Ken Luskin
Banned
1) "Intel and AMD have dominated the traditional server market for nearly two decades" - Brett Nordquist Is the Market Ready for ARM Servers?Is the Market Ready for ARM Servers? - StorageCraft
From the above article: " Today’s servers are primarily powered by the Intel Xeon or AMD Opteron processors. They are powerful, scalable, and support a wide range of hardware and software. These are the Ferrari and Lamborghini of processors, optimized for performance over gas mileage."
2) Nordquist continues: "But all that is changing as the number and size of data centers continues to grow along with our desire for more cloud services and connected devices. Think about how you managed your movie and music collection just a decade ago compared to today. Netflix, Spotify, and other steaming content services have taken over that task for millions. All that content resides in the cloud and requires highly specialized servers to deliver it to millions of customers at the right time and on the right device. Not only are ARM servers more energy efficient, but they take up less space in a data center where real estate is immensely valuable."
3) But, most of the ARM server chips have so far failed to make a dent in Chipzilas 98% market share, with AMD accounting for the remaining 2%. Please read : Intel’s Super Elastic Datacenter BubbleIntel's Super Elastic Datacenter Bubble
4) The reason is that Server chips must be powerful and FAST. A bunch of cheap ARM chips simply do NOT get the job done. Intel and AMD have been producing 64 bit chips for over a decade. The very first 64 bit ARM chips just hit the market recently, and they are not even close to the performance of Intel and AMD's processors.
5) There are 2 main reasons that Intel's server chip market share increased to 98%, while AMD's shrunk to 2% from 25%, over the last 10 years.
A) Reason #1 : Intel's FABs had a major competitive advantage over AMD's. By using much more advanced fabrication nodes, (smaller geometries), Intel was able to make more powerful and efficient chips than AMD.
B) Reason #2: AMD made a terrible chip design mistake a few years ago. AMD chose to use clustered multi-threading, instead of Simultaneous Multi-Threading or SMT for short. SMT gave Intel a tremendous speed advantage over AMD.
6) The combination of better fabrication technology plus a faster chip design, allowed Intel to own 98% of the current server chip market.
7) Is anything changing? YES!
8) AMD sold off their Fabs, and will have access to the same Fab process node as Intel in 2016.
9) AMD will have an entirely new CPU chip design architecture for 2016. Please read: AMD CPU And GPU Roadmaps For 2015-2020 Officially EmergeAMD CPU and GPU Roadmaps For 2015-2020 Officially Emerge
10) Despite a slew of companies that are trying to develop ARM server chips, AMD is the only one with the enough HIGH PERFORMANCE experience and IP, to be a real threat to Intel's dominance.
11) As the Cloud provides more VIDEO and other real world processing, the use of GRAPHIC PROCESSING UNITs (GPUs), will increase.
Please read these articles concerning the growing need for more powerfulGRAPHIC PROCESSING.
[h=3]AMD: The Future of Computing: Augmented and Virtual Realityhttps://docs.google.com/document/d/1uxHgFaCeZaEKxXZKVohbFYlM5SHz8vAVAKuM5D6Ln6w/pub[/h][h=3]AMD : "Apple Is Tinkering With Augmented Reality, Too, Analyst Says" https://docs.google.com/document/d/1My3C6nhhR3a_AN-UuwieC_rmu-B7HHCiQf5PZ9NNsE8/pub[/h]AMD: "Magic Leap Demo Flaunts Augmented Reality"https://www.linkedin.com/pulse/amd-...d-reality-kenneth-m-luskin?trk=mp-author-card
12) AMD's GPU technology and IP is far superior to Intel's.
13) There have been very few good CLOUD hardware opportunities for investors. While Intel has been doing extremely well in server chips, they are losing $ Billions in mobile, while PCs have been mostly down.
I have 2 Predictions:
A) Starting in mid 2016, AMD will begin to take back most of of the server market share that they lost to Intel, over the last decade.
B) Because of AMD's superior GPU technology, combined with their High Performance Server chip IP, AMD will become the dominant supplier of chips to the Cloud, within 5 years.
From the above article: " Today’s servers are primarily powered by the Intel Xeon or AMD Opteron processors. They are powerful, scalable, and support a wide range of hardware and software. These are the Ferrari and Lamborghini of processors, optimized for performance over gas mileage."
2) Nordquist continues: "But all that is changing as the number and size of data centers continues to grow along with our desire for more cloud services and connected devices. Think about how you managed your movie and music collection just a decade ago compared to today. Netflix, Spotify, and other steaming content services have taken over that task for millions. All that content resides in the cloud and requires highly specialized servers to deliver it to millions of customers at the right time and on the right device. Not only are ARM servers more energy efficient, but they take up less space in a data center where real estate is immensely valuable."
3) But, most of the ARM server chips have so far failed to make a dent in Chipzilas 98% market share, with AMD accounting for the remaining 2%. Please read : Intel’s Super Elastic Datacenter BubbleIntel's Super Elastic Datacenter Bubble
4) The reason is that Server chips must be powerful and FAST. A bunch of cheap ARM chips simply do NOT get the job done. Intel and AMD have been producing 64 bit chips for over a decade. The very first 64 bit ARM chips just hit the market recently, and they are not even close to the performance of Intel and AMD's processors.
5) There are 2 main reasons that Intel's server chip market share increased to 98%, while AMD's shrunk to 2% from 25%, over the last 10 years.
A) Reason #1 : Intel's FABs had a major competitive advantage over AMD's. By using much more advanced fabrication nodes, (smaller geometries), Intel was able to make more powerful and efficient chips than AMD.
B) Reason #2: AMD made a terrible chip design mistake a few years ago. AMD chose to use clustered multi-threading, instead of Simultaneous Multi-Threading or SMT for short. SMT gave Intel a tremendous speed advantage over AMD.
6) The combination of better fabrication technology plus a faster chip design, allowed Intel to own 98% of the current server chip market.
7) Is anything changing? YES!
8) AMD sold off their Fabs, and will have access to the same Fab process node as Intel in 2016.
9) AMD will have an entirely new CPU chip design architecture for 2016. Please read: AMD CPU And GPU Roadmaps For 2015-2020 Officially EmergeAMD CPU and GPU Roadmaps For 2015-2020 Officially Emerge
10) Despite a slew of companies that are trying to develop ARM server chips, AMD is the only one with the enough HIGH PERFORMANCE experience and IP, to be a real threat to Intel's dominance.
11) As the Cloud provides more VIDEO and other real world processing, the use of GRAPHIC PROCESSING UNITs (GPUs), will increase.
Please read these articles concerning the growing need for more powerfulGRAPHIC PROCESSING.
[h=3]AMD: The Future of Computing: Augmented and Virtual Realityhttps://docs.google.com/document/d/1uxHgFaCeZaEKxXZKVohbFYlM5SHz8vAVAKuM5D6Ln6w/pub[/h][h=3]AMD : "Apple Is Tinkering With Augmented Reality, Too, Analyst Says" https://docs.google.com/document/d/1My3C6nhhR3a_AN-UuwieC_rmu-B7HHCiQf5PZ9NNsE8/pub[/h]AMD: "Magic Leap Demo Flaunts Augmented Reality"https://www.linkedin.com/pulse/amd-...d-reality-kenneth-m-luskin?trk=mp-author-card
12) AMD's GPU technology and IP is far superior to Intel's.
13) There have been very few good CLOUD hardware opportunities for investors. While Intel has been doing extremely well in server chips, they are losing $ Billions in mobile, while PCs have been mostly down.
I have 2 Predictions:
A) Starting in mid 2016, AMD will begin to take back most of of the server market share that they lost to Intel, over the last decade.
B) Because of AMD's superior GPU technology, combined with their High Performance Server chip IP, AMD will become the dominant supplier of chips to the Cloud, within 5 years.
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