By: Anon4 (Anon.delete@this.example.com), June 4, 2022 10:31 am
Room: Moderated Discussions
Doug S (foo.delete@this.bar.bar) on June 4, 2022 9:04 am wrote:
> Qualcomm already tried ARM servers, after they had been in the client business for years.
> They gave up back in 2018. Maybe having higher performance cores will help, but in the
> meantime the big cloud companies have gone all-in on designing their own chips so the highest
> volume potential market for ARM server CPUs has been permanently closed off.
What happened was they needed to save a large amount of money quickly due to an activist shareholder. A division that had large costs and no revenue yet was always going to be the first thing to be cut.
As you suggest the market into the hyperscalers is probably closed off however there are quite a lot of companies which don't have the scale to do their own chip designs but never the less are a large enough market to be worth targeting with either a semi custom server design or an off the shelf blade design.
> Qualcomm already tried ARM servers, after they had been in the client business for years.
> They gave up back in 2018. Maybe having higher performance cores will help, but in the
> meantime the big cloud companies have gone all-in on designing their own chips so the highest
> volume potential market for ARM server CPUs has been permanently closed off.
What happened was they needed to save a large amount of money quickly due to an activist shareholder. A division that had large costs and no revenue yet was always going to be the first thing to be cut.
As you suggest the market into the hyperscalers is probably closed off however there are quite a lot of companies which don't have the scale to do their own chip designs but never the less are a large enough market to be worth targeting with either a semi custom server design or an off the shelf blade design.
