Reply to post: Re: cashing in on its monopoly

Intel boss: Expect chip shortages into mid-2019, stumbling server processor sales this year

Anonymous Coward
Anonymous Coward

Re: cashing in on its monopoly

I'm not completely oblivious to the situation.

AMD hasn't had 5 years of competitive products during Intel's 10nm struggles, and the current Epyc CPU's only hint at what is possible. i.e. at 12nm they are competitive with early memory access issues resolved, at 7nm they appear to be unbeatable until Intel addresses it's 10nm issues but that is likely to be Q2/Q3 2019.

Because of the delays in 10nm, there is a lot of existing demand from 2018 for features that were promised but not delivered and can no longer wait for Intels next generation, but they aren't quite prepared to jump to AMD (i.e. adding more capacity to existing VM farms and hitting VMotion/live migration issues with differing processor architectures). However, the cloud providers are looking very closely at AMD.

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