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> For those with little time: at the high end with socketed x86 CPUs, AMD offers you up to 50 to 100% higher performance while offering at a 40% lower price. Unless you go for the low end server CPUs, there is no contest: AMD offers much better performance for a much lower price than Intel, with more memory channels and over 2x the number of PCIe lanes. These are also PCIe 4.0 lanes. What if you want to more than 2 TB of RAM in your dual socket server? The discount in favor of AMD just became 50%.

Well isn't that a kick in the pants.




Xeon has been making 50–70% profit margin depending on the Xeon type. Intel's profit margins will take a hit when they are forced to cut prices. It's unlikely that AMD has enough manufacturing capacity to fill all demand, so Intel will still make profit.

History:

AMD had similar upper hand against Intel with their Athlon processor 20 years ago. Intel's transition to the 180 nm process was delayed and AMD's K7 Athlon was superior microarchitecture. Intel's response was to lower profit margins until AMD was in the ropes again.

This time AMD has better change, but don't count out Intel. AMD's success depends on their profit margins when competing against Intel. If Intel force AMD's profits close to zero, it can spoil AMD's technical win.

https://www.macrotrends.net/stocks/charts/INTC/intel/profit-...

https://www.macrotrends.net/stocks/charts/AMD/amd/profit-mar...


Correct me if I'm mixing up the timeline, but that's the moment in history when Intel used illegal market manipulation to keep AMD out of the OEM market, right? So Intel did more than lower their profit margin, they basically bribed their way through that period. An option they are unlikely to have again, and which as a strategy shouldn't even work anymore for the type of data centers existing today.


I am curious why you think it will not work as well as last time. It is not as if law enforcement is more active now. Generally law enforcement at the moment is forbidden to touch the big fish, since the biggest fish sets policy.


While I'm similarly critical of US corruption and too big to fail thinking in general, there was a bit of (EU) progress in terms of monopoly control. Like the huge fines Microsoft and Google had to pay.

But that would be retroactive and not help AMD. But what helps AMD in advance is the data center landscape. How would Intel force Google, Microsoft and Amazon to use their server processors in their custom servers for their cloud data centers? They can compete on price (though price dumping could alert regulators again), but Intel has zero influence on those three. Thus we see https://news.ycombinator.com/item?id=20643604.

And smaller OEMs should be hard to pressure given the history and hard to mislead given the big companies validating AMDs processors.

Regular vendors for desktops and laptops are already offering AMD, so there seems to be limited danger there.


The first AMD v Intel cost Intel $10 million. The second cost $1.25 billion. A third one would be immense.

Also, Intel is operating under a consent decree and FTC supervision until October 29, 2020. The FTC would come down hard on direct violations of the decree.


Intel still to this day hasnt paid that $1 billion

https://pcper.com/2016/06/intel-still-hasnt-paid-amd-the-1-2...

and it looks like they finally brib^^convinced right people and have a chance of cancelling it https://www.nytimes.com/2017/09/06/business/intel-eu-antitru...


According to those articles it is the EU fine that isn't paid. From what I've heard the US fine is basically what paid for the Zen R&D. Karma.


Intel put $5B into Itanic, destroyed by Athlon.

But the consent decree is new to me. I guess FTC has been slightly more active than I gave them credit for.


They did everything they could, but Intel did not win with just bribery and dirty tricks.


>It's unlikely that AMD has enough manufacturing capacity to fill all demand,

Betting against TSMC, not a very wise move at the moment.

>If Intel force AMD's profits close to zero, it can spoil AMD's technical win.

That is assuming Intel will make a lost in other to hurt AMD, and I am not sure if predatory pricing is legal in US. AMD is not pricing their product to undercut Intel, AMD is pricing their product as it is because their Chiplet strategy allows them to do so while still retaining Industry level margin.

I am pretty sure Intel can afford to lose billions, just like their contra revenue, but this time around the value will be so great I am not sure if their Investor will be happy with it, not to mention their declining margin.


They can only lower their profit margin if AMD has the same performance as Intel. Seeing AMD has higher performance there is no way customers will buy a cheaper offering with less performance. It's like Intel vs AMD but reversed. For years AMD's offering lower performance lower priced chips but can't break through the market (CPU).


> It's unlikely that AMD has enough manufacturing capacity to fill all demand, so Intel will still make profit.

Keep in mind AMD's dies are tiny compared to Intel's. The CPU dies, the 7nm parts, are a mere 74mm2. They are going to be getting fantastic yields on them as a result, and can trivially allocate them to what's selling well. And it's the same die for their entire stack - consumer & enterprise.

Meanwhile the 28 core Xeons are a monstrous ~694mm2. Even though the 14nm process is mature, that's still a hugely expensive chip to make due to yields and capacity. You can only fit so many of those rectangles on the circular wafer.


https://www.goodreads.com/book/show/16145208-slingshot is a good book that covers Intel/AMD history


Of course, even if they were totally kicking ass it will take many years for AMD to build more capacity to what Intel has. Fabs take astronomic investment and time to build.

But, it seems Intel is and has been for quite some time unable to even keep up with competition. It was leader and it seems 10 and 7nm processes completely stopped them in their tracks with regards to competition.

I am kind of interested what actually happen. Probably there is an interesting book to be written on Intel's troubles with getting 10nm node.


AMD is fabless and uses TSMC and Global Foundries. I imagine they can ramp faster than you say.


I didn't know that. Still, somebody would have to build capacity to handle demand and it won't be much faster just because it is TSMC/GF.


The capacity already exists, if AMD can outbid the guys trying to use TSMC to produce GPUs and smartphone SoCs.


In thrilled to see all the good news coming from AMD; that sounds really good for the 3950X I'm eyeing later this year.

I've had enough of the issues with my 6850k.


They made some process technology choices that didn't work out as they planned.

The delay of the 10nm process and patching the delay with 14+ and 14++ didn't stop anything else they do in process technology. They have accelerated the path to 7nm (similar to TSMC's 5mm).

ps. Intel plans to launch their first discrete GPU in 2020 using 7nm process. That's going to be interesting.


>ps. Intel plans to launch their first discrete GPU in 2020 using 7nm process. That's going to be interesting.

It is 10nm in 2020, defiantly not 7nm. That is scheduled for 2021, if they could make it on time.


The issue with Intel's scheduling statements now is they're highly suspect.

I feel like they would have burned a lot less goodwill if they hadn't straight up lied for multiple years about their maturity and timeline.


I'll be interested to see how long it will be before this devastates Intel's business. At the moment, there's literally no reason to buy an Intel desktop or server processor, so how many of the Intel purchases coming from OEMs and big cloud companies are just because of contracts that might let up in a few years?


Come on, "literally no reason"? Maybe because AMD can't keep up with demand for their new CPUs. I can't buy a Ryzen 3900X without paying substantially inflated ebay prices, the BIOS issues out of the gate are super annoying, and all of these factors are not necessarily technical or performance factors but the fact is that I can get a 9900K right now with mature UEFI firmware on them from reputable motherboard manufacturers, and then I can actually do something with the hardware.

I've been holding out on building a desktop because I could go for a while without it but my patience is wearing very thin after waiting months and now having to wait even longer just to get CPUs in stock in the first place.

Intel's advantage is OEMs and sheer output volume, but the hyperscale infrastructure folks are going to be shoring up AMD financially while Intel has problems and maybe in two years or so of this nonsense AMD might be much more of a serious decision, but as of this moment it isn't a slam dunk for AMD at all.


>Maybe because AMD can't keep up with demand for their new CPUs.

You're confusing bandwidth and latency. Ryzen 3000 launched a month ago, the 3900x outperformed expectations, so the initial shipments sold out faster than expected. You can't magic up stock out of thin air, so there's an inevitable lag between retailers reporting unusually high demand and AMD being able to deliver sufficient stock.

The bandwidth question is much more important and bodes very poorly for Intel. TSMC's 7nm process is stable, providing excellent yields and has plenty of available capacity; they're already in risk production for 5nm, which is expected to free up substantial capacity at 7nm/7nm+ into 2020. Intel's 10nm has been a complete debacle and (despite the Ice Lake launch) is still blighted with sub-par yields.


> TSMC's 7nm process is stable, providing excellent yields and has plenty of available capacity

Yields in terms of getting lots of operational dies, sure, but one of the underlying problems here is chip quality. They have lots of chiplets but most of those chiplets are not fast enough to hit the clocks advertised for the 3900X.

In fact, even a lot of the chiplets sold as 3900X are not fast enough to hit the clocks advertised for 3900X, as well as elsewhere throughout their range. There are a lot of people finding their chips only boost to 50-200 MHz less than the advertised frequency of the chip.

Essentially, the boost algorithm now takes chip quality into account when determining how high it will boost. And most of the chips have silicon quality that is too poor to hit the advertised clocks, even on a single core, even under ideal cooling, etc etc.

Thus, AMD has the somewhat dubious honor of being the first company to make the silicon lottery apply not just to overclocking, but to their stock clocks as well. They really wasted no time before shifting to anti-consumer bullshit of their own; all they had to do was advertise the chips as being 200 MHz lower and everyone would have been happy, but they wanted to advertise clocks the chips couldn't hit.

And again, the underlying problem is chip quality - a lot of these chiplets can't boost to 4.3 or 4.4 GHz let alone 4.7. AMD simply can't yield enough 4.7 GHz chiplets to go around, even if the chiplets are nominally functional. The process may be "stable and providing excellent yields" but it's not stable and well yielding enough to meet AMD's expectations.

That's a major reason they're now introducing 3700 and 3900 non-X variations - that will allow them to reduce clocks and satisfy demand a bit better.


Not reaching advertised boost clocks seem to be related to newer AGESA releases from AMD to motherboard vendors, so I wouldn't blame it on chip quality just yet. These contain bugfixes (RdRand for example) and other changes, but has impacted boost clocks. People running AGESA 1.0.0.2 report reaching boost clocks easily (sustained in single-core tests), while I and others running later releases have issues.

New architecture, new chipset, bound to have some release issues. Intel is on its second or third refresh of their Skylake architecture from 2015, all ironed out.


> Intel is on its second or third refresh of their Skylake architecture from 2015, all ironed out.

More like the fourth, I think.


I've seen plenty of people having problems on older AGESA too. I've seen some people actually have higher performance on newer AGESA. It all depends on your particular sample and setup and how it fits into the boost criteria. Silicon quality still plays a massive role.

So to be clear, older AGESA isn't a magic bullet that is letting all chips "easily hit their rated boost clocks".

It could be cleaned up somewhat in future AGESA releases, and silicon quality will definitely go up over time.


>a lot of the chiplets sold as 3900X are not fast enough to hit the clocks advertised for 3900X

Do you have some sort of source for this claim?


der8auer has done extensive testing on multiple CPUs (he had 12 samples) and has discussed the topic.

https://youtu.be/WXbCdGENp5I?t=119

A lot of reviewers have noted similar things, but often are working with singular samples and didn't want to make too much of a stink without more data, but the problem is widespread. Out of all of der8auer's CPUs, only one hit its advertised boost clocks, and it was one of the lower-end CPUs with a less ambitious target to hit.

It may be a problem with early AGESA firmware, and silicon quality will definitely go up over time, but at least at this point in time AMD has certainly falsely advertised the clocks these CPUs are capable of achieving.


every forum pretty much. If you have been interested in getting one, and following along with the launch this is not a controversial statement. It's not 100% sure its the chips fault though, bios issues are still running rampant nearly 5 weeks later, and each new bios is changing performance significantly. It will take a while before everyone knows exactly where they stand.


Forums are not reputable sources unless it is insiders leaking info that can be verified through other means.


They might not be definitive sources, but they can definitely be the canary that triggers an investigation by somebody more authoritative.

As it stands, this mine has some dead canaries.


claim:

> ...but one of the underlying problems here is chip quality

supposed justification:

> ...every forum pretty much

That's hearsay not actual justification. And intel has a reputation for dirty play.


The justification was for the statement that chips aren't hitting their clocks. That is not a controversial statement.


Both my comment and the one I responded to specified "At the moment" which is fairly specific and implies that it's subject to change. Of course things will be different in 3+ months and bugs and supply chain issues get ironed out. The question that matters a lot more is whether Intel will be able to respond adequately to AMD's offerings.

It is unclear whether Intel is truly disadvantaged in throughput for any appreciable length of time. We've seen what happened to Intel after the disastrous Prescott release years ago - they worked on the Core architecture and its follow-up Core 2 that put AMD in a pretty serious rut for the past decade. Your point of the 10nm offering launching and _still_ being lackluster is the big, big problem for Intel for short-term competitiveness.


> I can't buy a Ryzen 3900X without paying substantially inflated ebay prices.

I'm experiencing the opposite. There has been so many deals on 3900X that I have to constantly tell myself I don't need an upgrade.


I am genuinely intrigued. I've been going to my local Microcenters in the DC VA area for weeks now and they said they have gotten ZERO shipments in since release day of the 3900X and have a couple 3700X maybe on shelves.

This doesn't necessarily completely invalidate my point though - distribution by AMD is clearly needing some work when one region is drowning in 3900X processors and a very wealthy metro area has none in retail channels.


Or may be ( cough ) someone in your local Microcenters hasn't been ordering to fulfil those stocks.

This strategy is quite widely used in many other industry as well.

Although given it has only been launched for less than a month and demand is actually through the roof ( I have been seen reviews being so Pro AMD, even in the AMD Athon 64 days ). So I think it is simply supply is a little tight while TSMC are working hard.


Consumer doesn’t really matter. Pretty much any IT admin I know is ordering one directly through wholesalers. I’m actually surprised people physically go to stores anymore.


Odd. I was in Microcenter on Tuesday and they had a few 3900X's in the case. When I was there closer to launch, there weren't any and they told me that people would come in and ask for them before they even hit the shelf.


Which Microcenter location though? The Fairfax one the employee in the section on Sunday said the two boxes in the floor cases were 3700X and not 3900X because the boxes for the 3900X are larger.


Tustin, CA


Same. The Nutley St. location sold out on the first day and hasn't been any since.


Where have you been able to find them? PCPartPicker hasn't exactly shown great availability on the 3900X so far [0], Amazon is full of scalping [1] and Ebay... Well, $700+ is what I'm seeing there. This is the CPU that'll probably be powering my next build, so if you've got a source close to MSRP I'd love to hear it!

0: https://pcpartpicker.com/product/tLCD4D/amd-ryzen-9-3900x-36...

1: https://smile.amazon.com/AMD-Ryzen-3900X-24-Thread-Processor...


Check out the buildapcsales subreddit, that's where I consistently find the biggest discounts.


I don't care about getting it at a discount, I care about getting it at MSRP...


Then check out the discounted deal and mail them you'd like to pay extra


Good Morning Sir,

I hope this letter finds you in good health. Since I've seen that you are offering AMD 3900X at a discount, I'd like to inform you that I am not like those pleebs and would therefore like you to pay in full MSRP. Please let me know where I can send the goats.

I have the honor to be your obedient customer.

N. Pleeb


Funny enough, I had two buyers saying pretty much this. "I'll pay 49" on a £35 item. Why? Because apparently that's "what it's worth". I appreciate the thought, but it just looks insanely suspicious...


The point was that there aren't going to be any 'sales' on this for at least a few months...


https://www.bhphotovideo.com/c/product/1485447-REG/amd_100_1...

B&H Photo is a reputable site, and they are advertising the 3900X at $499. Now whether they will ship anytime soon...


Same here. Find nearest Micro Center, see wonderful deal, spend more than you came in looking to spend, repeat. Unless you don’t have any kind of physical computer store near you, I don’t see why buying it on eBay would be useful.


Damn, I have been desperately trying to get one since launch. Think the USA is getting them all, and the rest of the world is getting screwed. I paid on launch day, my store is getting 2 3900x's this month, they have 78 people who have paid in full and are waiting.


My original comment was quite ignorant, then, and I apologize for it. They’ve got quite a few at my Micro Center for $449 if you purchase a compatible motherboard, so I was (incorrectly) assuming that this applied to the rest of the world too.


I am in Europe and a reputable local online shop shows that i can get it after a week for 690$ but that is including VAT (575$ without VAT).


I am in Europe and a (previously?) Reputable online retailer showed me the same 2 weeks ago, but 1 week ago ( 2 days after the expected ship time) updated the expected time to a month and just said they didn't get the shipment expected, deal with it


Arbitrage to the rescue?


Eh, it just came out last month, give them some time.

In fact Intel had supply issues with their 9900K at launch too, for at least a month or two they were often out of stock at the major retailers. If getting ahold of a 3900X is still tough by next month then maybe that's cause for concern.

I would agree that Intel is more mature on the BIOS side of things. AMD usually has launch issues that need to be ironed out with UEFI updates. But, if the past few launches are any indication, they've always got things fixed.


>If getting ahold of a 3900X is still tough by next month then maybe that's cause for concern.

Next month, the 3950X will be the one hard to get a hold of.


What? Intel are currently in the midst of a massive ongoing supply shortage. Lack of ability to keep up with demand is at least as much an Intel problem as it is an AMD one at this point.


Intel also has lower yields than amd which doesn’t exactly help intel our much.


AMD is literally facing unprecedented demand. There's no hype here. This is the real thing. Shortages are to be expected, but you can assume that AMD is smart enough to route their production such that they get the highest return -- e.g. to recurring enterprise customers.


The way you avoid both demand issues and BIOS issues is to purchase 2-3 months after launch.

These chips launched on schedule on 7/7, almost exactly one month ago. If you've been exasperatedly waiting for months it's not AMD's fault.

The "literally no reason" part is okay, what you need to do is adjust "at the moment" to "once we're out of the launch window".


you dont have a cpu yet but the bios issue is super annoying?

i have one and there is no bios issue. i got the cheapest x570 mobo and everything is great


To add to this, I've got a B350 Asus board (B350 Prime Plus). Updated the bios and my 3700x works great!


There's a very slight advantage of Intel CPUs in non-GPU constrained games (which means more or less 1080p only...). Very slight. Price/performance falls on Ryzen 3 so hard it's foolish to get an Intel for sure.

There's no business reason on desktop or server for Intel for sure but there's so much inertia here which AMD needs to counter, it'll take years.

Intel is down on the floor until 2021-2022 when their 7nm (which is a smaller node than TSMC's 7nm) begins to ship because a) there's no reason to believe 10nm actually will ship in quantity b) there's every reason to believe even if it does, it's not going to be great, the first iteration of a process is never so and 14nm is so fine tuned by now, it is better in watt/performance which makes Ice Lake look stupid. 7nm is said to be a totally different, independent development and not a fine tune of the (dead) 10nm.

Intel has 12B cash at hand though so don't expect them to just go out with a whimper. If their profits go down a little for 2-3 years, they will live. The stock price didn't crash, with good reason. AMD had a net loss for seven consecutive quarters before turning a profit in Q2 2016. Intel won't even turn unprofitable for a similar period of time, just it'll have a littles less profit. And, again, they have a decent sized war chest to draw on if necessary.

The chip business is a slow business. In 2012, Intel said they will ship 10m chips in 2015. https://www.crn.com/news/components-peripherals/240007274/in... This is about the same time when AMD re-hired Jim Keller. AMD saw their window in 2015 when Intel 10nm didn't ship, thrown away K12 in a hurry and brought Zen to market in 2016 -- surely they didn't expect they will have a five year run when Intel can't put up a competition.

The fun will start in 2021 when TSMC is expected to have a refined 5nm (they call it 5nm Plus) process which you bet AMD will use vs Intel 7nm.


A fun detail of this is Apple's involvement. The 7nm process was originally built to attract TSMC's largest customer, Apple's A Series. AMD adopting this same process inlines them with Apple's gains, spend, and chip quality. (and obviously they make a LOT of A series chips, much greater than any of AMD's production.)

The hilarious gain of this is that this will drive down Intel's chip prices in attempts to compete, improving Mac margins.


Disagree. Why would it take years to counter this "inertia?" It's not like you're asking someone to give up a religion they've had from birth. They are being asked to make economic purchasing decisions, and the economics are crystal clear.


There is momentum in the computing industry. The laptops and pre-assembled desktops being sold today are based on the OEM decisions that were made 1-2 years ago. Most corporate client computing machines are on a similar timeline. IT departments don't want to support a wide variety of hardware, so they standardize on a single model or variations within that model for years.

Warehouse-scale computing has similar budgets and timeframes. You don't decide how to re-build this month's 10k machines based on this month's benchmarks. You made the decision as far back as the supply chain required you to do it, maybe a year or more.

I'm sure that AMD's sales team has been telling their big customers about this generation's performance improvements for a while. But with their history, decision makers are going to discount the story a bit until they can see it in production silicon.

So the next few month's movements in AWS and the like will all depend on the extent that their decision makers were convinced many months ago.


Exactly right. AMD has not only been telling their big customers about it -- they've been letting their customers test it. Google has been testing Rome for months, and have decided to move forward with a full-scale deployment, not only for their own data centers, but for their public cloud. They are using Rome in their production servers today.

Like it or not, Google's stamp of approval carries a tremendous weight in this industry. And if that's not good enough for you, Microsoft and AWS are stepping up their deployments of EPYC as well.

As a result, a lot of smaller companies will now require a much lower standard of due diligence when approving an EPYC Rome deployment.


Not only that but the Ryzen 3 3300U and friends are Zen+ and not Zen 2. It won't be until next year when the IT department even can buy a Zen 2 U laptop.

The signs are there, Lenovo has called them T480 and A480 last year, T490 and T495 this year, indicating these are very close.


Because there are soft costs to integrating a completely different platform into your environments. What happens when you try to pass a VM from an Intel system over to an Epyc system? Unless they have the same instruction sets you can't pass them between different processors - meaning, you have to go in and manually find the greatest common denominator and disable the rest of the instructions that aren't mutually supported. That kind of thing.

Also, software is very often the largest cost for these systems. It's not hard to find yourself paying $100k a month for an Oracle license. A one-time expense of $50k for one piece of hardware vs another is barely a blip.

And in fact that hardware is often charged based on spec. So if you have 4x as many cores on Epyc, you will pay more in software costs on a monthly basis as well. That, or the software will simply refuse to use them until you buy an upgrade, meaning those extra cores are sitting there doing nothing.

It's counterintuitive to people whose experience is building a gaming desktop at home, but hardware expenses are not necessarily a big part of total cost of ownership for enterprise operators.


> Because there are soft costs to integrating a completely different platform into your environments. What happens when you try to pass a VM from an Intel system over to an Epyc system? Unless they have the same instruction sets you can't pass them between different processors - meaning, you have to go in and manually find the greatest common denominator and disable the rest of the instructions that aren't mutually supported. That kind of thing.

That shouldn't be a problem. They are both fundamentally the same architecture (amd64) and any CPU-specific features are already opportunistically handled by the vast majority of software because otherwise you wouldn't be able to run the same code on different versions of Intel's CPUs.


OSs are not most software and are not designed around the instruction set changing underneath them during normal operation. Why would they be? You can't physically swap out a processor while the system is booted and you can't swap a virtual processor either.

It works fine if you shut everything down and reboot the system, but that is often undesirable.

The whole point of the feature is that the VM can be migrated around different physical hardware without having to interrupt service. It just suddenly is running on a different host instance. But it has to be the same type of processor... or at least the same feature set. "Close" is not good enough, it needs to be a 1:1 match.

You can manually disable features until you have found the lowest common denominator between the feature sets of the different processors. But obviously the more types of processors you have in your cluster, the more problematic this is. In very few clusters will you find servers of mixed types, you buy 10,000 of the same server and operate them as a "unit". You don't just add in servers after the fact, sometimes you don't even replace failed servers.

And that hardware decision will have been made years ago, very often. The server market is hugely inertial, it's nothing like you putting together a build one evening and then going out and buying parts and putting it together.


>You can't physically swap out a processor while the system is booted and you can't swap a virtual processor either.

I think you can do that on multisocket systems:

https://www.kernel.org/doc/html/v4.14/core-api/cpu_hotplug.h...


If the hardware supports it, yes, but only with basically the same type of processor.


> That shouldn't be a problem. They are both fundamentally the same architecture (amd64) and any CPU-specific features are already opportunistically handled by the vast majority of software because otherwise you wouldn't be able to run the same code on different versions of Intel's CPUs.

A very long time ago, I worked for a then very large company that sold servers. Plain standard 80486 based servers.

My job was to drive around and drop off these servers for evaluation at prospective customers, who would compare them against 80486 offerings from a different vendor.

Your argument about them all being fundamentally the same would be even stronger: it’s the same CPU.

And yet, customers did not take chances and would go through the eval motions. Because their business relied on it.

Now imagine that at a scale of thousands.

Claiming “they are fundamentally the same” is not wrong, but you don’t care about the fundamentals only. You care about the whole picture and you don’t take chances.


Paying more for lower performance and higher TDP isn't a "chance".

Very conservative corporate customers could wait a short time for good BIOS corrections and sufficient supply for all the parts (not only CPUs) they need before shopping for AMD servers, but they would be buying different hardware from the same established suppliers even if they went with Intel.


> Very conservative corporate customers could wait a short time for good BIOS corrections ...

That sentence above is a contradiction in terms.

A conservative corporate customers spends many months to do evaluations. There is no such thing as “a short time.”


No one has ever been fired for buying Intel. Management often doesn't want to chance it on the underdog when they could keep everything the same


There are many small and large companies with relatively small compute needs (small meaning the own a small datacenter or two). Lots of the code they are running is _extremely_ legacy, and it may or may not be in their risk tolerance to switch vendors to save a hundred grand a year on CPU costs. Especially if they think like OP and believe Intel will match them again in just a few more years. Why rock the boat?


Of course such decisions are always political. But now with Google backing EPYC Rome, there is the political risk of not switching, and finding yourself in the Stone Age 5 years from now.

There's a lot more incentive to explore EPYC than there was a day ago.


What if Google did not include that very old legacy code during their evaluation process?

And exactly what kind of risk are you taking about?

If switching is as easy as you claim it is, you can still do so next year or the year after.


AMD's marketing department has addressed this point. https://www.youtube.com/watch?v=rrJbT7AqcD0


People are creatures of habit. There are people still using Yahoo! for no reason other than it's what they are used to. For many people, buying Intel is the same thing. It takes years to win those people over. (and usually the argument that ultimately wins them over is 'everyone else is using it', rather than the economic one) Those of us who are early adopters jump ship as soon as it's obvious there's a better option, the masses move at a much more glacial pace.


Sure, people are creatures of habit. But this isn't Yahoo vs Google we're talking about. People are going to be throwing down hundreds or thousands of dollars per CPU, and the differences are not remotely subjective.


As other have already noted: those hundreds or thousands per CPU are often just a blip on the radar compared to other costs.

Your comments in this discussion are very small scale, retail oriented.


Mobo compatibility and resource heavy enterprise applications that have been built around Intel's chips are not things that you can change overnight.


> There's a very slight advantage of Intel CPUs in non-GPU constrained games (which means more or less 1080p only...). Very slight. Price/performance falls on Ryzen 3 so hard it's foolish to get an Intel for sure.

it's not a huge advantage, but I'm not sure I would go so far as to call it foolish to buy intel at this point. if your only serious workload is gaming, intel seems like the obvious choice to me. you can actually get a decent all-core overclock on the intel parts, which leads to a significant performance lead in esports titles.


We are talking a few percentage fps, at 1080p, where you are going from 200 fps to 220 fps.

To call that a "significant" performance lead is silly.


Thats a 10% gain which might help you in some games to stay above the 144Hz or even 200Hz refresh rate of your monitor. Does not matter for most of us, but some hardcore esports gamers might care. I guess that's a very small minority though.


if you think a 10% fps gain is silly, why buy a high-end cpu for gaming at all?

also the "only at 1080p" meme is not really true for some esports titles. counterstrike is so cpu bound that it really doesn't matter what resolution you play at.


At 1080p on 100hz+ monitors...


I think the one reason is that if you need the best gaming desktop performance Intel still dominates, but that little extra performance is coming at a very steep price.

My next desktop of will be AMD+Nvidia. Now if only I could avoid the Nvidia tax for deep learning...


I’ve looked at a lot of the benchmarks and the difference was in the ballpark of 1-5%, which isn’t dominating from my perspective... did I miss a few?


DigitalFoundry had an interesting take on frame rate/frame time performance on Intel/AMD. If you look at the graph you can see Ryzen dip down more for a few times when there's more computation or memory throughput needed.


That's not true, with more core Ryzen can run game with other apps without any problems it's not the same with Intel though.


unless you are compiling chrome in the background or streaming, you're not going to saturate even eight cores while gaming. in most benchmarks I've seen, the 9900k still performs better while streaming.


Now you are talking about Intel's best desktop CPU. of course it performs better while streaming otherwise it would be ..


okay, what parts are we talking about then? aside from the 3900x, the Intel parts all have the same core count as their amd counterpart at similar price points.


Yes if you don't count SMT.


similar mindset: Who needs more than 32-bit for internet address.


Part of it is intel k parts have quite a bit of overclocking headroom while zen 2 has none.


Intel has almost no overclocking headroom. It's only about 5% or so. Both AMD and Intel have squeezed everything they can out at this point, there's not really anything left.

The main difference is on Intel you get that magical sounding 5ghz number by overclocking, but it's not actually much higher than stock (4.7ghz on the 9900k is the "all-core turbo")


Right. I guess the Ryzen boost clock debacle is also part of it...


It’s a good set of first steps. AMD needs to keep executing as they have spent decades as second fiddle to Intel. Intel meanwhile has mindshare, enterprise agreements, and other partnerships that make its position as the market leader very sticky.


For desktops gaming still drives a huge market segment where 9700k/9900k still have higher performance (esp if you overclock).


Even for gaming, the advantage is marginal though, and it comes with a price increase that is often better put into a better GPU.

Even formerly die-hard intel gaming shops (Linus Tech Tips and similar) are recommending AMD for most gaming rigs nowadays.


i9 9900K: $484 on Newegg

https://www.newegg.com/core-i9-9th-gen-intel-core-i9-9900k/p...

Ryzen 9 3900x: $499 and sold out

https://www.newegg.com/amd-ryzen-9-3900x/p/N82E16819113103

And here’s gaming performance. Far Cry 5 has a 25fps advantage. And yes, I have an RTX 2080 Ti

https://www.pcworld.com/article/3405567/ryzen-3000-review-am...

So for a large group of people, Intel still makes sense.

And my reply was in response to “literally no reason to buy an Intel“ which is clearly just not true.


Thunderbolt?


There’s still a slight performance advantage with gaming. On top of the fact that it’s still hit or miss getting any Ryzen 9s and getting an i9 is easy, anyone who is shelling out for the RTX 2080 GPUs will probably go Intel.

On top of which, given the history, those building gaming machines will assume Intel’s next 10nm cpus will still outshine AMDs in gaming for the foreseeable future.


exactly, if you're going to spend $1200 on a GPU, why would you care about saving $30 on a processor?


Well, other than the unbroken history of AMD managing to fail when ahead.

Intel is a juggernaut because even if it's not shipping the best, it's always shipping something on time, every time.


> Intel is a juggernaut because even if it's not shipping the best, it's always shipping something on time, every time.

Intel is in their current situation because their 10 nm process is years late, and is still not able to manufacture high-performance parts like server CPUs in any meaningful quantity for a price that the market would bear. They've also had severe shortages over the past year, which has resulted in orders being delayed for weeks or months.

And of course, there's the matter of their products basically being warmed-over refreshes of a nearly 5-year-old architecture (because their new architectures are dependent on 10 nm), which has resulted in comically lopsided performance in AMD's favor, in basically every objective metric that matters.


What? Intel have been slipping the ship date on their 10 nm process node for years. It's slipped so much that it's likely to not to even be fully released before it is discarded for its successor.


FWIW Intel still has an edge over AMD for speciality use cases, I would like to see some benchmarks that use Intel's MKL library to AMD (OpenBLAS).


You are correct at that, and that's because for over 10 years, especially in academia / HPC / Sci Comp, AMD was non existent. If they get the edge long enough for the HPC community to care, maybe an alternative will be present. Otherwise, if AMD just overpowers intel in hardware / clocks so much, then it might not be an issue.

In addition, some specific software (eg Android emulator on Windows) doesn't exist for AMD CPUs.


The Android emulator can run on AMD CPUs under Windows 10 as of a year or so ago, actually. It now only requires Intel's HAXM on older versions of Windows and I don't think Zen 2 or recent Intel chips officially support those versions of Windows anymore.


You can still use MKL on AMD and it does yield a perf increase over OpenBLAS


What about the motherboard chipsets? In the past AMD had decent CPUs but their other chips were not that great.


Does price matter though? I would imagine power consumption is a much bigger deal.


EPYC Rome wins on perf/watt as well.




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