Looks like Intel's 10nm is still failing spectacularly, so I can totally see the 7nm Marvell ThunderX3 being EPYC Rome's real competition :P
Ampere has a chance too, if they get big gains from 7nm and/or massively improve their microarchitecture while keeping the current prices, they'll be unbeatable in price/performance.
> I don't think any HyperScaler really want ARM on server per se
There definitely seems to be a concern with the AMD/Intel duopoly, and Amazon clearly just wants absolute control, since they've already deployed in-house chips that mix ARM cores with <s>Bezos Backdoors</s> fancy cloudy networking and verified boot stuff.
Ampere has a chance too, if they get big gains from 7nm and/or massively improve their microarchitecture while keeping the current prices, they'll be unbeatable in price/performance.
> I don't think any HyperScaler really want ARM on server per se
There definitely seems to be a concern with the AMD/Intel duopoly, and Amazon clearly just wants absolute control, since they've already deployed in-house chips that mix ARM cores with <s>Bezos Backdoors</s> fancy cloudy networking and verified boot stuff.