Alibaba chooses AMD

[Prysin]

Great news for AMD!

 

Alibaba, the Chinese competitor to Amazon, has decided that their next server hardware partner will be AMD. This should bring in some serious money for AMD.

 

Quote

 

Graphics chips increasingly fit the bill to power cloud data centers.

Chinese e-commerce giant Alibaba has agreed to use graphics processing chips from Advanced Micro Devices in servers that power its cloud computing services.

The win for AMD comes as the once-struggling chipmaker is on the comeback trail with new chips to compete with Intel and Nvidia. Shares of AMD, which have skyrocketed 126% this year, gained 5% in pre-market trading on Friday.

Alibaba BABA -0.29% will use AMD’s Radeon Pro chips to expand its cloud offerings, AMD said in a release. Though Alibaba’s main focus has been on e-commerce, the company is diversifying. Its cloud subsidiary competes with Amazon Web Services, the Microsoft Azure operation, and many others in the market to offer online storage and software services to corporate customers.

 

Quote

The company’s (AMD) share price hit bottom at $1.83 in February. In early trading on Friday at $6.80, the shares have nearly quadrupled since that time.

 

Source: http://fortune.com/2016/10/14/alibaba-amd-cloud-server/?sf38907516=1

[SurvivorNVL]

That's good news.

[pcshme33]

finally intel can stop being jewish

[Guest]

AMD I CHOOSE YOU

[vanished]

Quote

The company’s (AMD) share price hit bottom at $1.83 in February. In early trading on Friday at $6.80, the shares have nearly quadrupled since that time.

Man, say what you like about the risk but if you get lucky, you can make a fortune on these penny stocks!  

[Starelementpoke]

Can't believe Amazon has competitors...

[Prysin]

1 minute ago, Ryan_Vickers said:

Man, say what you like about the risk but if you get lucky, you can make a fortune on these penny stocks!  

yup

imagine putting in 1000 USD back then.... oh the curse of hindsight

[Starelementpoke]

1 minute ago, Prysin said:

yup

imagine putting in 1000 USD back then.... oh the curse of hindsight

I should've convinced my dad to do it...

[minibois]

2 minutes ago, Starelementpoke said:

Can't believe Amazon has competitors...

where I live, pretty much no one buys from Amazon. So pretty unsurprising to me Amazon has competition  

[goodtofufriday]

1 minute ago, Prysin said:

yup

imagine putting in 1000 USD back then.... oh the curse of hindsight

I actually almost did, but then decided that amds stock has been low for so long that it wont raise much. Hindsight indeed....

[Starelementpoke]

Just now, Minibois said:

where I live, pretty much no one buys from Amazon. So pretty unsurprising to me Amazon has competition  

LE GASP, IMPOSSIBRU

 

[SpaceGhostC2C]

5 minutes ago, Prysin said:

Alibaba BABA -0.29% will use AMD’s Radeon Pro chips to expand its cloud offerings

Aren't these the chips that made no sense since they fit no use case?  

[TheMissxu]

They must like the 16 core Zen parts AMD showed them

[Prysin]

1 minute ago, SpaceGhostC2C said:

Aren't these the chips that made no sense since they fit no use case?  

depends if you ask @Enderman or not

[Prysin]

2 minutes ago, TheMissxu said:

They must like the 16 core Zen parts AMD showed them

Radeon Pro is GPUs, not CPUs.

 

AMD doesnt have jack shit to offer against intel in the CPU server space (yet) But they can compete with Nvidia for GPU acceleration.

[TetraSky]

Good to see that ATI is still holding AMD afloat. Must be the best purchase decision they ever made that, buying ATI.

[Coaxialgamer]

18 minutes ago, TetraSky said:

Good to see that ATI is still holding AMD afloat. Must be the best purchase decision they ever made that, buying ATI.

well it's bit of a double edged sword.

 

On the one hand , the ati purchase kept them afloat when their bulldozer failed , and it's a major part of their apu strategy

 

On the other hand , they spent 5.4 Billion $ on ATI , and they might not be in the dire financial situation they are now if they had kept the money

[Prysin]

Just now, Coaxialgamer said:

well it's bit of a double edged sword.

 

On the one hand , the ati purchase kept them afloat when their bulldozer failed , and it's a major part of their apu strategy

 

On the other hand , they spent 5.4 Billion $ on ATI , and they might not be in the dire financial situation they are now if they had kept the money

truth be told, they would probably be gone by now if they hadnt,

 

Intel woulda crushed them in the CPU sector, and they wouldnt have had a "fallback" plan. OR alternatively, they would have had to resort to being a "low end" brand until the end of times, only selling budget offerings, because they would never get the RnD money to get into the performance CPU market.

 

ATI was their savior, the only thing we CAN argue on is the purchasing price... it was steep, maybe it should have been half a billion or more less. Maybe that would have saved them from todays situation?

[Coaxialgamer]

Just now, Prysin said:

truth be told, they would probably be gone by now if they hadnt,

 

Intel woulda crushed them in the CPU sector, and they wouldnt have had a "fallback" plan. OR alternatively, they would have had to resort to being a "low end" brand until the end of times, only selling budget offerings, because they would never get the RnD money to get into the performance CPU market.

 

ATI was their savior, the only thing we CAN argue on is the purchasing price... it was steep, maybe it should have been half a billion or more less. Maybe that would have saved them from todays situation?

you have a point . After all , their semicustom business wouldn't be possible without it . However , their isn't a lot of money in graphics . Despite their cpu competitiveness ( or lack thereof ) , their cpu business still brings in most of the money . 

 

Just look at nvidia , who are forced to branch out into other markets like deep learning . Their simply isn't enough money in that market  

[Doobeedoo]

Nice. They probably saw and like something heh.

[Prysin]

1 minute ago, Coaxialgamer said:

you have a point . After all , their semicustom business wouldn't be possible without it . However , their isn't a lot of money in graphics . Despite their cpu competitiveness ( or lack thereof ) , their cpu business still brings in most of the money . 

 

Just look at nvidia , who are forced to branch out into other markets like deep learning . Their simply isn't enough money in that market  

well... thing is, dGPUs arent very likely to succeed. Nvidia doesnt have any real CPU IP, so they cannot make APUs. Thus they have to sell more expensive units only. Which is great, "gaming" devices cost more, because higher margins.

 

AMD on the other hand is not making real money on CPU, its APUs and Graphics that is keeping them afloat. CPUs are making money, but its not the major income atm AFAIK.

The last year its been graphics and APUs.

 

APUs are AMDs shot at intel, they can offer close to the same CPU performance, with notably better GPU performance at similar or lower prices. This makes them able to ship VOLUME. And that is the key word. GPUs cannot ship VOLUME, because the majority of clients doesnt need one, and if they do, they buy a GT710 or something stupid to get a couple extra video outputs and cut down application work-time by a few %.

APUs can offer the best of both worlds, and still allow for expansion, which is why they will be the savior of the company.

 

 

[Mr.Meerkat]

3 minutes ago, Coaxialgamer said:

Just look at nvidia , who are forced to branch out into other markets like deep learning . Their simply isn't enough money in that market  

There's only so many enthusiasts/PC gamers and professionals that benefits from GPU acceleration and well frankly, since iGPUs were part of consumer grade CPUs, dGPUs sales have dipped compared to before iGPUs existed where chipset GPUs existed rather than iGPUs  

[Prysin]

3 minutes ago, Doobeedoo said:

Nice. They probably saw and like something heh.

They're Asians. Lisa Su prob showed them a body pillow with Ruby on it and they all went "Kawaii" and ran off to buy their products

[SurvivorNVL]

40 minutes ago, Prysin said:

yup

imagine putting in 1000 USD back then.... oh the curse of hindsight

I had 400 shares when it was $2 - I sold at $6.10.  

[Mr.Meerkat]

42 minutes ago, Prysin said:

yup

imagine putting in 1000 USD back then.... oh the curse of hindsight

I was given a choice by my parents to buy some shares (with my own money ovb) if I wanted and I almost jumped onto AMD when they were $1.9~ ;-;