Hardware Podcasts

Episode 24: The Arm CPU Datacenter Potential

The Circuit · 9 Jul 2023 · 39m · Episode 26

What this episode covers

Ben Bajarin and Jay Goldberg discuss the potential of Arm CPUs in the data center, highlighting Oracle's decision to port its core database software to Ampere's Arm-based silicon as a major milestone in overcoming software barriers. They analyze the shift toward 'cloud native' workloads, noting that while Arm is competitive with x86 for general web and database applications, the future lies in AI inference and specialized accelerators like Google's VCU. The hosts debate whether this represents an inflection point for Arm's market share, given its licensing model's challenge in extracting value from lower-volume server units compared to mobile devices.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Arm, Ampere, Oracle, Intel, AMD, NVIDIA, Qualcomm, Amazon, Google, Microsoft, Alibaba, HPE
Products
Graviton, Neoverse, VCU, DPU
Chips
RISC-V

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