I really see it two ways, the fact that Talos has real hardware that isn't priced up in the stratosphere (it's not cheap, but it's not insane) and then the ISA being opened. Those are giant steps for a company like IBM. At the same time, as big as those steps are for IBM, they seem like pretty small steps in terms of taking on the world with this stuff.
Throw in something like the full G5 design? We might be talking about something different.
I think all the major non-IBM POWER folks are at Apple these days and you know which architecture they are working on!
The IBM folks really, REALLY understand how to design a secure core and chip, plus the decades learning how to make a fast and relatively efficient core. RISC-V is simply in a far more nascent state, trying to push it to POWER9 performance (let alone AMD performance) is like saying a toddler just learning to walk will win a 10k marathon tomorrow. Eventually that may happen, but not in one day, more like 20 years. ;). And when you start chasing performance, who is doing the actual hard, tedious work of verification and making sure security flaws aren't being accidentally introduced into the implementation?
POWER is interesting to me because we get mature tooling on a proven ISA that can be built and run on high performance chips today. No more cross compiling, no more pure emulation required to do soft core work. That in and of itself is huge in the embedded space, and honestly I'd love to see the experimental and interesting cores currently decoding RISC-V ported to decode ppc64 -- all the sudden real comparisons on performance etc. for identical binaries become possible, allowing proper comparison of core design ideas under real world loading. No more guessing and having to take on pure faith that the performance difference is down to ISA or compiler performance -- either your core is faster / more efficient on the sane binary, or it's not!
But IBM’s announcement is simply the ISA itself being open sourced (with some patent IP). Apart from an FPGA soft core there’s no RTL/VHDL. If you want to make silicon you’ll be starting basically from scratch.
What if the existing RISC-V and other academic cores are already good enough for a lot of people? The instruction decoder is a relatively small part of the CPU, swap that out and you suddenly get new SoCs that can run the existing POWER software base (that means proven toolchains, vector accelerated applications, etc.). Right now RISC-V doesn't even have vector instructions per se; adding all that support to the entire tooling seems like a lot of effort for not much gain when you can simply implement VSX in the hardware and use the existing tooling for it.
I keep hearing the open RISC-V cores are going to be very fast very soon. If that's true, how would an IBM provided core help versus an instruction decoder swap on one of those and some tuning?
Just opening the ISA doesn't mean that new players can start spitting out processors based on it tomorrow or even next year. And why would they want to? Power was never in remotely the same position that x86 is/was re: binary compatibility so being able to say 'Power compatible' doesn't carry much weight. An ISA which has been a minority player but around for a long time is more likely a liability than an asset.
I can, however, buy a wide range of PowerPC CPUs, for a wide range of applications. From embedded applications, like routers, to laptops, desktops, workstations, high-end servers, up to super-computer class CPUs.
https://www.theregister.co.uk/2018/08/22/fujitsu_post_k_a64f...
Fujitsu had already built SuperSPARC-based supercomputers, and Oracle recently ported their Red Hat clone to AArch64 (no legacy 32-bit or Thumb) and produced an ISO for the PI-3.
Fujitsu is saying that their ARM implementation is the fastest server processor available, ahead of Intel.
I mean it should be obvious. The ISA does not dictate memory performance, micro architecture, clock frequencies, manufacturing processes, number of cores, maximum allowed power consumption, etc. All of those affect performance but are independent of the ISA.