ARM, Nvidia, RISC-V, Intel
Over the last few years we’ve been seeing an interesting case of The Innovator’s Dilemma playing out. The case is ARM, and how it through smartphones have grown from energy efficient but comparably slow CPUs, into something which is turning to an overall better choice for general use CPUs. Looking at how Apple is moving to ARM in its computers, not just the iPhone, and how Amazon are using ARM in their cloud servers, it is clear that we’re very close to having ARM replace Intel across the board. Intel, on its side, have not managed to keep up, which, when viewed from the top of the S-curve, fits perfectly with what we’d expect to happen. ...