11–20 of 208 posts
Is there a hypothetical point at which it becomes cheaper to spend additional capital in order to remove a perfectly-good Intel server in favor of a new AMD server (considering potential savings on cooling+power+space)?
> For those with little time: at the high end with socketed x86 CPUs, AMD offers you up to 50 to 100% higher performance while offering at a 40% lower price. Unless you go for the low end server CPUs, there is no contest: AMD offers much better performance for a much lower price than Intel, with more memory channels and over 2x the number of PCIe lanes. These are also PCIe 4.0 lanes. What if you want to more than 2 T…
This should be interesting to watch. The new Ryzen CPUs are good, but the desktop market is a rather small portion of the overall CPU market which is dominated by server and laptop. AMD making inroads in the server space is where they _may_ actually be able to eat up some meaningful market share. That said, I wouldn't count the chickens before they've hatched here. AMD did this once before with opteron in ~2006. For…
I don’t understand the spec2006 results. In the first table, what are the units? In the second table, are positive or negative percentages good?
The percentages for "A vs B" seems to me to be (score_A / score_B - 1) * 100.
> For those with little time: at the high end with socketed x86 CPUs, AMD offers you up to 50 to 100% higher performance while offering at a 40% lower price. Unless you go for the low end server CPUs, there is no contest: AMD offers much better performance for a much lower price than Intel, with more memory channels and over 2x the number of PCIe lanes. These are also PCIe 4.0 lanes. What if you want to more than 2 T…
I'll be interested to see how long it will be before this devastates Intel's business. At the moment, there's literally no reason to buy an Intel desktop or server processor, so how many of the Intel purchases coming from OEMs and big cloud companies are just because of contracts that might let up in a few years?
My next desktop of will be AMD+Nvidia. Now if only I could avoid the Nvidia tax for deep learning...
Page 4 ( https://www.anandtech.com/show/14694/amd-rome-epyc-2nd-gen/4 ) lines up AMD's prices, core counts, and frequencies with Intel's. AT says all these have 128 PCIe 4 lanes and support up to 4TB RAM aper socket. Intel's own competitive analysis figured competition in servers "is likely to be the most intense in about a decade" ( https://www.techpowerup.com/256842/intel-internal-memo-revea... ). Sounds about righ…
> For those with little time: at the high end with socketed x86 CPUs, AMD offers you up to 50 to 100% higher performance while offering at a 40% lower price. Unless you go for the low end server CPUs, there is no contest: AMD offers much better performance for a much lower price than Intel, with more memory channels and over 2x the number of PCIe lanes. These are also PCIe 4.0 lanes. What if you want to more than 2 T…
I'll be interested to see how long it will be before this devastates Intel's business. At the moment, there's literally no reason to buy an Intel desktop or server processor, so how many of the Intel purchases coming from OEMs and big cloud companies are just because of contracts that might let up in a few years?
There's no business reason on desktop or server for Intel for sure but there's so much inertia here which AMD needs to counter, it'll take years.
Intel is down on the floor until 2021-2022 when their 7nm (which is a smaller node than TSMC's 7nm) begins to ship because a) there's no reason to believe 10nm actually will ship in quantity b) there's every reason to believe even if it does, it's not going to be great, the first iteration of a process is never so and 14nm is so fine tuned by now, it is better in watt/performance which makes Ice Lake look stupid. 7nm is said to be a totally different, independent development and not a fine tune of the (dead) 10nm.
Intel has 12B cash at hand though so don't expect them to just go out with a whimper. If their profits go down a little for 2-3 years, they will live. The stock price didn't crash, with good reason. AMD had a net loss for seven consecutive quarters before turning a profit in Q2 2016. Intel won't even turn unprofitable for a similar period of time, just it'll have a littles less profit. And, again, they have a decent sized war chest to draw on if necessary.
The chip business is a slow business. In 2012, Intel said they will ship 10m chips in 2015. https://www.crn.com/news/components-peripherals/240007274/in... This is about the same time when AMD re-hired Jim Keller. AMD saw their window in 2015 when Intel 10nm didn't ship, thrown away K12 in a hurry and brought Zen to market in 2016 -- surely they didn't expect they will have a five year run when Intel can't put up a competition.
The fun will start in 2021 when TSMC is expected to have a refined 5nm (they call it 5nm Plus) process which you bet AMD will use vs Intel 7nm.
Page 4 ( https://www.anandtech.com/show/14694/amd-rome-epyc-2nd-gen/4 ) lines up AMD's prices, core counts, and frequencies with Intel's. AT says all these have 128 PCIe 4 lanes and support up to 4TB RAM aper socket. Intel's own competitive analysis figured competition in servers "is likely to be the most intense in about a decade" ( https://www.techpowerup.com/256842/intel-internal-memo-revea... ). Sounds about righ…
From the article, mid-2020 for the Ice Lake equivalent: > Ice lake promises 18% higher IPC, eight instead of six memory channels and should be able to offer 56 or more cores in reasonable power envelope as it will use Intel's most advanced 10 nm process. The big question will be around the implementation of the design, if it uses chiplets, how the memory works, and the frequencies they can reach.
Page 4 ( https://www.anandtech.com/show/14694/amd-rome-epyc-2nd-gen/4 ) lines up AMD's prices, core counts, and frequencies with Intel's. AT says all these have 128 PCIe 4 lanes and support up to 4TB RAM aper socket. Intel's own competitive analysis figured competition in servers "is likely to be the most intense in about a decade" ( https://www.techpowerup.com/256842/intel-internal-memo-revea... ). Sounds about righ…
Amazon already has 1st generation EPYC servers available: https://aws.amazon.com/ec2/amd/ so I assume they will follow up as well.