5 ms·
Bizarrely breathless and short-sighted article when Intel has fallen so far behind in process shrinks and AMD multi-core is on the rise.
by evanweaver 8y ago
Bizarrely breathless and short-sighted article when Intel has fallen so far behind in process shrinks and AMD multi-core is on the rise.
- ItsTotallyOn 8y agoThe article does have an incredibly narrow focus. It's as if the author doesn't know AMD exists, when in fact AMD is a far far larger threat to Intel due to its chips native support of the x86 instruction set.
- sometimesijust 8y agoThis is an objectively bad article. I'm still trying to figure out exactly which November the author is talking about. But I do think there is an interesting story in there if it was written by a better journalist with some/any actual insider information.
- abainbridge 8y agoAgreed. I'm still trying to figure out which Qualcomm product the author is talking about. Does it exist? Was it bad? Did people buy it? If not, why? I don't believe the author's justification as to why Qualcomm was in the best position to make a success of an ARM server chip - there's a quote from a Gartner analyst and the assertion that you need a product road-map. What? Is that it? Surely the important thing is to make a good chip, make it cheap and produce enough to meet demand. Do that consistently for two years and the big cloud vendors will start buying. I don't think you need to be Qualcomm to achieve that. Why couldn't a startup company break into this market? For example, this one https://www.phoronix.com/scan.php?page=news_item&px=Ampere-eMAG-32-Cores https://www.phoronix.com/scan.php?page=news_item&px=Ampere-e...
- Tempest1981 8y agoMaybe this: “the Qualcomm Centriq 2400 features up to 48 Qualcomm Falkor cores—our custom Armv8-based CPU core” https://www.qualcomm.com/products/server-processors https://www.qualcomm.com/products/server-processors
- nullnilvoid 8y agoAgreed. AMD is the real threat. Lisa Su has done everything right in turning around AMD. AMD was on the verge of bankruptcy. Lisa Su took it over and now AMD is come back to life.
- cma 8y agoYou could also say it was this guy: https://en.m.wikipedia.org/wiki/Jim_Keller_(engineer) https://en.m.wikipedia.org/wiki/Jim_Keller_(engineer) And now he is at Intel.
- slededit 8y agoIntel doesn’t have an architecture problem. They have a manufacturing one. As good as Jim Keller may be it’s just not his domain.
- abainbridge 8y agoAnd, I expect Intel also has a cost-base problem. They have 106,000 employees, compared to AMD's 8,900.
- yvdriess 8y agoFalse comparison. Intel is doing a lot more than AMD, those employees are across many different products and business units.
- noir_lord 8y agoDoing more things isn't necessarily a good thing, doing the right things is. AMD has a ruthless focus on a couple of markets, a competitive product and clear leadship. That makes them a threat whatever the headcount. If EPYC starts gaining ground in the high margin/high volume server market then Intel has to double down and they might, the Core architecture was a response to the AMD64 and a good one. They aren't out the fight but they are taking a few hits at the moment .
- GW150914 8y agoIt’s Bloomberg, so it’s possibly not beggering belief that this is little more than a PR piece for Intel. I’m not saying it’s paid for or anything, but PR agencies are always there with the outline of a story for reporters too lazy to bother with actual journalism. While this piece isn’t recurring like a submarine, it still has thst general stink. I can’t think of a plausible reason beyond that, to ignore the role or AMD and Intel’s recent struggles.