Even AMD's EPYC CPU ASPs are down? Hmm, thought the market was picking up - guess that was a projection (and a bogus one).They can make a lot more but the market is soft right now.
ASPs on client/server CPUs are down tho.
Yea.Even AMD's EPYC CPU ASPs are down?
PCs yea, DC is soft until H2.Hmm, thought the market was picking up
Genoa is literally on back-order because they can't make them fast enough.They can make a lot more but the market is soft right now.
It's just ramping.Genoa is literally on back-order because they can't make them fast enough.
I think it is finally happening with Zen 4 generation (Genoa, Genoa-X, Bergamo) against underwhelming Sapphire Rapids, that has similar performance deficit.They run fine assuming you are content to consume 1.5x the power and still have only 0.5x the throughput, so you ll be left for a same cloud service to buy 2x the racks and consume 3x the power to provide the same service as a single AMD based rack.
If that s what you call just fine, well, eventually, in the waiting of bankruptcy unless you have customers ready to pay rougly 2x the price of your competitors.
They've been ramping for over a year while Turin currently sampling? That makes no sense bud, what are you talking about?It's just ramping.
No.They've been ramping for over a year
Yea.while Turin currently sampling?
It really does.That makes no sense bud, what are you talking about?
They are professional imbeciles more accurately, they know that the costs are way higher but for some reason they are subsiding Intel...Do you understand that these companies have an accounting department, that gets their data from their engineers and run the numbers. They know the costs and their margins on services provided. They are professionals - no imbecilic.
What they came up with is something like 'these Intel servers are so cheap, we can buy them and use them for a while'. Also, AMD can't make enough CPUs to provide for every client in the world - so at some point they must buy Intel to keep the hamsters running - they will price accordingly. Demand is so great that people will pay. Heck, it's post Covid - everyone is paying more for just about everything anyway.
Last 2 to 3 quarters of EPYC sales are flat to down in dollar terms. AMD had a plenty of spare capacity starting Q4 2022.Even AMD's EPYC CPU ASPs are down? Hmm, thought the market was picking up - guess that was a projection (and a bogus one).
I noticed that as well, i once said that Intel is selling DC CPUs well below costs and is compensating with client revenues, to better dupe people they stated a little loss in DC while they are bleeding by the bns in this market.Last 2 to 3 quarters of EPYC sales are flat to down in dollar terms. AMD had a plenty of spare capacity starting Q4 2022.
Actually the thing that masks DCAI losses is Altera.i once said that Intel is selling DC CPUs well below costs and is compensating with client revenues, to better dupe people they satted a little loss in DC.
Thanks. I think I'm bouncing around between too many threads the past few days to keep upYea.
PCs yea, DC is soft until H2.
Actually the thing that masks DCAI losses is Altera.
Record numbers from the guys there.
They have enough production capacity, their client CPUs deliveries tanked by 50% in a single year, that s as much free capacity, they even cut orders from TSMC recently.
And remember that they said there s ample capcity to produce desktop parts when they lauched Zen 4 with no possible shortage.
They have pretty fat opinc so it really offsets low Xeon gross margin.That s not enough to compensate the losses in DC SKUs
More.at most it s something like 0.5bn/quarter.
Milan costs money (AMD actually charges money for it).No constraints, enough supply to gain another 10% of market share in the last 9 months, but it did not happen.
ICX Xeons are very cheap.The IT market place, IT professionals just kept buying Ice Lakes...
They are professional imbeciles more accurately, they know that the costs are way higher but for some reason they are subsiding Intel...
I was wrong.They have enough production capacity, their client CPUs deliveries tanked by 50% in a single year, that s as much free capacity, they even cut orders from TSMC recently.
And remember that they said there s ample capcity to produce desktop parts when they lauched Zen 4 with no possible shortage.
Again, I was wrong about sales and capacity. With the market being soft, the buy chain is just frozen right now. Once things pickup, I'd expect AMD to continue its upward market share gains. If that doesn't happen, then I'd start to wonder if something else was going on. The only way to eat an elephant is one bite at a time, and Intel was and still is that elephant - for now.Last 2 to 3 quarters of EPYC sales are flat to down in dollar terms. AMD had a plenty of spare capacity starting Q4 2022.
While Intel continues to out-ship AMD products in 3:1 ratio, shipping underwhelming Ice Lake. There is something very wrong with this picture.
Yes, that is a good point.Actually the thing that masks DCAI losses is Altera.
Record numbers from the guys there.
The other way around I'd say. You think Amazon or Cloudflare, et al, really care to 'subsides' Intel?
More.
DC Versals are under Data Center but they're not a big market.AMD has the Xilinx in a separate division
Yea, they gotta crank a lot of parts in the meantime.Data Center division is aborbing the costs of the datacenter / AI Mi300 development, lowering some of its profits.
That s not enough to compensate the losses in DC SKUs, Altera is meaningless compared to the DC CPU division, at most it s something like 0.5bn/quarter.
DC Versals are under Data Center but they're not a big market.
Yea, they gotta crank a lot of parts in the meantime.
MI400 alone is worth a lot.
As you've noticed, MI300 is already enough to make NV twitch and print .pptware launch-in-3Q announcements.
Yea.Is that going to be Zen 5?
7-8Q usually.AMD should be getting back to closer to 1 year cadence than 2 year on CDNA.
MI400 is very very very very very different.With Mi300 platform established, the refinements should be coming out at faster pace.
Yea.
7-8Q usually.
MI400 is very very very very very different.
MI200's were a simple, hacky way to win CORAL-2 bids (and they won more than that!).CDNA2 came quite quickly following CDNA1
He's an idiot.BTW, MLID has, in my mind, earned enough credit with his Mi300 leak that he can be wrong about everything else for subsequent 2 years and still be one of the best leakers...
Also an idiot.Also, Jim from AdoeredTV got a lot of the Mi300 stuff right.