ARM being a good idea doesn't mean it would have worked for AMD

By: anon2 (anon.delete@this.anon.com), February 22, 2021 8:28 pm
Room: Moderated Discussions
Linus Torvalds (torvalds.delete@this.linux-foundation.org) on February 22, 2021 5:06 pm wrote:
> Dummond D. Slow (mental.delete@this.protozoa.us) on February 22, 2021 1:34 pm wrote:
> >
> > I don't disagree on the principle but hurdles for getting into phone market are
> > so high it makes almost no sense to try to butt in forcefully - for AMD.
>
> The only place I see AMD succeeding with an ARM strategy would be
> with a strong partner that didn't want to do their own chips.
>
> The main one that comes to mind is Microsoft, but they went with Qualcomm. That end
> result obviously hasn't been earth-shattering, but it's not like MS has really shown
> any inclination of going all-in on ARM, so who knows where the blame lies.
>
> The server (mainly big cloud providers) market seems to just want to do their own chips entirely,
> and it's not clear what would be in it for AMD. That market would seem to make more sense
> for a small chip house that wants to be bought out, than for somebody like AMD.
>
> The phone/tablet market is already locked in, as you say.
>
> So what ARM market does that leave AMD? They can't create a market for ARM chips on their
> own, and the existing ones don't seem like great fits. A Surface partnership with Microsoft
> still seems like the best option to me, but you'd have to have a great core and go to MS and
> say "look, the Qualcomm partnership isn't doing it for you, here's what we can do".
>
> And then hope that the WARM market really takes off.
>
> Considering how well AMD is doing on the x86 side, they may not have a lot of incentive
> to really try to grow the WARM market, though. Yeah, competing against Intel isn't
> always wonderful, but competing against everybody else doesn't seem to be the solution
> either. Waiting for Intel to stumble seems to have worked out for them.
>
> Linus

x86 is a _massive_ advantage everywhere except mobile. PC / desktop, Windows server, even Linux server. Yes Linux server. ARM is there but it is a long long way off the support and tools and polish. Intel alone has pumped millions into this for many years, along with many other open and proprietary ISVs, maintainers, packages. And the fact is almost all open (and closed) source developers of Linux software use x86 workstations, and among desktop/server software almost all the installed base uses x86 machines.

Yes ARM can certainly leverage a lot of that in a way they can't with purely closed source ecosystems, yes one day they might turn the tables, but to say today there's no difference between one and the other would just be laughable naivety of reality.

AMD would be utterly stupid to give up their x86 ace right now and boost ARM with their PC/server designs. Not even if their processors would be 20% faster using ARM, because they already have the performance crown with the much more valuable x86. If one day they found themselves permanently unable to compete with Intel and yet found some advantage with ARM, then maybe it might make sense to switch over. I'm of the opinion they were exploring this when they realized that they could actually build a competitive x86 core and so throwing out ARM was the obvious choice.
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TopicPosted ByDate
New Lex Fridman interview with Jim KellerJohnG2021/02/20 12:25 AM
  12:30 "[ISA] do not matter very much" (NT)Moritz2021/02/20 10:45 AM
    AAARGH, what are we going to argue about then? (NT)j2021/02/20 03:43 PM
    Blasphemy! (NT):]2021/02/21 05:49 AM
    12:30 "[ISA] do not matter very much"anon22021/02/21 11:25 PM
      12:30 "[ISA] do not matter very much"Brett2021/02/22 12:59 AM
        12:30 "[ISA] do not matter very much"Etienne Lorrain2021/02/22 02:17 AM
      12:30 "[ISA] do not matter very much"Dummond D. Slow2021/02/22 09:57 AM
        12:30 "[ISA] do not matter very much"Anon2021/02/22 11:52 AM
          12:30 "[ISA] do not matter very much"juanrga2021/02/22 12:01 PM
          12:30 "[ISA] do not matter very much"Mark Roulo2021/02/22 12:54 PM
          ARM being a good idea doesn't mean it would have worked for AMDDummond D. Slow2021/02/22 02:34 PM
            ARM being a good idea doesn't mean it would have worked for AMDAnon2021/02/22 04:25 PM
              ARM being a good idea doesn't mean it would have worked for AMDDummond D. Slow2021/02/22 05:55 PM
                ARM being a good idea doesn't mean it would have worked for AMDDoug S2021/02/23 01:03 PM
                  ARM being a good idea doesn't mean it would have worked for AMDDummond D. Slow2021/02/23 01:27 PM
                    ARM being a good idea doesn't mean it would have worked for AMDBrett2021/02/23 04:57 PM
                      3rd parties licensing ARM coresAnon2021/02/25 05:01 AM
                        3rd parties licensing ARM coresAnon2021/02/25 05:48 AM
                        3rd parties licensing ARM coresdmcq2021/02/25 07:01 AM
                          3rd parties licensing ARM coresDummond D. Slow2021/02/25 10:17 AM
                            3rd parties licensing ARM coresAnon2021/02/25 11:11 AM
                              3rd parties licensing ARM coresAnon2021/02/26 03:54 AM
                              3rd parties licensing ARM coresDummond D. Slow2021/02/26 11:01 AM
            ARM being a good idea doesn't mean it would have worked for AMDLinus Torvalds2021/02/22 06:06 PM
              ARM being a good idea doesn't mean it would have worked for AMDDummond D. Slow2021/02/22 08:19 PM
              ARM being a good idea doesn't mean it would have worked for AMDanon22021/02/22 08:28 PM
              ARM being a good idea doesn't mean it would have worked for AMDdmcq2021/02/23 06:35 AM
                ARM being a good idea doesn't mean it would have worked for AMDJukka Larja2021/02/23 08:12 AM
                  ARM being a good idea doesn't mean it would have worked for AMDSimon Farnsworth2021/02/23 09:42 AM
                    ARM being a good idea doesn't mean it would have worked for AMDJukka Larja2021/02/24 07:03 AM
                ARM may have been a threat to Intelwumpus2021/02/23 09:30 AM
      12:30 "[ISA] do not matter very much"blaine2021/02/22 10:37 AM
        12:30 "[ISA] do not matter very much"anon22021/02/22 08:17 PM
          12:30 "[ISA] do not matter very much"Anon2021/02/23 04:05 AM
            12:30 "[ISA] do not matter very much"Wilco2021/02/23 04:48 AM
              12:30 "[ISA] do not matter very much"Bigos2021/02/23 04:55 AM
                12:30 "[ISA] do not matter very much"Wilco2021/02/23 05:15 AM
                  12:30 "[ISA] do not matter very much"Bigos2021/02/23 06:16 AM
                12:30 "[ISA] do not matter very much"Travis Downs2021/02/27 12:46 AM
              12:30 "[ISA] do not matter very much"Anon2021/02/23 07:26 AM
                12:30 "[ISA] do not matter very much"anon22021/02/23 05:35 PM
                  12:30 "[ISA] do not matter very much"Anon2021/02/24 08:57 AM
                12:30 "[ISA] do not matter very much"Wilco2021/02/24 05:37 AM
                  12:30 "[ISA] do not matter very much"Etienne Lorrain2021/02/24 07:24 AM
                    12:30 "[ISA] do not matter very much"Anon2021/02/24 09:11 AM
                    12:30 "[ISA] do not matter very much"rwessel2021/02/24 09:45 AM
                      12:30 "[ISA] do not matter very much"Etienne Lorrain2021/02/25 02:02 AM
                        12:30 "[ISA] do not matter very much"rwessel2021/02/25 05:51 AM
                        12:30 "[ISA] do not matter very much"Anon2021/02/25 05:53 AM
                  12:30 "[ISA] do not matter very much"Anon2021/02/24 09:07 AM
                    12:30 "[ISA] do not matter very much"Wilco2021/02/24 12:37 PM
                      runtime selection vs. heterogenous cores?Matt Sayler2021/02/24 07:10 PM
                        runtime selection vs. heterogenous cores?Wilco2021/02/26 06:22 AM
            12:30 "[ISA] do not matter very much"anon22021/02/23 05:20 AM
              12:30 "[ISA] do not matter very much"Anon2021/02/23 07:21 AM
                12:30 "[ISA] do not matter very much"none2021/02/23 08:37 AM
                  12:30 "[ISA] do not matter very much"rwessel2021/02/23 10:44 AM
                    12:30 "[ISA] do not matter very much"anon22021/02/23 05:30 PM
                      12:30 "[ISA] do not matter very much"Anon2021/02/24 09:25 AM
                        12:30 "[ISA] do not matter very much"anon.12021/02/25 07:13 AM
                  12:30 "[ISA] do not matter very much"Anon2021/02/24 09:44 AM
                12:30 "[ISA] do not matter very much"anon22021/02/23 04:51 PM
                  12:30 "[ISA] do not matter very much"Anon2021/02/24 09:31 AM
            12:30 "[ISA] do not matter very much"vvid2021/02/23 07:41 AM
              12:30 "[ISA] do not matter very much"Michael S2021/02/23 09:52 AM
                12:30 "[ISA] do not matter very much"rwessel2021/02/23 10:33 AM
                  12:30 "[ISA] do not matter very much"Linus Torvalds2021/02/23 12:44 PM
                    12:30 "[ISA] do not matter very much"rwessel2021/02/23 01:21 PM
                      12:30 "[ISA] do not matter very much"Linus Torvalds2021/02/23 01:30 PM
                        12:30 "[ISA] do not matter very much"Andrey2021/02/25 04:06 AM
                          12:30 "[ISA] do not matter very much"Anon2021/02/25 06:04 AM
                            12:30 "[ISA] do not matter very much"Andrey2021/02/25 06:54 AM
                              12:30 "[ISA] do not matter very much"Anon2021/02/25 07:33 AM
                          12:30 "[ISA] do not matter very much"Linus Torvalds2021/02/25 11:35 AM
                            12:30 "[ISA] do not matter very much"Andrey2021/02/25 02:34 PM
                              12:30 "[ISA] do not matter very much"Etienne Lorrain2021/02/26 02:18 AM
                              12:30 "[ISA] do not matter very much"dmcq2021/02/26 04:23 PM
                12:30 "[ISA] do not matter very much"Anon2021/02/24 09:45 AM
              12:30 "[ISA] do not matter very much"Gabriele Svelto2021/02/23 10:15 AM
          Context of ISA doesn't matterPaul A. Clayton2021/02/26 01:03 PM
  Is there a text version? (NT)Foo_2021/02/20 05:33 PM
    good question (NT)Michael S2021/02/21 05:31 AM
    Is there a text version?:]2021/02/21 11:34 AM
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