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A couple of observations: - According to the text below the chart, the metric is "CPUs in use rather than CPUs purchased". Assuming servers are replaced after
by martinpw 5y ago
A couple of observations:
- According to the text below the chart, the metric is "CPUs in use rather than CPUs purchased". Assuming servers are replaced after 5 years, and assuming unit sales have not changed massively over that period (big assumptions I know, but just hand waving here...), that would mean each quarter of sales is only 5% of the total being reported here. Now in the past quarter AMD went from 2.5% total market share to 5% total market share. That would mean that AMD had 50% market share of sales in the past quarter (assuming they were selling barely any servers 5 years ago).
- Second metric, consider core count rather than CPUs. AMD's biggest CPUs have over the past year or so had 2x the core count of Intel's (64 vs 28) and hyperscalers at least tend to buy the highest core count machines, so if comparing in terms of cores, the weighting shifts even more in AMDs favor.
Of course there are plenty of caveats here.