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New AMD EPYC-based Compute Engine family, now in beta

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343 points cvallejo | 2 comments | 18 Feb 20 16:31 UTC | HN request time: 0.777s | source
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tempsy ◴[18 Feb 20 18:26 UTC] No.22358654[source]▶
AMD's stock is wild. It was around $2 just a few years ago and has been on a non-stop trend up to almost $60 today.
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sdesol ◴[18 Feb 20 18:53 UTC] No.22358979[source]▶
They really are doing something disruptive. I can't quite remember if this is correct (it has been a while since I last studied business), but in business there is a "blue ocean strategy". The basic premise is, if you can provide a product for half the price, with the twice the value, you will destroy the incumbent.

What AMD is doing is really insane in my opinion. I'm not sure if they are pricing their processors low on purpose and/or if they have found a way to manufacture cheaper and/or Intel was screwing consumers with their pricing since they were so dominate.

No matter what, AMD is able to provide something that is measurably better and significantly cheaper than the incumbent, and if the blue ocean strategy holds, they should become the new incumbent in the near future.

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1. blattimwind ◴[18 Feb 20 18:59 UTC] No.22359070[source]▶
> What AMD is doing is really insane in my opinion. I'm not sure if they are pricing their processors low on purpose and/or if they have found a way to manufacture cheaper and/or Intel was screwing consumers with their pricing since they were so dominate.

Both. AMD uses chiplets for higher yields compared to Intel's huge monolithic processors (HCC, XCC), which lowers costs, and Intel jacked prices up because they had a monopoly.

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2. exikyut ◴[19 Feb 20 14:58 UTC] No.22365968[source]▶
Oooooh, and they can mix and match chiplets that pass progressively more stringent QC stages to build the various SKU classes.

I like it!