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Comment by tyingq | Hacker News Reader

I think the server CPU area will be more immediately interesting. What's interesting this time, vs Opteron, is that AMD doesn't need to convince a bunch of conservative data center managers.

A few key wins with the three cloud giants, and Intel will feel it. And the cloud giants can start with things like managed messaging, databases, etc, where it's not directly exposed to end users. Similar for the various high end AARCH64 CPUs. Intel is in for a ride.

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Also this time Intel has been pissing of conservative data center managers with all the security issues and performance loss due to them.

Conservative data center managers aren't particularly pissed off. Source: know one.

Except this hasn't happened. If anything Intel is still selling as many as they could produce as shown in the latest quarterly report [1]. So while AMD managed to grow double digit over a very small number, it still felt they were picking up the scraps from Intel.

And Amazon is full steam ahead with their own ARM CPU. I wonder if Google and Microsoft paused and think they will need to act now if they haven't already.

[1] https://www.anandtech.com/show/15433/intel-q4-fy-2019-result...

I agree, Intel sells everything they make, and it has been like that for years.

The difference is that AMD is starting to do the same, and it seems the process and architecture lets them make more chips than Intel.

And this forces Intel to lower prices on the more powerful chips, something that had not happened in about a decade.

Right now the winners are the customers, having such great chips at good prices.

> Similar for the various high end AARCH64 CPUs.

I think Graviton has really big potential. Maybe the biggest challenge is for AWS to market it well.

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