AMD's 128-core Epycs could spell trouble for Ampere Computing
The cores themselves are housed in a single 5nm compute die, while I/O and memory functionality are broken out into multiple 7nm chiplets. Basically, the opposite of what AMD did with Epyc.
With the notable exception of Amazon Web Services, nearly every public cloud provider – including Oracle, Microsoft, Google, Tencent, Alibaba, and Baidu – has deployed Ampere's Altra or Altra Max parts. With that said, it's not uncommon for cloud providers to take their time with these things. While Oracle was among the first cloud providers to throw their weight behind Ampere, it wasn't until last summer that Google joined the party.
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