News [SA] A big ARM server project shut down in silence

[NTMBK]

A big ARM server project shut down in silence

So another big ARM server SoC program was recently shuttered by a major player.

semiaccurate.com

The actual details are behind the paywall, so it's speculation time! Who might be shutting down an ARM server SoC project for the 3rd time? Maybe AMD...? They had the Seamicro stuff, then K12, then maybe another recent attempt at it...? I'm unconvinced though. Any other ideas?

 

[Tarkin77]

A big ARM server project shut down in silence

So another big ARM server SoC program was recently shuttered by a major player.

semiaccurate.com

The actual details are behind the paywall, so it's speculation time! Who might be shutting down an ARM server SoC project for the 3rd time? Maybe AMD...? They had the Seamicro stuff, then K12, then maybe another recent attempt at it...? I'm unconvinced though. Any other ideas?

Bloomberg - Are you a robot?

I bet its Microsoft

 

[Exist50]

Tags: again, ARM, bye-bye, dead, Google, SemiAccurate, Server, SmartNIC, SoC

Maybe Google? But taking Charlie at face value is iffy to begin with.

 

[uzzi38]

Maybe Google? But taking Charlie at face value is iffy to begin with.

Tags are always misleading. If there's a company there, it's probably not them.

If I were to wager a guess, I'd bet on it being about Microsoft.

 

[igor_kavinski]

What about Alibaba?

 

[NTMBK]

Bloomberg - Are you a robot?

I bet its Microsoft

Good point, I had forgotten about their ARM efforts!

 

[moinmoin]

I doubt AMD itself would start a big ARM server project on its own, nowadays they do these kinds of thing as semi custom projects. The rumour was that Microsoft Azure was working on such an semi custom ARM server project with AMD, so that could be possible. That aside any big cloud company except AWS could be involved. And Charlie doesn't even mention in-house or cloud companies so even Ampere or Arm's own Neoverse may be affected.

The silly thing about these Charlie-induced guessing games is that once the cat is out of the bag nobody actually cares about his previously withhold news anymore. At least I can't recall previous cases being bumped when the news became public knowledge.