Two chips, two gambles

The New York Times and the Associated Press take long looks at flip sides of the coming Intel-Advanced Micro Devices war over 64-bit processors. In “Intel’s Huge Bet Turns Iffy,” The Times examines the company’s enormous investment of time and money — 10 years and $5 billion — into the chip, which it co-developed with Hewlett-Packard. The Infineon, or more precisely the Infineon 2 (an earlier version 1 was largely considered a flop) handles enormous quantities of data, but also uses lots of electricity. While the former is nice, the Times says, companies that run big server farms are increasingly mindful about all the juice needed to keep them running and cooled. AMD’s own 64-bit entry, the Hammer, uses less electricity, the Times notes ominously. But as the AP reports, there are no guarantees for AMD either. One of Hammer’s big selling points is that it is backward compatible with current x86 software, meaning anything you’re running now on a Windows box and more. That could make it an appealing crossover product, tempting for use in corporate servers and consumer desktops alike. But with a soft economy and many people happy with the speed they’ve already got, anything short of a groundswell adoption could be a major bummer for the perennial no. 2.

The soul of a new server

Intel this week launches the Itanium 2 server processor. The company is betting big that it can convince companies which build servers to use the new chip as ubiquitously as PC makers now employ its lower-end CPUs. But the Wall Street Journal (subscription required) reports Intel has its work cut out. By Intel’s own admission, most corporate clients are already plenty happy with the oomph their existing 32-bit processors provide. And for folks that need supercomputer-level power, clustering many weaker, but far cheaper chips may provide an appealing cost-benefit ratio. Yes, there is that segment — which in revenue terms is substantial — willing to pay a premium for 64-bit processors. But in that arena Intel will compete with entrenched products from IBM, Hewlett-Packard and Sun. Finally, if and when all those dragons are slain, pokey old Advanced Micro Devices is coming round the bend with a new line of “Hammer” chips that feature both 32- and 64-bit capability. Five years from now it’ll be a kick to read a “The Soul of a New Machine“-style chronicle of how Intel handles the coming slugfest.

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