![]() ![]() The sensibility applies to its infrastructure as well. Ampere plays prominently in those configurations. ![]() Where AWS has dozens of instance types, Oracle has barely a dozen in total. While competing CSPs create a menu of offerings longer than a Cheesecake Factory menu, Oracle focuses on what's essential for its enterprise customers. Much of Oracle's increasing cloud success is found in its matter-of-fact strategy. Oracle Cloud is the number four cloud vendor in North America, and it's climbing the charts with a bullet. In an environment where the global public cloud market grew about 20% year-over-year in Q1 2023, Oracle grew its OCI business by more than 50% year-over-year. It’s hard to talk about today’s announcement without talking about Oracle’s momentum in the public cloud. While there have been persistent rumors for years that Microsoft is building its ARM-based server part for Azure, Microsoft maintains the highest number of Ampere configurations across all CSPs. Alibaba, which does use Ampere processors in its instances, has started rolling out instance types based on its own Yitian server processor. Amazon was the first to bring the ARM architecture into the public cloud space with its Graviton processor, now in its third generation. ![]() The number of Ampere-based configurations across the mentioned CSPs has grown 297% over the past twelve months, while the total number of configurations across all processor vendors only grew by 23%.Īmpere isn't alone in the cloud market. The company's presence across CSPs is growing. Besides Oracle's OCI, Ampere processors are found in Microsoft Azure, Google Cloud Infrastructure, Alibaba Cloud, and Tencent Cloud. All of this makes the processors attractive to hyper-scalers and public cloud providers.Ĭloud service providers are on the Ampere bandwagon. This makes Ampere's parts more energy efficient, critical in today's sustainability-driven environment, but also enables a tremendous per-rack core density. The performance is delivered with better power and thermal profile than competing x86-based processors. It's even cheaper to run Oracle Database on one, as Oracle's per-core licensing is more attractive on single-threaded cores (AMD and Intel server processors have multi-threaded cores).Īmpere's ARM-based processors arrive with a massive core count and impressive single-threaded performance. ARM-based processors cost less, both to procure and to operate. Ellison that the x86 architecture is reaching its limit, but alternative architectures, such as ARM’s, are proving to be a better value than x86 across multiple essential scenarios. ![]()
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