Yes their current dollar range is slightly more exposed to volatility given it’s price range. We’d all wondered whether they would get a perk after the rounds of flack Intel’s received.
From the little research I’ve done though I’m unsure whether their new CPUs really compete with Intel. Any anecdotes here?
Well it looks like Bulldozer was still 60% of their client revenue, Ryzen is selling well the deal with Intel was also quite good but it looks like their enterprise figures are still abysmal Epyc double digit growth sure but considering that the majority of those 500 mill was still from semi custom it looks like Epyc is still struggling to get traction.
The problem is that AMD has lost the trust of the enterprise market because they gave up and stopped making Opterons without even a good reason to do so.
That screwed up their entire customer base because they had no option to expand or upgrade other than just replace all of their servers with Intel.
Opteron was the king and yeah they were losing the pure performance crown but in 2012 it wasn't that bad, server software could be optimized and an acceptable performance per dollar ratio could've been maintained.
Before Epyc the last enterprise Opteron that AMD was released was in December of 2012 on 32nm SOI process 16 core CPU (technically 8 since it's bulldozer but who cares) that's 5 years without an upgrade option.
If I would be a bet on the number 1 question AMD receives today about Epyc is what happens when you stop making CPUs again to which they would probably reply "we won't cuz we can't afford too" and then the cheeky retort "you couldn't afford it last time either".
Epyc ramp up was expected to be slow but I don't think this slow the amount of resistance I think it experience is above even AMDs internal pessimistic predictions.
From the little research I’ve done though I’m unsure whether their new CPUs really compete with Intel. Any anecdotes here?