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I don't know a lot of the details, but everything I've heard over the last couple of years indicated that AMD was absolutely crushing Intel. A recent laptop I
by gspencley 4y ago
I don't know a lot of the details, but everything I've heard over the last couple of years indicated that AMD was absolutely crushing Intel.
A recent laptop I purchased, as well as the last desktop I put together (~2 years ago) each have Ryzen chips. I forget the details but in addition to performance issues, didn't Intel CPUs also have some major security vulnerabilities? And was it that they were related to instruction-level performance optimizations that, when disabled to address the security vulnerabilities, led to even worse performance?
So if AMD isn't doing great at the moment either, I can't imagine how hard Intel has been hit. I don't know anyone who is buying or recommending Intel CPUs at the moment.
- chrisseaton 4y ago> I don't know anyone who is buying or recommending Intel CPUs at the moment. Aren’t the major cloud providers still mainly running on and buying Intel?
- cantaloupe 4y agoAWS developed two generations of an in-house ARM chip (Graviton), which I think is cheaper for an equivalent power to an x86 instance. Cloudflare has also begun switching to ARM, for 57% more performance per watt: https://blog.cloudflare.com/designing-edge-servers-with-arm-cpus/ https://blog.cloudflare.com/designing-edge-servers-with-arm-...
- CameronNemo 4y agoIIRC GCP is using AMD EPYC. Not sure about Azure.
- jhickok 4y agoAzure uses Intel, AMD and Ampere. You implicitly select your CPU when you pick the virtual machine family: https://learn.microsoft.com/en-us/azure/virtual-machines/vm-naming-conventions#naming-convention-explanation https://learn.microsoft.com/en-us/azure/virtual-machines/vm-...
- saagarjha 4y agoGCP offers instances on many processors, including AMD EPYC: https://cloud.google.com/blog/products/compute/amd-epyc-processors-come-to-google-and-to-google-cloud https://cloud.google.com/blog/products/compute/amd-epyc-proc.... Here's another one: https://cloud.google.com/intel/ https://cloud.google.com/intel/
- m_mueller 4y agoARM is increasingly being a factor there afaik.
- llbeansandrice 4y agoThe past 2 companies I've been at have or had huge efforts to migrate large parts of infrastructure to AWS Graviton which are 64-bit ARM iirc.
- jen20 4y agoAWS certainly offer AMD boxes as well (M5a, M6a, T3a etc), but nothing like the broad range of Intels, and not even the same kind of offerings as Graviton.
- hn_go_brrrrr 4y agoThe cloud providers have been buying Intel for years and can't afford to just throw thos chips away. AMD is capturing a much larger proportion of data center CPU sales, but you should still expect to see them buying Intel as well, since AMD can't produce enough chips to satisfy all demand. Also, qualifying new platforms is very expensive so cloud providers will continue to buy already-qualified platforms for as long as the perf/W makes sense.
- maldev 4y agoAMD also had alot of those major bugs, but it wasn't reported as much since the original papers all targeted intel CPU's since they are the "standard", and then a couple months later someone would do it for AMD but it was old news.
- capitainenemo 4y agoAMD's CPUs, including the latest Ryzen and Epyc processors, are immune to: Meltdown (Spectre v3) Spectre v3a LazyFPU TLBleed Spectre v1.2 L1TF/Foreshadow SPOILER SpectreRSB MDS attacks (ZombieLoad, Fallout, RIDL) SWAPGS https://www.tomshardware.com/features/intel-amd-most-secure-processors https://www.tomshardware.com/features/intel-amd-most-secure-...
- ddalex 4y agoAre any of these attacks relevant unless you run a cloud service ?
- capitainenemo 4y agoAll of the attacks are relevant in any environment where you execute code that you would rather not have access to any other information on your system (i.e. where you actually care about privileges). For example, there have been demos of spectre in-browser, but applies to multi-user environments or simply apps that you didn't grant admin privs... If you treat your computer security in a DOS/Win95 fashion, then none of them are relevant.
- axiolite 4y agoAMD CPUs were vulnerable to fewer of the speculative execution bugs than Intel, and the performance impact of the mitigations on AMD CPUs were far less than Intel.
- tehnub 4y agoI don't have any data, but from word of mouth and variously seeing posts and videos online, 12th gen Intel CPUs seem pretty popular for gaming builds. They're winning in benchmarks against 50 series AMD (as they should, being newer), but are also cheaper. I'll be curious to see how 13th gen Intel vs. 70 series AMD plays out. There are always complicating factors, such as motherboards for 70 series AMD being quite pricey for now.
- pojzon 4y agoGamers prefer anything that has better performance for cheaper price. Tho overall having a more stable PC that consumes less electricity is better in long term and ppl really see that. It shows in sale numbers.
- smolder 4y agoOf the last gen stuff, the 5800x3D is arguably among the best bang for buck, including for use in gaming builds. The applications where Intel's 12900K/12700K hold a significant advantage against the other chip with its 96MB of L3 cache typically aren't applications desperately in need of cpu power. IME it's poorly-optimized or hard-to-optimize software with bad cache coherency that most demands speed, and it's in those cases that the X3D delivers.
- scarface74 4y agoThe PC gaming market is tiny in the grand scheme of things.
- AaronFriel 4y agoIntel repeated their Prescott (Pentium 4/Pentium D) strategy of completely removing power limitations on their team to beat AMD. As a result, the Intel processors have TDPs and real world power usages >2.5x that of a comparable Ryzen. Sure, they're winning, but at what cost? The 12900K at 240 watts pulls almost the same power as a 280W 64-core Threadripper. AMD is responding in kind, with new top-end processors pulling 170W, or higher with their built-in overclocking that pushes the chip to even higher power draws as long as cooling permits. This looks to put them back into the lead, but it's just not a sustainable strategy.
- coryfklein 4y ago> everything I've heard over the last couple of years indicated that AMD was absolutely crushing Intel. AMD market cap: $93B Intel market cap: $104B And now you will no longer be able to say that everything you've heard indicates that AMD is "absolutely crushing Intel".
- px1999 4y agoGiven their respective revenue, AMD's market cap does indicate they're crushing it. Their multiplier means that the market thinks highly of their ability to continue to grow.
- brewdad 4y agoGiven that AMD shares are down more than 61% YTD (vs 52% for INTC), I'd say neither company is setting positive expectations for the future. *edit added YTD for clarity
- BarryMilo 4y agoI've seen another comment saying their revenue is way up YoY. What does this mean when compared with share price changes?
- daniel-cussen 4y ago
- hbrn 4y agoAMD market cap in 2015: $2B Intel market cap in 2015: $150B Kinda looks like crushing.
- machinekob 4y agoAmd revenue 2021 -> $16.4 billion Intel 2021 -> $79.024 billion But 2be fair amd is/was growing and intel is stagnant and lose market share right now but with a massive investments and going back on track with fabs process i would assume Intel soon start 2grow again (ofc after the end of the recession) We have to remember AMD is making money out of TSMC advantage over Intel node which I assume won't last forever and if TSMC blunder even one node it can be catastrophic for AMD. Considering USA shift and focus on tech war with China Intel fabs can only grow faster or everything can crash.
- colinmhayes 4y agoAMD chips had the same branch prediction side channel vulnerabilities that intel did. At this point their offerings are pretty similar with intel being a bit cheaper but using more electricity.
- PartiallyTyped 4y agoWith the new releases, it seems that 5800x3D takes the crown for single threaded tasks and video games even in intel's 13xxx benchmarks. The 7950x is closely trailed by the 5800x3D.
- capitainenemo 4y agoSimilar to response to maldev higher up - AMD has some of the same issues, but far fewer. And the mitigations had less of an impact.
- fortran77 4y agoWe just ordered 4 new dual Xeon workstations for the office.
- madengr 4y agoWhat kind of jobs do you run on them?