9/20/2023 0 Comments Arm neoverse coresInitially, ARM said Neoverse would power “a new class of cloud servers that manage the networking, storage, and security workloads”, and with the AWS deal, it is expanding to application processor workloads too. The new designs, which were codenamed Ares, are on 7nm, and then it will move to Zeus (7nm+), and then Poseidon (5nm). Neoverse was originally on the 16-nanometer Cosmos design, but ARM says it will be pushing forward with a new generation each year. It scored a big hit a few weeks later when Amazon AWS said it had used the architecture for some of its A1 Graviton processors, which support new EC2 computing instances for its customers – at a lower cost than instances using Intel architecture. Neoverse made its debut in October, as the overall brand for ARM’s server processors, differentiating this from the general Cortex brand for all CPU designs. While ARM’s initial server-oriented processor cores were fairly generic, the latest Neoverse offerings are more specifically geared to cloud, edge and 5G workloads. ![]() To date, SoCs based on ARM cores have made their deepest inroads in comms gear, where Intel is strong too and in storage servers. The ARM-based server chips which have achieved sales have mainly targeted sectors like Cloud-RAN or the offload or acceleration of web processes, as well as comms, rather than more traditional data center processors, where Intel Xeon still reigns supreme. If ARM designs are to succeed in the data center, the most likely market will be cloud applications, which need the lean, power-efficient hallmarks of the ARM platform. Qualcomm has put its server processor on the back burner for now Marvell, courtesy of its Cavium purchase, is the main player.īut Huawei recently launched an ARM-based server processor, the Kunpeng 920, heavily targeted at cloud applications, and now ARM has launched two new platforms in its Neoverse family, the N1 and E1, targeting high performance cloud and edge, as well as comms, applications. ![]() But the x86 processor remains the core of its business, and so far it has done a good job of keeping ARM-based challengers at bay. ![]() Of course, Intel has other battles to fight in the telco cloud environment, such as stealing greater market share in the Ethernet switch-chip market, from Broadcom, Barefoot, OEMs’ designs and others. The rapid expansion of cloud servers, whether huge or tiny, are essential to the company’s growth, and it needs to defend this territory against the webscale giants’ inhouse chip developments the open source community led by RISC-V the possible revival of IBM Power and of course ARM. At chip level, Intel has predictably driven the development of common cloud and edge architectures.
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