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Comment by cbmuser | Hacker News Reader

Sounds like x86-64 is starting to lose some of it’s market share very soon.

Half of all CPUs in AWS are ARM already.

Update: "Over the last two years, more than 50 percent of all the CPU capacity landed in our datacenters was on AWS Graviton." So not half of all but getting there. https://www.nextplatform.com/2024/12/03/aws-reaps-the-benefi...

I just looked it up - that is a mistaken statistic. 50% of their CPUs are not Arm, but AWS has 50% of all server-side Arm CPUs.

"But that total is beaten by just one company – Amazon – which has slightly above 50 percent of all Arm server CPUs in the world deployed in its Amazon Web Services (AWS) datacenters, said the analyst."[0]

[0]: https://www.theregister.com/2023/08/08/amazon_arm_servers/

In part that'll be because they mandated every service team migrate to ARM. Service teams had to have extensive justification to avoid it. With good reason, too, the reason for the effort was the significant cost savings.

And one presumes also gave them incredible leverage on negotiating future chip buys from AMD/Intel. There must be so much fear of not getting their chips into AWS by now that I can only imagine they're selling near cost.

Not to mention no one pays AMD or Intel the Suggested Retail Price for those CPU. You could expect any larger order from DELL or M$ / Google to be 50% off those prices. Of course Amphere would offer some discount as well but when you put together and the performance the difference isn't as big as most claimed.

That quote says that half of all new CPUs are Graviton. Very different.

Yup,

https://www.google.com/finance/quote/INTC:NASDAQ?sa=X&ved=2a...

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