semantics.. I mean an official outlet confirming the existence of a rumor.I don't see any official confirmation here.
How much do Intel's iGPUs, their EUs, caches, drivers, OpenCL stack resemble Nvidia's GPUs?And thus gutting their own APU business? Again Trump won, anything is possible!!
I don't see any official confirmation here.
I work approving all this daily, and my experience agrees with yours. I can't say much except I'm currently doing this on a company-wide scale."
I can keep listing software all day but i need to go to work most things that revolve around users are licensed per user, most things that support that are licensed per proc.
Its only really when you get to things like Oracle, MS SQL etc it becomes per Core.
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As person who spend good amount of time negotiating with such vendors specifically and 'conversions' from Processor to Core and diving very deep not only into enterprise contracts but also all of the licensing collateral and various programs vendors published over time -I see almost nothing licensed per proc anymore. i.e. Microsoft stopped mentioning it anywhere in the documentation post year 2012, and now has to deal with enterprises that own the licenses bought outright, still valid under software assurance
major software companies are not stupid - selling something per 'processor' and then seeing processor going from 4 cores to 20 plus is a major loss of revenue for them. Also add to it virtualization as a layer , what defines a 'core' (real? HT? ) and how it all mixes together -> management consultants have their field date and earn their fees in helping large corporations work through this.
Regarding 'per user', it is also very treacherous - who exactly is the user? how are consultants handed? how are remote services (i.e. Infosys of the word) with off shore in India handled if we give them access to our systems (which is required for them to be of any use). whenever possible we try to avoid per user licenses and if not possible, severely control it through both procurement and deployment phases.
of cause all of this have nothing to do with CPUs, so sorry for off topic.
Was this directed at me? Because that was very far removed from the spirit of my post. I distinctly seem to remember writing "take it with a grain of salt" and "Kyle has been wrong in the past" in that very post. So get out with that BS.Some people get reinforcement from having the same rumor repeated. It validates their wishes for it to be true.
Huh? According to Yahoo Finance it's currently at 5.3%. At $20, it would reach 11.3%. BTW I think, $20 is rather high for 2017. Current prices are at levels based on future expectations, thus including next year effects with a risk discount.
Very few enthusiasts want to see AMD fail. I am about the only guy in this company even naming AMD. The respective board look at me and start chucklingWas this directed at me? Because that was very far removed from the spirit of my post. I distinctly seem to remember writing "take it with a grain of salt" and "Kyle has been wrong in the past" in that very post. So get out with that BS.
Only people wishing for something here.. are those who don't want to see AMD succeed. For whatever reason that will forever escape me. Since this is supposed to be an enthusiast forum where competition is a good thing for all of us.
Very few enthusiasts want to see AMD fail. I am about the only guy in this company even naming AMD. The respective board look at me and start chuckling
Let's talk server CPUs with the traditional infrastructure models. Buying firms want competition? Nah, they don't care. They get major non-contractual leeway and discounts. They just want a good client relationship, primarily.
Shifting to something different requires MAJOR case presenting to a few levels of seniors, where one is bound to bar approval. Even if he just can't be asked with the hassle. Shifting is typically done where the cost savings are substantial vs the effort, where major contract breaches have occurred or audits/compliance failed. Why do you think old, expensive dinosaurs like HPUX are still being leased!?! Sometimes for just hosting one small legacy db with a green screen holding historical data. No kidding!
Remember, any change becomes a project, and any project brings a team... And they have to bring specialist contractors on to see through these changes. Corporate change is never cheap.
(Opinions are own)
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We might know more..
Very few enthusiasts want to see AMD fail. I am about the only guy in this company even naming AMD. The respective board look at me and start chuckling
Let's talk server CPUs with the traditional infrastructure models. Buying firms want competition? Nah, they don't care. They get major non-contractual leeway and discounts. They just want a good client relationship, primarily.
Shifting to something different requires MAJOR case presenting to a few levels of seniors, where one is bound to bar approval. Even if he just can't be asked with the hassle. Shifting is typically done where the cost savings are substantial vs the effort, where major contract breaches have occurred or audits/compliance failed. Why do you think old, expensive dinosaurs like HPUX are still being leased!?! Sometimes for just hosting one small legacy db with a green screen holding historical data. No kidding!
Remember, any change becomes a project, and any project brings a team... And they have to bring specialist contractors on to see through these changes. Corporate change is never cheap.
BTW, Kyle isn't a source that I could unfortunately turn to though.
Sent from HTC 10
(Opinions are own)
Wait, what is this countdown for?Ahhh yes let the countdown begin. This feels like an early Christmas present. Fingers crossed,
This is a huge market. Not every case is the same. These are $100m+ contracts being negotiated. People have been yearning for a second source if for anything but as a bargaining chip. Shifting from Intel to AMD is a joke compared to shifting from Intel to Power8/9, and IBM has been recording profits in their hardware division and expects a growth to double digit marketshare by 2020. Google uses Power8 for instance.Let's talk server CPUs with the traditional infrastructure models. Buying firms want competition? Nah, they don't care. They get major non-contractual leeway and discounts. They just want a good client relationship, primarily.
Shifting to something different requires MAJOR case presenting to a few levels of seniors, where one is bound to bar approval. Even if he just can't be asked with the hassle. Shifting is typically done where the cost savings are substantial vs the effort, where major contract breaches have occurred or audits/compliance failed. Why do you think old, expensive dinosaurs like HPUX are still being leased!?! Sometimes for just hosting one small legacy db with a green screen holding historical data. No kidding!
Remember, any change becomes a project, and any project brings a team... And they have to bring specialist contractors on to see through these changes. Corporate change is never cheap.
Now for our server business. The third quarter was the beginning of a move in the right direction, with server revenue up 27% sequentially. Initial production shipments of our new AMD Opteron products gained traction in the high-performance computing space, where with the help of our key partner, Cray, and some of our most notable customers which included the National SuperComputer Centers in Stuttgart, Germany, in the U.K. and in Switzerland, as well as the United States Department of Energy Titan project at the Oak Ridge National Laboratory. This project, in fact, is likely to be one of the world's fastest supercomputers. We are excited about our key partners, including HP and Dell, who are launching new products based on our new Opteron platform this fourth quarter, and we are confident they will do well against competition, particularly in key workload areas like the cloud and virtualization.
I am not following your point. Before Bulldozer AMD wasn't competitive. Barcelona was a flop and AMD was already struggling with an ageing architecture. 2011 was the year of the Sandy Bridge. Of course Sandy Bridge was going to sweep the market it was faster and more efficient than AMD. Bulldozer was supposed to be the saviour of the server market share loss. Hence the CMT design??So they gained a bunch of share when Intel was fielding NetBurst based junk, and then their share started coming down beginning with the Merom-based chips. The next leg down happened around the Nehalem-EP/EX launches and continued through Westmere.
Bulldozer did not launch for servers until Q3 2011, FYI.
The bulk of the damage to AMD's server business happened well before Bulldozer. In fact, on AMD's Q3 2011 earnings call, Rory Read said this:
History didn't quite play out the way that a lot of enthusiasts remember it.
I am not following your point. Before Bulldozer AMD wasn't competitive.
Barcelona was a flop and AMD was already struggling with an ageing architecture. 2011 was the year of the Sandy Bridge. Of course Sandy Bridge was going to sweep the market it was faster and more efficient than AMD. Bulldozer was supposed to be the saviour of the server market share loss. Hence the CMT design??
Let's also not forget that AMD achieved close to 25% of the server market share despite the Intel's illegal "subsidies" to big OEMs.
Those numbers are MCM chips.. we all know that C2D, Nehalem.. onwards Intel had a single thread performance lead. Magny-cours did well but perf/watt wasn't there.. this is all common knowledge. Those chips had some redeeming qualities.. lots of cores and they were cheaper, and that's what those slides show. To be clear Phenom II (once Barcelona bug was fixed) era chips were not terrible, but they were aging and behind Intel in most metrics by that point, which is certainly what the market share graph reflects. And AMD still had some marketshare in the server at that time, not much but certainly more than what they have now.That's not what AMD was telling its investors back then:
First of all Dell is just one company.. Intel blocked AMD sales on multiple continents, US, EU, Japan... etc. Why would they block desktop sales and not block the more profitable (higher margin) server parts? But don't take my word for it:The subsidies to Dell were for their PC products, AFAIK. In the data center, no subsidies are going to make up for bad, high TCO chips.
Those numbers are MCM chips.. we all know that C2D, Nehalem.. onwards Intel had a single thread performance lead. Magny-cours did well but perf/watt wasn't there.. this is all common knowledge.
Those chips had some redeeming qualities.. lots of cores and they were cheaper, and that's what those slides show.
To be clear Phenom II (once Barcelona bug was fixed) era chips were not terrible, but they were aging and behind Intel in most metrics by that point, which is certainly what the market share graph reflects. And AMD still had some marketshare in the server at that time, not much but certainly more than what they have now.
As I mentioned in the previous post, they had redeeming qualities. Price per core (or multi threaded performance per SKU which ever way you look at it) most notably. But it was already an aging architecture at that point. Single thread performance and perf/watt was already behind Intel. Which in the datacenter, especially the latter one is king.From looking at this slide, AMD was trying to tell the world that it had competitive offerings in servers. According to you, AMD did not have competitive offerings.
This is a huge market. Not every case is the same. These are $100m+ contracts being negotiated. People have been yearning for a second source if for anything but as a bargaining chip. Shifting from Intel to AMD is a joke compared to shifting from Intel to Power8/9, and IBM has been recording profits in their hardware division and expects a growth to double digit marketshare by 2020. Google uses Power8 for instance.
In the context of Zen.. AMD doesn't need much of the market to declare Zen a success in servers, 5-10% would be huge (they are less than 1% currently), and it's certainly achievable provided they have a good product. Or do we forget that at one point they had over 20% of the market share? If Zen can match perf/watt of Intel in datacenter it will sell. Period.
you know the rules pretty well, why you are continuing derail ?snip