Having done tco modeling a few times, cost per core is an important metric for a cloud provider. This looks like it provides a way to further reduce that. The o

Having done tco modeling a few times, cost per core is an important metric for a cloud provider. This looks like it provides a way to further reduce that. The overhead of power supply, motherboard, network, racks, switches, and all the misc equipment should start to vanish further into the core cost. My assumption is that the margin on amds side is thinner than intels. I wonder if they can out compete intels ability to cut its profit.