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> seriously challenged on its home turf. Is it? I presume that a large chunk of the AMD's $3.5B is MI3XX chips, and very little of Intel's $3.5B is AI, so do
by bryanlarsen 2y ago
> seriously challenged on its home turf.
Is it? I presume that a large chunk of the AMD's $3.5B is MI3XX chips, and very little of Intel's $3.5B is AI, so doesn't that mean that Xeon likely still substantially outsells EPYC?
- adgjlsfhk1 2y agonot necessarily. in the past 5 years, the x86 monopoly in the server world has broken. arm chips like graviton are a substantial fraction (20%?) of the server CPU market.