Question I can hardly wait until April 27th and then May 2nd

[Markfw]

The Q1 results from the CPU manufacturers should be very interesting this time, based on the environment.

 

[A///]

I have a prostate exam on the 2nd. Not excited about that!

 

[aigomorla]

I have a prostate exam on the 2nd. Not excited about that!

Just pray that doctor didn't overclock his/her finger when doing the exam to make it go faster.

Remember, that part like a threadripper requires factory set torqe when put together again.

(serious comment... gl, on that exam, hopefully everything comes out normal. I think im getting that age where i need to get one scheduled soon too.)

 

[aigomorla]

The Q1 results from the CPU manufacturers should be very interesting this time, based on the environment.

Im actually waiting more towards to AUG.

I think that is where we expect to see Storm Peak, which should be the last of this gen's HEDT platform.
And possibly maybe the last forever.

 

[Markfw]

The Intel Q1 earnings call is at 2 pm PT

Linked here https://www.intc.com/

 

[aigomorla]

I think global forecast is not so good for tech this year overall.
A lot of companies downshifting, meaning less IT hardware.

And sad to say, IT is always the first department to get cut, and last department to get a raise.

I am curious about Arm sales tho.
I would assume they would only explode as more and more wearables / phones / portables overall are in greater circulation.

 

[Markfw]

Well, Intel is where I expected, 39% down in datacenter. The big question for me is what will AMD do in datacenter this quarter ? We will know Monday.

 

[A///]

Same if not better. Intel being down in dc is not a surprise. a lot of dc and hyperscalers had active contracts that are expiring if not soon to expire. if those contracts had large kill fees associated with them it made no sense to kill it and go with amd who may not be able to get you the supply as you need. those downshifting will have been taking their intel orders and either selling them or incorporating them into their hardware lineup and choose not to renew their intel contract going forward or instead opt for a shorter term. intel is a few years away from trying to reclaim their dc losses but it ain't happening anytime soon.

 

[Markfw]

Same if not better. Intel being down in dc is not a surprise. a lot of dc and hyperscalers had active contracts that are expiring if not soon to expire. if those contracts had large kill fees associated with them it made no sense to kill it and go with amd who may not be able to get you the supply as you need. those downshifting will have been taking their intel orders and either selling them or incorporating them into their hardware lineup and choose not to renew their intel contract going forward or instead opt for a shorter term. intel is a few years away from trying to reclaim their dc losses but it ain't happening anytime soon.

Yes, in a down climate fro data center, if AMD is up at all q/q or y/y then they are going gangbusters.

 

[A///]

Yes, in a down climate fro data center, if AMD is up at all q/q or y/y then they are going gangbusters.

which wouldn't be surprising if my theory on expired contracts is right and amd can supply them hardware. even spr is nowhere close to last gen or even 2 gen prior epyc. the new epycs? hot damn intel are screwed.

 

[Abwx]

Computerbase has a nice curve on a 20 years timeline, obviously the competition has nothing to do with Intel last quarter results, it seems that the whole market tanked dramatically due to households compressing their non vital spendings because of worldwide high inflation rates, so set apart for servers i wouldnt expect thrilling numbers from AMD as well.

Intel-Quartalszahlen: 36 % weniger Umsatz und 2,8 Milliarden USD Verlust

Es ist das erwartete Blutbad, welches Intel am Abend präsentieren muss. Der Umsatz sinkt massiv, der Konzern steht tiefrot da.

www.computerbase.de

 

[IEC]

Macro environment will be negative for both. Quantitative tightening is already showing substantial effects on business expenditures and hiring. Interest isn't (nearly) free any more.

I expect pain. But pain will bring better pricing, hopefully.

 

[Markfw]

which wouldn't be surprising if my theory on expired contracts is right and amd can supply them hardware. even spr is nowhere close to last gen or even 2 gen prior epyc. the new epycs? hot damn intel are screwed.

Remember, I have a 9654 Genoa, and it blows Milan away, no comparison. I have Naples (none running now) Rom, Milan, and now Genoa, I know of what I speak ! Genoa is a monster, in performance AND efficiency

 

[A///]

Remember, I have a 9654 Genoa, and it blows Milan away, no comparison. I have Naples (none running now) Rom, Milan, and now Genoa, I know of what I speak ! Genoa is a monster, in performance AND efficiency

that was what I meant. amd has been competing with themselves here for what seems like 4 or 5 years now. raptor mobile is nice but it's a power hog at peaks. 45-55 watt mobile sector is nice if the processors can keep themselves contained so they don't hit their thermal envlopes in their enclosures. that isn't the case with intel unfortunately and it's something they need to work on in future.

some people complaina bout the intel mediocre dc releases but they are products that still need delivering to show shareholders even if Pat himself knows it's a bigger stinking pile of poo then their actual good hardware due to come out. it's a waste of their own resources ofc to focus on the junk but it also keeps them afloat for any industry that's still locked into their contracts. that is their saving hope otherwise they'd fall harder in one fell swoop than what's been shown the last 3 quarters.

 

[Markfw]

that was what I meant. amd has been competing with themselves here for what seems like 4 or 5 years now. raptor mobile is nice but it's a power hog at peaks. 45-55 watt mobile sector is nice if the processors can keep themselves contained so they don't hit their thermal envlopes in their enclosures. that isn't the case with intel unfortunately and it's something they need to work on in future.

some people complaina bout the intel mediocre dc releases but they are products that still need delivering to show shareholders even if Pat himself knows it's a bigger stinking pile of poo then their actual good hardware due to come out. it's a waste of their own resources ofc to focus on the junk but it also keeps them afloat for any industry that's still locked into their contracts. that is their saving hope otherwise they'd fall harder in one fell swoop than what's been shown the last 3 quarters.

I think monday will speak volumes one way or another.

 

[A///]

I think monday will speak volumes one way or another.

certainly the case. I must say I do like how the e cores work in some use cases where they do shine but this is hung on the windows scheduler knowing what to do, and as anyone who's computed as long as you or I have knows microsoft's windows is like a n elephants top half attached to a donkey's rear half the majority of the time. it'll be interesting to see how amd handles their future mini cores with the approach being better than intel's based on limited info we've all got. It's a little easier for amd to do i suspect simply because their cores are tiny compared to intel's.

the only issue I have with amd is their fixed data rate and ram speed limited by their interconnect tech aka if. although I suspect this will become less of a hindrance to end user performance in the coming generations. If Intel could get down to amd's current power envelopes within the next generation or two... dang man, that would give a compelling reason to choose long and hard in the consumer space. For servers it'll still be an amd win because there's more performance on tap.

What I would like to see is both companies 4-5 years from now getting x86 power usage way low with efficiency and whatever useful fancy tech snapped on onto the cpus to reduce the current energy consumption and put it onto Apple's level albeit higher, but a lot more useful than the M class processors from Apple.

I'm a huge Apple nut and always have been but I deeply believe in both Intel and AMD to right their wrongs and they have as both have unsat from their chairs in the heavens of computing and gotten down to their roots now. amd became a credible threat to intel but apple is a threat to them both. apple has the influence and cash on hand to influence companies when it comes to high end hardware or IP or software with extra features and abilities on the mac than windows or linux.

 

[Markfw]

certainly the case. I must say I do like how the e cores work in some use cases where they do shine but this is hung on the windows scheduler knowing what to do, and as anyone who's computed as long as you or I have knows microsoft's windows is like a n elephants top half attached to a donkey's rear half the majority of the time. it'll be interesting to see how amd handles their future mini cores with the approach being better than intel's based on limited info we've all got. It's a little easier for amd to do i suspect simply because their cores are tiny compared to intel's.

the only issue I have with amd is their fixed data rate and ram speed limited by their interconnect tech aka if. although I suspect this will become less of a hindrance to end user performance in the coming generations. If Intel could get down to amd's current power envelopes within the next generation or two... dang man, that would give a compelling reason to choose long and hard in the consumer space. For servers it'll still be an amd win because there's more performance on tap.

What I would like to see is both companies 4-5 years from now getting x86 power usage way low with efficiency and whatever useful fancy tech snapped on onto the cpus to reduce the current energy consumption and put it onto Apple's level albeit higher, but a lot more useful than the M class processors from Apple.

I'm a huge Apple nut and always have been but I deeply believe in both Intel and AMD to right their wrongs and they have as both have unsat from their chairs in the heavens of computing and gotten down to their roots now. amd became a credible threat to intel but apple is a threat to them both. apple has the influence and cash on hand to influence companies when it comes to high end hardware or IP or software with extra features and abilities on the mac than windows or linux.

Regardless. Intel has nothing to come even close to Genoa anywhere on the horizon. I am looking at the next 2-3 years. I see nothing competitive.

 

[jpiniero]

Regardless. Intel has nothing to come even close to Genoa anywhere on the horizon. I am looking at the next 2-3 years. I see nothing competitive.

In theory Sierra Forrest or Granite Rapids could be half decent. But I am rather skeptical about the core counts they could realistically ship with on Intel 3.

 

[A///]

Regardless. Intel has nothing to come even close to Genoa anywhere on the horizon. I am looking at the next 2-3 years. I see nothing competitive.

That's what I was alluding to in an earlier post. Their outlook is poor at the moment for their big money making sectors. They don't have anything for DC in the next 5-6 years, maybe even 7 years that could possibly leapfrog AMD. Intel leapfrogged with Core 2 Duo but those days are long gone and Intel's saviour 4 or 5 years later was AMD's incompetence with a half still born design. That's the past and now Intel has to move with the water and see where they land on their feet. Intel needs more of a clean sheet design than semi hybrid x86 or other dreams they keep chasing. If you took out the HT on the 8 cores on the 13900K it's still using 24 cores to match a 7950X at @ least 50-125 watts more depending on task at hand. The connection to hot P4 is astounding. And yet again nearly 20 years later I find myself again with a hot Intel systems when there's better out there.

Intel is so behind I'd be surprised if they can surpass AMD anytime this decade. Numbers and sales mean zero if your product stack sucks and your sales are linked to outstanding supply contracts. There's far worse than Intel ofc. There is always Samsung, who seem happy enough to be chasing their own tail in the middle of a busy highway, doped up on amphetamines.

 

[Markfw]

In theory Sierra Forrest or Granite Rapids could be half decent. But I am rather skeptical about the core counts they could realistically ship with on Intel 3.

In case you didn't see it, I HAVE a retail 9654 running, so this is no wild claim. And it just kicked hiney in the latest primegrid running 12 instances.

Oh, and for those that don't know, that is a 96 core, 192 thread CPU with AVX-512 and all the other nice add-ons. I have 912 gig of ECC rdram to support it.

 

[Tarkin77]

Well, Intel is where I expected, 39% down in datacenter. The big question for me is what will AMD do in datacenter this quarter ? We will know Monday.

They report Tuesday, May 2nd (after the closing bell)

 

[Markfw]

They report Tuesday, May 2nd (after the closing bell)

Thank you. Verified, and edited thread title.

 

[Markfw]

I found this as a projection of AMD's Q1 coming results from "Zacks" in yahoo finance. So, AMD may look good compared to Intels horrible results. (I fixed the typo mis-spelling of Radeon)

"AMD’s results are expected to have benefited from an expanding partner base and the continued adoption of EPYC, Radeon and Ryzen processors.

Additionally, its Embedded and Data Center revenues are expected to have grown year over year due to its differentiated and scalable offerings that address varied power, performance and environmental requirements."

 

[Hitman928]

AMD's results are expected to be pretty bad, but shouldn't be like the train wreck called Intel's Q1 report. I expect their DC unit to be actually significantly profitable, unlike Intel's, but consumer products may be a little worse.

 

[Mopetar]

The whole market is down. A lot of people bought (or even panic bought) during the pandemic to do work from home or for other reasons. There was always going to be a dip afterwards, but high inflation added on to that is going to exacerbate the effect.

Everyone is getting caught in the storm. Investors are trying to figure out who'll be able to weather it best or emerge in a position to grow in the aftermath.