Originally posted by duby229
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And she has succeeded beyond everyone's wildest imagination. By going full tilt boogie, balls to the wall, forever more x86.
Now....everything is turning on a dime. I have said this 1000's of times and NO ONE has been able to prove me wrong. It is MUCH easier to add powerful features to the ARM ISA and Architecture and STILL keep your power draw down to acceptable levels for consumer computing than for x86 to SHED features that DECREASE compute capability to meet stringent mobile and portable personal computing needs.
But that is also true for the Hyperscalers and the Cloud guys. They are getting eaten alive on power bills for all their big iron x86 racks chock a block full of Intel Xeons, AMD EPYCs and Nvidia GPU boxes.
There is a reason now that the #1 Supercomputer in the Top500 list of Supercomputers in terms of compute power is ARM based. That is also the reason that the very same Supercomputer is ALSO #1 in the Top500 GREEN Supercomputers.
x86 is now legacy. Intel and AMD will never be able to get a raw performace increase vector NOR a Compute Power per Watt performance increase vector than the ARM world can. Nor can Intel or AMD match the heterogeneity of their SoCs with what ARM has now. AMD tried in the mid 2000s and gave up after Bristol Ridge on 2016. Intel has NEVER had one. Nvidia has done it.....by....you guessed it....becoming an ARM licensee and now the OWNER of ARM.
The Age of ARM is here. From the smallest embedded IoT device and wearable, to every Automobile, to every industrial component, to every Smart Phone and Smart Device....and soon every PC, laptop, Chromebook all the way up to Servers and Supers.
Nvidia did what AMD should have done but were nearly bankrupt at the time so they couldn't. AMD should have bought ARM. But it's too late now. Intel now is a GPU manufacturer like AMD. Nvidia is now a CPU manufacturer like Intel and AMD. AMD is on a tear with EPYC and Zen but like the early Athlons and Opterons during Intel's DISASTEROUS Pentium 4 and Itanium days, AMD's days are numbered. Yes...Intel is out of the Server market for at least 2 years with a viable product because they STILL don't know how to make a 10nm CPU at scale....much less 7nm or less.
But an Intel with its back against the wall and facing existential threats from ARM, Nvidia AND AMD is still a VERY DANGEROUS Intel. WIth their move to a BIG.LITTLE heterogeneous Arch like ARM AND having a decent GPU arch now after 50 years of being only a CPU company AND having a very competent compute API in OneAPI means that AMD probably has about 3 years left to put the pedal to the metal before Intel pulls their head out of their asses and bitch slaps AMD back. And then AMD has to fall back to just making CPUs that are simply cheaper than Intel without having the extreme power per dollar metric they now enjoy over Intel.
By then....AMD will be mightily squeezed between an insurgent Intel on the x86 side and the leader of the Age of ARM with Nvidia on the other side. The consumer world by 2025 will be firmly ensconced with ARM, particularly on the budget end which AMD used to rule and Intel which will always use the Marketing kickback scheme to manufacturers to defray costs to make sure that most non ARM consumer gear has the "Intel Inside" sticker on the case or laptop firmly attached with Super Glue.
Which means AMD is going to be in a world of hurt by the end of the decade.
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