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DelcoInDaHouse t1_j63hq0p wrote

Typical huge market share company resting on its laurels. Not unlike Netware back in the day. AMD created the multi core CPU with Opteron in the early 2000s and Intel laughed at them. The need for multi core systems ticked up at the same time as VMware started to be adopted across data centers. AMD subsequently flubbed the rollout of their quad core CPUs and Intel decided to paste two 2 core cpus into on socket and never looked back. Once AMD went dormant in the server market Intel turned on cruise control and started creating all kinds of expensive SKUs for CPUs that didnt innovate. Once again AMD says we are going to create these EPYC CPUs with 64c and decent frequencies using and more efficient fab process and Intel decided to wait and see and half heartedly begin design of competitive large core CPUs. Its been 5 years (and 3 revisions) since the EPYC has been released and Intels answer, Sapphire Rapids, is still not available for purchase. The rehire if Paul Gelsinger was the right move, but will it be too late?

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wpm t1_j64a56w wrote

> Once AMD went dormant in the server market Intel turned on cruise control and started creating all kinds of expensive SKUs for CPUs that didnt innovate

Whats funny is they're still doing that. Xeon SPR has a fucking subscription service!

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semitope t1_j644fv9 wrote

they aren't resting on their laurels now. That was years ago. This is a general market downturn. They do have more to lose being the majority of the market.

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brenton07 t1_j64yt88 wrote

14% margin drop and 33% revenue drop? No, that is not happening in the general market. Stocks are losing that value, but the companies are generally making their revenue targets.

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DelcoInDaHouse t1_j64ne1c wrote

Do a quick search for amd vs intel server market graph. They are only trying now because they let AMD eat their scraps. Now AMD is poised to eat their lunch and then?

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