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The other company I can think of focusing on F64 is Fujitsu with its A64FX processor. This is an ARM64 with really meaty SIMD to get 3TFLOP of FP64.

I guess it it hard to compare chip for chip but the question is, if you are building a supercomputer (and we ignore pressure to buy sovereign) then which is better bang for the buck on representative workloads?

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If Fujitsu only releases one processor every 8 years they're going to be behind for most of the time.

All processors are inherently behind. First research comes out or standards are made, then much time later silicon is fabbed. For example, pcie gen 6 was ratified years ago, but there's nothing I've seen that uses it. Maybe you could argue that their silicon is behind others' but it's all about what their market is and what their customers are demanding.

Also, in the case of the kind of chips we are talking about, the cadence is probably tied to contracts and projects. If the government built supercomputers more often then the chips would get updated more quickly?

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