- AMD's Server Processor Share is at a 15-Year High, Overall x86 Share Highest in Nearly 10 Years
My company switched the servers we sell from Intel to AMD last year. (We sell custom software, but put it on specific hardware to productize it) It would be years down the road if we were to ever consider switching back as architecture changes aren't made lightly.
Unless alder like is really good and comes soon, it will continue to go up from here. And if i know Mama Su, when Alder lake comes they will just slash like 50-100 bucks of all Ryzen 5000 CPUs, to make Alder lake prices look stupid.ID: gxehbf7
Yes. Investors are dumb. With the buying power so concentrated for these server parts, intel should be way more in the toilet stock price wise. Amd got no credit for the most recent figures which confirmed they were growing massively on all fronts- servers was the new area it was confirmed they were crushing it. Anyway, people will see in the next 12 months as this trend accelerates. Seems feasible AMD could double their prior peak share in server. There are no easy answers for Intel on the horizon.
Even if ARM starts taking more share in server it is not going to happen overnight. Not to mention the overall growth rate of public cloud is very high.ID: gxejc5n
Technically they are. Intel have like 10 times the revenue. Only twice the market cap. Meaning technically intel is cheaper. Funny thing is Nvidia market cap their revenue is much closer to AMD than Intel, but they are 2x the market cap than Intel.
Also on a 2nd note. AMD can actually get into Arm and they probably will eventually. Intel is basically stuck with x86.
Good, that said this is probably the tail end of x86-64
ARM is going to become the standards form most computing devices in the next decadeID: gxdzjfb
Nope, RISC has too many downsides. CISC just had almost a decade of stale performance improvements while RISC was on a sprint. With the competition coming back to the x86 space, CISC will reign supreme again.ID: gxetik9
CISC vs RISC has been irrelevant for eons.
RISC wasn't on a sprint, it's just that Apple was basically able to implement the same microarchitecture as a high end Intel/AMD CPU but used ARM as the ISA because they can't get a x86 license.
Past the instruction decoder most high performance processors (Intel Core, AMD zen, IBM POWER, Apple M1) look the same.ID: gxe1njl
Apple seems to have a very different opinion.....
As does NvidiaID: gxezfib
we've been hearing about how risc would rule the world since the late 80s.
Means.. money is losing value consistently across