Discussion AMD 2024-Q4 Earnings

[Gideon]

Looking at those two graphs Mercury Research numbers were, and still are, for sale, Intel s halved volume sales since 2021 dont match what seems made up numbers from this firm.

Server-Prozessoren: Intel Xeon mit niedrigstem Absatz in 14 Jahren

Jetzt haben die Absatzzahlen von Intel Xeon einen neuen Tiefpunkt erreicht – den tiefsten innerhalb der letzten 14 Jahre.

www.computerbase.de

Possibly, but there could be other explanations as well. Such as the rise of Graviton and vendor-specific ARM processors, affecting the first graph heavily, but the other one not as much. And things like prioritizing AI servers postponing upgrading the traditional ones as ServeTheHome writes:

In the server market right now the macro trend is that AI servers are fairly easy to sell because there are still GPU constraints in the market. The demand is very strong. To fund that, companies are looking to web servers and relatively lower-performance machines and saying things like: “I understand that I can take a 4-year old machine and consolidate 8:1 using today’s new cloud-native processors, but I can also spend my budget this year on AI servers and let those servers run another year or two.”

This again would end up affecting volume but not x86 market share

 

[Joe NYC]

Updated market share numbers from Mercury Research

https://twitter.com/x/status/1890077810380718413