Re: It's interesting...
"The problem is: How much longer does Intel have at the 'top'? ARM are increasingly encroaching into what was previously Intel's product space. We're beginning to see usable ARM product in the server space. Granted, it's not as fast as Intel, but for some applications, they don't *need* to be. The additional power and heat savings are impossible to ignore, also."
Based on revenue, Intel has a ways to go yet - they're more likely to be eclipsed by a quantum computer than ARM.
ARM has largely NOT followed the same performance path the other CPU manufacturers because they are extremely expensive in terms of power (i.e. large caches, speculative execution and fast buses linking multiple cores) - that's not a criticism of ARM, they have a significant market and continue to deliver advances in performance, but I'm not convinced they can make the jump to the high margin server space given the number of specialist players already present (i.e. particularly MIPS) and the consolidation that has already occurred in the last 20 years.
Biting the hand that feeds IT
