Comments on: AMD “Dimensions For Success” In The Datacenter https://www.nextplatform.com/2022/02/02/amd-dimensions-for-success-in-the-datacenter/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 09 Feb 2022 15:35:43 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: peter https://www.nextplatform.com/2022/02/02/amd-dimensions-for-success-in-the-datacenter/#comment-175296 Thu, 03 Feb 2022 08:17:39 +0000 https://www.nextplatform.com/?p=139943#comment-175296 A facet of this transparency is risk/funding, as we are seeing with TSMC.
~”If you want us to go out on an investment limb to assure ur future needs, we need some prepaid orders.”
TSMC have collected many such billions to fund new fabs – even from Intel. Sweet

]]> By: Timothy Prickett Morgan https://www.nextplatform.com/2022/02/02/amd-dimensions-for-success-in-the-datacenter/#comment-175242 Wed, 02 Feb 2022 21:07:58 +0000 https://www.nextplatform.com/?p=139943#comment-175242 In reply to David Jeffers.

It’s not just feeds and speeds that matter, but availability. If AMD only makes X CPUs and Y GPUs for compute, that’s all it has got. Intel gets what is leftover. As its own Q4 shows. The server market had a killer quarter, and that is why Intel did. I strongly suspect some channel stuffing by Intel, but I can’t prove it.

]]> By: David Jeffers https://www.nextplatform.com/2022/02/02/amd-dimensions-for-success-in-the-datacenter/#comment-175235 Wed, 02 Feb 2022 19:49:43 +0000 https://www.nextplatform.com/?p=139943#comment-175235 Thank you for the very knowledgeable article.

“AMD is going to be able to hold its own…” against Intel, with 96-core Genoa? That is a very conservative estimate, considering you won’t see SPR until after Genoa is released.

AMD “Datacenter” = Instinct + Epyc = “INSTEPYC”

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