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It's wild that so many people here think that e.g. major cloud vendors use the same purchasing logic for multi-hundred-million dollar deals on tens/hundreds of
by aseipp 8y ago
It's wild that so many people here think that e.g. major cloud vendors use the same purchasing logic for multi-hundred-million dollar deals on tens/hundreds of thousands of units, that a 17 year old uses when deciding how to spend $700 on a new computer. "They're scared", "Zen is a superior product", "EPYC/Rome will blow them away", etc. It doesn't actually matter.
Not only do many customers not pay the list price you see, they get custom SKUs specifically designed for them -- which is a growing portion of their Xeon business and one AMD has no clear, large-scale answer to AFAICS. And they basically can't get enough of them. Xeons practically print money and Intel recently announced something like 16% revenue increases and even higher demands for Xeon than they've ever had. They just invested an extra billion in new fab production just because they're at capacity right now...
Intel is going to remain very strong in this market for a good, long time as far as I can tell, and things like list SKU prices are an incredibly, ridiculously small reason to believe otherwise.
That said I'm very happy with the price/power ratio of my TR 1950X.
- tutanchamun 8y ago> which is a growing portion of their Xeon business and one AMD has no clear, large-scale answer to AFAICS Probably depends on the size of the company. AMD has their semi custom department which was responsible for the PS4 and Xbox One, as well as PS4 Pro, Xbox One X (the GPUs are based on Polaris but have features from Vega, which no normal Polaris GPU has) and Subor Z (Zen APU with GDDR5 as main memory like the consoles, but can run Windows). AMD is probably the better vendor if you want custom SKUs (as the underdog they also have more incentive for custom SKUs).