微软新推ARM,威胁英特尔公司的主导地位

2017年3月21日20:02:43 发表评论 734

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英特尔拥有近乎垄断的行业,有自己的广告中声称“98%的英特尔上运行云。”这就是为什么要用微软的ARM芯片在其切断的暗示——和更全面的开放计算峰会上周一。微软是世界上第二大云在美国亚马逊公司后,移动甚至很小的一块业务摆脱英特尔的产品,它也威胁到了老牌芯片制造商的大部分利润丰厚的收入,投入7.5亿美元的营业利润。

说到彭博微软云计算副总裁JasonZander)表示,公司做出的“承诺”移植到ARM服务器——Windows服务器操作系统上搭载ARM芯片由Cavium,Qualcomm设计,在开放式计算。该公司也有计划展开广泛的ARM公司的芯片,并且指出,这些系统没有被集成到面向个人消费者的服务。然而,其意图是明确的。

微软新推ARM,威胁英特尔公司的主导地位

“我们甚至不把事情会议若我们不认为这个项目是一个承诺,就是我们的路线图,“告诉Zander彭博。“在生产时还没有展开,但这是合乎逻辑的下一步。”

这些臂设计的一部分,微软的下一代服务器硬件,旨在削减运营成本。新硬件开发的多个项目公司名下。其它设计包括系统运行在AMD处理器的那不勒斯,并在自己的英特尔skylake芯片。彭博报告的一些新硬件,这将成为微软的数据中心”。“然而,不清楚的设计采用ARM处理器。

微软新推ARM,威胁英特尔公司的主导地位

高通centriq2400服务器设计的ARM芯片。

这是一个地震改变了芯片行业,但不是一个意外。微软已经慢慢枢转离开英特尔进入中国市场多年,并且开关将影响消费者。例如,去年12月份,微软宣布,Windows10是新一代的机器使用ARM芯片在排定中。基础硬件中的改变可以意味着设备更节省能源,并提供了用于减少蜂窝连接性。

这种移动也可能伤害到英特尔PC市场的痛苦继续萎缩一年又一年。然而,规模之大,远远超过英特尔的业务(它的最大的芯片制造商的装置)的任何变化的行业将是一个缓慢的过程。在谈到搭载ARM芯片的Windows10,微软承认,英特尔仍将提供更有力的理论经验,和英特尔是自信也是如此。更多样性的市场不意味着英特尔仍是不可忽视的力量。

原文

Microsoft unveils new ARM server designs, threatening Intel’s dominance" font_container="tag:div|font_size:22|text_align:center" use_theme_fonts="yes" css_animation="fadeInUp"]

Intel has a near-monopoly in the server industry, with its own ads proclaiming that “98 percent of the cloud runs on Intel.” That’s why Microsoft’s pledge to use ARM chips in its severs — hinted at for a while and outlined more fully at the Open Compute Summit this week — is such a big deal. Microsoft is the second biggest cloud company in the US after Amazon, and if it moves even a small bit of its business away from Intel’s products, it threatens the veteran chipmaker’s most lucrative revenue stream, responsible for $7.5 billion in operating profit last year.

Speaking to Bloomberg, Microsoft’s vice president of cloud computing, Jason Zander, said the company had made a “significant commitment” to ARM servers — porting its Windows Server operating system onto ARM-powered designs by Qualcomm and Cavium, which were unveiled at Open Compute. The company won’t say how widely it plans on deploying ARM’s chips, and notes that these systems haven’t been integrated into consumer-facing services. Nevertheless, its intentions are clear.

“We wouldn't even bring something to a conference if we didn't think this was a committed project and something that's part of our road map,” Zander told Bloomberg. “It's not deployed into production yet, but that is the next logical step.”

These ARM design are part of Microsoft’s next generation of server hardware, intended to cut operational costs. New hardware is being developed with a number of companies under the name Project Olympus. Other designs include systems running on AMD’s Naples processor, and on a variant of Intel’s own Skylake chips. Bloomberg reports that some of this new hardware will make its way into Microsoft’s data centers “later this year.” However, it’s not clear if this refers to the designs using ARM processors.

This is a seismic change in the chip industry, but not an unexpected one. Microsoft has been slowly pivoting away from Intel’s products for years, and the switch will affect consumers, too. Last December, for example, Microsoft announced that a new generation of Windows 10 machines running on ARM chips were in the pipeline. The change in underlying hardware could mean devices that are more energy-efficient, and that offer cellular connectivity for less.

This move could also hurt Intel, which is suffering as the PC market continues to shrink year after year. However, the sheer scale of Intel’s business (it’s the biggest chip maker on the planet) means any change in the industry will be slow. When talking about ARM-powered Windows 10 machines, Microsoft admitted that Intel chips would still provide a more powerful experience, and Intel is confident the same is true when it comes to servers. A little more diversity in the market won’t mean Intel isn’t still a force to be reckoned with.

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