Wouldn't designing your own cores be on a whole other level compared to what Amazon is doing now (licensing Neoverse)? If they don't feel confident they could build a competitive ARM core on their own (unlike Ampere which seems to be trying that) why would it be different with RISC-V which is still years behind ARM (on the high-end)?

If not designing their own cores, RISC-V has far more options than ARM to license from.

From a business continuity perspective, Amazon doesn't benefit from being locked to a single vendor for its CPU core IP.

> RISC-V has far more options

Like what? Are there any high-end RISC-V cores that proven to be competitive with Neoverse you could license?

It all just seem hypothetical to me at this point and I really struggle trying to understand who and why would design cores to license them to others? Looking at ARM it just doesen't seem like a great business model compared to making them yourself..

>Are there any high-end RISC-V cores that proven to be competitive with Neoverse you could license?

Look into Tenstorrent Ascalon, which is supposedly competitive with projected Zen5 performance.

Ascalon has, by the way, already been licensed to LG[0].

RISC-V is inevitable.

0. https://www.eetasia.com/jim-keller-on-ai-risc-v-tenstorrents...

Sounds good. Are there any benchmarks? Can you but it? How much does it cost?

> RISC-V is inevitable.

I'm sorry but you sound a bit like the "Crypto bros" from a few years ago.

I’m not sure why they’d have to be designing their own cores

What other options would they have?

Why would anyone share their own high-end cores when margins from producing and selling them yourself are much higher than form licensing (looking at ARM).