I blame Swan on Axing GPU division if intel planned for GPU it could have More than AMD worth of Revenue in GPU because Intel Knows how to do Software a knowledge AMD Lacks in both CPU/GPU Intel is one of the largest contributor of Open Source Software a thing that is holding AMD back
Is that really true ? I thought that data center CPU sales have dropped over the past couple years, in favor of GPU expenditures, plus Intel has lost share, while AMD is starting to ramp some visible share in GPU. That‘s what these charts imply to me.
semiwiki.com
A lot of this product-related commentary is bullshit. Like the desktop and server CPU discussion just being "repackaged" for laptops, that's nonsense. The laptop microprocessor design had a different microarchitecture than Pentium, and was done in Israel (Banias). That's why the CPU core development has been done in Israel ever since. Would a RISC strategy have been better? I think so, in power efficiency terms, but then Intel and Microsoft would have a big porting problem to the new instruction set, like Microsoft is having right now with Qualcomm. A lot of PC games won't run at all or optimally on Snapdragon yet. You know there's a big problem when even the Wall Street Journal has an article about it. So there is some truth to Gelsinger's old argument about software compatibility being important, but if Apple can do it, so can Intel and Microsoft.FWIW a recent opinion
“To summarize, there is no market-based reason for Intel Foundry to exist; that’s not a market failure in a purely economic sense, but to the extent the U.S. national security apparatus sees it as a failure is the extent to which the U.S. is going to have to pay to make it happen. And, if the U.S. is going to pay up, that means giving that foundry the best possible chance to stand on its own two feet in the long run. That means actually earning business from Apple, Nvidia, AMD, and yes, even the fabless Intel company that will remain. The tech world has moved on from Intel; the only chance for U.S. leading edge manufacturing is to do the same”
Our model is that DC CPU is growing slowly. If you add AMD, Intel, ARM DC CPU revenue it is increasing. The total number of datacenters in increasing. DC GPU sales are not decreasing server sales. 2022-3 was a downturn but 2024 is returning to growth.Is that really true ? I thought that data center CPU sales have dropped over the past couple years, in favor of GPU expenditures, plus Intel has lost share, while AMD is starting to ramp some visible share in GPU. That‘s what these charts imply to me.
A Post-AI-ROI-Panic Overview of the Data Center Processing Market - Semiwiki
With all the Q2-24 results delivered, it is time to remove the clouds of euphoria and panic, ignore the performance claims and the bugs, and analyse the Data Center business, including examining the supply chain up and downstream. It is time to find out if the AI boom in semiconductors is still...
If you're including Arm CPU license revenue it might be true that revenue is still increasing. But the increase in volumes of cloud computing company CPUs must be effectively lowering industry CPU revenue per unit. Merchant DC CPU companies like Intel and AMD must looking at a dim future in their product plans. Unless there's projected movement of cloud computing back to enterprise data centers I'm missing.
Why odd ? Data for first two quarters looks like $1.5B and $2B - if they keep growing per the trendline, a $3B and a $4B quarter pretty much gets them there.
The above math would only check if the latency within a chip is the same between chips inter-connected via network. The latency to access data over a network with multiple hops is at least 1000x-1000000x higher than accessing SRAM on a chip.
Why is being based in Taiwan relevant?
You are right. That might not be relevant. Just a different view.
