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Intel 64-bit Announcements at IDF

cribb writes "Some fascinating stuff is going on over at the IDF. Ever since the first sneak previews of the Opteron, there has been lots of uncertainty around its future, and that of AMD. AMD have bet everything on the success of their new 64-bit CPU, and with Microsoft severely delaying the release of a 64-bit Windows, and Intel complaining that 64-bit processing has no place in the desktop market, things were starting to look dim for AMD. However, after rumours around the 64-bit extensions of the Pentium 4 EE, it became clear that Intel is not willing to lag behind AMD in the 'innovation' department. Now comes the shocker: Intel boss Craig Barrett today anounced that Xeon-class 64-bit server CPUs codenamed Nocona will be coming out the second half of 2004. It isn't clear whether they will support AMD's Opteron AMD64 extensions. Barrett is quoted saying, 'There will be one operating system that will support all (64-bit) extended systems.' Maybe 64-bit computing is right around the corner after all, and we may even see compatible instruction sets from Intel and AMD! And does this mean that Intel will be dumping Itanium, which never caught on as expected in the server market, and forget the billions spent on developing it?" See some other articles at EE Times, and EWeek.

23 of 518 comments (clear)

  1. Quote by lgftsa · · Score: 3, Insightful

    There will be one operating system that will support all (64-bit) extended systems.

    He's right. It's called Linux.

    1. Re:Quote by the+gnat · · Score: 3, Insightful

      Don't forget the beta versions of both Windows XP and Windows 2003 Server 64bit versions, currently in beta. *Me waves his trial 64bit copy of Windows 2003 Server*

      That brings up an interesting point. Who is actually buying these things to run Windows on them? The only application I can possibly imagine is if you had a really huge database and for some reason you wanted to run MSSQL Server. This is one of the main reasons people buy Suns or IBM Power machines, after all (except with different databases).

      However, the other big market for 64-bit computing (and arguably, the more important one) is technical computing, and there Windows is (mercifully) virtually nonexistent. People wanting to do number-crunching use Unix, almost without exception. I'd imagine that cuts down on the number of Windows machines out there. On the other hand, Itanium isn't really proven in the HPC/scientific arena yet, and so maybe people are just buying it to run big web/database servers and because the name sounds cool.

      So, the end question is, what applications (in the broadest sense) is Itanium currently being used for in production systems, and under what OSes? My expectation would be that the proportion running Linux is very high compared to Xeon systems, but I've observed that many of the type of people who say "Ooooh, Intel has a new 64-bit chip! Let's buy it!" are the same people who say "Microsoft is the industry standard! Let's convert everything to run on Windows!" Like, say, a former boss of mine.

    2. Re:Quote by rodgerd · · Score: 4, Insightful

      Every time 64 bit computing comes up, we get this refrain. Given how often the question has been answered, you'd think people wouldn't need to answer it, much less get positive moderation for it.

      64 bit computing is invaluable anywhere you need oodles of RAM. That would include 3D modelling, film editing, music production and the like. Those are all desktop apps, and all of them have a significant Windows presense in their respective marketplaces. Being able to stick 16 GB of cheap RAM in a commodity Windows box and do video editing will be a lot nicer than editing the same footage in a machine with 2 - 4 GB.

  2. In my opinion... i by Azadre · · Score: 5, Insightful

    This is a good thing, whenever someone plays catch up, they alwasy seem to develop a better product than if they were at the top. Take for example how IE6 has slowed improvements while other browsers continue to create. A little competition is a good thing.

  3. Hmm.. by downix · · Score: 5, Insightful

    Intel had to play 'catch-up" by incorporating MMX into the Pentium when NexGen was plotting on incorporating their own SIMD system (which became 3DNow!) but this time, they really got screwed over. They had planned on Itanium taking the 64-bit market over, and did not figure on AMD's x86-64 at all. What really did Intel in this time around was that AMD was doing what Intel had traditionally done, continue the backwards compatibility long past any logical point and not only making it work, but making it attractive. This is the mis-step that brought Motorola down from it's "king of the desktop CPU" position, when they released the 88k as the "next-generation" CPU rather than focus on delivering better 68k's. The division of resources back then is a step Motorola never really recovered from. I wonder how Intel will do on it.

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    1. Re:Hmm.. by hawkbug · · Score: 4, Insightful

      Due to the fact that Microsoft has been dragging their feet for a LONG time on a 64 bit windows, I don't expect Intel to have much trouble at all. I love AMD for lowering the price of x86 chips all around, and bringing in some serious competetion, and I only buy AMD right now to keep that going. But the 64 bit instructions on the AMD "hammer" aren't being used right now - unless you're running a beta of Win64 or an early version of a linux distro supporting it. I had a bad feeling that Microsoft was holding out on windows until Intel could catch up... and apparently that's part of what is going on here. If I was AMD, I'd be super pissed at Microsoft for delaying a potential market share increase AMD could have had, but now will not get the chance.

  4. And for that had the alpha processor to die by uxu.ch · · Score: 5, Insightful

    I think it is a pity, that the alpha processor (that was once the best processor) had to die, just because HP and Intel wanted to succeed with their Itanium processor (and are now failing).

    Felix

    --
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    1. Re:And for that had the alpha processor to die by be-fan · · Score: 3, Insightful

      hammered home how superior technology can be beat by superior marketing aided by some bad business decisions.
      -----------
      Um, that's the story of computer history. The best technology is always killed by the best marketed or most compatible technology.

      --
      A deep unwavering belief is a sure sign you're missing something...
  5. Severe backtrack by Coryoth · · Score: 5, Insightful

    It'll be one hell of a backtrack if they do drop Itanium. Yet it will be hard to keep Itanium viable with another 64bit chip that is (presumably) much better at handling x86 code.

    What this really signals is that Opteron, and AMD64 are really quite impressive indeed. It's billions that Intel will be dropping so they can compete with it, and you don't make that sort of move unless you're really very very worried.

    As to whether they will be compatible with AMDs extensions: I suspect Intel won't be ale to bring themselves to that. The "One operating system will support all 64bit extensions" sounds more like a deal has been cut with Microsoft to make the 64bit version of windows work with Intel's 64bit extensions as well of those AMD. In practice I suspect that means Intel will be very close to AMDs extensions, with a few quirks, and the intention of trying to grab the market and drag things away with their own extra extensions with newer chips.

    Could this be behind the slowness of 64bit windows for Opterons?

    Jedidiah.

  6. Re:Why 64 bit? by trtmrt · · Score: 5, Insightful

    Well, many calculations in academia are done on "desktop" computers. Some of the calculations done in the lab I work in can easily gobble up more 4GB of RAM. A couple of weeks ago we were looking into our options to address this problem at a reasonable price. Speed would also be nice when you have to cruch that many numbers, but if you don't have the RAM you can't even wait longer to get the results.

  7. I'm not surprised at all. by Kiyooka · · Score: 4, Insightful



    I've always thought it unlikely that Intel would be caught off guard by AMD's Opteron. I think Intel could have announced this earlier, but wanted AMD to become overconfident with its Opteron and spend oodles of cash etc. on developing public awareness of 64-bit computing, explaining what it is, convincing people that it's worth the upgrade, etc. Then, after AMD (who is already cash-strapped) puts all its eggs into the 64-bit basket, Intel finally comes out and says "Thank you for raising public awareness about 64-bit computing for the desktop for the past year, AMD. Now that you have no more money, we will now announce our 64-bit chip and compete with yours." Here's a list-form of Intel's strategy:

    1. AMD comes out with Opteron.
    2. Intel waits.
    3. AMD spends all its money and resources on promoting 64-bit computing, thinking this will make Intel look obsolete and make themselves the chip-maker of the future.
    4. Intel waits.
    5. Intel releases own 64-bit computing and takes over the market that AMD spent all its money developing.
    6. (AMD pulls out empty pockets and holds them like wings and wonders what happened:) ?????
    7. Profit for Intel!
    8. I cry. :(

  8. Re:64 bit systems for whom? by kfg · · Score: 3, Insightful

    Let's just say that the rest of us might get the opportunity to stock up on 32 bit chips at bargain basement prices for a while, so there's some value to be had from it all.

    KFG

  9. 64 bits is old History by leandrod · · Score: 4, Insightful
    > Maybe 64-bit computing is right around the corner after all

    Wrong. 64-bit computing is ten years old with the Alpha, including PCs running GNU/Linux. Not to mention the later UltraSPARC, PA-RISC 2 and MIPS workstations.

    And today we already have the PowerPC G5.

    This all proves Wintel is the biggest drag in Informatics.

    --
    Leandro Guimarães Faria Corcete DUTRA
    DA, DBA, SysAdmin, Data Modeller
    GNU Project, Debian GNU/Lin
  10. The Future... by vwjeff · · Score: 3, Insightful

    Sure, 32 bit is fine NOW but in the future there will be more intensive software that will require more RAM.

    This is just a guess but I wouldn't be suprised in "Longhorn" will be native 64 bit. Maybe Microsoft is waiting for the hardware to catchup so their inefficient code can take advantage of more memory. (I know, it's a cheap shot at Microsoft)

  11. Re:They know how to keep a secret... by zurab · · Score: 4, Insightful
    As for one operating system, who? They in cahoots with Microsoft, after Microsoft dragged it's feet on AMD? Sounds like collusion, anti-competitiveness, and all that.

    This is what I think happened: Intel thought their server reputation would trump AMD's 64-bit offering. They thought their Itanium would be the only reputable and reliable 64-bit platform for x86. They were wrong: they started having problems and delays, while AMD was well ahead with backward compatible Opterons. Intel was not going to have major market share with Itaniums. However, while AMD most likely bet their entire existence on x86-64, Intel took into account the worst-case scenario with Itaniums and developed 64-bit Pentiums on the side.

    After the Itanium failure, they came to a realization that MS was not willing to develop and support 2 different instruction sets. Praise as you may how advanced MS' NT kernel is, and how portable it is - it just doesn't make business sense, even for Microsoft, to support it on more than one platform (remember Alpha?). Also, as I remember, Linus also expressed his preference was AMD's solution and hoped Itanium would lose out. Intel is not so powerful after all. So, now they are forced to execute their plan B, and introduce their 64-bit Xeons. ... I'm sure there's more to it.

    Also, the statement "one operating system" was made by MS spokesperson, not Intel, as suggested by the /. story.

    Intel's approach is compatible with AMD's, the Microsoft representative said. "There will be one operating system that will support all (64 bit) extended systems," the representative said. ... from the linked article!
  12. Re:More brainless ad campaigns... by the+gnat · · Score: 3, Insightful

    In the mean time my 1998 vintage Mesh/Alpha desktop system (no, it's not a server, it was sold via consumer magazines in the UK) is still running happily with 64 bit Linux... and that was hardly the first either, an honour that probably belongs to someone like Sun.

    Actually, there were Alpha desktops long before that, and the Alpha chip was certainly around before Sun had any 64-bit machines. As were the 64-bit MIPS chips, which ran in desktop machines.

    At any rate, it depends what you mean by "desktop", although your system sounds like it'd qualify. SGI machines make fantastic desktops (IRIX is very well-designed) and they're mostly 64-bit, but they also cost upwards of $10,000 (much upwards, quite often) when they came out. So they aren't consumer grade by any standard.

    I think Apple's campaign has some truth to it in the sense that theirs is the first 64-bit desktop that normal people will actually buy and use. And it's definitely the first that's explicitly designed to do normal desktop computing stuff, as opposed to high-end graphics or engineering apps.

  13. Re:Intel's new 64-bit CPU's by MBCook · · Score: 5, Insightful
    Yep. I would expect the difference to be just like what we see now. Intel will have one version of the instruction set (x86-64 + SSE4 or whatever) and AMD will have another (x86-64 + 3DNow!, for example). They will work, but there will be specializations for some things. Basically they are as compatable with one another as the P4 and Athlon are.

    As for this whole thing, I'm not suprised and this is a MAJOR boon for AMD, because now people have no reason not to port their software to x86-64. The companies get customers now (Athlon64 and Opteron) and more later when Intel releases their chip. The other big win for AMD is that their chips is out NOW. So when the software starts to come, people who want/need that 64bits will get Opterons and they can gain some real market share before Intel's processor comes out (especially the desktop one since Intel is releasing the server chip first). As long as AMD is willing to cut back on their prices a little now to trade for future gains, this could be a MAJOR opportunity for them.

    As for us consumers, this is a win. Intel trying to push Itanic (or even worse a THIRD arch) down our throats would be terrible. Now we have one clear "winner" in the 64 bit wars (don't reply with stuff like the G5, I'm talking the Intel/AMD/Transmetta/etc. side).

    And where is Transmetta's announcment? They should make one two! I bet they could get a good chip out the door before Chipzilla gets a good mobile x86-64 chip out there. This would be a great chance for them too, they could grab a good chunk of the laptop market becuase it would only be them and AMD, and AMD isn't marketing towards low power ultra-lite laptops.

    --
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  14. Re:Intel wouldn't ditch Itanium... by Mr.+Frilly · · Score: 4, Insightful

    As to the 100,000 number, you might want to check out the register's version. Somewhere around 10,000 CPU's is a more realistic system (with 4000 of them coming from a single system).

  15. Re:Intel wouldn't ditch Itanium... by Watts+Martin · · Score: 4, Insightful

    As for Itanium not selling, That's funny. Itanium sold over 100,000 cpus last year which is a big number for the enterprise server market (That's more than some other major RISC processors sold in 2003 (like Power 4)). If you don't believe me Google "Itanium" "100,000" and "Otellini" and you'll see lots of links to Intel pres Paul Otellini's announcement back in Nov that Intel would ship over 100,000 Itanium processors in 2003.

    Yes, except that Itanium's biggest competitor in the enterprise server market isn't the Power4, its G5 cousin or any other RISC chip. The Itanium's lunch is being eaten by the Xeon. If you'd Googled on the less specific "itanium sales" your first hit would be IDC Waterfalls its Itanium Sales. As that article observes, "The [100,000] number may seem relatively huge, unless we do not take into account sales of Intel Xeon processors that amount in millions."

    The problem, when push comes to shove, is that for "enterprise" customers, 64-bit CPUs are still a solution in search of a problem. As of right now there aren't any applications I can think of that most businesses use where the Itanium has a pure performance advantage that outweighs the Xeon's much higher price-performance advantage. The High Performance Computing market, which is what you really referred to above, is not the enterprise market, and as flashy as HPC is, it's not where the money is, either -- go into any business using Intel architecture machines and you will see server rooms filled with HP ProLiants and Dell PowerEdges, and all of those will be P4/Xeon boxes.

    It doesn't matter whether Mr. Otellini tells people he's happy with "over" 100,000 Itanium processors being shipped or not. Compared to the amount of money Intel sank into the processor, this is peanuts. If they deliver a 64-bit x86 processor and it outsells the Itanium by an order of magnitude in its first year or two, which is not unlikely, it's going to be very hard to justify not end-of-lifing the Itanium line and migrating customers to the new processor.

  16. i960 is not like the i432 or Itannic by erice · · Score: 5, Insightful

    Wrong list.

    432 and Itannic had full management support. The 432 failed becuase the market rejected it. Itannic appears destined for the same fate. The 960 wasn't rejected by the market, it was rejected by Intel management.

  17. Re:Intel wouldn't ditch Itanium... by pantherace · · Score: 3, Insightful
    In the 'big iron' enterprise market against RISC where Itanium is beating everything handily (check out the latest TPC-C list Top 10 where Itanium holds spots 1,3,4,7,10

    Yeah, spot #1 is held by IA-64 with 64 processors, and #2 by Power4 with 32 processors, as are all except #10 on that list (where every power4 is a 32 processor box)

    Not to mention TPC-C is something for which vendors tweak heavily, and it is a fairly exclusive and expensive club to get into.

    The only TPC comparison between Itanium & Opteron can be found in the 300GB TPC-H with a 2GHz 16-way opteron cluster (13,194) vs a 1GHz Itanium 2 (4,774) SMP box. Unless a 1.5GHz Itanium2 has a significant core change it isn't going to deal with the almost 4x lead, assuming the benchmarks are good, which I have some doubt of.

  18. Re:Where was itanic going? by obeythefist · · Score: 3, Insightful

    And SPARC, Alpha, and PowerPC are all more powerful than the current Opteron chips, and cheaper by several orders of magnitude (specifically PowerPC).

    Huh? Looked at some benchmarks lately? (And not the ones produced by Apple that compare really obscure synthetic benchmarks of Opterons underclocked and running with half the same RAM as a PPC)?

    SPARCs and Alphas are cheaper than Opterons by several orders of magnitude? Are they still making Alphas? If they are, and they're cheaper, and "more powerful", I can't see why there aren't a whole bunch of Linux gamers using them.

    Who modded this guy insightful?

    --
    I am government man, come from the government. The government has sent me. -- G.I.R.
  19. Re:They should code name it Iberg by Sique · · Score: 3, Insightful

    The timeline for the Itanium processors was unlucky. When the first roadmap for the Itanium was put up (around 1997), AMD's K7 was not even on the horizon. At this time a 800-1000 MHz 64bit processor looked good for the next 10 years. Suns UltraSparc II was at 150 MHz at this time, PowerPC about the same range, and the topselling PC processors were at 200 MHz. It was slowly growing up to 500MHz with the P3, and the other architectures maxed out somewhere at 450 MHz. Then suddenly AMD came and put up the first 1GHz processor, and a race started between Athlons and the P3s, leaving everything behind in core frequency. Eventually the 800MHz of the Itanium didn't look that impressive anymore.

    Intels P4 was poised to gain the frequency crown, and it made the Itanium look even worse (though it was not true performancewise), and you could buy Xeon III with 933MHz cores, good enough for most business servers with their large caches, with sophisticated chipsets for SMP, and with OS support for clustering. So Itanium suddenly was only a processor for numeric applications, because Intel had to fight AMD in the bread-and-butter PC business.

    The Itanium II is still an impressive processor with its number crunching abilities and its integer performance. But it's cheaper for most people just to throw more P4 Xeons at the same problem, because the underlying technology has been implemented in millions of systems. Tightly packed blade servers are mostly based on P4 architectures, and increased redundancy by having more processors and systems clustered can't be easily beaten by less processor cores for more processing power.

    The processor race between Intel and AMD has cannibalized the possible markets for the Itanium, and the number of fields, where Itanium make sense from a price/performance ratio are getting smaller.

    With the upcoming of AMD's x86-64 even the More Address Space argument is looking weak, because you can get the same with AMD's architecture, which seems to have the smoother migration path due to its outstanding x86-32 performance. Again less business cases for Itanium.

    So were are the application Itanium fits best in, if the alternative is to take a blade server with twice the numbers of P4 processors running at top speed? Or get an SMP Opteron system, which is cheaper, more widely available and seems to have the better OS support?

    --
    .sig: Sique *sigh*