Look at the figures, folks

By: Simon Farnsworth (simon.delete@this.farnz.org.uk), October 12, 2018 12:19 am
Room: Moderated Discussions
anon (anon.delete@this.anon.com) on October 11, 2018 3:49 pm wrote:
> AM (myname4rwt.delete@this.jee-male.com) on October 11, 2018 11:02 am wrote:
> > Foo_ (foo.delete@this.nomail.com) on October 11, 2018 10:22 am wrote:
> > > AM (myname4rwt.delete@this.jee-male.com) on October 11, 2018 9:15 am wrote:
> > > > And considering Cloudflare's well-known stance wrt ARM vs x86 (see e.g. https://www.datacenterknowledge.com/design/cloudflare-bets-arm-servers-it-expands-its-data-center-network)
> > > >
> > > >
> > > >
> > > > I suspect -- assuming Cloudflare folks are negotiation-smart -- they got these rejects not just for
> > > > free, but for a hefty subzero price, part of their deal being this blog post mentioning they're upgrading
> > > > their fleet to an off-roadmap/custom Intel CPU "offering considerable value in performance per watt".
> > >
> > > Why would Intel pay to advertise a CPU model that they don't want to sell?
> >
> > Not to advertise a "CPU model", but for Cloudflare staying with
> > Intel -- their ARM intentions are well-known (link above).
> >
> > > > With Centriq, ThunderX2, and finally Ampere eMAG servers available (https://insidehpc.com/2018/10/ampere-augments-arm-servers-new-developer-platform/),
> > > >
> > > >
> > > >
> > > > I guess the value of such PR project targeted at various business execs is well worth
> > > > selling rejects at negative price to prevent someone size of Cloudflare switching to
> > > > ARM.
> > >
> > > There are not many companies "size of Cloudflare" (in # of servers) around the world, I think.
> > > And I doubt those companies make CPU architecture decisions by reading blog posts.
> >
> > Nothing more than sloppy wording on my part -- companies who consider, or are forced to consider,
> > power efficiency and computer density are surely not limited to size of Cloudflare.
>
> They're all already looking at ARM, AMD, some even POWER. They all have a strong interest to make non-Intel look
> good on their workloads even if they don't switch, to negotiate with Intel. PR has nothing to do with it.
>
And, since we're looking at figures, the important figure of merit is whether the ARM server chip vendors are going to make enough money to sustain the business in the medium term. The fact that Qualcomm has scaled down its server division is a bad sign in this regard, as is the dropping out of other players. Is this chip really good enough to survive anything AMD and Intel are going to do in the next 5 years?

Fundamentally, if you're moving to a new ISA to get competitive chips, you want a strong chance that there will be competitive products out there with the new ISA going forward. That means either a supplier that's showing an awareness that they could be waiting years for a return on investment and need to just keep going, or enough of a market that even if one supplier drops out, another will step in to reap the profits.

Right now, x86 has both of those - Intel provides the first, and the market for x86 CPUs allows AMD to provide the second. ARM nearly had the second with Cavium and Qualcomm both in it, and until Qualcomm downscaled their server team, they had the first, too.
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TopicPosted ByDate
Cloudflare jumps to custom Intelnobody in particular2018/10/10 07:55 AM
  Cloudflare jumps to custom Intelnone2018/10/10 08:25 AM
  Cloudflare jumps to custom Intelanon2018/10/10 08:39 AM
  Cloudflare jumps to custom IntelMaynard Handley2018/10/10 09:26 AM
    Cloudflare jumps to custom Intelnobody in particular2018/10/10 12:03 PM
      Cloudflare jumps to custom IntelWilco2018/10/10 12:25 PM
        Cloudflare jumps to custom Intelanon2018/10/10 01:07 PM
          Cloudflare jumps to custom Intelhobold2018/10/10 01:14 PM
          Cloudflare jumps to custom IntelWilco2018/10/10 01:58 PM
            Cloudflare jumps to custom Intelanon2018/10/10 07:56 PM
              Cloudflare jumps to custom IntelWilco2018/10/11 01:18 AM
                Cloudflare jumps to custom IntelMichael S2018/10/11 02:43 AM
                Cloudflare jumps to custom Intelanon2018/10/11 02:30 PM
          Cloudflare jumps to custom IntelBeastian2018/10/10 04:33 PM
            Cloudflare jumps to custom IntelDoug S2018/10/11 01:38 AM
          Qualcomm restructured server chip unitjuanrga2018/10/11 02:04 AM
            Qualcomm restructured server chip unitnone2018/10/11 03:38 AM
              Qualcomm restructured server chip unitMichael S2018/10/11 06:48 AM
                Qualcomm restructured server chip unitnone2018/10/11 08:15 AM
      Cloudflare jumps to custom Intelanon2018/10/10 12:29 PM
  Cloudflare jumps to custom IntelDoug S2018/10/10 11:10 AM
    Cloudflare jumps to custom Inteldmcq2018/10/10 11:27 AM
    Cloudflare jumps to custom Intelanon2018/10/10 02:07 PM
      Cloudflare jumps to custom IntelMichael S2018/10/11 03:06 AM
        Cloudflare jumps to custom Intelanon2018/10/11 06:02 AM
          Why can't two "computers" be on one board?Paul A. Clayton2018/10/11 06:49 PM
            Why can't two "computers" be on one board?rwessel2018/10/12 12:01 AM
              TwinBladesPaul A. Clayton2018/10/12 04:52 AM
            Why can't two "computers" be on one board?Doug S2018/10/12 01:01 AM
              Why can't two "computers" be on one board?Etienne2018/10/12 02:04 AM
              [O.T.] bladesMichael S2018/10/12 02:17 AM
                [O.T.] bladesAdrian2018/10/12 04:17 AM
              Why can't two "computers" be on one board?anon2018/10/12 03:04 AM
                Why can't two "computers" be on one board?rwessel2018/10/12 07:29 AM
                  Why can't two "computers" be on one board?anon2018/10/12 07:55 AM
              1S vs 2SWes Felter2018/10/12 01:30 PM
                1S vs 2SDoug S2018/10/12 02:35 PM
            Why can't two "computers" be on one board?anon2018/10/12 03:10 AM
            Why can't two "computers" be on one board?hobel2018/10/12 06:53 AM
      Cloudflare jumps to custom Intelanon.12018/10/11 09:16 AM
  Weird numbersjuanrga2018/10/11 02:11 AM
    Weird numbersanon2018/10/11 06:08 AM
      Weird numbersjuanrga2018/10/11 10:34 AM
        Weird numbersanon2018/10/11 11:24 AM
  Look at the figures, folksAM2018/10/11 08:15 AM
    Look at the figures, folksFoo_2018/10/11 09:22 AM
      Look at the figures, folksAM2018/10/11 10:02 AM
        Look at the figures, folksanon2018/10/11 02:49 PM
          Look at the figures, folksSimon Farnsworth2018/10/12 12:19 AM
            Some power efficiency figuresAM2018/10/12 03:59 AM
              Some power efficiency figuresSimon Farnsworth2018/10/12 09:00 AM
                Some power efficiency figuresMaynard Handley2018/10/12 09:33 AM
                  Some power efficiency figuresSimon Farnsworth2018/10/12 10:51 AM
                    Some power efficiency figuresanon2018/10/12 12:55 PM
                    Some power efficiency figuresMaynard Handley2018/10/12 02:37 PM
                      Some power efficiency figuresanon2018/10/12 03:04 PM
                        Some power efficiency figuresMaynard Handley2018/10/12 03:16 PM
                          Some power efficiency figuresanon2018/10/13 01:13 AM
                          Some power efficiency figuresanon2018/10/13 04:06 AM
                      Some power efficiency figuresSimon Farnsworth2018/10/13 03:52 AM
                        Some power efficiency figuresanon2018/10/13 04:17 AM
                Reread what you saidAM2018/10/14 08:14 AM
          Important clue for several postersAM2018/10/12 03:48 AM
            Important clue for several postersjuanrga2018/10/12 09:07 AM
              Important clue for several postersWilco2018/10/12 12:50 PM
                Thanks (NT)juanrga2018/10/13 03:17 AM
            Important clue for several postersWes Felter2018/10/12 01:42 PM
              Important clue for several postersAM2018/10/14 08:00 AM
                Cloudflare CPU has better perf/WDavid Kanter2018/10/15 07:39 AM
                  Cloudflare CPU has better perf/Wanon2018/10/15 08:10 AM
                    Cloudflare CPU has better perf/WDavid Kanter2018/10/15 10:09 AM
                      Cloudflare CPU has better perf/Wanon2018/10/15 11:52 AM
            Important clue for several postersanon2018/10/13 01:20 AM
              Important clue for several postersAM2018/10/14 07:58 AM
                Important clue for several postersanon2018/10/14 02:29 PM
                  Important clue for several postersAM2018/10/16 09:18 AM
                    Important clue for several postersanon2018/10/16 10:35 AM
                    Important clue for several postersanon2018/10/17 03:01 PM
    Look at the figures, folksDavid Kanter2018/10/13 05:08 AM
      Look at the figures, folksAM2018/10/14 07:50 AM
        Look at the figures, folksDavid Kanter2018/10/14 08:25 PM
          Look at the figures, folksMichael S2018/10/15 01:16 AM
            What?!AM2018/10/16 09:12 AM
          ARM servers in AzureMichael S2018/10/15 01:19 AM
            ARM servers in Azurejuanrga2018/10/15 04:41 AM
              ARM servers in AzureMichael S2018/10/15 04:46 AM
              ARM servers in AzureAnon2018/10/15 04:54 AM
                ARM servers in Azureanon2018/10/15 06:40 AM
          Look at the figures, folksAM2018/10/16 09:07 AM
        Look at the figures, folksMichael S2018/10/15 01:25 AM
        What figures?someone2018/10/15 04:35 AM
          What figures?AM2018/10/16 09:03 AM
            What figures?someone2018/10/17 07:19 AM
              What figures?wumpus2018/10/18 07:46 AM
      Look at the figures, folksJames2018/10/15 04:16 AM
        Look at the figures, folksAnne O. Nymous2018/10/15 04:31 AM
          Look at the figures, folksanonymou52018/10/15 04:47 AM
            Look at the figures, folksAnne O. Nymous2018/10/15 04:55 AM
        Watch the financial reportsAnon2018/10/15 05:00 AM
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