The momentum of ARM as a company dates back at least 15 years, when a market like the mobile market seemed unable to take off where it is today, and at the same time, Intel did did not enter into the dispute because he viewed it as a residual market. This mistake allowed ARM to enter the general market with a new concept: the best performance per watt in the market in every design, which turned out to be as good as Intel or AMD.
NVIDIA buys to dominate much of the industry
We’re not going to talk about the meteoric rise of ARM in recent years, that’s obvious, but being so fashionable and being a strategic focus in the industry has had its consequences. And this is due to several completely different factors that must be analyzed to understand where we are and where we are going to move.
First of all, we have to talk about the decline of Intel, the rise of AMD and how both are moving at a slower pace than usual, where in addition, the smaller foundries are pulling until recently have caught up with the blue giant and passed him. on high performance nodes.
The fact that frequencies are somewhat blocked also implies a shutdown in the industry, where they are looking to improve the architecture to achieve more IPC, as the average number of cores has been increasing for some time now, but for the moment he is arrested.
Second, AMD and Intel customers see how much easier and cheaper licensing with ARM is, where industry giants like AWS are integrators of their own systems, they even design the hardware to suit them, and so both the software is perfectly suited.
Software is fundamental to change
Last but not the least, we have the software. Even Microsoft is moving towards an ARM-compatible environment in Windows 10, which is why we are talking about the larger operating system supporting a potential lesser depth architecture, but a larger global implementation. Windows as such has resoundingly lost the battle against Android and iOS, but as more laptops, laptops, or Chromebooks store chips or SoC arm
We also can’t forget the fact that ARM as an ecosystem allows more product designs and interactions than AMD, which or the sales volume of the chip in question is huge (see SoC of PS5 or XSX) or does not seek to offer personalized products of such caliber.
This means that there is a lot more potential in ARM than in x86 with Intel and AMD, just look at what has been achieved with Apple and its M1. NVIDIA has been aware of this and is keen to take over all of the business, which logically arouses suspicion from governments, companies and countries as we are talking about bringing the most lucrative and growing (Internet of Things) market the fastest in the hands of a company that is a giant above and that could face its two main competitors in the artificial intelligence and server market.