Take on Intel in the server market all at once? Folly. Cavium Inc. (Nasdaq: CAVM) is picking its fights,
one defined set of workloads at a time. The company just announced its
ThunderX2 system-on-a-chip (SoC), which Cavium believes stacks up very
favorably against Intel's line of processors for data center and cloud
applications, including NFV, big data analysis, network storage and security.
The ThunderX2 will begin
sampling later this year and will ramp into production and start shipping in
2017. They appear to be the first of the ARM-based server SoCs that the ARM
community always promised were going challenge Intel Corp. (Nasdaq: INTC) in the server market.
ThunderX2 processors can
combine up to 54 custom ARMv8 cores. Cavium beefed up the ThunderX2's memory
capacity, doubled its memory bandwidth, included options for connectivity at
all the most likely Ethernet speed options (10G, 25G, 40G, 50G, 100G), and
tweaked its workload accelerators for security, virtualization, compression and
packet processing, all to make the ThunderX2 more attractive in server
applications.
By several measures, the new
ThunderX2 doubles and sometimes triples the performance of its ThunderX
predecessors. It has both single- and dual-socket support.
Data center and cloud makes
up roughly 30% of the server market. It was tough to hit the performance
requirements of that market with the original ThunderX products, Gopal Hegde,
Cavium's VP/GM of its Data Center Processor Group, told Light Reading.
"The ThunderX2 lines up well against what we've heard is desired so
far," he said.
Cavium benchmarked the
ThunderX2 against one of Intel's Broadwell (E5-v4) processors, and Hegde said
even he was surprised that the ThunderX2 exceeded the Broadwell's performance
in some workloads. Given what is publicly known about Intel's forthcoming
follow-on to Broadwell, Cavium believes the ThunderX2 will stack up well
against Intel Skylake processors too. (Broadwell, Skylake and ThunderX2 are all
produced with 14nm production processes.)
The company claims ThunderX2
will also represent a lower total cost of ownership (TCO) than Intel
processors.
Meanwhile, Cavium is steering
clear of taking on Intel in the high-performance computing applications market.
As it is, IBM seems to be
aiming at that portion of the market with its Power processors.
"Intel is an 800-pound
gorilla. you can't go head to head with them everywhere. You have to target a
niche and win that niche," Hegde, said, adding "We're focused on
winning customer by customer, workload by workload."
He said the ThunderX2 has a
"major data center operator" in China he declined to identify that is
preparing to deploy ThunderX2 servers for at least one application. "We
hope to get in for more," he said.
Separately, Cavium described
its CloudScale Rack solution, demonstrating how customers can build a complete
cloud data center using customer platforms built on Cavium's product portfolio.
Cavium will customize its
processors for specific workloads, with the basic idea being that the
customization at the processor level will lead to better overall data center
performance.
Extant servers use standard
processors and require NICs, HBAs and offload cards to meet the storage and
virtualization needs of data centers, which Cavium argues makes it hard to
provision and move workloads across the data center.
Cavium's approach is a
scalable rack solution with a range of what Cavium calls Workload Optimized
servers for compute, storage, networking and management modules that work
together to build a wide range of on-demand logical, virtual systems, which are
more adoptable and scalable to emerging networking protocol and security needs
of the cloud.
Hegde said CloudScale Rack is
less a standardized product and more a reference architecture to show what can
be done with Cavium's approach.(know more)
