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They still dominate PC’s and the server market.

by whalesalad 3y ago

djha-skin 3y ago
I run all my workloads in AWS on armchips. It's half the cost for just as good of an experience on my side.
- paulmd 3y ago
  Cloud providers are very careful to make sure of that - they have deliberately eschewed performance increases that are possible (and have occurred in the consumer market) in favor of keeping the “1 vcpu = 1 sandy bridge core” equivalence. The latest trend is those “dense cores” - what a shocking coincidence that it’s once again sandy bridge performance, and you just get more of them. They don’t want to be selling faster x86 CPUs in the cloud, they want you to buy more vcpu units instead, and they want those units to be arm. And that’s how they’ve structured their offerings. It’s not the limit of what’s possible, just what is currently the most profitable approach for Amazon and google.
danielmarkbruce 3y ago
The trend ain't their friend in those markets though. Many folks running server workloads on ARM and their customer base is drastically more concentrated and powerful than it once was. Apple has shown the way forward on PC chips. They are a dead company walking.
- whalesalad 3y ago
  Very hyperbolic take. I agree there is serious competition elsewhere, but "dead company walking" is far from true.
  - danielmarkbruce 3y ago
    Time will tell. It's not meant to be hyperbolic - I'm short them and lots of others are and expect it will be a disaster going forward. There are obviously people on the other side of that trade with different expectations, so we will see.
makeitdouble 3y ago
Looking at Statistica [0] I see Intel at 62% and AMD at 35% on desktop for 23Q2. That's a significant gap, and having more than half of the market is nothing to sneeze at, but I think they move from being dominant to just being a major player. IF (big IF) the trend continues we might see Intel and AMD get pretty close, and a lot more comptetion on the market again (I hope) On the server side, I don't have the number but that's probably a way harder turf to protect for Intel going forward, if they're even still ahead ? [0] https://www.statista.com/statistics/735904/worldwide-x86-intel-amd-market-share/ https://www.statista.com/statistics/735904/worldwide-x86-int...

They still dominate PC’s and the server market.

djha-skin 3y ago

I run all my workloads in AWS on armchips. It's half the cost for just as good of an experience on my side.

paulmd 3y ago
Cloud providers are very careful to make sure of that - they have deliberately eschewed performance increases that are possible (and have occurred in the consumer market) in favor of keeping the “1 vcpu = 1 sandy bridge core” equivalence. The latest trend is those “dense cores” - what a shocking coincidence that it’s once again sandy bridge performance, and you just get more of them. They don’t want to be selling faster x86 CPUs in the cloud, they want you to buy more vcpu units instead, and they want those units to be arm. And that’s how they’ve structured their offerings. It’s not the limit of what’s possible, just what is currently the most profitable approach for Amazon and google.

danielmarkbruce 3y ago

The trend ain't their friend in those markets though. Many folks running server workloads on ARM and their customer base is drastically more concentrated and powerful than it once was. Apple has shown the way forward on PC chips. They are a dead company walking.

whalesalad 3y ago
Very hyperbolic take. I agree there is serious competition elsewhere, but "dead company walking" is far from true.
- danielmarkbruce 3y ago
  Time will tell. It's not meant to be hyperbolic - I'm short them and lots of others are and expect it will be a disaster going forward. There are obviously people on the other side of that trade with different expectations, so we will see.

makeitdouble 3y ago

Looking at Statistica [0] I see Intel at 62% and AMD at 35% on desktop for 23Q2. That's a significant gap, and having more than half of the market is nothing to sneeze at, but I think they move from being dominant to just being a major player. IF (big IF) the trend continues we might see Intel and AMD get pretty close, and a lot more comptetion on the market again (I hope) On the server side, I don't have the number but that's probably a way harder turf to protect for Intel going forward, if they're even still ahead ? [0] https://www.statista.com/statistics/735904/worldwide-x86-intel-amd-market-share/ https://www.statista.com/statistics/735904/worldwide-x86-int...