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Jason Ross's avatar

I didn’t notice whose article I was reading. Saw the Chips and Cheese note at the end. Immediately went, “Oh, of course.”

Nobody else does analysis like this. Wow.

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Peter W.'s avatar

First, thanks Chester for another great article!

Regarding the RISC-V CPU design here: their main problem will be to find one or more customers to license it, as an at-risk production is a very high risk indeed for any company that is not a hyperscaler. Hyperscaler have a captive audience for their designs, which is a key reason why Graviton made it. Of course AWS owned and still owns Anapurna, and AWS was willing to invest and push Graviton at (initially) substantial discounts over x86 instances. Of course, that worked out really well for AWS.

In contrast, Ampere didn't have that very large in-house customer, and struggled finding their niche for their ARM-based designs. With a large RISC-V multicore CPU, the challenge is likely even greater, unless the CPU is adopted by a large player like Tencent or Alibaba, which are interested in RISC-V designs.

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