Intel can’t supply 14nm Xeons, HPE recommends AMD Epyc

https://www.semiaccurate.com/fullyaccurate/

Some things since then, they were the first media outlet to talk about how Intel's 10nm was a disaster, The first media outlet to talk about Zen chiplet technology and predict AMD had a homerun on their hands.

AMD used to be quite popular in the Athlon era, especially when Intel screwed up big time with Pentium 4 and Itanium. But, as we know, Intel recovered, then used anti-competitive tactics against AMD, and finally AMD screwed-up with its next architecture. All of these more than ensured Intel's comeback.

So I'd say wait until AMD has 50% of the market (not just the custom PC market, which AMD will probably have within 2-3 years) to feel sorry for Intel and worry about Intel dying.

No, am still worried about Intel plotting behind the scenes to undermine AMD. AMD is nowhere near the position to abuse their power and they're unlikely to be for a long time, so let's not be alarmist here.

However, I don’t think this is really a major worry, because the actual real threat is from ARM and ARM has a lot of manufacturers.

Two fabs output more chips than one fab. Intel has deals with other companies for both 10nm and 14nm production and some of those deals are undoubtedly based on Intel moving their own chips to 10nm. At capacity and unable to increase as expected means customers move to other companies that make compatible, competitive products. Once those companies move, they may not come back.

This is quite a bad position to be in.

Not the same as when a manufacturer says they’re making as many as possible and they’re selling out.

Intel's XCC die is 694mm^2 for a 28-core, while Zen / Zeppelin is 213mm^2 for an 8-core. Intel's XCC 28 core is around 25mm^2 per core, while AMD's Zen is 26.6mm^2 per core... suggesting a slight advantage to Intel!

Furthermore: Intel's XCC die has 28-cores. When defects come into XCC, Intel can simply disable those cores and sell them for cheaper. For example, Intel's Xeon Platinum 8160 is a 24-core. Presumably, 4-cores are defective but Intel can still sell it for $5000 or so.

So a defective product would require a manufacturing defect somewhere critical. But individual cores can most certainly be disabled during the manufacturing process and sold as a lower tier product, like the Xeon Platinum 8160

As such, Intel definitely has good yields, at least on 14nm production.

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The main advantage is that AMD's strategy works way better when yields are poor due to a new process being not fully understood. But as defect rates drop, Intel's monolithic strategy seems to have slight advantages over AMD's. (Remember: Intel's cores are slightly superior in IPC, have slightly faster caches, and AVX512 enabled).

AMD's strategy is definitely good, but I don't think Intel is really that far behind.

Rumor is that she's somehow related to NVidia's chief. Like 2nd cousins or 3rd niece / something-something removed or something of that nature. Just for some delicious irony.

EDIT: Found it. Jen-Hsun Huang is apparently her Uncle. https://babeltechreviews.com/nvidias-ceo-is-the-uncle-of-amd...

> Technically, Lisa Su’s grandfather is Jen-Hsun Huang’s uncle. They are not exactly niece and uncle, but close relatives.

Depending on your SGI server, the name may have gone into the appropriate HPE family name.

If you need help with our new decoder ring, I'd be happy to point you in the right direction.

I expect HPC workloads to take advantage of AMD chips, but I do expect many of the mathematical improvements that the Skylake instruction set provides to amplify desire in the computational HPC/numerical computation/ non-GPU stuff.

They are cheaper due to fabrication process. The PCIe lane story is stuff of fanboys. It comes at a cost, power and heat.

Secondly, anyone looking at an NVMe box should be looking at AMD in my opinion. The trick is if you are doing a VM farm, mixing Intel and AMD aint the best idea, as you all know.

I see EPYC ticking up fast.

In terms of exploits like Spectre/Meltdown, I'm pretty sure the exploits AMD claimed were not vulnerable, they ended up pushing out microcode for anyway. So its a moot point.

I HAVE come across alot of customers who have DOUBLED their core count due to Spectre/Meltdown mitigations, and they are attracted to AMDs, high core, lower cost options. But remember, the power draw is different and always test/PoC!

HPE, along with all other server vendors, is starting to see supply constraints on various Intel Xeon-SP processors—commonly referred to as Skylake—used in our Gen10 servers.

–Intel is supply tight on Skylake SP HCC, Skylake SP LCC, Skylake SP XCC, and Skylake W LCC processor series.

–Customer demand for various Skylake server processors is exceeding short-term supply.

–Intel is working diligently to increase supply but indicates limited ability to materially improve Skylake availability potentially through December 2018.