• Guest, The rules for the P & N subforum have been updated to prohibit "ad hominem" or personal attacks against other posters. See the full details in the post "Politics and News Rules & Guidelines."

Question Intel 1Q21 Earnings

Page 2 - Seeking answers? Join the AnandTech community: where nearly half-a-million members share solutions and discuss the latest tech.

Hitman928

Diamond Member
Apr 15, 2012
3,493
3,758
136
Hmm, from that ARM slide it appears that even AMD isn't really gaining much AWS EC2 share. It's all going to Gravitron.
Can you be more specific as to the slide which you are referring?

On a side note, Intel also said that they will be slowing stock buy backs this year in order to spend more money on R&D. They've spent tends of billions on stock buy backs over the last couple of years so it will be interesting to see what happens if the stock starts dipping below $50 again but this time Intel isn't there to buy stock and push their own price up again.
 

moinmoin

Platinum Member
Jun 1, 2017
2,440
3,047
106
Hmm, from that ARM slide it appears that even AMD isn't really gaining much AWS EC2 share. It's all going to Gravitron.
Not really a surprise considering after rolling out 1st gen Epyc instances AWS took their sweet time until late last year to roll out 2nd gen Epyc. 1st gen Epyc is somewhat competitive against Intel (though the pricing is really bad at AWS, making it the worst price-performance offer of the three at AWS), but AWS naturally pushes Graviton the most.
 

ASK THE COMMUNITY