AMD's Feldman: ARM Will Quickly Gain Market Share in Servers
Cloud computing, mobile devices and the history of tech are laying out an environment for ARM to take share from Intel, the AMD executive says.BOSTON—ARM will take significant market share from Intel in the server chip space over the next few years, and Advanced Micro Devices will be a key vendor benefiting from the shift, according to the head of AMD's server business. In an interview with eWEEK here, Andrew Feldman, corporate vice president and general manager of AMD's Server Business Unit, said the rapidly changing compute demands and decades of tech industry history are creating an environment that's ideal for ARM's strong ascent into the data center. The rise of cloud computing, the rapid growth in the number of connected mobile devices hitting the Internet, and the demands of massive Web 2.0 companies like Google and Facebook are quickly changing the kinds of workloads that are running on servers, Feldman said. Data centers increasingly are supporting millions of users with servers running massive numbers of parallel workloads that need the type of small-core chips that ARM and its partners are manufacturing to power the bulk of the world's smartphones and tablets. And that trend will only continue, he said. Couple that with the history of the tech industry, where new smaller, more cost-effective technologies always beat larger legacy technologies—think x86-based servers winning out over mainframes and RISC machines, or x86 chips overcoming SPARC processors—and the idea of ARM's low-power system-on-a-chip (SoC) architecture making significant inroads into the dominant x86 server chip market share makes sense.
"In the history of compute, smaller, more efficient, higher volume has always won," Feldman said. "In my view, a 40-year record of unblemished success is something you have to pay attention to."