On the competitive landscape, Ampere is carving out its niche for the moment, but what happens once AMD or Intel increase their core counts as well? A 50% increase in core counts for next-gen Genoa should be sufficient for AMD to catch up with the M128 in raw throughput, and technologies such as V-cache should make sure the HPC segment is fully covered as well, a segment Ampere appears to have no interest in. Intel now has an extremely impressive smaller core in the form of Gracemont, and they could easily make a large-core count server chip to attack the very segment Ampere is focusing on.
Only time will tell if Ampere’s gamble on hyper-focusing on certain workloads and market segments pays out. For now, the new Altra Max is an interesting and very competent chip, but it’s certainly not for everyone.
Admit it. You too want a 128-core ARM processor on your desk.