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

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.

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.

Smaller chips have better yield. As AMD's current chips are composed from several smaller ones (I believe two or three), each composite has better yield than one bigger of same real estate size.

So yes, they figured out how to produce cheaper solutions.