4 ms·

> If AMD was in a better shape, there is a real market momentup here. What does this comment refer to? As far as I know AMD is in pretty good shape.

by jeltz 7y ago

jasonvorhe 7y ago
They probably can't meet the demand for server-grade CPUs. But I'm just guessing.
- ksec 7y ago
  Most of the current AMD offering, APU, GPU, and CPU is still being fabbed with GF 14nm, which I believe to be very limited in capacity. Once the next generation GPU ( Navi ) and CPU ( Zen 2 ) along with EPYC 2 moves to TSMC 7nm they should be able to flex their muscles a lot more. I wished they have made the move earlier, like start of this year, but it is now all set for Q3.
  - mtgx 7y ago
    Amd should probably keep production of whatever they think will sell +20% to account for whatever new Intel screwup is revealed.
    - ksec 7y ago
      Pure Speculation, judging from the slight delay ( 1Q ) in EPYC 2 introduction, my guess is that AMD wants the launch and fulfil all the demand of the big cloud provider ( AWS, Azure and Google ) while still have enough Chips for the rest of the market. The worst thing could happen is AMD announced their EPYC 2 and AWS getting all the stock with little left for other Channels. I have high expectation but I trust Dr Lisa Su and her executive team. And Intel is currently having a new low in my book.
Someone1234 7y ago
They're a cloud provider, so cloud offerings. AMD has had some consumer success but remain rare in the date center.
- jeltz 7y ago
  Hetzner offers AMD processors in some of their dedicated servers, but I have no idea if they also run some of their VMs on AMD.
kllrnohj 7y ago
AMD's Epyc itself is highly competitive, but there's the very slow turn around to get that into actual server offerings from the major companies. And of course just being competitive isn't going to get everyone to start adopting a different platform.

4 ms·

> If AMD was in a better shape, there is a real market momentup here. What does this comment refer to? As far as I know AMD is in pretty good shape.

by jeltz 7y ago

> If AMD was in a better shape, there is a real market momentup here. What does this comment refer to? As far as I know AMD is in pretty good shape.

jasonvorhe 7y ago
They probably can't meet the demand for server-grade CPUs. But I'm just guessing.
- ksec 7y ago
  Most of the current AMD offering, APU, GPU, and CPU is still being fabbed with GF 14nm, which I believe to be very limited in capacity. Once the next generation GPU ( Navi ) and CPU ( Zen 2 ) along with EPYC 2 moves to TSMC 7nm they should be able to flex their muscles a lot more. I wished they have made the move earlier, like start of this year, but it is now all set for Q3.
  - mtgx 7y ago
    Amd should probably keep production of whatever they think will sell +20% to account for whatever new Intel screwup is revealed.
    - ksec 7y ago
      Pure Speculation, judging from the slight delay ( 1Q ) in EPYC 2 introduction, my guess is that AMD wants the launch and fulfil all the demand of the big cloud provider ( AWS, Azure and Google ) while still have enough Chips for the rest of the market. The worst thing could happen is AMD announced their EPYC 2 and AWS getting all the stock with little left for other Channels. I have high expectation but I trust Dr Lisa Su and her executive team. And Intel is currently having a new low in my book.
Someone1234 7y ago
They're a cloud provider, so cloud offerings. AMD has had some consumer success but remain rare in the date center.
- jeltz 7y ago
  Hetzner offers AMD processors in some of their dedicated servers, but I have no idea if they also run some of their VMs on AMD.
kllrnohj 7y ago
AMD's Epyc itself is highly competitive, but there's the very slow turn around to get that into actual server offerings from the major companies. And of course just being competitive isn't going to get everyone to start adopting a different platform.