AMD and Intel collaborate to meet the growing threat posed by Arm

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AMD and Intel collaborate to meet the growing threat posed by Arm
AMD and Intel collaborate to meet the growing threat posed by Arm

Intel and Advanced Micro Devices announced on Tuesday that they are establishing a group to help ensure software runs across their chips in response to a growing challenge from Arm Holdings.

The x86 computing architecture, which Intel created, has been the technology behind laptops, PCs, and data centre servers worldwide for the past 40 years. AMD competes directly with Intel under a long-standing legal settlement by licensing the technology from Intel and producing chips that use x86.

However, Arm has reduced the market share of both companies by licensing a rival computer architecture to companies like Apple and Qualcomm who build laptop chips and to companies like Amazon, Microsoft, and Alphabet that use it in data centres. Contract provisions requiring all Arm chips to run all Arm software, independent of chip manufacturer, contributed to Arm’s growth.

On the other hand, although the core x86 technology in both AMD’s and Intel’s chips is the same, software occasionally needs to be modified to run with both. To address that, the two businesses announced on Tuesday that they were creating an “advisory group,” with inaugural members including Broadcom, Dell Technologies, Lenovo Group, and Oracle.

In order to ensure that chips from AMD and Intel are “consistent and compatible” across a variety of applications, the committee will convene hardware and software businesses to gather their technical advice on “essential functions and features.”

Intel Chief Executive Pat Gelsinger stated that x86 technology can easily be modified for applications like new laptops with AI features during a developer event held by Lenovo in Seattle.

“Rumours of my death are severely exaggerated. We are alive and well,” Gelsinger said. “We see that the x86 architecture, this foundation of computing for decades, is about to go through a period of customization, expansion, and scalability (with) the opportunities that AI will present, and our ecosystem is robust and growing.”

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