In a strategic response to the mounting competition posed by Arm Holdings, Intel and Advanced Micro Devices (AMD) announced the formation of a collaborative group aimed at ensuring software compatibility across their chip architectures.
Intel, the pioneer of the x86 computing architecture that has powered laptops, PCs, and data center servers for four decades, has seen its market share challenged by Arm. AMD, which licenses the x86 technology from Intel and produces its own competitive chips, has faced similar pressures.
Arm’s success can be attributed to its licensing model, which mandates that all Arm chips run compatible software regardless of the manufacturer. This has enabled companies like Apple and Qualcomm to create devices that seamlessly integrate Arm architecture, while major cloud service providers such as Amazon, Microsoft, and Alphabet have also adopted Arm technology in their data centers.
To counter this trend, Intel and AMD are creating an “advisory group” that includes founding members such as Broadcom, Dell Technologies, Lenovo, and Oracle. This initiative aims to gather technical insights from various hardware and software companies to establish essential functions and features that ensure consistency and compatibility between their chips.
During a developer event hosted by Lenovo in Seattle, Intel CEO Pat Gelsinger expressed confidence in the future of the x86 architecture, stating, “Rumors of my death are severely exaggerated. We are alive and well.” He emphasized the potential for adapting x86 technology for emerging applications, particularly those involving artificial intelligence. “Our ecosystem is robust and growing,” he added, highlighting the architecture’s continued relevance amid evolving technological demands.
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