ARM Challenging Intel in the Server Market: An Overview
by Johan De Gelas on December 16, 2014 10:00 AM ESTThe Evolving Server Market
The previous page might give you the impression that we do not give the ARM players a chance against mighty Intel. That is not the case, but we believe that the wrong arguments are often used. Intel's success was also a result of the huge amount of Windows desktop users that were enthusiastic about using their Windows knowledge in a professional environment. The combination of Windows NT and the success of the Pentium Pro was very powerful.
ARM also has such a "Trojan software horse" and it is called the Linux based cloud. We're not saying anything new when we say that cloud services have really taken off and that the Internet of Things will make cloud services even more important. Those cloud services have been creating a tsunami of innovation and are based on open source projects such as Hadoop, Spark, Openstack, MongoDB, Cassandra, good old Apache, and hundreds of others. That software stack is ported or being ported to the ARM software ecosystem.
But you probably knew that. Let's make it more concrete. Just a while ago we visited the Facebook hardware lab. Being a server hardware enthusiast, we felt like a child in a large toy store. Let me introduce you to Facebook's Open Vault, part of the the Open Compute Project:
... is a simple and cost-effective storage solution with a modular I/O topology that’s built for the Open Rack. The Open Vault offers high disk densities, holding 30 drives in a 2U chassis, and can operate with almost any host server.
Mat Corddry, director of hardware of engineering showed us the hardware:
The first incarnation of the "honey badger" micro server is based on Avoton. But nothing is stopping Facebook from using an ARM micro server in their Open Vault machines if it offers the same capabilities and is cheaper and/or lower power. As cheap storage is extremely important in the "Big Data" age, this is just one of the opportunities that the "smaller" ARM server SoCs have. But it also makes another point: they have to beat the Intel SoCs that are already known and used.
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jhh - Tuesday, December 16, 2014 - link
SPARC and Power have had trouble keeping up with Moore's law, as neither sold enough to amortize R&D to push out innovation at the same rate as Intel. As Moore's law comes to an end, this will stop being a unique Intel advantage. It just might be too late for both of them. One can see the pressure on IBM, with their opening the Power architecture in similar ways to ARM. Both POWER and SPARC have to keep up to porting drivers to their Unix implementations, while the device manufacturers either write drivers for Linux or don't get volume. I just can't see either POWER or SPARC being cost effective over the long run. And, when others see the same thing, they aren't going to be excited about porting application software to those platforms.ARM needs to have a good performance/power and performance/cost ratio to get people excited to buy something other than Intel. They are certainly getting enough volume from the low-end to make investment on high-end parts. So far, I'm not excited enough to recommend any ARM proof-of-concept though.
Kevin G - Wednesday, December 17, 2014 - link
IBM always had a licensing model similar to ARM with PowerPC cores. The only thing really new here is that IBM is licensing out there flagship POWER chip in the same manner. Despite Intel having a process advantage, IBM was able to keep up in performance. (The 45 mm based 8POWER7 was generally faster than the 32 mm 10 core Westmere-EX.) There will always be a market for top performance but you are correct that sustaining on just that customer base is unwise.IBM does realize that their software licensing model to subsidize hardware R&D was not sustainable. So while you can't run AIX, you can get a POWER8 box for less than $3k now.
OreoCookie - Wednesday, December 17, 2014 - link
Really, just $3000? Wow, how times have changed, I remember ~12 years ago that a single Alpha CPU cost that much (the department I was working for had a workstation fail, fortunately under warranty, because otherwise they would have had to pay for 2 new CPUs and new RAM worth about 15,000 German Marks).Ratman6161 - Wednesday, December 17, 2014 - link
"The general lower cost of Linux and open source software" While it's true that the cost of a Linux OS including support is lower than an equivalent Windows OS, in the larger scheme of things the cost of Windows and even VMware becomes little more than background noise in the total cost of operations. Try pricing out an Oracle DB for example and you find that the cost of that software dwarfs the price of the hardware it's running on as well as whatever the OS is costing. Ditto with most "enterprise software".lefty2 - Tuesday, December 16, 2014 - link
Intel has another big advantage over ARM, which everyone seems to have forgotten about, and that is software compatibilty. 64-bit ARM server software is still a work in progress. The stuff that's being worked on at the moment is open source. Once that's finished you still have to convince clients to convert their proprietary software to ARM.JohanAnandtech - Tuesday, December 16, 2014 - link
Don't you think that the open source software that has been/is ported now is enough? Apache/PHP/MySQL, Memcached and Hadoop...that is a massive server market. And there is little stopping Microsoft to invest in ARM software too. Just VMware might be a bit tricky, but I don't think the software is a problem.Kevin G - Wednesday, December 17, 2014 - link
Actually VMware has said some less that flattering about ARM. Xen is the main hyper visor on ARM for the moment.goop666666 - Thursday, December 25, 2014 - link
Yeah, recompiling is so very hard. Essentially what you're saying is that Intel is for legacy systems and software that is poorly written. That is a large enough market, but doesn't apply to hyperscale deployments, which are the future.gostan - Tuesday, December 16, 2014 - link
great article by Johan as always.but the argument is muted. we have heard this tune before.
the hardware might be cheaper. the power bill might be cheaper. wait until you see the software maintenance cost. custom software needs 'custom' pricing.
besides, arm has no cutting edge fab process to back them.
JohanAnandtech - Tuesday, December 16, 2014 - link
You do not need expensive software to create a server market these days. Just look how many webservers are running the LAMP stack.