You can command ASPs when you're in the lead.
Client is up QoQ so they can charge whatever they want.but i don't think they can ignore economic downturn.
You can command ASPs when you're in the lead.
It's what they want.I don't think the challenge AMD is facing is ability to snatch a few sales here and there at very high prices.
They did it long ago.The challenge AMD is facing is breaking Intel's grip on the market.
No it's correct. Milan costs real money, unlike ICX.For the last year, approx. 75% of server market has been Ice Lake and 25% Milan. Which is laughable and a grotesque state of this industry.
But isn't that just a confirmation of Intel having a grip on the market?No it's correct. Milan costs real money, unlike ICX.
no.But isn't that just a confirmation of Intel having a grip on the market?
Depends on market situation overall. AMD is historically very greedy and anti consumer when they are in the lead, but i don't think they can ignore economic downturn.
Intel was selling i7-920 for $284 not out of good samaritan intentions, but rather that's where the price had to be in 2008.
Depends on market situation overall. AMD is historically very greedy and anti consumer when they are in the lead, but i don't think they can ignore economic downturn.
Intel was selling i7-920 for $284 not out of good samaritan intentions, but rather that's where the price had to be in 2008.
But isn't that just a confirmation of Intel having a grip on the market?
Grip maintained by predatory pricing, predatory market manipulation.
It's not like Intel based servers are broken, they run Linux and cloud platform software just fine. So, the paradigm is buy more cheap Intel servers, or fewer expensive AMD servers. There are other factors (cooling, etc), but this seems to be how the market is working right now. And, Intel is allow to have miserable margins - particularly since they are a domestic company (a foreign company would face greater scrutiny).Recommended price was 340$, do the maths with inflation, we are roughly at 500 current $, it eventually went lower because it had to face the X6 1100T.
If those numbers are half right the dam will explode, at some point either one goes AMD and is safe financially or he keep buying outdated Intel gear and get in bankruptcy, cloud providers will have no choice if they want to keep being in business.
It's not like Intel based servers are broken, they run Linux and cloud platform software just fine. So, the paradigm is buy more cheap Intel servers, or fewer expensive AMD servers. There are other factors (cooling, etc), but this seems to be how the market is working right now. And, Intel is allow to have miserable margins - particularly since they are a domestic company (a foreign company would face greater scrutiny).
Zen3 had no shortage, look at the SRPs.
You can command ASPs when you're in the lead.
I just said that that appears to be what is happening in the current market. All these big cloud providers/data centers have done the math. They know what they are doing. They have no plans to go bankrupt. Seems obviously a bad decision, but we are seeing that the market as a whole doesn't see it that way. Kinda of shut and closed case.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.
I'm not sure, but lacking other facts, seems like there wouldn't be a bottleneck - same number of cores. Though, if Zen5 is indeed wider with more execution units, it *should* have higher throughput and need more bandwidth. Maybe not enough more to merit a new IOD, at least on desktop.Is it true Zen 5 client will re-use the same IODie? Wouldn't that introduce a memory bandwidth bottleneck? I'm not an expert on Infinity fabric, so it's very likely something I'm missing.
Popular things are popular, yes.All of Zen 3, except occasionaly the 5800X, were hard to get for months!
Yes.Is it true Zen 5 client will re-use the same IODie?
Kinda but there are ways around it.Wouldn't that introduce a memory bandwidth bottleneck?
I just said that that appears to be what is happening in the current market. All these big cloud providers/data centers have done the math. They know what they are doing. They have no plans to go bankrupt. Seems obviously a bad decision, but we are seeing that the market as a whole doesn't see it that way. Kinda of shut and closed case.
The bottleneck is in RAM bandwith, link from IOD to CCX is fast enough, otherwise increasing RAM speed wouldnt improve perfs at all.Is it true Zen 5 client will re-use the same IODie? Wouldn't that introduce a memory bandwidth bottleneck? I'm not an expert on Infinity fabric, so it's very likely something I'm missing.
I presume the new BIOS from AM5 motherboards will help with supporting higher speed DDR5, but I hear the Infinity Fabric clock is holding back the use of Gear 2.The bottleneck is in RAM bandwith, link from IOD to CCX is fast enough, otherwise increasing RAM speed wouldnt improve perfs at all.
Increasing RAM speed doesn’t improve performance at a certain point.The bottleneck is in RAM bandwith, link from IOD to CCX is fast enough, otherwise increasing RAM speed wouldnt improve perfs at all.
It's not (for DT purposes anyway).link from IOD to CCX is fast enough
IFOPs are pretty narrow anyway.but I hear the Infinity Fabric clock is holding back the use of Gear 2.
If you accept an outcome that Ice Lake, with performance deficit of up to 1:2 can outsell better performing Milan 3:1, as a result or price manipulation, how do you expect the outcome with ARL vs. Zen 5 to be any different?no.
Cheap Xeons are a perfectly fine option.
I mean if Intel is selling stuff at cost, so shall it be.If you accept an outcome that Ice Lake, with performance deficit of up to 1:2 can outsell better performing Milan 3:1
DT is an irrelevant market overall.how do you expect the outcome with ARL vs. Zen 5 to be any different?
Yea it's the new, smart and very evil AMD.and it is still eluding AMD under Lisa Su.
Hahaha, that's a good one. All of Zen 3, except occasionaly the 5800X, were hard to get for months!
Increasing RAM speed doesn’t improve performance at a certain point.
When requiring 32T of bandwidth, it hits a wall.
Chips and cheese data
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.They will learn the hard way next year since Intel s SPR will be 2 gen late compared to Zen 5, just imagine that they are currently buying gear that will be largely outdated in 18 months at most.
They can make a lot more but the market is soft right now.Also, AMD can't make enough CPUs to provide for every client in the world
ASPs on client/server CPUs are down tho.Heck, it's post Covid - everyone is paying more for just about everything anyway.