He was responding to a poster who brought up Jim Keller's "bigger engine" comments, where he stated that K12 would have higher performance than its x86 sibling. Kanter was just providing his prediction based on information he has seen (and sadly is not yet able to share).
That's not how I read it. Maybe I misread it. That website is hellish to read because of how they format their comments, but I'll try to quote the relevant bits:
> > > > > The ISA advantage will be greatly reduced in the top-end
> > > > > side of the performance spectrum, but will not vanish.
> > > > > Keller mentioned during Core Day conference that his K12
> > > > > core will have a "bigger engine" than its x86 sister
> > > > > thanks to the advantages of ARMv8 over x86-64, which allows to spend more transistors on compute.
> > > >
> > > > I happen to know the differences between those two designs. I'm not really sure it's
> > > > going to translate into a significant performance delta. My guess is maybe 10%.
So they are talking of
reducing the gap and right now AMD64 is ahead. Thus Kanter's delta comment could only mean they still expect AMD64 to be ahead. Maybe someone can post there and ask Kanter to clarify.
Are you taking the 'more transistors on compute' statement to infer that ARMv8 will be ahead? That is not necessarily true, as we have already seen with AMD. AMD delivered a very nice abortion with Bulldozer, it was worse than its own predecessor in single-threaded performance, to say nothing of Intel CPUs.
That certainly wasn't my intention

Heck, just go read the whole of that thread on RWT to see why I don't want an ARM-vs-x86 flamewar!
I would read, but that website is so hard to follow with so many clicks required. Pity, as the content is usually thought provoking.
It is being compared against it's "sister core". AMD are developing a new ARM and x86 core simultaneously, to be pin compatible with the same sockets, and sharing other design similarities. (Though it is still unclear just how much in common they have.)
And this is why I am not at all impressed even if they reach within 10% of AMD64 with their ARMv8.
Is it really a great achievement for ARMv8 when AMD admit that they are crippling their future AMD64 core ("K12 core will have a "bigger engine" than its x86 sister"). The design is already lopsided in ARMv8's favor because AMD know they cannot design a 'Haswell' and thus must rely on shared-cost ARM designs in future. The AMD64 'sister core' is being built to satisfy console market, it seems to me.
There also seems to be some unspoken implication in Keller's statement that AMD64 is inherently bottlenecked or inferior, but if someone wants to make a great AMD64 core it can be done. Just look at Haswell! Even when software is compiled for AMD64 -and not Haswell- it still delivers terrific performance/watt.
After making their name with AMD64 they are now intentionally sabotaging their most famous 'brand' CPU just to make the new hot thing (ARMv8) look good. Pathetic. May be I am wrong and it is not intentional sabotage, AMD are
naturally that incompetent. That would explain Bulldozer come to think of it.
Anyway, market will
not judge AMD's ARMv8 product against their own impotent AMD64 cores, the reference will always be Intel's CPU. Unless AMD can give stronger performance/watt while also improving single-threaded performance they will continue to falter.