News AMD Smashes Records Again, Data Center Revenue up 286%, Consumer Up 46%

watzupken

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This just shows that Intel's popularity is waning. Intel can deny this fact, but the truth is in the numbers. Intel still makes good chips, but the fact AMD is getting more popular over the years will eventually eat into their revenue since companies will either go for the more value for money AMD chips, or expect Intel to price their products more competitively. I am not expecting Intel's revenue and profit to go back to "normal" anytime soon.
 
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Lorien Silmaril

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I almost choked when I saw Intel's explanation for the decline in the data center segment: client "digestion"? more like client "indigestion" from your subpar products and nonsensical segmentation! what a lame excuse! just admit you are behind and promise to do better!

it's like when Intel blamed the pandemic for performing below expectations last year even though AMD was just soaring through the roof.
 
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Makaveli

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I almost choked when I saw Intel's explanation for they decline in the data center segment: client "digestion"? more like client "indigestion" from your support subpar products and nonsensical segmentation! what a lame excuse! just admit you are behind and promise to do better!

it's like when Intel blamed the pandemic for performing below expectations last year even though AMD was just soaring through the roof.
Typical corporate jargon for we are losing market share to our competitors but can't say that directly.
 
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VforV

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This just shows that Intel's popularity is waning. Intel can deny this fact, but the truth is in the numbers. Intel still makes good chips, but the fact AMD is getting more popular over the years will eventually eat into their revenue since companies will either go for the more value for money AMD chips, or expect Intel to price their products more competitively. I am not expecting Intel's revenue and profit to go back to "normal" anytime soon.
Good chips? Really? Compared to what? Maybe compared to "no chips", sure they are good, as in better than nothing, but compared to AMD they are not good at all.

I'm not optimistic much that Alder Lake will be good either, but I guess we'll see. Maybe for mobile market it will be.
 
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Jim90

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This is good news and good news for innovation and competition too - we can't have another prolonged and very deliberately underwhelming spell that we saw with Intel before AMD's Zen. Now that we know GPU's are in for a serious uplift with multi-die RDNA3/4 and Hooper, and Intel hopefully on GPU track too, this can be only good news for everyone.
Now, if only mining could crash and burn.
 
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Just keep in mind that AMD pools data center and semicustom (consoles) into the same group.
AMD may be doing great in datacenter but without having the exact numbers for each it would just be a guess.
For example xbox had a similar growth rate to AMDs datacenter numbers.
"Xbox hardware was up 232% YoY due to Series X | S demand + favorable comp vs last year"
 
Just keep in mind that AMD pools data center and semicustom (consoles) into the same group.
AMD may be doing great in datacenter but without having the exact numbers for each it would just be a guess.
For example xbox had a similar growth rate to AMDs datacenter numbers.
"Xbox hardware was up 232% YoY due to Series X | S demand + favorable comp vs last year"
True, but the article did mention a "high-teens" uplift in data center chips, meaning at least a 15% increase YoY in data center. Considering how slow to migrate this segment can be, it's still very good.
 

watzupken

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Good chips? Really? Compared to what? Maybe compared to "no chips", sure they are good, as in better than nothing, but compared to AMD they are not good at all.

I'm not optimistic much that Alder Lake will be good either, but I guess we'll see. Maybe for mobile market it will be.
Being second don't automatically mean its a poor chip. Objectively speaking, if you look at Rocket Lake, it is actually competitive, but letdown by a dated 14nm which results in high power consumption and consequently high heat output. If you are looking for an example of a poor chip, then perhaps Bulldozer will be one that stands out as being poor. FYI, I am using a Zen 3 processor, so to clarify I am not some Intel fanboy. Just stating an objective view here.

I would agree with your second point about Alder Lake. I am skeptical it will turn Intel's fortune around. The odd reason to include efficient cores, i.e. Atom processors or what they call Pentium/Celeron Silver, don't make much sense on a desktop processor. It almost feels like 10nm is not dense enough to accomodate 10 or more cores that they were forced to try to be "creative" and squeeze in efficient cores, instead of performance ones. Net effect, its gonna impact their multicore performance big time even if they market it as 16 cores/ 24 threads. It made sense in the mobile market for sure from a power saving standpoint, but its mostly a poor fit for desktop processors particularly in the DIY market.
 
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tomachas

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I almost choked when I saw Intel's explanation for they decline in the data center segment: client "digestion"? more like client "indigestion" from your support subpar products and nonsensical segmentation! what a lame excuse! just admit you are behind and promise to do better!

it's like when Intel blamed the pandemic for performing below expectations last year even though AMD was just soaring through the roof.
I just came across explanation of such language used in marketing and by politicians. It's called doublespeech . When you replace words with undesired effects to more acceptable. Let's say sugar can be called organically evaporates cane juice. Canibalism funny enough has one too and it's protein relocation. So for this instance what they probably mean consumers don't really have appetite for Intel chips as they used to.
 

dalek1234

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Being second don't automatically mean its a poor chip. Objectively speaking, if you look at Rocket Lake, it is actually competitive, but letdown by a dated 14nm which results in high power consumption and consequently high heat output. If you are looking for an example of a poor chip, then perhaps Bulldozer will be one that stands out as being poor. FYI, I am using a Zen 3 processor, so to clarify I am not some Intel fanboy. Just stating an objective view here.

I would agree with your second point about Alder Lake. I am skeptical it will turn Intel's fortune around. The odd reason to include efficient cores, i.e. Atom processors or what they call Pentium/Celeron Silver, don't make much sense on a desktop processor. It almost feels like 10nm is not dense enough to accomodate 10 or more cores that they were forced to try to be "creative" and squeeze in efficient cores, instead of performance ones. Net effect, its gonna impact their multicore performance big time even if they market it as 16 cores/ 24 threads. It made sense in the mobile market for sure from a power saving standpoint, but its mostly a poor fit for desktop processors particularly in the DIY market.
For me high-power-consumption alone makes it a "poor chip", as it results in increased heat, cooling noise, and electrical bill, but I guess some people might not care about those specific fallouts. I do agree though, that bulldozer takes the crown for 'poor chip'.

Re: Alder Lake: I'm dying to see those multi-core benchmarks. I too think that they will be <Mod Edit> because of those 'efficient' cores. However, Intel will be telling many reviewers on how to test, to make them look not as bad. I suspect that an Intel 16 core (8 big, 8 small) CPU will be compared to AMDs 8 core one instead of the 16 core. Reviewers will be arguing that it is only fair to compare Intel's 8 big cores to AMDs 8 'big' cores, while in reality this will be comparing apples to oranges. When Alder Lake launches, I expect Intel's marketing and string-pulling departments to be in full BS swing.

Given Intel's roadmaps screw-ups, I expect Alder Lake to become available to purchase "later" rather than "sooner" so along-side Zen3+ probably.
 
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msroadkill612

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I saw a review for some ~$1000 Threadripper recently:

where the reviewer matter of factly ~didnt bother comparing its intel price match cpu

~"let us know Intel, when you bring out something w/ a comparable IO platform., because w/ pcie 3 & so few lanes etc. , few customers would consider an intel option for this category"

That really sums up to me how bad it has become for intel

It is a lot like that at the upper end of desktop too - am4 x570 vs intel platforms.

It would be foolish for most professional users to not at least have the OPTION of multiple fast pcie 4 nvme... which means an x570 amd mobo is a must.
 

Awev

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. . .

Re: Alder Lake: I'm dying to see those multi-core benchmarks. I too think that they will be <Mod Edit> because of those 'efficient' cores. However, Intel will be telling many reviewers on how to test, to make them look not as bad. I suspect that an Intel 16 core (8 big, 8 small) CPU will be compared to AMDs 8 core one instead of the 16 core. Reviewers will be arguing that it is only fair to compare Intel's 8 big cores to AMDs 8 'big' cores, while in reality this will be comparing apples to oranges. When Alder Lake launches, I expect Intel's marketing and string-pulling departments to be in full BS swing.

. . .
Years ago (at least 15, maybe as much as 20) PC Mag ran an article where they set up a Windoze server and a Linux server, invited in an outside consultants/experts to configure the windoze unit, and ignored the Linux box. Just by allowing one server to be optimized for the hardware the OS was running on gave them an unfair advantage. (While the windoze server won, it was by the margin of error, and the sponsors of the event being able to dictate the parameters). PC Mag, and it's publisher, ZD Net, lost my trust in them - their willingness to be bought and paid for. I tried googling it, can't find the article and backlash over it.

In other posts to these forums I mention how Until likes to use benchmarks when it suites them, claim they are irreverent less than a year later, and when they decide to use them again, cherry pick the ones that makes them look good, ignoring the others.

I can't remember the exact quote, yet essentially, it is politicians are the only ones that can make both sides of their face look good. Seems as if Until has been taking lessons. Remember folks, never accept the blame yourself when there is someone/something else you can blame.

I beg your pardon, I am not out of shape, round is a shape. I just happen to be more in my round shape than you in your square shape. ;)
 

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