I remember watching this video on the Intel 8086 by Harvard Business School, and they mentioned how revolutionary it is from a business perspective because it took a vertically integrated market and made it a horizontally integrated market.
(I can't find the video after a cursory search...)
Is this is the reversal of this revolution? Are we going back to a vertically integrated market due to consolidation in market players or because of performance / power concerns? Everyone seems to be making their own chips and boards these days. Google / TPU, AWS / Graviton, Microsoft / SQ1...
Will we ever see a fragmentation in ISAs a la EEE? IMHO that would be a catastrophic regression in the software space, easily a black swan event, if you say needed to compile software differently between major cloud vendors just to deploy.
(I can't find the video after a cursory search...)
Is this is the reversal of this revolution? Are we going back to a vertically integrated market due to consolidation in market players or because of performance / power concerns? Everyone seems to be making their own chips and boards these days. Google / TPU, AWS / Graviton, Microsoft / SQ1...
Will we ever see a fragmentation in ISAs a la EEE? IMHO that would be a catastrophic regression in the software space, easily a black swan event, if you say needed to compile software differently between major cloud vendors just to deploy.