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AMD outsells Intel in the datacenter space

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499 points baal80spam | 2 comments | 05 Nov 24 19:27 UTC | HN request time: 0s | source
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gautamcgoel ◴[05 Nov 24 20:46 UTC] No.42055008[source]▶
Damn, first Intel missed out on Mobile, then it fumbled AI, and now it's being seriously challenged on its home turf. Pat has his work cut out for him.
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kevin_thibedeau ◴[05 Nov 24 21:29 UTC] No.42055329[source]▶
They didn't miss out. They owned the most desirable mobile platform in StrongARM and cast it aside. They are the footgun masters.
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hajile ◴[05 Nov 24 21:50 UTC] No.42055486[source]▶
They killed StrongARM because they believed the x86 Atom design could compete. Turns out that it couldn't and most of the phones with it weren't that great.

Intel should be focused on an x86+RISC-V hybrid chip design where they can control an upcoming ecosystem while also offering a migration path for businesses that will pay the bills for decades to come.

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Keyframe ◴[05 Nov 24 22:33 UTC] No.42055769[source]▶
Maybe I'm just spitting out random BS, but if I understood Keller correctly when he spoke about Zen that (for it) it's not really a problem to change frontend ISA as large chunk of work is on the backend anyways. If that's the case in general with modern processors, would be cool to see a hybrid that can be switched from x86_64 to RISC-V and, to add even more avangarde to it, associate a core or few of FPGA on the same die. Intel, get on it!
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1. mshockwave ◴[06 Nov 24 06:30 UTC] No.42057558[source]▶
Reminds me that's also many people's speculation on how Qualcomm builds their RISCV chips -- swap an ARM decoder for a RISCV one.
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2. hajile ◴[06 Nov 24 19:35 UTC] No.42068002[source]▶
That's not speculation.

Qualcomm made a 216-page proposal for their Znew[0] "extension".

It was basically "completely change RISC-V to do what Arm is doing". The only reason for this was that it would allow a super-fast transition from ARM to RISC-V. It was rejected HARD by all the other members.

Qualcomm is still making large investments into RISC-V. I saw an article estimating that the real reason for the Qualcomm v Arm lawsuit is that Qualcomm's old royalties were 2.5-3% while the new royalties would be 4-5.5%. We're talking about billions of dollars and that's plenty of incentive for Qualcomm to switch ISAs. Why should they pay billions for the privilege of designing their own CPUs?

[0] https://lists.riscv.org/g/tech-profiles/attachment/332/0/cod...