<story><title>ARM Mac Impact on Intel</title><url>https://mondaynote.com/arm-mac-impact-on-intel-9641a8e73dca</url></story><parent_chain><item><author>reitzensteinm</author><text>While Graviton is impressive and probably an indication of things to come, you can&amp;#x27;t outright use &amp;quot;Amazon rents them cheaper to me&amp;quot; as an indication of the price performance of the chips themselves.&lt;p&gt;Amazon is exactly the kind of company that would take 50% margin on their x86 servers and 0% margin on their Graviton servers in order to engineer a long term shift that&amp;#x27;s in their favor - the end of x86 server duopoly (or monopoly depending on how the wind is blowing).</text></item><item><author>quadhome</author><text>&lt;i&gt;Intel’s real money is in high-end CPUs sold to prosperous Cloud operators, not in supplying lower-end chips to cost-cutting laptop makers.&lt;/i&gt;&lt;p&gt;I keep searching for &amp;quot;Graviton&amp;quot; in these thinkpieces. I keep getting &amp;quot;no results found.&amp;quot;&lt;p&gt;Mac ARM laptops mean cloud ARM VMs.&lt;p&gt;And Amazon&amp;#x27;s Graviton2 VMs are best in class for price-performance. As Anandtech said:&lt;p&gt;&lt;i&gt;If you’re an EC2 customer today, and unless you’re tied to x86 for whatever reason, you’d be stupid not to switch over to Graviton2 instances once they become available, as the cost savings will be significant.&lt;/i&gt;&lt;p&gt;&lt;a href=&quot;https:&amp;#x2F;&amp;#x2F;www.anandtech.com&amp;#x2F;show&amp;#x2F;15578&amp;#x2F;cloud-clash-amazon-graviton2-arm-against-intel-and-amd&amp;#x2F;10&quot; rel=&quot;nofollow&quot;&gt;https:&amp;#x2F;&amp;#x2F;www.anandtech.com&amp;#x2F;show&amp;#x2F;15578&amp;#x2F;cloud-clash-amazon-grav...&lt;/a&gt;</text></item></parent_chain><comment><author>013a</author><text>I don&amp;#x27;t feel as sure about this; there&amp;#x27;s very little evidence that Amazon is putting a &amp;quot;50% margin&amp;quot;, or any significant percent, on x86 servers. Sure, they&amp;#x27;re more expensive than, just for comparisons&amp;#x27; sake, Linode or DigitalOcean, but EC2 instances are also roughly the same cost per-core and per-gb as Azure compute instances, which is a far more accurate comparison.&lt;p&gt;Many people complain about AWS&amp;#x27; networking costs, but I also suspect these are generally at-cost. A typical AWS region has terabits upon terabits of nano-second scale latency fiber ran between its AZs and out to the wider internet. Networking is an exponential problem; AWS doesn&amp;#x27;t overcharge for egress, they just simply haven&amp;#x27;t invested in building a solution that sacrifices quality for cost.&lt;p&gt;Amazon really does not have a history of throwing huge margins on raw compute resources. What Amazon does is build valuable software and services around those raw resources, then put huge margins on those products. EC2 and S3 are likely very close to 0% margin; but DynamoDB, EFS, Lambda, etc are much higher margin. I&amp;#x27;ve found AWS Transfer for SFTP [1] to be the most egregious and &lt;i&gt;actually&lt;/i&gt; exploitative example of this; it effectively puts an SFTP gateway in front of an S3 bucket, and they&amp;#x27;ll charge you $216&amp;#x2F;month + egress AND ingress at ~150% the standard egress rate for that benefit (SFTP layers additional egress charges on-top-of the standard AWS transfer rates).&lt;p&gt;[1] &lt;a href=&quot;https:&amp;#x2F;&amp;#x2F;aws.amazon.com&amp;#x2F;aws-transfer-family&amp;#x2F;pricing&amp;#x2F;&quot; rel=&quot;nofollow&quot;&gt;https:&amp;#x2F;&amp;#x2F;aws.amazon.com&amp;#x2F;aws-transfer-family&amp;#x2F;pricing&amp;#x2F;&lt;/a&gt;</text></comment>
<story><title>ARM Mac Impact on Intel</title><url>https://mondaynote.com/arm-mac-impact-on-intel-9641a8e73dca</url></story><parent_chain><item><author>reitzensteinm</author><text>While Graviton is impressive and probably an indication of things to come, you can&amp;#x27;t outright use &amp;quot;Amazon rents them cheaper to me&amp;quot; as an indication of the price performance of the chips themselves.&lt;p&gt;Amazon is exactly the kind of company that would take 50% margin on their x86 servers and 0% margin on their Graviton servers in order to engineer a long term shift that&amp;#x27;s in their favor - the end of x86 server duopoly (or monopoly depending on how the wind is blowing).</text></item><item><author>quadhome</author><text>&lt;i&gt;Intel’s real money is in high-end CPUs sold to prosperous Cloud operators, not in supplying lower-end chips to cost-cutting laptop makers.&lt;/i&gt;&lt;p&gt;I keep searching for &amp;quot;Graviton&amp;quot; in these thinkpieces. I keep getting &amp;quot;no results found.&amp;quot;&lt;p&gt;Mac ARM laptops mean cloud ARM VMs.&lt;p&gt;And Amazon&amp;#x27;s Graviton2 VMs are best in class for price-performance. As Anandtech said:&lt;p&gt;&lt;i&gt;If you’re an EC2 customer today, and unless you’re tied to x86 for whatever reason, you’d be stupid not to switch over to Graviton2 instances once they become available, as the cost savings will be significant.&lt;/i&gt;&lt;p&gt;&lt;a href=&quot;https:&amp;#x2F;&amp;#x2F;www.anandtech.com&amp;#x2F;show&amp;#x2F;15578&amp;#x2F;cloud-clash-amazon-graviton2-arm-against-intel-and-amd&amp;#x2F;10&quot; rel=&quot;nofollow&quot;&gt;https:&amp;#x2F;&amp;#x2F;www.anandtech.com&amp;#x2F;show&amp;#x2F;15578&amp;#x2F;cloud-clash-amazon-grav...&lt;/a&gt;</text></item></parent_chain><comment><author>delfinom</author><text>Long term, Amazon is also the exact kind of company that would start making &amp;quot;modifications&amp;quot; to Graviton requiring you to purchase&amp;#x2F;use&amp;#x2F;license a special compiler to run ;)</text></comment>