What the Intel-AMD x86 Ecosystem Advisory Group is, and What it's Not
AVX-512 was proposed by Intel more than a decade ago—in 2013 to be precise. A decade later, the implementation of this instruction set on CPU cores remains wildly spotty—Intel implemented it first on an HPC accelerator, then its Xeon server processors, then its client processors, before realizing that hardware hasn't caught up with the technology to execute AVX-512 instructions in an energy-efficient manner, before deprecating it on the client. AMD implemented it just a couple of years ago with Zen 4 with a dual-pumped 256-bit FPU on 5 nm, before finally implementing a true 512-bit FPU on 4 nm. AVX-512 is a microcosm of what's wrong with the x86 ecosystem.
There are only two x86 CPU core vendors, the IP owner Intel, and its only surviving licensee capable of contemporary CPU cores, AMD. Any new additions to the ISA introduced by either of the two have to go through the grind of their duopolistic competition before software vendors could assume that there's a uniform install base to implement something new. x86 is a net-loser of this, and Arm is a net-winner. Arm Holdings makes no hardware of its own, except continuously developing the Arm machine architecture, and a first-party set of reference-design CPU cores that any licensee can implement. Arm's great march began with tiny embedded devices, before its explosion into client computing with smartphone SoCs. There are now Arm-based server processors, and the architecture is making inroads to the last market that x86 holds sway over—the PC. Apple's M-series processors compete with all segments of PC processors—right from the 7 W class, to the HEDT/workstation class. Qualcomm entered this space with its Snapdragon Elite family, and now Dell believes NVIDIA will take a swing at client processors in 2025. Then there's RISC-V. Intel finally did something it should have done two decades ago—set up a multi-brand Ecosystem Advisory Group. Here's what it is, and more importantly, what it's not.
There are only two x86 CPU core vendors, the IP owner Intel, and its only surviving licensee capable of contemporary CPU cores, AMD. Any new additions to the ISA introduced by either of the two have to go through the grind of their duopolistic competition before software vendors could assume that there's a uniform install base to implement something new. x86 is a net-loser of this, and Arm is a net-winner. Arm Holdings makes no hardware of its own, except continuously developing the Arm machine architecture, and a first-party set of reference-design CPU cores that any licensee can implement. Arm's great march began with tiny embedded devices, before its explosion into client computing with smartphone SoCs. There are now Arm-based server processors, and the architecture is making inroads to the last market that x86 holds sway over—the PC. Apple's M-series processors compete with all segments of PC processors—right from the 7 W class, to the HEDT/workstation class. Qualcomm entered this space with its Snapdragon Elite family, and now Dell believes NVIDIA will take a swing at client processors in 2025. Then there's RISC-V. Intel finally did something it should have done two decades ago—set up a multi-brand Ecosystem Advisory Group. Here's what it is, and more importantly, what it's not.
