This is how a competitive chip market is supposed to look, and this is how a competitive chip maker recovers from faults, competes against a seemingly unassailable foe, and then rides up the revenue and income curves to be able to invest in the future and profit from the present. …
“Times were simpler not so long ago” is an understatement these days, but when it comes to supercomputing, this has yet another meaning. …
At some point, when the Epyc server CPU and Radeon Instinct GPU accelerator businesses are more substantial, AMD will probably be a lot less opaque about how its datacenter business is doing. …
IT shops are notorious when it comes to avoiding risk, and this is something that we should be grateful for because it increases the odds that this increasingly compute-dependent world keeps working. …
Imagine, if you will, that your two biggest rivals were Intel and Nvidia, and that you had to fight a two front war to storm the datacenter. …
With Intel having significant difficulties in ramping up its 10 nanometer manufacturing processes and not really talking much about its plans for 7 nanometers, there has never been a better time for its few remaining rivals in chip manufacturing to give their respective CPU and GPU customers and edge to carve out some market share in the datacenter and on the desktop, which helps cover the cost of being in the datacenter because it helps ramp advanced processes. …
In the IT business, just like any other business, you have to try to sell what is on the truck, not what is planned to be coming out of the factories in the coming months and years. …
While AMD voluntarily exited the server processor arena in the wake of Intel’s onslaught with the “Nehalem” Xeon processors during the Great Recession, it never stopped innovating with its graphics processors and it kept enough of a hand in smaller processors used in consumer and selected embedded devices to start making money again in PCs and to take the game console business away from IBM’s Power chip division. …
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