With every passing year, as AMD first talked about its plans to re-enter the server processor arena and give Intel some real, much needed, and very direct competition and then delivered again and again on its processor roadmap, it has gotten easier and easier to justify spending at least some of the server CPU budget with Intel’s archrival in the X86 computing arena. …
We have a bad case of the silicon shakes and a worsening deficiency in iron here at The Next Platform, but the good news is that new CPU processors from AMD and Intel are imminent, and more processors are expected later this year from IBM and Ampere Computing, too. …
What a strange server CPU world we live in. The dozen or so biggest customers in the world command something on the order of 45 percent of the server CPU shipments, but significantly lower share of the revenue because of the volume discounts they can command, and they not only shape the product rollouts, their opinions can kill off processor SKUs long before we even know about them on announcement day. …
Companies invest in platforms over a decade or more, and that is why architectures persist longer than we might think given technological differences and economic forces. …
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