Earlier quoted context omitted.
AMD should see the writing on the wall and start designing ARM CPUs. I think that would be very exciting because they have the engineering expertise and talent necessary to compete against Apple's M1. I don't know of any other company that can do that (besides Intel, but you know...). Additionally, there is a huge hole open right now for ARM on everything else that is not an Apple product. Apple normalized ARM on con…
> AMD should see the writing on the wall and start designing ARM CPUs. This is a really tough strategy decision. Focus all energy on delivering a knock-out blow to Intel (in x86/64) or try to do other stuff too? For the next several years at least, there is still a whole lot of money to be made selling x86/64 chips. (I don't know if Microsoft has plans to move mainstream Windows users off x86/64, but even if they do,…
I would love to be a fly on the wall on the corresponding AMD strategy meetings :)
I think to not focus on x86 right now would be a tremendous blunder on AMD’s part. And at the same time ignoring ARM for too long will give others (like Nvidia) time to setup shop and capture the market.
I wonder how much of the Zen architectural “backend” is amenable to be reused with a different ISA (I don’t even know if such thing would be possible). Perhaps they could have a very low-effort initiative to try something along those lines.