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I wonder to what extent a six month delay could influence hyperscaler decisions for compute purchasing. Every major cloud now offers AMD Epyc instances at a dis
by AaronFriel 6y ago
I wonder to what extent a six month delay could influence hyperscaler decisions for compute purchasing. Every major cloud now offers AMD Epyc instances at a discount relative to Intel's 14nm(\+)* offerings. It seems unlikely Intel will be competitive until 2022. It seems unlikely any of the top three cloud providers would go all AMD for new instances but I could see the ratio shifting heavily in AMD's favor.
- jeffbee 6y agoNobody can flip their whole fleet suddenly -- the TCO-positive lifespan of a datacenter computer is way longer than most people assume -- but at least some of the hyperscalers operate a "machine of the day" process, where 100% of new machines are identical. In that sense, whoever gets the design win gets all of the orders.
- AnthonyMouse 6y agoBut that just means it's on a delay. If AMD gets the design win in 2020 or 2021 then it means more trouble for Intel even if they're competitive again in 2022, because then they're the ones waiting on the next redesign.