Applied Micro leaps ahead in ARM server race
ARMed and extremely dangerous – to Intel, AMD
Applied Micro Circuits, a company known for networking chips and for dabbling a bit in embedded PowerPC processors, has aimed a haymaker of an ARM server chip right at the cloudy jaws of Intel and AMD.
What's more, the specs divulged by Applied Micro – if all works according to plan – suggest that the x86 chip makers might end up missing more than a few teeth. They could end up with broken jaws, as well.
Applied Micro's forthcoming X-Gene processor is based on the 64-bit ARM v8 architecture announced by ARM Holdings this week. Applied Micro has been working with ARM Holdings for the past three years to not only come up with an ARM chip suitable for modern, cloudy servers, but to make sure that Applied Micro is the first out the door with such a 64-bit chip.
That would put them ahead of Marvell, which bought Intel's Xscale ARM RISC processor business in 2006 and has server aspirations, and upstart Calxeda, which is expected to launch its own server-tuned ARM chip next week – and, if rumors are correct, with HP being the first to put together a server based on those chips.
Intel may not only eventually rue the day it sold off its Xscale biz to Marvell, but also the past few years when the chip giant insisted that there was nothing that ARM could do that Intel could not match with its x86 instruction set and its obvious edge in wafer baking tech, which is no doubt the envy of the world.
Alternatively, if Chipzilla can redesign the Atom – much as the Xeons were redesigned to give us relatively power efficient laptop chips scaled up for servers – Intel still has a chance to repel the ARM attack. It's tough to call those odds right now: Intel and its AMD sidekick versus the ARM legion.
What can be said, however, is that the server racket is spoiling for a chip fight like we haven't seen in many a year.
Paramesh Gopi, president and CEO of Applied Micro, is undaunted about attacking Intel in the server racket. He believes that the hyperscale server market is wide open because of the operating costs and inefficiencies of x86 servers.
Applied Micro CEO Paramesh
Gopi banging on about x86
"We looked at this, and we wanted to figure out what would make a huge dent in this infrastructure," explained Gopi at the X-Gene chip launch event in Santa Clara on Thursday, where ARM Holdings is hosting its ARM TechCon 2011.
Cheeky, ain't that, holding the event in Intel's back yard?
"We talked to customers starting three years ago," he said, "and they were whispering, and the whispers turned into a shout, and the shout turned into a banging on the desk, as we are on the cusp of something beautiful and phenomenal. We have a way to fundamentally change the TCO, the sustainability coefficient, in scaling this infrastructure."
And that, says Gopi, means rethinking what a server is. And it also means turning ARM chips into real server processors. "No wimpy fabric. Zero compromise. Do not start with the baggage. Clean slate. And at 3GHz from the get-go. No wimpy cores. This is not a wimpy computer. This is an ARM on steroids."
Looks like Calxeda and Marvell have a little competition.
The Applied Micro Circuits
X-Gene ARM server chip
The Applied Micro X-Gene is truly a system-on-a-chip; it has everything a server will need except main memory and external storage. The ARMv8 core at the heart of the chip supports quad-issue out-of-order execution, something all "non-wimpy" cores can do – Oracle finally added OOO to the Sparc T4 chip announced last month.
Applied Micro is not talking about how many cores will be on each chip, but it looks like it will first appear with two, especially considering all the other stuff that Applied Micro is cramming onto the SoC. The cores will have L1 and L2 caches per core, a shared L3 cache that spans the cores, and have a target clock speed of 3GHz.
The X-Gene chip will also include DDR3 main memory controllers, two 10 Gigabit Ethernet ports, SATA storage and PCI-Express peripheral controllers, and a power/management module – all on the same die as the cores.
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"Intel can use their design expertise and fabrication to make an ARM that Texas, Samsung or Qualcomm can't compete with. Maybe they already have a skunkworks team and should add all the Itanium resources to it."
Perfectly true. But what would be the point? Intel haven't had any real success outside x86 in the last couple of decades, why would that be about to change?
"the only Itanium customer, HP, is flirting with ARM based servers"
People that buy Itanium buy it despite IA64 not because of IA64. They buy it either because they need ultra-massive single-image SMP systems of a kind that AMD64 still can't quite deliver, or because their software stack needs an OS that HP choose not to port off IA64 (HP-UX, VMS, NSK). That situation won't last forever.
"Intel can use their design expertise and fabrication to make an ARM that Texas, Samsung or Qualcomm can't compete with."
Yes they could easily do that. But that would mean that Intel are just another supplier in amongst a whole host of others. Intel's wafer baking expertise would mark them out though.
However, I'm pretty sure that Intel are desperate for the world to stay with x86 for servers, because then they'd keep the whole thing to themselves. At the moment they have only AMD to contend with. In the ARM market there's hundreds of other companies to compete against, and it would be difficult to dominate them all.
The moment Intel start fabbing ARMs will signify that they've finally admitted that x86 is a crappy, out of date architecture. That would really make them wince, especially as it would be an admission to their shareholders that the game is up, the big days are over.