News Amazon solidifies push into custom chips that replace Intel and AMD processors, unveils Graviton4 and Trainium2 cloud servers

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AWS did not disclose whether its Graviton4 relies on Arm's Neoverse V2 cores, but this is a likely scenario.
Yes, if we're to take their claim of 30% better performance as applying to the entire CPU, rather than per-core, in spite of 50% more cores, then that strongly points to a shift from V1 (i.e. in Graviton 3) to N2 cores.

To be honest, I was one of the many surprised by Graviton 3's adoption of the V-series cores. A user like Amazon seems like they'd be very interested in balancing efficiency with performance, which is what the N-series is all about. The V-series were performance-oriented and perhaps attractive to AI users for their incorporation of dual 256-bit SVE vector engines. Timing was also likely a factor, as the N2 cores might not have been ready at the point when Amazon wanted to build the Graviton 3.

Keeping in mind that AWS has worked with Intel Foundry Services over packaging, this is expected. It is not completely clear which foundry produces silicon for the Graviton4.
Oh, it's definitely not Intel. It would be too soon for that. ARM needs to port its designs to each manufacturing node, and I think they haven't been working with IFS long enough for the Graviton 4 to be fabbed by Intel.

90% likelihood it's TSMC, though it'd sure be a coup for Samsung, if they got the contract.
 
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