Adding hardware that tightly couples the EPYC processors to Xilinx FPGAs will provide a compelling boost for data centre and HPC performance, especially in AI.
If Nvidia is successful in its bid for ARM, the use of the ARM cores in the Xilinx Zynq system-on-chip devices will come under increasing scrutiny, prompting a potential move to RISC-V like chip makers such as Renesas. Having another instruction set to rely makes a lot of sense for Xilinx and perhaps accounts for the valuation being almost twice that of Altera five years ago.
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