Intel Investors! Nice piece on Itanium from MicroProcessor Watch:
*** Editorial: So Long Alpha By Steve Leibson {7/23/01-02}
By now you should know that Compaq has pulled the plug on the Alpha RISC processor. Alpha's wheels have yet to spin down, but the power's definitely switched off. Compaq announced in June that it will curtail Alpha processor development after 2003 and Alpha- based systems development after 2004. The company says it will add two speed upgrades to the existing EV68/21264 processor, finish developing the next architectural enhancement (the EV7/21364), and that's it. Alpha software teams will immediately start to target Itanium, not Alpha. By the year 2004, bye bye Alpha. Also, bye bye MIPS. Compaq currently uses MIPS processors in its NonStop Himalaya servers, which the company got through its Tandem acquisition. Compaq's future servers will be based on Intel's Itanium.
There can be little debate that adopting Itanium is something Compaq must do. Through acquisitions, Compaq has put itself into exactly the same bind that DEC was in a decade ago. Back then, DEC rode the dual horses of the MIPS and proprietary (VAX) processor architectures. DEC let neither win, adopting Alpha instead of either incumbent. By buying DEC and Tandem, Compaq's server groups now ride three horses: Alpha, MIPS, and Pentium Xeon. Now you know which horses Compaq shot. But you should have known it all along. Back in 1996, then editor in chief Linley Gwennap predicted that workstation and server vendors SGI and DEC would ultimately abandon their proprietary RISC designs and jump on the Itanium bandwagon, several years before the wagon got its wheels.
Alpha leaves a significant legacy in the history of microprocessors. It was designed like a racing car: speed first and foremost. Throughout the 1990s, Alpha was the speed leader in integer performance by a wide margin, thanks to its combination of a simple (hence fast) instruction set, dynamic logic, and bleeding-edge circuit design. Circuit wizards in the Alpha dungeon pushed DEC's relatively low-volume manufacturing facility to produce faster parts at a given lithography level than commercial semiconductor vendors could hope to achieve. Only occasionally did competitors catch DEC, when the company was slow to make a process upgrade.
The Alpha processor joins a number of other worthy microprocessors on the historic scrap heap. There's the AMD 29000, a RISC processor originally designed to be a Unix workstation engine, which became a successful embedded processor before fading out. There's Intel's 960 series, with similar design heritage and a similar fate, after bloodily wresting the laser printer market from Motorola's 68000. There's Motorola's innovative 88000 family, which could never crawl out from under the shadow of the 68000 and that possibly put the stake into Data General. Ditto the ill-fated Fairchild Clipper, which inflicted severe collateral damage on Intergraph before Intergraph cast off the demon. Both Data General and Intergraph dumped their essentially proprietary RISC processors for Intel's P6. The list of fine-but-obsolete processors continues to grow.
From a technical standpoint, it seems to me that Itanium, or something like Itanium, has to win the microprocessor wars for high-end servers, because VLIW (or EPIC in the case of Itanium) simply makes more sense than continuing the increasingly difficult battle to augment RISC processors' superscalar capabilities. One of the original advantages of RISC design, reduced transistor count, has long since disappeared with the addition of superscalar operations as a speed enhancer. The additional layering of superscalar bells and whistles increases a processor's IPC rating, but with a quick limit. Shooting for more than four-issue superscalar operation is a dead end.
Conversely, the VLIW approach relegates the search for code parallelism to the compiler, thus allocating one or more compilation processors and relatively abundant compile time to this task, in stark contrast to the relatively few transistors and real-time constraints that superscalar approaches impose. Argue all you want about the elegance of the Itanium architecture, VLIW is just a better approach to instruction-level parallelism than superscalar RISC is. As a high-end RISC race car, Alpha is dying a natural death.
On the business side, Compaq's decision also makes a lot of sense. Compaq is a company built upon, and steeped in, compatibility. The company was founded on the concept of close IBM PC compatibility in a (purportedly) portable form. Taking an industry-incompatible approach to high-end servers seems to be an unfortunate exercise in corporate dissonance. It's good to see Compaq's leadership step up and make a hard decision to end the experiment.
So who remains? Sun and IBM. IBM seems unlikely to wind the entire company around the Itanium pole. Unlike Compaq, IBM prefers to create standards; it doesn't follow them without a strong strategic reason. The company has successfully built systems to its own standards for decades. IBM seems well committed to the PowerPC from one end to the other. Yet if you look at Intel's Web site, you'll find IBM listed as an early Itanium adopter in both the server and workstation categories. The camel's nose is already under IBM's server tent.
I think it will be a very long time before Sun Microsystems accepts an Itanium-clad future. Sun has already set one of the microprocessor standards in the workstation and server market (after chucking the 68000 many years ago). Sun has captured nearly half the server market, so there's little for the company to gain by adopting Itanium today. In fact, now that Compaq has declared a concrete end to Alpha systems, you should expect Sun to quickly try to gain market share by aggressively targeting existing Alpha system customers as likely sites for conversion to SPARC-based servers. After all, if a Compaq server customer knows it must port its software from Alpha, it's just as easy to port to SPARC as to Itanium, and it's probably safer too, because the compilers and associated software-development tools for SPARC are more mature than those available for Itanium. Sun will need to convert to Itanium only when Itanium-based servers and workstations start to consume some of Sun's market share. That won't happen this year. |