AMD predicted to start snatching up server market share

[Fasauceome]

Source: https://www.google.com/amp/s/wccftech.com/amd-epyc-rome-7nm-server-market-share-gain/amp/

 

Looks like 7nm EPYC will have some serious profitability for AMD. 

Quote

A recent report by DRAMeXchange has revealed that AMD managed to increase their market share in the server space to 2%. Up from 1% just a few months ago

Doubling server presence, even at this small percentage, is no small feat.

Quote

Now it’s easy to tell that Intel will still remain the dominant player in the market, retaining a 90-95% market share lead over AMD but Intel’s Ex-CEO, Brian Krzanich, stated that his company wouldn’t want AMD capturing 15-20% server market share. In fact, at the pace at which AMD is gaining their server market share, 15% doesn’t really feel like a far cry from now

Intel finally has something to fear, and maybe that'll put some pep in their step. 

 

I think it's rather interesting that AMD has a consumer focused approach to their hardware, such as Zen being a gaming product first and foremost, while Intel only designs "top down," with their server tech being the forefront. 

[Crunchy Dragon]

I believe it.

 

AMD is getting some pretty serious traction, I'm yet to see an Intel chip that I'd really spring for.

[derr12]

Im looking into our upgrade cycle right now,  you cant beat a pair of 32core 128gb servers for under 30g's canadian. im rather excited. these dual 16core opteron rigs have served me well, but they are starting to show their age.

[bcredeur97]

I really want to see AMD do good. They deserve it at this point.

[Fasauceome]

1 minute ago, bcredeur97 said:

I really want to see AMD do good. They deserve it at this point.

It's never really worth it to be sentimental to huge corporations, and AMD has done some shady stuff so far. However, Intel and Nvidia need competition, and this turn of events is good for consumers.

[Misanthrope]

Likely among the best news for them at this time. Don't get me wrong we still have a few years of consumer PCs specially because of the major roadblocks ISPs present for widespread adoption of cloud based consumer solutions but longer term, they'd be much better off selling to Enterprise specially of paired with GPUs with OpenCL also taking the fight to Nvidia and Cuda.

 

But long term consumer market will be dominated by the mobile chips and the more robust computational needs will be handled via cloud.

[Fasauceome]

4 minutes ago, Misanthrope said:

But long term consumer market will be dominated by the mobile chips and the more robust computational needs will be handled via cloud.

A bleak future to look forward to

[Misanthrope]

1 minute ago, fasauceome said:

A bleak future to look forward to

Clouds might be quite murky indeed.

[TetraSky]

The more pressure Intel feels from AMD competing, the better for everyone (except Intel).

[Taf the Ghost]

It should be noted that AMD's server market share was about 0.4% coming into 2017. Server x86 CPUs are also the biggest revenue section of all cpus in the entire industry. 2% is still a massive amount. If AMD gets back to 20% market share in servers, that's about double their current yearly revenue.

[cj09beira]

2019 is when they should really start to enter the market with force, as tests finish, real deployment starts, 

[Dabombinable]

Well at this point Intel really doesn't have much in the way of competitive products (not helped by their product shortages-giant monolithic die were a mistake), ans with OEM starting to direct customers to AMD based systems as an alternative its no surprise at all.

[Razor Blade]

The more I hear about AMD, the more I seem to keep getting drawn toward team red... Before my 1700X I only had Intel... Pentium II and III, Celeron, Centrino, core2duo, Xeon, i5, and i7. I still have Intel chips, but I don't really have the same excitement for the latest Intel announcement as I do for...say...Zen 2 for example.

 

On topic though. AMD getting into the server market will probably be a big cash boost for them. Also new tech will undoubtedly trickle down to the desktop products.

[Guest]

1 hour ago, fasauceome said:

It's never really worth it to be sentimental to huge corporations, and AMD has done some shady stuff so far. However, Intel and Nvidia need competition, and this turn of events is good for consumers.

Every company does shady stuff. Especially in the electronics business where you can get away with it. 

[Fasauceome]

5 minutes ago, RorzNZ said:

Every company does shady stuff. Especially in the electronics business where you can get away with it. 

Yeah exactly. AMD might be an "underdog" in the industry but they're still only profit driven.

[suchamoneypit]

Im predicting a long term stock price increase

[illegalwater]

2 hours ago, fasauceome said:

It's never really worth it to be sentimental to huge corporations, and AMD has done some shady stuff so far. However, Intel and Nvidia need competition, and this turn of events is good for consumers.

"Shady stuff"? That's it? I'm not saying that AMD is squeaky clean, but I seriously doubt anything they've done even comes close to the horrible things Intel has done in the past and continues to do in order screw over both consumers and the competition.

[Fasauceome]

Just now, System32.exe said:

"Shady stuff"? That's it? I'm not saving that AMD is squeaky clean, but I seriously doubt anything they've done even comes close to the horrible things Intel has done in the past and continues to do in order screw over both consumers and the competition.

I mean, could you be more specific? On the AMD side, there's the RX 580 2048, the cut down RX 560, etc. It's not a contest of who's done more, it's the fact that AMD doesn't deserve appreciation solely for being less bad than Intel. It's a huge, amoral company that isn't necessarily out for the consumer's well being.

[Crunchy Dragon]

14 minutes ago, suchamoneypit said:

Im predicting a long term stock price increase

Just buy it

[Canada EH]

2 hours ago, fasauceome said:

Intel finally has something to fear

Well once its implemented and for sale, we will see. Intel has lots hidden away in the back clean rooms ready and waiting. My bet is Intel probably already put in the chips the pathways for whatever their poker hand is. Just do a new production run with whatever they gotta do, and its another flop in the flip flop process.

[Fasauceome]

1 minute ago, Canada EH said:

Well once its implemented and for sale, we will see. Intel has lots hidden away in the back clean rooms ready and waiting.

Hey maybe if they dig deep enough in the back clean room they'll find their 10nm node.

[Canada EH]

Just now, fasauceome said:

Hey maybe if they dig deep enough in the back clean room they'll find their 10nm node.

They probably have a lot in the research stage, and some in the final implementation stage.

Just a game of cat and mouse between Intel and AMD.

Have to maximize profits as best they can. Not give the consumer everything!

[GOTSpectrum]

7 minutes ago, Crunchy Dragon said:

Just buy it

The more you but the more you save!

[illegalwater]

Just now, fasauceome said:

I mean, could you be more specific? On the AMD side, there's the RX 580 2048, the cut down RX 560, etc. It's not a contest of who's done more, it's the fact that AMD doesn't deserve appreciation solely for being less bad than Intel. It's a huge, amoral company that isn't necessarily out for the consumer's well being.

How about holding back progress on consumer CPUs for over half a decade while repeatedly jacking up prices for consumers? Or what about bribing OEMs with billions of dollars so they don't use the competitions hardware?

 

I agree that the misleading rebrands of GPUs is awful, but Nvidia does the exact same thing, so AMD is just being regular scum here instead of stand-out bad.

[Fasauceome]

1 minute ago, System32.exe said:

I agree that the misleading rebrands of GPUs is awful, but Nvidia does the exact same thing, so AMD is just being regular scum here instead of stand-out bad.

I hate to say it, but I bet AMD would act the same way if they were market dominant. And hey, if Intel keeps having problems with chipsets, process nodes, and shortages, I personally don't feel like that's a far fetched idea.