>Presumably Intel's shrinking Q1 2021 Data Center revenues are partly as a result of this.
It was both AMD and ARM.
There are many work loads that G2 offer immediate cost / performance advantage. AWS charges per vCPU, which is one thread on Intel/AMD and one Core on ARM. So you get ~30% performance improvement along with a ~30% lower cost for using ARM Graviton Series. Most of them have reported a total of 50% reduction in cost. For those that have hundreds if not thousands of EC2 running which fits that workload advantage, this is too much saving to pass on.
There are many SaaS running on EC2 that has mentioned their success on twitter and various other places.
Worth pointing out, this is with Amazon installing as many as they get from TSMC.
A few months ago on HN I wrote [1] about how half of the Intel DC market will be gone in a few years time.
Edit: Another point worth mentioning, this is as much of a threat to Medium and Smaller Size Cloud like Linode and DO where they dont have access to ARM (Yet). And even when they get it Amazon have the cost advantage of building their own instead of buying from a company ( Ampere ).
Linode and DO could always offer a physical x86 core instead of a virtual SMT core. It would cut into margins somewhat, but maybe Intel and AMD would be more willing to discount when they have to play defense. I think one problem for the x86 guys is that because the demand for chips far exceeds supply, they’re still doing “fine” or even “well” right now. So the threat from ARM may still be perceived on mostly an intellectual level instead of provoking the necessary visceral survival response.
It was both AMD and ARM.
There are many work loads that G2 offer immediate cost / performance advantage. AWS charges per vCPU, which is one thread on Intel/AMD and one Core on ARM. So you get ~30% performance improvement along with a ~30% lower cost for using ARM Graviton Series. Most of them have reported a total of 50% reduction in cost. For those that have hundreds if not thousands of EC2 running which fits that workload advantage, this is too much saving to pass on.
There are many SaaS running on EC2 that has mentioned their success on twitter and various other places.
Worth pointing out, this is with Amazon installing as many as they get from TSMC.
A few months ago on HN I wrote [1] about how half of the Intel DC market will be gone in a few years time.
Edit: Another point worth mentioning, this is as much of a threat to Medium and Smaller Size Cloud like Linode and DO where they dont have access to ARM (Yet). And even when they get it Amazon have the cost advantage of building their own instead of buying from a company ( Ampere ).
[1] https://news.ycombinator.com/item?id=25808856