Well I think that they would not modify one of their CPU. It looks like they still don't a nomenclature alike Intel one about core and un-core part of their CPUs. Basically AMD uses the same 'core' on most of their product. It would be more about chose how many cores they want I don't expect AMD to do any changes for MS. If Ms work with them they will have what AMD have most likely bulldozer cores. Ms may have its words on L2 cache size and the number of cores, mem controler etc (uncore part) but that's it. I don't expect AMD to change (or to be in a situation where they can afford to do it) SSE5 instructions and width of this units, number of execution units, etc. But it's not a bad thing per SE even if AMD can't match Intel they still do go CPU.I'd wonder how adverse AMD would be to modifying one of their CPUs to suit MS's needs (considering their own apparent issues with their PC designs). I mean similarly to what happened with Xenon. i.e. extended vector processing, hardware security measures, cache locking by GPU, implications with the GPU handling the northbridge/memory control... Does AMD have the resources for such a side-project to do a good job...
Bulldozer will have to deal with GPU on die so AMD will do changes to make that convenient but I don't expect them to change one bit for MS. Once again it's not that bad as actually AMD and ATI may have at least as many clues about what they are doing as Ms if not more.
When IBM did the xenon for MS it was a 'tiny' team that did the job while somehow 'stealing' advancements from a bigger team... Anyway AMD will have bulldozer, bulldozer is supposed to be their building block from low to high end supporting fusion/GPU somewhere in the middle. It's a 'less from scratch' job than what the IBM team did for MS (even with some help).
I think AMD could do that.
Their architecture show its age and they push frequencies to stay on Intel tail. If you add less performant process... but I don't think IBM as any advantage in this regard.I've not been particularly impressed by their power consumption in the desktop space, nor their cache density, but comparing that to what IBM can do would be very difficult to say...
Just some concerns...
I still wonder if AMD/GF has an agreement about on die edram and if yes if it will be available on a process that could serve well a fusion design. That would allow for some nice wins in density
Intel did a great job on its core architecture and then on their nehalem (even if actually games can suffer fron tinier L2) but AMD has improved a lt since their first phenom and 45nm disaster.
IBM has mostly give up at fight X86 at what they do (which is a bit of everything lol), MS (and others) went to IBM for the business side of things imho. Now AMD has fusion coming, still need money, dare to face Intel and go almost fab-less who knows they may let out a X86 cpu at reasonable price if packed with GPU, if that grant them an advantage in the discrete GPU market ( having a full close AMD box may benefit them way more than having orphan chip (xenos) in the 360 or having a TWIMTBP program) it will be welcome. The advantage could also be on the CPU side game optimized for their SSE5 instructions (might be a reason why Intel will make its most to prevent that).
Anyway I would not discard them on technical merit because Intel greatness (which has been proven true a lot lately). Overall I feel the opposite it would be more does AMD have intensive to sell for pretty cheap what will the second best CPU (or better who knows, not much hope tho) in the business and in regard to the gpu a part that give you the more perf per dollars (it's now and may change but ATI has some serious expertise). They are really in need for money tho==> who knows
EDIT
In regard to CPU power consumption I would add that AMD is likely to add same "functionalities" as Intel in their next core say variable clock speeds from turbo mode to power saving mode depending on the workload, that's to take in account while speaking about power consumption.
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