Ampere Announces its AmpereOne

By Patrick Moorhead - May 21, 2023

Ampere announcing its AmpereOne today is an important one. My observations:

  • Risk-averse enterprises should be more comfortable with V2 (One) vs. V1 (Altra)
  • 192 ST custom cores focused on modern cloud workloads (less/no on legacy OS, Middleware, Apps). This is the kind of perf CSPs want.
  • Expecting exceptional rack-PPW for modern cloud workloads (VM density, Stable Diffusion V2, Pytorch DLRM cited versus Intel SPR 8480, AMD Genoa 9654).
  • Big & important power draw implications.
  • Adds the most popular Bfloat16 acceleration.
  • Adds interesting, new scaling, unique CSP, and security features.
  • Simple message: MORE: “more cores, more IO, more memory, more performance, more
    cloud features.”
  • Ampere Altra remains a very capable lower core count solution.
Patrick Moorhead

Patrick founded the firm based on his real-world world technology experiences with the understanding of what he wasn’t getting from analysts and consultants. Ten years later, Patrick is ranked #1 among technology industry analysts in terms of “power” (ARInsights)  in “press citations” (Apollo Research). Moorhead is a contributor at Forbes and frequently appears on CNBC. He is a broad-based analyst covering a wide variety of topics including the cloud, enterprise SaaS, collaboration, client computing, and semiconductors. He has 30 years of experience including 15 years of executive experience at high tech companies (NCR, AT&T, Compaq, now HP, and AMD) leading strategy, product management, product marketing, and corporate marketing, including three industry board appointments.