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AMD outsells Intel in the datacenter space

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499 points baal80spam | 2 comments | 05 Nov 24 19:27 UTC | HN request time: 0.002s | source
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gautamcgoel ◴[05 Nov 24 20:46 UTC] No.42055008[source]▶
Damn, first Intel missed out on Mobile, then it fumbled AI, and now it's being seriously challenged on its home turf. Pat has his work cut out for him.
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1. bryanlarsen ◴[05 Nov 24 21:01 UTC] No.42055125[source]▶
> seriously challenged on its home turf.

Is it? I presume that a large chunk of the AMD's $3.5B is MI3XX chips, and very little of Intel's $3.5B is AI, so doesn't that mean that Xeon likely still substantially outsells EPYC?

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2. adgjlsfhk1 ◴[06 Nov 24 13:22 UTC] No.42061881[source]▶
not necessarily. in the past 5 years, the x86 monopoly in the server world has broken. arm chips like graviton are a substantial fraction (20%?) of the server CPU market.