laptop + graphics space. They are going mainstream ( OEM offering is still lacking, Microsoft Surface changed this) AND they still customize their superior offering for big customers ok
Intel publishes misleading benchmarks against AMD
191–200 of 209 posts
Re: Intel publishes misleading benchmarks against AMD
#192I WANDERED why? My PC Never wanna turn the screen Display on AMD pro Costs me to buy a New laptop Connex
Re: Intel publishes misleading benchmarks against AMD
#193They wouldn't have an answer to AMD untill 2021: https://newsroom.intel.com/news/2019-intel-investor-meeting/... Ps. Long AMD, perfect execution the last two years. It's crazy, even their late firmware fixes improve performance as it had bad press for a moment for false benchmarks advertisement ( it was not false so it seems, the firmware was just not ok yet. Not everything is fully ok now, it's the only minor nitpic…
"Long AMD" are you expecting a higher stock price? because their 90 PE TTM doesn't look like it's in line with the rest of the industry. don't get me wrong, i was also long AMD, and still partly am, but i don't think the stock can go higher than 36-37, or even maintain that level long term, without some some mega quarters. which according to their own estimates will not be the case.
AMD just had their Q3 and then guided Q4 to be higher than Q3 for the first time in years. That means they are suddenly experiencing revenue growth that is outstripping their typical seasonal pattern and thats a huge deal.
Re: Intel publishes misleading benchmarks against AMD
#194Earlier quoted context omitted.
If your server is running baremetal, no problem. If it's running on a shared hosting environment, a co-tenant VM can exfiltrate your data. See L1TF/Foreshadow.
Haven't all the big cloud providers have patched their hypervisors for that?
You really want to rely on such assumptions for security?
Re: Intel publishes misleading benchmarks against AMD
#195Yes, synthetic benchmark results in general are to be taken with a grain of salt, leaving a lot of potential for things like these that can easily produce the result you desire than what really is.. there is a big question of how this translates to what your workload needs/does. We just bought our first AMD Epyc server for our HPC cluster. I cant wait until next week to test it against our Skylake nodes. 1 socket EPY…
Really curious as well, will you please do a write-up if you can make the results public?
I can definitely make the results public as it is a server we purchased to test before a bigger purchase.
I will try to do some basic perf tests as well along with our workload specific tests.
I plan to share the results as. Blog post here - https://aravindh.net
Re: Intel publishes misleading benchmarks against AMD
#196Earlier quoted context omitted.
Disabling Spectre/Meltdown mitigations on a server especially would be the dumbest thing imaginable. These attacks are not restricted to JavaScript, they are side-channel attacks and have a huge exploitable surface. Just look at the number of patches for the MS SQL server needed to mitigate: https://support.microsoft.com/en-us/help/4073225/guidance-pr...
Scroll down to the table and many paragraphs in which they describe when the various scenarios in which the various mitigations are recommended. That wouldn't be needed at all if not having them was always 'the dumbest thing imaginable'.
Can you point out where Microsoft recommends that you do nothing besides if the user is using "Azure SQL Database and Data Warehouse" (and that's because mitigations are already deployed on their cloud services)?
Microsoft has deployed mitigations across all our cloud services.
Re: Intel publishes misleading benchmarks against AMD
#197They wouldn't have an answer to AMD untill 2021: https://newsroom.intel.com/news/2019-intel-investor-meeting/... Ps. Long AMD, perfect execution the last two years. It's crazy, even their late firmware fixes improve performance as it had bad press for a moment for false benchmarks advertisement ( it was not false so it seems, the firmware was just not ok yet. Not everything is fully ok now, it's the only minor nitpic…
"Long AMD" are you expecting a higher stock price? because their 90 PE TTM doesn't look like it's in line with the rest of the industry. don't get me wrong, i was also long AMD, and still partly am, but i don't think the stock can go higher than 36-37, or even maintain that level long term, without some some mega quarters. which according to their own estimates will not be the case.
last quarter AMD spend ~$400MM on R&D, had a revenue of ~$1800MM and net income of ~$120MM. Intel had a revenue of ~$19000MM, or about 10 times that of AMD, so it's completely realistic for AMD to double their revenue in a 'short' time frame.
So if we assume no other fixed costs, then to get $1800MM of revenue costs (1800 - 400 - 120) $1280MM. So doubling revenue would cost $2560MM. Then net profit could be (3600 - 2560 - 400) $640MM, or about a 5x of current net profit, which would put the PE at 18.
A PE of 18 would be very nice. And this is assuming there are no fixed costs besides R&D (like marketing of office buildings) and AMD only taking 10% of Intel's revenue.
Re: Intel publishes misleading benchmarks against AMD
#198Earlier quoted context omitted.
Also, the difference in sub-NUMA configuration actually favors AMD as well. NPS=4 is optimal for AMD, as shown by ServeTheHome's own work earlier. Both systems are tested in their proper (fastest) configuration. Despite ServeTheHome's own previous work showing this, they're whining about it being different. But if Intel hadn't tested AMD in the proper configuration they would have complained about that too. Yeah, you…
oh really one thread per core is the optimum for EPYC server? I don't know why AMD care about hyper threading then.
I don't see where I said one thread per core was optimal for Epyc or not.
Re: Intel publishes misleading benchmarks against AMD
#199Yes, synthetic benchmark results in general are to be taken with a grain of salt, leaving a lot of potential for things like these that can easily produce the result you desire than what really is.. there is a big question of how this translates to what your workload needs/does. We just bought our first AMD Epyc server for our HPC cluster. I cant wait until next week to test it against our Skylake nodes. 1 socket EPY…
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