Arm’s ambitions for the server market has been a very long journey that’s taken years to materialise. After many doubts and false start attempts, today in 2020 nobody can deny that sever chips powered by the company’s CPU IP are not only competitive, but actually class-leading on several metrics.

Amazon’s Graviton2 64-core Neoverse N1 server chip is the first of what should become a wider range of designs that will be driving the Arm server ecosystem forward and actively assaulting the infrastructure CPU market share that’s currently dominated by the x86 players such as Intel and AMD.

The journey has been a long one, but has had its roots back in roadmaps publicly planned laid out by the company back in 2018. Fast-forward to 2020, not only have we seen products with the first-generation Neoverse N1 infrastructure CPU IP hit the market in commercial and publicly available form, but we’ve seen the company exceed their targeted 30% generational gain by a factor of 2x.

The Neoverse V1: A New Maximum Performance Tier Infrastructure CPU

Today, we’re ready to take the next step towards the next generation of the Neoverse platform, not only revealing the CPU microarchitecture previously known as Zeus, but a whole new product category that goes beyond the Neoverse N-series: Introducing the new Neoverse V-series and the Neoverse V1 (Zeus), as well as a new roadmap insertion in the form of the Neoverse N2 (Perseus).

The new Neoverse V1 introduces the new V-series into Arm’s infrastructure IP portfolio, and essentially this represents the company’s push for higher absolute performance, no matter the cost.

Earlier this spring we covered the company’s new mobile Cortex-X1 CPU IP which represented significant business model change for Arm: Instead of offering only a single one-fits-all CPU microarchitecture which licensees had to make due with in a wider range of designs and performance points, we’ve now seen a divergence of the microarchitectures, with one IP offering now focusing on pure maximum performance (Cortex-X1), no matter the area or power cost, while the other design (Cortex-A78) focuses on Arm’s more traditional maximised PPA (Power, Performance, Area) design philosophy.

The Zeus microarchitecture in the form of the Neoverse V1 is essentially the infrastructure counterpart to what Arm has achieved in the mobile IP offering with the Hera Cortex-X1 CPU IP: A focus on maximum performance, with a lesser regard to power and area.

This means that the V1 has significantly larger caches, cores structures, using up more area and power to achieve unprecedented performance levels.

In terms of generational performance uplift, it’s akin to Arm throwing down the gauntlet to the competition, achieving a ground-breaking +50 IPC boost compared to Neoverse N1 that we’re seeing in silicon today. The performance uplift potential here is tremendous, as this is merely a same-process ISO-frequency upgrade, and actual products based on the V1 will also in all likelihood also see additional performance gains thanks to increased frequencies through process node advancements.

If we take the conservatively clocked Graviton2 with its 2.5GHz N1 cores as a baseline, a theoretical 3GHz V1 chip would represent an 80% uplift in per-core single-threaded performance. Not only would such a performance uptick vastly exceed any current x86 competition in the server space in terms of per-core performance, it would be enough to match the current best high-performance desktop chips from AMD and Intel today (Though we have to remember it’ll compete against next-gen Zen3 Milan and Sapphire Rapids products).

Neoverse N2 is Perseus – Continues the PPA Focus

Alongside the Neoverse V1 platform, we’ve seen a roadmap insertion that previously wasn’t there. The Perseus design will become the Neoverse N2, and will be the effective product-positioning successor to the N1. This new CPU IP represents a 40% IPC uplift compared to the N1, however still maintains the same design philosophy of maximising performance within the lowest power and smallest area.

It can be a bit confusing when it comes to the microarchitectural generations that we’re talking about here, so I made a graph to illustrate what we could call generational siblings between Arm’s mobile, and server CPU IP:

Although this is just a general rough outline of Arm’s products, the important thing to note that there’s similarities between generations of Cortex and Neoverse products as they’ve being developed in tandem at similar moments in time during their design. The Neoverse N1 was developed in conjunction with the Cortex-A76, and thus the two microarchitectures can be regarded as sibling designs as they share a lot of similarities.

The Neoverse V1 can be regarded as a sibling design to the Cortex-X1, likely sharing a lot of the supersized core structures that had been developed for these two flagship CPUs.

The Neoverse N2 is a bit more special as it represents the sibling design to a next-generation Cortex-A core which is the follow-up to the A78. Arm says they’ll be licensing out this “Perseus” design by the end of the year and that customers already are engaging on beta RTL – we’re likely to hear more about this generation of products at next year’s TechDay event. The N2 would be lagging behind the V1 by one year and subsequently it'll take more time to see this in products.

As a note, all of the above designs are all based in Austin and can be regarded as in the same microarchitecture family that had been started off with the Cortex-A76. If I’m not mistaken, next-generation “Poseidon” designs will be on a fresh new microarchitecture started by Arm’s Sophia-Antipolis design team – although Arm does note that there’s a lot more collaboration and blur between the different teams nowadays. Here Arm already notes a +30% IPC uplift for this generation of designs, likely to hit products in 2023.

An Undisclosed Architecture with SVE: Armv9?

One very notable characteristic of both the Neoverse V1 and N2 are the fact that these now support SVE (Scalable Vector Extensions), with the V1 having two native 256-bit pipelines and the N2 being a 2x128-bit design. The advantage of SVE over other SIMD ISAs is the fact that code written in it can scale with the varying execution width of a microarchitecture, something that’s just not possible with today’s Neon or AVX SIMD instructions.

Fujitsu’s A64FX chip and custom core microarchitecture had been to date the only CPU announced and available with SVE, meaning the V1 and N2 will be Arm’s first own designs actually implementing SVE.

Today’s announcements around this part of the V1 and N2 CPUs raised more questions than it answered, as the company wasn’t willing to disclose whether this support referred to the first-generation SVE instruction set, or whether they already supported SVE2.

In fact, the company wouldn’t confirm even the base architecture of the designs, whether this were Armv8 designs or one of the subsequent iterations. This is extremely unusual for the company as it’s traditionally transparent on such basic aspects of their IPs.

What I think is happening here is that the V1 and N2 might be both Armv9 designs, and the company will be publicly revealing the new ISA iteration sometime between today’s announcement and mid next year at the latest – of course this is all just my own interpretation of the situation as Arm refused to comment on the topic.

Update: Actually it does seem that Arm had already publicly upstreamed the initial compiler entries to GCC for Zeus back in June, confirming that at least the Neoverse V1 is an Armv8.4+SVE(1) design. I still think the N2 might be a v9+SVE2 design.

At the end of the day, what we end up are two extremely compelling new microarchitectures that significantly push Arm’s positioning in the infrastructure market. The Neoverse N2 is an obvious design that focuses on Arm’s PPA metrics, and the company sees customers designing products that are primarily focused on “scale-out” workloads that requite a lot of CPU cores. Here we could see designs up to 128 cores.

The Neoverse V1 will see designs with lesser core-counts as the CPUs are just bigger and more power hungry. Arm sees the 64-96 range being what’s most likely to be adopted by licensees. These are the premier products that will be going against the best of what Intel and AMD have to offer- and if the performance projections pan out (as they usually do for Arm), then we’re in for a brutally competitive fight unlike we’ve seen before.

The first publicly known design confirmed to employ the new Neoverse V1 cores is SiPearl’s “Rhea” chip that looks to feature 72 cores in a 7nm TSMC process node. Ampere’s “Siryn” design would also be a candidate for applying the V1 microarchitecture, targeted for a 2022 release on TSMC’s 5nm node.

Today’s announcement has been more of a teaser or unveiling, with the company planning to go into more details about the architecture and microarchitectures of the designs at a later date. Arm's DevSummit is scheduled for October 6-8th - and might be where we'll hear a bit more about the new architecture.

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  • FreckledTrout - Tuesday, September 22, 2020 - link

    Interesting times. I assume Nvidia saw this information before they offered especially the Armv9 ISA. Having the new ISA spec done and a new high performance core design done really does look like good timing to buy ARM.
  • Wreckage - Tuesday, September 22, 2020 - link

    10 years from now NVIDIA will be a big as Apple & Microsoft. AMD and Intel shadows of their former glory.
  • Railander - Tuesday, September 22, 2020 - link

    noooo stop. i can only handle so much.
  • Dex4Sure - Tuesday, September 22, 2020 - link

    Indeed. NVIDIA + ARM are a deadly combo.
  • Gondalf - Wednesday, September 23, 2020 - link

    LOL, Nvidia can license at a reasonable price these cores right now without acquiring ARM for a crazy price.
    I don't see any combo around, neither deadly. Without x86 you don't go anywere, this is a fact.
  • Dex4Sure - Wednesday, September 23, 2020 - link

    X86 is going to be pushed aside as ARM is overtaking them in performance. AMD fanboys have big problems coming into terms with it. Companies rather switch to ARM that's delivering 30% IPC gains nearly every generation than switch from Intel to AMD imo. When you do a platform change, you might as well go all in and make the switch to what is inevitably the future of computing.
  • Gondalf - Wednesday, September 23, 2020 - link

    LOL :). You looks like a fanboy instead of a person inside the IT.
    All the hopes of this useless silicon were destroyed a couple of years ago with the return of AMD
    in server arena. It is a fact x86 now cover all segments of server market, from low core number, to medium core number up to many core number.
    Right now ARM ISA have lost any momentum in server world, IT managers choose between Intel and AMD, ARM mean nothing....less than zero.
    About IPC, we will see the Apple track record. Recent A14 showed the end of the stellar IPC scaling. Same will happen to ARM.
    Unfortunately over a certain limit the bet to increase the IPC have severe diminishing returns, and the cpu complexity rise the power comsumption far more than the performance. Over a certain limit it is better to rise the clock speed than increase the IPC.
    There is nothing of magic in ARM ISA, it is older than x86. RISC already lose the battle, not a chance at the horizon, only some custom silicon for few companies with exotic needs.
    Nothing to see here.
  • RK7 - Thursday, September 24, 2020 - link

    He has a point. You don't really embrace how much faster and cheaper become ARM, do you?
  • ichaya - Sunday, September 27, 2020 - link

    You can either believe that ISAs aren't that important, and both CISC & RISC have merged enough that ARM/x86 will be able to keep up with each other on similar nodes, or that there is still some inherent difference between x86/ARM for code density, etc.. Either way x86 either has the advantage (x86 beats POWER at perf/W/$) or it will be able to compete equally in the worst case.

    Apple and Amazon have found a different optimization point with lower clock speeds and higher IPC, but that doesn't mean they'll be able to scale it up and still keep a large perf/W/$ advantage. If POWER is anything to go by, it will be far worse perf/W/$ for a 4Ghz+ ARM chip.
  • Wilco1 - Sunday, October 4, 2020 - link

    Comparing with Power is not relevant. Arm does indeed have a major advantage, both in ISA and microarchitecture, and it shows: https://www.servethehome.com/?attachment_id=47110

    Neither AMD nor Intel have anything in the next few years that can match Arm's much higher per-thread and 2x per socket performance.

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