[33] Ian Interviews: Renee James, Ampere Computing CEO

Arm silicon in the data center is picking up steam, and the only company making chips for everyone to buy and use is Ampere Computing. CEO Renee James built the company after spotting the need in the market, and now employees over 1100 people to enable that vision through the Ampere Altra and AmpereOne product lines. Renee has had extensive experience with Intel, and in particular her mentor, Andy Grove, championed her positioning of energy efficient data center processors. In this rare interview, I asked Renee about the state of Arm silicon in this space, why Ampere differs, and the scope of custom cores and machine learning. [00:00] Intro [00:43] What/Who is Ampere Computing? [03:05] What does Ampere Computing do? [04:46] What are Ampere's customer markets? [07:28] Why develop a custom Arm core? [11:41] How has Ampere succeed where others failed? [17:10] Do customers trust Ampere? [20:11] Does it matter that cloud is making its own silicon? [23:27] Has machine learning changes the outlook? [26:08] IPO? [28:25] What does the future look like? ----------------------- Need POTATO merch? There's a chip for that! http://merch.techtechpotato.com http://more-moore.com : Sign up to the More Than Moore Newsletter   / techtechpotato   : Patreon gets you access to the TTP Discord server! Follow Ian on Twitter at   / iancutress   Follow TechTechPotato on Twitter at   / techtechpotato   If you're in the market for something from Amazon, please use the following links. TTP may receive a commission if you purchase anything through these links. Amazon USA : https://geni.us/AmazonUS-TTP Amazon UK : https://geni.us/AmazonUK-TTP Amazon CAN : https://geni.us/AmazonCAN-TTP Amazon GER : https://geni.us/AmazonDE-TTP Amazon Other : https://geni.us/TTPAmazonOther Ending music:    • An Jone - Night Run Away   ----------------------- Welcome to the TechTechPotato (c) Dr. Ian Cutress Ramblings about things related to Technology from an analyst for More Than Moore #ampere #arm #custom ------------ More Than Moore, as with other research and analyst firms, provides or has provided paid research, analysis, advising, or consulting to many high-tech companies in the industry, which may include advertising on TTP. The companies that fall under this banner include AMD, Armari, Baidu, Facebook, IBM, Infineon, Intel, Lattice Semi, Linode, MediaTek, NordPass, ProteanTecs, Qualcomm, SiFive, Supermicro, Tenstorrent, TSMC.