E7 MP and E5 4-way still procured by Hyperscalers Next Platform Tim has done a cost : price analysis v Scalable lakes; no issue other than fully depreciated money making. CPUs available from eBay where Hyperscale and Cloud are both del credere broker dealers, traders and consumers. mb

Hi Mike, thanks for sharing your views in here. You mention “ebay” which seems odd to me. I doubt the hyperscalers are buying their server infrastructure components from ebay, they probably purchase directly from AMD (or very close to direct), and most of them are building their own server equipment these days which means they are not buying pre-built commodity servers like in the old days. I may be mistaken with how things work in the server sales world, feel free to educate me. thanks!

You are absolutely correct. I have no reason to believe that the Xilinx deal will be halted. So, once the deal is approved the sky’s the limit. I feel that 2 years after the deal is approved the two companies will create fireworks with new products being introduced. Cheers AMD and Xilinx Share Holders.

Mercury Research is mistaken on AMD Epyc commercial market share evident reliance on Intel shipments. Mercury Research appears to rely on the erroneous INTC DCG revenue data to determine quarterly Intel shipments? Such an error is compounded on Mercury Research and AMD awareness of Epyc share relying on eBay channel inventory management tool Mercury Research and AMD also rely. Replaces Intel supply signal cipher quarterly by product category into future time INTC revenue and margin calculation tool industry and financial market relied 1997 through 2014 fading away entirely by 2016 on BK shutting supply signal cipher down on that SEC violation substantiating cartel operation at American Column and Lumber Company v United States, 257 U.S. 377 (S.Ct 1921).

On eBay channel inventory management tool, Epyc Rome / Milan v Xeon Ice Lake + Cascade Lake + CLr at what one can consider ‘current’ commercial market share;

AMD = 3.47% and Intel = 96.53%

Epyc Rome / Milan + Naples v Xeon Ice Lake + Cascade Lake + CLr + Skylake;

AMD = 2.09% and Intel = 97.91%

Decomposing Mercury Research q1 AMD Epyc ‘server share’ said 8.9% on Camp Marketing 1,005,180 q1 Epyc sold suggests 10,258,020 Xeon calculated $5.6 billion / net $546 is 79.4% off $1K Average Weighed Price for Cascade Lake full run.

Mercury presents a lower volume scenario I was unaware until this Next Platform report displaying long run assessment. Places q1 Xeon net on 5.5 M units at $1019 is a 61.6% discount off Cascade Lake 1K AWP in quarter.

Camp Marketing full market share report; commercial, workstation, desktop and mobile here;

https://seekingalpha.com/instablog/5030701-mike-bruzzone/5590014-amd-and-intel-cpu-and-amd-and-nvidia-gpu-market-share-on-may-8-2021

Mike Bruzzone, Camp Marketing