End Remarks: Strengthening the Infrastructure Ecosystem

If there’s one thing that readers should take away from today’s presentations, it’s the fact that Arm is taking the infrastructure and server push extremely seriously. The last year in particular has been transformative for the Arm ecosystem as we’ve for the first time seen Arm vendor platforms be competitive with the major incumbents such as Intel and AMD.

The elephant in the room is Amazon, and last year’s reveal of a new AWS instance based on their own-in house ARMv8 Graviton processors marked a significant moment showcasing that Arm is now irrefutably becoming mainstream in the industry.

While Arm did not divulge any information on who will be employing the new Neoverse N1 platforms first – I would not be surprised if the next generation Graviton processor will based on the N1 CPU.

The N1 CPU looks to be an excellent CPU that targets a sweet-spot point between peak compute performance, overall throughput. And most importantly it maintains the leading power efficiency that is already found in Arm's mobile products. Arm has high hopes for N1 and its eventual successors, and for good reason: they're looking to steal market share away from the likes of Intel (and x86 servers in general), which has proven to be an entrenched market full of very high performance processors. For that reason Arm is bringing their best to the table, and while N1 isn't going to be a core-for-core competitor with flagship x86, it stands to pose a significant threat, especially in workloads that can easily scale up to a larger number of cores.

Meanwhile the new E1 CPU targets the expanding market for high throughput processors, which with the upcoming shift to 5G will require more throughput performance at low power levels. Here Arm seems to have custom-tailored a CPU specifically to serve such use-cases. This is a move that's arguably less about stealing market share from any one player, and more about being in the right place at the right time to secure their place in what should be a rapidly growing market. In that sense the E1 is a very traditional Arm move – focus on cost and simpler processors – and this has been a move that's continued to serve Arm well over the years.

Although the new hardware IP is impressive, what also matters greatly is Arm’s efforts into strengthening the Arm software ecosystem. Working with various industry hardware and software partners in trying to facilitate the software stack and interoperability with Arm not only benefits vendors using Arm’s own hardware IP, but also vendors who chose the route of employing their own custom CPU and SoC designs. Similarly, those vendors who are trying to improve and strengthen their own products will inevitably feed back into strengthening the Arm ecosystem as well – creating essentially what is a group effort between many companies that in the future will continue to gain momentum.

It's said that the Neoverse N1 will be commercially deployed by partners in the next 12-18 months, and I think this will be a crucial moment for Arm and the company’s server endeavours. If the major breakthrough in mind-share hasn’t already happened, if all goes well and Arm and partners deliver on the promised improvements, the next 1-2 years will certainly represent a major shift in the industry.

First N1 Silicon: Enabling the Ecosystem with SDPs
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  • WinterCharm - Wednesday, February 20, 2019 - link

    There's a gigantic Arm vs x86/64 battle brewing for the entire computer industry. ARM is just more efficient at every level, and if software is properly optimized it performs brilliantly.
  • eva02langley - Wednesday, February 20, 2019 - link

    However, it doesn't have the raw power required for many fields like scientific, compute and research. The core-count is also a huge factor in the upcoming future and unless you develop a chiplet approach, ARM is going to face the same issue of monolithic chips.

    The next chiplet evolution will require stacking. The future is way more related to modularity than the chip architecture. Don't get me wrong, the more advancement, the better for everyone, but I don't believe ARM is going to render x86 obsolete, hovwever I believe multi-chips SoC are going to render monolithic chip obsolete in the computer world.
  • SarahKerrigan - Wednesday, February 20, 2019 - link

    Sure it does. There are ARM supercomputers, and this very article shows an N1 core outperforming Zen on single-thread, and both Zen and SKL-SP on throughput.
  • HStewart - Wednesday, February 20, 2019 - link

    I think you are forgetting the very nature of RISC (Arm) vs CISC (x86) architectures. By the nature of designed of RISC - reduce instruction set, it takes more instruction to execute same operation than CISC. For simple stuff RISC can likely do better but remember also modern x86 based CPU also break down more complex instructions in simpler instruction so it can run one multiple pipelines.
  • SarahKerrigan - Wednesday, February 20, 2019 - link

    Dude, I work in the semi industry, and I've designed pipelined cores. Saying "ARM's workload-demonstrated higher performance doesn't matter because x86 is CISC" is idiotic.

    SPEC isn't "simple stuff." It is a selection of extremely compute-intensive workstation loads, one that the whole industry - including Intel - uses to demonstrate comparative performance.
  • HStewart - Wednesday, February 20, 2019 - link

    The biggest thing I found that seems misinformation is statement that these are estimates and this chip is simulated which tells me they don't need the real numbers.

    All I am saying is that CISC instructions can do more than RISC instructions per instruction, and it depends on compiler to take advantage of the those instructions. Please note I never sated it does not matter and that was in your words. I just mention considerations need to take in account of different architextures and the fact they are comparing future simulated designed to last year designs.
  • Andrei Frumusanu - Wednesday, February 20, 2019 - link

    > All I am saying is that CISC instructions can do more than RISC instructions per instruction

    Nobody cares. If the performance per clock is same or higher, you're just arguing about semantics.

    Internally CISC processors break things down into RISC like µOps anyway.
  • ZolaIII - Wednesday, February 20, 2019 - link

    @Andrei Frumusanu what would be estimated size of an A55 core with similar amount of cache as on represented E1 on 7nm lithography? I am very curious about that one. Also comparation to the A72 & A73 should be a good thing as ARM clames it reaches their level of performance. Its very interesting first born (SMT) and much needed one.
  • zmatt - Wednesday, February 20, 2019 - link

    When people talk about complex instructions they don't mean something like find the derivative of x^2. They mean something like a conditional move operation. The speed advantages on paper between RISC and CISC are in theory a wash. This is because while CISC can conceivably do more in an instruction, RISC can do more instructions per clock generally. In the real world the simplicity of RISC means usually, all other things being equal, the chips are simpler and can run higher clocks, draw less power and generate less heat for a given level of performance.

    x86 chips haven't actually been CISC since the mid 90's. Both Intel and AMD have been making chips that take the CISC instructions and run them through an instruction decoder that then hands RISC instructions to the actual cpu. Yes this does incur some overhead but it frees up cpu design quite a bit without being so closely tied to backwards compatibility.

    The fact that modern x86 chips ultimately are actually executing code as reduced instruction sets shows you don't understand the concept.
  • Wilco1 - Wednesday, February 20, 2019 - link

    x86 is still a CISC ISA irrespectively of how it executes instructions. Note that compilers predominantly use the simpler instructions, rather than the microcoded instructions and that's why it's possible for x86 to be fast at all.

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