Re:Intel Refreshes 2nd Gen Xeon Scalable, Slashes Prices
by moonbas3 on Sunday March 01, 2020 @07:00AM
(#22456504)
You need to also take into account that datacenters won't change hardware every cycle release, so Epyc needs more time to gain market share.
If you're doubting the value and performance, you must be blind.
Re:Intel Refreshes 2nd Gen Xeon Scalable, Slashes Prices
by ksec on Sunday March 01, 2020 @08:48AM
(#22456809)
>You need to also take into account that datacenters won't change hardware every cycle release, so Epyc needs more time to gain market share.
Define Change? EPYC has been sampling to all HyperScaler since early 2019. And Google has only just released an EPYC instance days ago.
>If you're doubting the value and performance, you must be blind.
I already gave a value analysis, including AMD's own projected growth. I will leave others to comment on other aspect of your comment.
Re:Intel Refreshes 2nd Gen Xeon Scalable, Slashes Prices
by lefty2 on Sunday March 01, 2020 @10:25AM
(#22457214)
Yes, the hyperscalers who received early samples all rolled out EPYC deployments - but that was still a small amount of the market.
The simple fact is the server market moves slowly - server roll outs are planned a year in advance, so you need to be patient.
And once you factor in the price of the whole system with ECC RAM, SSD, Network Adaptor etc ( Which you get discount from Intel's part ). The whole package cost isn't so much in flavour of AMD.
So I dont see what is the real killer here. Intel ( And arguably AMD ) are still selling as many as they could make. The EPYC 2 was announced Mid 2019, and it has been 6+ months since it was launched, and yet Intel is still making record Datacenter revenue. With EPYC making minimal gains on a already dismally small base number. I.e Even If they had 100% increase in shipment from a Base Market Share of 1%, it would still only represent 2% of the market.
With the launch of a competitive Notebook APU, where Notebook represent 70% of today's PC market shipment, the assumption of more EPYC Orders with four HyperScaler, launch of two new console, Ray Tracing GPU, new GPGPU, AMD is forecasting 30% YoY revenue growth. Different people may have different perspective on this number. But I really dont see any "Real Killer" here.
And that is speaking as someone who really wants to see AMD to grow a lot more, but the Data suggest otherwise.