you think will be manufacturing the other peripherals needed to use RISC processors. Something like Supermicro on the server side (which benefitted hugely from a similar relationship making nvidia cards into servers), or find some supplier on whatever market you think will pop because of RISC-V (automotive, military systems, etc). Basically whoever turns these processors into finished systems is probably a good bet, but I haven’t done enough research to know who that would be.

[PartiallyTyped]

I can see AWS developing a risc-v based cpu, like with gravitons as a competing offer.

disclaimer: this is pure speculation, I am not privy to any information, I am just a rando engineer.

[dboreham]

There's a vast amount of ocean boiling to do first, unless such a thing just emulates x86 or aarm64.

It took until...tomorrow for me to be able to run my workloads on arm. That only happened (hasn't 100% happened yet) because we had RPi and then the M1 forcing all the dependency folks to ship arm builds. I've never seen a RISC-V docker container...

[micvbang]

Thank you. Yes, I agree that it's a good idea to look for companies that create divided systems based on RISC-V. It's primarily these I've had trouble to identify :)