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ARM's 2015 numbers are out. $1.488B revenue up 15%, profits up 24% year over year. 4B cores in 4Q alone! We really understated things when we said "60B chips and counting" in our book.
I just sat through a presentation at the Linley Data Center Conference:
HOW ARM SERVERS CAN TAKE OVER THE WORLD
(or how an industry is coming together to do something disruptive)
Jon Masters, Chief ARM Architect, Red Hat
Industry standard ARM servers, built using flexible System-on-Chip technology, and featuring workload-optimized acceleration, promise to bring innovation and competitive disruption to traditional datacenters over the coming years. Jon Masters explains how an industry is coming together to build compatible, standardized hardware, which nevertheless contains many differentiating features. This session touches upon work being done to port Infrastructure and Operating System software to the ARMv8 Architecture, as well as solution stacks that encompass a diverse range from Telco (OPNFV) to Cloud (OpenStack), to Storage (Ceph), and beyond. Finally, consideration is given to emerging industry standardization efforts being applied to workload accelerators, offload engines, and reconfigurable logic (FPGAs), which will form an important component in ARM powered servers of the future.
View attachment 16560 Very interesting take on the server market. The number of ecosystem partners that are working with ARM on this has grown quite a bit since I last looked. The Open Source approach is the key. The ARMv8 looks to be a very competitive offering. I can share the slides if you want. Linley really puts on a nice conference. The food was fabulous!
