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I am wondering if this is deliberate move by AMD or simply a coincidence or market trend. Intel slashed their official price of Xeon earlier this year. But tha
by ksec 1y ago
I am wondering if this is deliberate move by AMD or simply a coincidence or market trend.
Intel slashed their official price of Xeon earlier this year. But that was not interesting because obviously no body or very few people buy Intel Xeon CPU at official price. AMD has finally crossed 50% market share in server revenue earlier this month, which is also not surprising since most of those server CPU sales were closed many months to a year before hand.
AMD will launch Zen6c soon. Its competitor is no longer Intel but threat of ARM CPU being used by hyperscaler like Amazon. They will need to push forward regardless of what Intel is doing rather than trying to milk whatever is left of the x86 market. And they could be clearing out some stocks because most CAPEX have moved to GPU already.
Intel is burning cash, from foundry, GPU to x86 CPU. And server market has been their most profitable business. And it is now somewhat collapsing. AMD lowering price is to further hit them where it hurt most.