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mikegg said:
Should make it clear that this is x86 market share. As a whole, x86 is shrinking market share compared to the entire CPU market.
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Every meaningful ARM CPU outside of smartphones is either attached to a hyperscaler, is a surrogate to a GPU that people actually want, or Apple who are not a merchant supplier and will never replace the bulk volume of Windows PCs.
Once Intel has their NVL-C2C CPUs, both DC and client, you can say goodbye to yet another failed Tegra experiment.
Merchant ARM in DC is super dead, nothing is in the same league as Turin let alone Venice.
Windows, well Qualcomm are going through it now and the majestic NV display core has doomed N1X to being too little, too late.
 
I always find it amusing when people claim that something will never happen. This reminds me of the late 80s / early 90s when people said x86 would never be in workstations or data center servers. One should never use the never adverb 🙂 Which doesn't mean I don't agree that it's boring to hear x86 is dying, it isn't, and I'd add alas.
 
branch_suggestion said:
Every meaningful ARM CPU outside of smartphones is either attached to a hyperscaler, is a surrogate to a GPU that people actually want, or Apple who are not a merchant supplier and will never replace the bulk volume of Windows PCs.
Once Intel has their NVL-C2C CPUs, both DC and client, you can say goodbye to yet another failed Tegra experiment.
Merchant ARM in DC is super dead, nothing is in the same league as Turin let alone Venice.
Windows, well Qualcomm are going through it now and the majestic NV display core has doomed N1X to being too little, too late.
Click to expand...

About DC: AWS says their ARM Graviton servers are more efficient than x86 and they sell them a lot cheaper than x86. Is that just because Graviton is Amazon's own ARM chip?

Or "merchant ARM in DC is super dead" just means self-hosting companies don't buy ARM servers?
 
fastandfurious6 said:
About DC: AWS says their ARM Graviton servers are more efficient than x86 and they sell them a lot cheaper than x86. Is that just because Graviton is Amazon's own ARM chip?

Or "merchant ARM in DC is super dead" just means self-hosting companies don't buy ARM servers?
Click to expand...
Graviton is not merchant ARM. It's in "attached to the hyperscaler category" the original author used😉

In other words, you cannot buy Graviton to use in your own company. You can only rent it from Amazon. The same story with Google and M$, each one of them has their own ARM cpu.
 
MS_AT said:
Graviton is not merchant ARM. It's in "attached to the hyperscaler category" the original author used😉

In other words, you cannot buy Graviton to use in your own company. You can only rent it from Amazon. The same story with Google and M$, each one of them has their own ARM cpu.
Click to expand...

It also doesn’t come close to matching current EPYC chips in terms of performance. It is optimized for cost. Both die area and performance/watt. Amazon does charge less, however they make more money due to higher margins on the compute, so of course they are going to hype it up.
 
eek2121 said:
It also doesn’t come close to matching current EPYC chips in terms of performance. It is optimized for cost. Both die area and performance/watt
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Oh no big dawg, GV4 and 5 both are focused on perf.
GV5 in particular is an expensive 192c SoIC shebang with Actual Real LLC too.
 
$AMD currently down 14%, Micron dipping below $400, looks like the smart money is starting to hedge their AI bets.
 
branch_suggestion said:
Every meaningful ARM CPU outside of smartphones is either attached to a hyperscaler, is a surrogate to a GPU that people actually want, or Apple who are not a merchant supplier and will never replace the bulk volume of Windows PCs.
Once Intel has their NVL-C2C CPUs, both DC and client, you can say goodbye to yet another failed Tegra experiment.
Merchant ARM in DC is super dead, nothing is in the same league as Turin let alone Venice.
Windows, well Qualcomm are going through it now and the majestic NV display core has doomed N1X to being too little, too late.
Click to expand...
Nah, Nvidia has ways to push their stuff into the market. So their Grace/etc processors probably manage to sell even if they aren't that good, iirc.

Back when gaming GPUs were they main driver, I think they had a scheme where they basically extorted the card vendors and OEMs like this: if you wanted their highest performance GPUs (during the periods of high demand), you had to order bundles of relatively trash products (that wouldn't sell so well otherwise) together with them, like the MX chips, or old obsolete lowend chips that kept shipping for years and years.
When that worked, it killed two birds with one stone, earning extra revenue but also marketshare - since the Nvidia clients now held bags of those trash chips, it was now their task to sell them, so they might have cut orders of competing GPUs and go out of their way to put trash lowend dedicated Nvidia GPUs into laptops. It might have helped Nvidia get the nigh monopoly marketshare they have.

Now they can use similar tactics in servers, since the big corps have high demand for the datacenter GPUs so they may be similarly open to extortion.
 
How it's possible Nintendo chose Tegra with 8nm tech from 2021 for their brand new Switch 2 while the rest of the world is putting a 4nm literal desktop flagship CPU + high-mid range GPU in a 8 inch handheld is beyond me
 
fastandfurious6 said:
How it's possible Nintendo chose Tegra with 8nm tech from 2021 for their brand new Switch 2 while the rest of the world is putting a 4nm literal desktop flagship CPU + high-mid range GPU in a 8 inch handheld is beyond me
Click to expand...
Handhelds don’t need more than 8nm for the mass market. Also Nintendo has ip
 
poke01 said:
Handhelds don’t need more than 8nm for the mass market. Also Nintendo has ip
Click to expand...

Just the opposite. They really cut down the clock speed in portable mode. Would have been nice with some Samsung node later than 8 nm.

fastandfurious6 said:
How it's possible Nintendo chose Tegra with 8nm tech from 2021 for their brand new Switch 2 while the rest of the world is putting a 4nm literal desktop flagship CPU + high-mid range GPU in a 8 inch handheld is beyond me
Click to expand...

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Speaking of consoles, I am impressed that they are still getting ~800M from Gaming. XBox Series sales are kinda dead with the price hikes, and it's only a matter of time before Sony hikes some more too.
 
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