> start struggling over the next They’re already struggling! In the past, the three big clouds would deploy cutting-edge CPUs at scale ahead of general availa

> start struggling over the next They’re already struggling! In the past, the three big clouds would deploy cutting-edge CPUs at scale ahead of general availability for ordinary rackmount servers. Now? The AMD EPYC 9004 series processors were announced over a year ago in March 2023, but are still trickling out as “preview” in selected regions in Azure. Similarly, Intel Xeon fourth-gen CPUs haven’t even been announced by Azure, but Intel is already shipping fifth-generation CPUs! I suspect that up until a couple of years ago, the usage of public cloud was increasing at such a pace that the providers were buying a truckload of CPUs every six months, so they were keeping up with the latest tech. They must have had new signups dry up as soon as interest rates went up, and they’re now milking their existing kit instead of expanding with new generation servers.