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Thanks, I think it's the start of a new "cloud CPU" era.

Cloud vendors have already split workloads into different instance types, so directly analyzing their workloads and developing CPUs for each instance type will lead to further performance wins. This may prompt the creation of even more instance types just to further separate workload types for future CPU specialization.

In the future, products like AWS outposts may become far more desirable over commodity hardware, as customers know it provides access to specialized CPUs and their performance. It's a path for cloud computing vendors to own the datacenters as well.

(Note that my predictions are not based on any internal knowledge: I'm just describing what I personally would be doing if I were a cloud vendor.)




In hindsight, I wonder why Intel or other chip makers didn’t invest more in datacenters/hosting companies just to get this valuable data.


Yes, this was in my predictions: Processor vendors may offer their own clouds (either built or acquired) to get the same level of workload access.




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