I'm sure they'll improve their processes over time but the lag will probably always be a non-zero value. Hopefully they'll be able to keep it low enough that it's not an important factor but as a customer it's certainly something one should consider.
It would be surprising if they don't run into some nasty issue that leaves their customers 6+ months behind on servers or switches at some point.
The talk here talks about that from about 32:15 : https://www.osfc.io/2022/talks/i-have-come-to-bury-the-bios-...
As to your second point, unless AMD somehow becomes supply constrained and only wants to ship to their most important customers first I don't see a future where there would be any lag. Again, the delay this time is from how long it took from company start until product release. Future delays will be based on the time it takes from them getting early development parts to released products, which they could even possibly beat Dell to market on given the smaller company size and IMO more skilled employees.
> It would be surprising if they don't run into some nasty issue that leaves their customers 6+ months behind on servers or switches at some point.
I mean they've already hit tons of nasty issues, for example finding two zero-day vulnerabilities in their chosen security processor. They've shown they can work around issues pretty well.
I just think your premise is wrong - most customers don't care about not having the absolute latest and greatest. Indeed they will often avoid them because
1. They are new so more likely to have as yet undiscovered issues ( hardware or drivers ).
2. If you buy top end, they sell at a premium well above their performance premium.
ie the customers who are perennially chasing the latest hardware are in the minority.
1. The way to run into undiscovered issues is to choose a completely custom firmware/hardware/software stack that almost no one else in the world is running.
2. Not sure where you're getting this from. There is almost always a price:performance calculation that results in current generation smashing the previous generation with server and switch hardware. Often this means not buying the flagship chips but still the current generation.
And a major reason to get off old generations of hardware is that they become unavailable relatively quickly. It's always easier to buy current generation hardware than previous generation hardware, especially a couple years into the current generation. This has nothing to do with chasing the latest hardware.
That's not in the customers interests per se- in fact it's a pain. Having control of their own stuff could mean they could offer a much longer effective operational life.
> The way to run into undiscovered issues is to choose a completely custom firmware/hardware/software stack that almost no one else in the world is running.
What breaks stuff is change - sure when they are starting up it's higher risk - but again if they can manage the lifecycle better, not have change for changes sake, then they could be much more reliable.
> Not sure where you're getting this from.
I was talking about not taking the flagship stuff - which is typically a few months ahead of the best price/performance stuff.
> Their coupling approach will most likely leave them perpetually behind
This is a startup that took years to get their initial hardware developed. The time between this version and the version using the next version of AMD chips will be shorter than the time it took to develop this product. This is not an inherent issue with coupling vs decoupling.
Also, most servers are rarely running on the most recent cpus anyway. At least in companies I've worked at with on-site hardware they're usually years (sometimes even a decade) out of date getting the last life sucked out of them before too many internal users start complaining and they get replaced.