Everybody seems to view this as AMD mimicing Intel when it acquired Altera. (That acquisition has not born visible fruit.)
My contrarian speculation is that this is a move driven by Xilinx vs. Nvidia given Nvidia’s purchase of Arm and Xilinx’ push into AI/ML. Xilinx is threatened by Nvidia’s move given their dependence on Arm processors in their SOC chips and their ongoing fight in the AI/ML (including autonomous vehicles) product space. My speculation is that this gives Xilinx an alternative high performance AMD64 (and possibly lower performance & lower power x86) "hard cores" to displace the Arm cores.
My contrarian speculation is that this is a move driven by Xilinx vs. Nvidia given Nvidia’s purchase of Arm and Xilinx’ push into AI/ML. Xilinx is threatened by Nvidia’s move given their dependence on Arm processors in their SOC chips and their ongoing fight in the AI/ML (including autonomous vehicles) product space. My speculation is that this gives Xilinx an alternative high performance AMD64 (and possibly lower performance & lower power x86) "hard cores" to displace the Arm cores.
Interesting times.