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Amazon’s Chips Threaten Intel

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351–359 of 359 posts

Re: Amazon’s Chips Threaten Intel

#351
post #337

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Nor were they called “services for Linux.”

Nor are they called now, rather Subsystem. I don't care what names marketing departments come up with.

Actually "for Linux" came from the legal department as Linux is a trademark and it's a common practice to indicate relationship with "for X" where X is a trademark (e.g. "Y for Twitter" instead for "Twitter Y" that would suggest close relationship, from the same company).

Re: Amazon’s Chips Threaten Intel

#352
post #351
post #337

Earlier quoted context omitted.

Nor are they called now, rather Subsystem. I don't care what names marketing departments come up with.

Actually "for Linux" came from the legal department as Linux is a trademark and it's a common practice to indicate relationship with "for X" where X is a trademark (e.g. "Y for Twitter" instead for "Twitter Y" that would suggest close relationship, from the same company).

Thanks for the clarification.

Re: Amazon’s Chips Threaten Intel

#353
post #115

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I'm not an expert, so forgive me if I'm way off base here… but isn't this exactly the need that homebrew fills?

That's similar to saying that Cygwin or MSYS or MinGW or WSL is filling that need on Windows.

The only problem with Cygwin and MSYS and MinGW was that they filled that need poorly.

You could say that WSL is filling that need on Windows now, WSL certainly does remove some of the earlier obstacles/objections why one would want to avoid Windows and use Linux for development.

Re: Amazon’s Chips Threaten Intel

#354

Earlier quoted context omitted.

You can buy a 16-32 core machine with 64GB Ram for less than a hundred bucks on Hetzner. You can run SmartOS, proxmox, danubecloud or whatever other solution there, and for some of them you should be able to use terraform. There is a little extra upfront cost to set these things up, but once you have it, it's fine. You can do your zfs snapshots to hetzners backup infrastructure. A lot of people try to throw all their…

I have to say, you're completely overlooking why AWS/GCP/Azure are good services in your answer. The value add from using these services is that you don't have to know how to run any of these things, building an SRE/devops/sysadmin organization is non trivial for a team of developers with a background in application development. Spending an extra 100k a year on AWS is likely cheaper than the cost of building out a te…

I eagerly await CaaS (Cloud as a Service) so VPC, EC2 and EFS planning and deployment is automated.

Re: Amazon’s Chips Threaten Intel

#355
post #175

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I started my professional career in AWS so I have zero experience in non-cloud businesses (i.e the vast majority of software jobs), but I always wonder about the cost argument people make against AWS (or any major cloud provider). It's very easy to overspend, sure. But say we're considering how well you execute in terms of picking the right tools for your case and utilizing the right cost saving measures. In the opti…

If you have a simple business or website, AWS is not cost efficient compared to an old school shared hosting and it's not even more convenient. Those have slightly better control panels than the AWS Console and for crying out loud, AWS doesn't even offer automatic backups for their VMs as part of their offering.

They do now. See Snapshot Lifecycle Policy.

Re: Amazon’s Chips Threaten Intel

#356
post #283

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This is a very interesting dynamic to me. Amazon seems to compete on price with EVERYONE on everything else, yet when it comes to AWS they’re so much more expensive than competition? Is this because their infrastructure is so much more expensive to run at 0 margins?

Compare Amazon's (at least network) pricing to Google Cloud or Azure and its roughly competitive. The scale of the networks these companies are building is unlike any of the novice-level stuff companies like Hetzner deploy. As one example, in one region AWS has deployed 5 Pbps of inter-AZ fiber. They build all of their own SDN switches/routers, all the way down to the chips now, for maximum performance and configurat…

But do you need AWS' custom "GLOBAL" private network? I bet most would be happy to setup a cheap network tunnel between DCs if needed. There is plenty of existing tools to do all that for free (other than sysadmin work and I bet in a lot of cases even then the bill goes in favor of that).

I'm not buying a porsche and complaining about the price, I'm buying a car and complain it requires me to drive on roads made by the manufacturer and none of the parts are properly standardized and some things are expensive for no good reason.

Re: Amazon’s Chips Threaten Intel

#357
post #193

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There are patents and non-competes in some states but basically nothing prevents it. Silicon Valley exists because of the cycle of engineers leaving established companies to start startups (or now, leaving established companies to go to companies that are branching out into every area possible).

Would patenting the chip design also expose the very secret that is being guarded? So someone in China could just read the patent and make the same thing, is that right?

Some companies patent all their ideas, including the ones they don't use. This creates a chaff effect where you can't be sure which ideas you should copy.

There are certainly trade secrets that aren't patented but the whole point is that they aren't protected as much.

Re: Amazon’s Chips Threaten Intel

#358
post #349

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AMD's strategy of using multiple Zen 2 dies (7nm) tied together by a 14nm I/O die (since I/O doesn't scale down quite as well) is a really interesting strategy to improve yields using smaller dies (rather than making huge, low yield chips like the competition) & reduce mask/production cost. One 7nm Zen 2 mask can be used to produce CPU cores for a multitude of SKUs, optimizing for different markets using (cheaply cus…

I think you replied to the wrong comment, but this also allows AMD to manufacture the IO die with glofo, which saves cost not only because 14nm capacity is much higher, but also since AMD's agreement with glofo requires them to pay a fee for every wafer they manufacture with another fab.

Word on the street is they're dropping that part of the AMD/GloFlo WSA.

https://wccftech.com/amd-is-negotiating-a-7th-amendment-to-t...

Re: Amazon’s Chips Threaten Intel

#359

Earlier quoted context omitted.

AMD are in a great place. TSMC's 7nm is in great shape (unlike Intel's 10nm), and AMD's multi-chip architecture allows them to get vastly better effective yields for high-core-count “chips”. They will be selling superior CPU to Intel's and they will be making them at significantly lower cost, while Intel is struggling to compete, stuck with monolithic chips on 14nm.

I have not met anyone who deployed the new AMD stuff at scale and is happy with the outcome. The new architecture shines on small codes like SPEC and then falls apart in large, branchy, pointer-chasing codes that everyone runs in production. I would not say AMD is “in a great place” with their current product. They are putting slight pressure on Intel on the very low end and filling some very specialized niches but t…

That's an interesting perspective, thanks. I'd be curious to see how AMD's Zen 2 next year will play though. They should have a big power/performance to price advantage over Intel unless they're forced to cut prices.
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