nicalandia
Diamond Member
- Jan 10, 2019
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Idk what Intel is smoking to price their top dog 60C SKU at ~1.4x the price of the top Genoa 96C SKU when it uses more power and is only more performant in very specific workloads.
Doubt any real customer will pay those prices, even for AMD.Idk what Intel is smoking to price their top dog 60C SKU at >1.5x the price of the top Genoa 96C SKU when it uses more power and is only more performant in very specific workloads.
True, there's always going to be bulk sales discounts to hyperscalers, but the MSRPs don't look favorable in a heads to heads comparison.Doubt any real customer will pay those prices, even for AMD.
And those very specific workloads are what Intel focuses on for this gen. Note that the design of SPR essentially predates the resurrection of the competition so the focus was on adding unique selling points on top of previous gens for which they could ask premium money, akin to AVX-512 before. And Intel did go all out with a lot of new accelerators, all for very specific workloads. History just wasn't kind to this repeatedly delayed roadmap. 🤷Idk what Intel is smoking to price their top dog 60C SKU at ~1.4x the price of the top Genoa 96C SKU when it uses more power and is only more performant in very specific workloads.
They can provide more volume which seems to be a major headache for those who want AMD server CPUs. So most companies will be forced to swallow the bitter Xeon pill or wait months or years for Epyc CPUs to become available.Idk what Intel is smoking to price their top dog 60C SKU at ~1.4x the price of the top Genoa 96C SKU when it uses more power and is only more performant in very specific workloads.
To be honest, I am surprised on how good it's performing, but it's a hard sell when compared to the 64C Genoa part.I revised my earlier post. It's closer to 1.4x in MSRP difference, not >1.5x, for flagship vs flagship. $17k vs. $12k. For similar core counts, 64C Genoa vs 60C SPR, it's $17k vs. $9k.
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Will this still be the case in 2023? I'm genuinely curious. I have been hoping that AMD would take data center market share much faster than they have in the past. Granted, COVID screwed up the supply chain and AMD could not gain market share faster despite selling everything it made.They can provide more volume which seems to be a major headache for those who want AMD server CPUs. So most companies will be forced to swallow the bitter Xeon pill or wait months or years for Epyc CPUs to become available.
Will this still be the case in 2023? I'm genuinely curious. I have been hoping that AMD would take data center market share much faster than they have in the past. Granted, COVID screwed up the supply chain and AMD could not gain market share faster despite selling everything it made.
Going forward, with the supply chain constraint easing, AMD should be able to take market share from Intel faster. Also, I have seen rumors that SP will only ramp later in the year despite the fact that it is launching today.
AMD already stated several times before that wafers are no longer the bottleneck, substrate is and that's being worked on for quite some time. I just wonder for how long until it's officially called as resolved. Sony announcing that PS5 shortages are officially over may be a hint of things to come.I don't think wafers should be a bottleneck anymore.
Thanks! Found this interesting link: https://www.tomshardware.com/news/i...rease-investments-in-packaging-and-substratesAMD already stated several times before that wafers are no longer the bottleneck, substrate is and that's being worked on for quite some time.
They can provide more volume which seems to be a major headache for those who want AMD server CPUs. So most companies will be forced to swallow the bitter Xeon pill or wait months or years for Epyc CPUs to become available.
Ice Lake is only now beginning to sell in the UAE region. Last month we got a quote from our vendor for a 3rd gen scalable Xeon server. However, management not understanding how lucky they got, decided to not avail it and are going to go with Azure Cloud, where they are giving us Cascade Lake VMs. Don't ask how mad I feel.Ice Lake-SP was a disaster in that regard.
Cascade Lake VMs.
Nope! All reserved by other customers!Ahahah what? Were Milan VMs not available?
Nope! All reserved by other customers!