I wonder when and how Azure and Google Cloud will compete with AWS in this market.
They could buy ARM processors available in the market, but I doubt they will be able to get them as cheap as AWS who builds their own.
They could buy ARM processors available in the market, but I doubt they will be able to get them as cheap as AWS who builds their own.
Google had the software stack ready for internal workload longtime ago, PowerPC was used
https://www.forbes.com/sites/patrickmoorhead/2018/03/19/head...
It feels like Google has been directing their in-house designs on ML/TPUs while Amazon went all in on ARM. It will be interesting to see how those bets pay off.
Huawei makes their own silicon and servers with that silicon — also only internal, not available on huaweicloud :(
The only other player is Scaleway who bought first gen Cavium ThunderX's way back when. And Packet of course but that's bare metal only, no cheap small VPSes.
- Reliability (performance and availability) could be below Azure standards
- Supply chain maturity - they may have difficulty scaling procurement and deployment to meet orders
- Lock in - major cloud providers typically provide product guarantees with forenotice on the order of years before a deprecation. It's a big commitment to launch a product externally.
- Business case - maybe the TCO doesn't make sense when compared with Azure's data on demand and price point
I'm excited to see the price drop when Elasticache moves to ARM.
No, but they've been working closely with Qualcomm since the Windows Phone 7 days (10 years ago). Their recent Surface Pro X runs a customized Snapdragon 8cx dubbed "Microsoft SQ1".
I wonder if it could help bringing ARM to Azure.
It is not like Google or Microsoft does not have the expertise in house for these task. The Core and Interconnect on Graviton2 are licensed from ARM based on Neoverse. It is Fabbed on TSMC 7nm.
While there are still a lot going on with customisation, I would not be surprised if ARM have have a few solution on hand already.
The cost advantage of fabbing its own CPU is so huge, it is only a matter of time Google or Microsoft make their own CPU to compete.
I'd considering x86 in their environment but never anything I can't immediately port somewhere else.
Stock ARM maybe. Anything boutique? Nope.