Coming Soon: AWS Graviton2 Processor for AWS
If Intel makes it out of the current soup with its dominance intact it will make for an interesting case study. Think they are facing the perfect storm on multiple fronts.<p>a. The 10nm process fiasco<p>b. Missing the chiplet concept<p>c. ISA fragmentation - AVX512 which was supposed to be the next big thing was server CPU side only till recently and downclocks the entire chip when used making it extremely hard to reason about whether it makes sense to use it for mixed workloads.<p>d. With a move to more distributed programming models the network is often in the critical path now, making cpu performance less relevant for many workloads<p>e. ARM eating their lunch in mobile<p>f. Nvidia eating their lunch with GPGPU<p>g. Big players are increasingly building accelerators for critical workloads that offer better power &#x2F; performance<p>h. Strong execution from AMD for the first time in over a decade<p>i. GUIs moving to browsers and a lot of compute moving to runtime based languages like Python&#x2F;JS means that any new ISA features are initially hard to utilize in killer apps on the client side. So if Intel ships a killer new set of instructions there is a significant lag between it doing something useful for the user.