Intel And AMD Are In Danger
Intel and AMD are in danger, with open fronts everywhere, battling processors that a few years ago did not exist or posed no risk to their duopoly. Now the latest threat has just been announced, and this time it comes again from Europe.
The French company SiPearl will use the ARM architecture to develop three new CPUs with which to build the first European exascale supercomputer – that is, a machine capable of processing 1 trillion-trillion (one American quintillion) of floating-point operations per second.
According to AnandTech, the Paris-based company has signed an agreement to license ARM’s Zeus Neoverse architecture to develop and manufacture three new CPUs: Rhea, Chronos, and another as-yet-unnamed model. SiPearl is supported by the European Processors Initiative of the European Commission. Theoretically, the processors will materialize in just four years, a very ambitious but feasible calendar with the work already done by ARM.
The goal of this new supercomputer is to have exascale power but with extremely low power consumption, the strength of ARM chips, and something against which neither Intel nor AMD can compete with its x86 architecture.
And although SiPearl is not going to produce processors for laptops and PCs, nor is it going to compete directly against the Ampere Altra, AMD Epyc or Intel Xeon, both for Intel and AMD – which are the world’s leading providers of CPUs for computing centers – this It will represent a blow. Not so much economic, that also, as to its prestige as reference brands in this market.
Amazon Graviton 2
In addition to these SiPearl chips in the high-performance supercomputing industry, they have another looming danger on the farm front for cloud services: the Amazon Graviton2. The new CPU designed by Amazon for use in its process centers, perhaps the most important in the world, represents a great threat to AMD and Intel server chips. Amazon is one of their biggest customers for the two companies, and it appears they are going to lose it. Not only that: The Amazon S3 cloud storage and processing platform serve millions of companies, which are now indirect customers of AMD and Intel.
The third front is consumer electronics. And there are two powerful players. On the one hand Qualcomm and its Snapdragon architecture. Qualcomm is working with Microsoft to develop proprietary processors for the Surface line.
For the Redmond company, it is essential to have an extremely fast processor with very low consumption. At the moment, Intel does not allow them to compete with the Apple iPad Pro, for example. And if Microsoft migrates Windows to this new ARM-based architecture, and developers follow suit, it could change the direction of the PC and laptop market.