sirmo
Golden Member
Absolutely. Guess where Rory Read is today. The guy who hand picked Lisa Su at AMD.Very few companies buy direct from AMD or Intel. If an enterprise wants multiple sources they use HP and Dell. AMD isn't considered a "source".
Absolutely. Guess where Rory Read is today. The guy who hand picked Lisa Su at AMD.Very few companies buy direct from AMD or Intel. If an enterprise wants multiple sources they use HP and Dell. AMD isn't considered a "source".
Right, a vendor can ask for some instructions, and AMD can provide them. But this requires time.
A cannot disclose information about similar scenarios, for obvious reasons, but this process (going from the customer request to the final availability) might require yearS. And I'm not joking: there's a capital S at the end...
“People ask me if we would switch to POWER, and the answer is absolutely,” Hölzle said emphatically and unequivocally. “Even for a single generation.” And the reason is simple: A 20 percent advantage, to pick a number that he threw out, on a very large number of systems that Google deploys every year, “is a very large number. And after that, if conditions change, we might switch back.”
Absolutely. Guess where Rory Read is today. The guy who hand picked Lisa Su at AMD.
Yep. And neither is Intel a source.Very few companies buy direct from AMD or Intel. If an enterprise wants multiple sources they use HP and Dell. AMD isn't considered a "source".
They do have it easiest, agreed.Urs Hölzle is Senior Vice President for Technical Infrastructure at Google:
https://www.nextplatform.com/2015/04/29/google-will-do-anything-to-beat-moores-law/
Considering that hyperscalers (Amazon, Facebook, Google, etc...) control their own software stacks from the operating system kernel all the way up through their databases, data stores, caching layers, middleware, cluster management, workload scheduling, and application software, they are the companies that will have the easiest time porting their code over even to a new architecture if an advantage can be had.
I mean history just shows flat out you are wrong. Amd entering with opteron and gaining share quickly. Intel eroding Ibm market faster than what was imagined back then. I mean history just shows a cpu is a commodity.They do have it easiest, agreed.
But cdimauro's point is the enterprise reality from my experience -- away from the actual cloud hosting companies themselves - which are still not the majority - it is so darn difficult to change servers/platforms, and part of that is the risk and unfamiliarity element. It literally needs God approval and the processes are longwinded and horrendous.
From the client sites I've visited, very few Infra guys have a clue about AMD. I'm talking all the way to the CTOs.
Being relegated from a market is a nasty virus to fightback - means most professionals don't know anything about you.
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Rory Read wasn't fired lol. He stepped down and stayed on the advisory board. He picked Lisa as his successor.Huh? Rory was fired. But before you start arguing the point, that's already been discussed and will be off topic here.
And what that has to do with enterprise IT procurement is over my head.
I cant talk about you guys but i swear i have no control or power over zen. Seriously. I know its hard to imagine but i dont.What people in this thread are arguing are the things they have no control, or do not have any power over. I genuinely suggest getting back on topic which is Summit Ridge CPU, not market, in any way, shape or form.
Lol.I mean history just shows flat out you are wrong. Amd entering with opteron and gaining share quickly. Intel eroding Ibm market faster than what was imagined back then. I mean history just shows a cpu is a commodity.
Being relegated from a market is a nasty virus to fightback - means most professionals don't know anything about you.
Lol.
What youre talking about is something completely different to what we are.
And be serious with naming Opteron/Intel when talking about Zen.
Opteron was MILES ahead and cheaper than comparison. It was a bombshell.
Same with Intel. More than 5x lower cost/power.
IBM is fighting back for marketshare in Cloud hosting now. It's only their direction that changed.
Zen would do VERY WELL to even capture 5% from Intel.
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And they still get paid +500 per day for years... Thats just life.In my opinion that would make them anything but professional.
In 3 years, it is certainly possible but judt remember this isn't just one way traffic for an onslaught. Intel doesn't sit back.Yep. No bomb this time and not remotely so and yep no fat Ibm margin but only Intel 4b year profit to go for where dcg plays a big part. Fat enough i would say. But we have to remember the new wsa. Amd is not capacity constrained today as it was. And it is a big deal. That said is it eg possible to get 15% servershare in 3 years time you think? I vote yes.
And they still get paid +500 per day for years... Thats just life.
In 3 years, it is certainly possible but judt remember this isn't just one way traffic for an onslaught. Intel doesn't sit back.
Just cast your mind back to Conroe.
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AMD has been saying publicly for years that they are coming and want to take significant server share, so have many other companies (IBM, Qualcomm, Cavium, Applied Micro, Broadcom, et al.)
Does anybody think that Intel has been just twiddling its thumbs just waiting for this onslaught of competitors to just start ripping into its market share?

Of all those only AMD has x86
Thats a question where I'd biased if I said anything, to say the least 🙂Right, but do you really think Intel doesn't take the ARM and POWER players seriously?
I dont agree with this at all really, Putting cloud to the side.In the UK, for enterprise, majority of the big $$ licensing is by Core, not Proc. Enterprise just doesn't get this hardware visibility anymore.
Case in point, they lease the infrastructure from datacentres, they lease VMs, and VM licensing is by Platform-> Core+Mem. Storage is peanuts in comparison and usually very flexible.
The datacentres for cloud/vms, yes, they would have this choice and VM consolidation would be their priority. But they generally buy prebuilt servers directly from OEMs. They buy packaged solutions, en-masse. They don't mess with maintenance and support.
Larger mem requests (and HUGE associated costs) are typically for archaic dinosaurs like AIX/Sparc/HP UX that are becoming a smaller and smaller part of enterprise infrastructure. I think health and government are the two segments really holding onto these platforms.
However, some of the enterprise major software costs are huge... hardware pales in comparison. From that perspective, it can be the Proc.
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Ugh, can you guys stop bickering and take that to P&N.
This does make sense but also raises the obvious question...how long will it take for those companies to make sure ZEN is good enough for them to trust them in such products?