Re:New EC2 Instance Types of re:Invent 2021
by ksec on Monday December 06, 2021 @05:53AM
(#29458198)
>they'll get discount from Intel/AMD.
This would only make sense if Intel and AMD are still the dominant platform for Amazon. But in reality nearly 50% of all new EC2 instances built on are Graviton, and they are only limited by TSMC capacity. ( Or more like Amazon inability to predict the Graviton demand ) in another year or two this could close down to 70-80%. Last time I heard this pace is two years ahead of their internal estimate and schedule. And most of these deals were signed years before, i.e Amazon are still enjoying discounts while producing Graviton. So I dont think discount from Intel and AMD factor much into those decisions. If Intel no longer give discount AWS just purchase more from AMD. Amazon has all the cards in these deals. Not Intel or AMD.
This would only make sense if Intel and AMD are still the dominant platform for Amazon. But in reality nearly 50% of all new EC2 instances built on are Graviton, and they are only limited by TSMC capacity. ( Or more like Amazon inability to predict the Graviton demand ) in another year or two this could close down to 70-80%. Last time I heard this pace is two years ahead of their internal estimate and schedule. And most of these deals were signed years before, i.e Amazon are still enjoying discounts while producing Graviton. So I dont think discount from Intel and AMD factor much into those decisions. If Intel no longer give discount AWS just purchase more from AMD. Amazon has all the cards in these deals. Not Intel or AMD.