Re: The even more cynical amongst us..
I'm not entirely sure this is aimed at AMD - the combination of Intel doubling up CPU's (to try and match AMD's core counts) and removing the memory tax is likely to have made large Intel systems just as likely as large AMD systems.
And Intel only provide their high core count CPU's as white boxes, cutting out high-end Dell business...
Looking at the economics, paying for enough memory to use all those cores (say 1.5TB for 128 real cores gives you 6GB/core or 3GB/thread to play with) I wonder how much of the market this actually affects - the areas that benefit from lots of CPU are generally IO constrained so you don't want high utilisation hypervisors when smaller units avoid premium memory/CPU prices and afford more resilience for maintenance/hardware failures. I'm not saying there aren't use cases - just that use cases involving high core counts AND VMware AND have no issues with premium hardware prices are likely to be low
Biting the hand that feeds IT
