News For the first time, ever AMD outsells Intel in the datacenter space

I am glad that all the great work at AMD is now paying for itself and generating as much or more revenue in the datacenter market as Intel does with its history of morally doubtful business practices.
Of course, as the article mentions, not all is roses, though, as nVidia is clearly showing where the really big revenues are coming from: the (AI)-compute GPU market. To my knowledge, AMD does have decent AI-GPU accelerator cards that may or may not (I think the latter is true) outperform nVidias latest and greatest but that still will find many pockets willing to pay for them as nVidia is either too expensive or just cannot entirely deliver the huge numbers of cards the AI-market demands.
Now, AMD only needs to actively and massively support developers with impeccable documentation, technical support, and easy to use developer tools for their AI-compute GPUs. Then, and only then, it may sorten the gap to nVidia.
 
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"By contrast, AMD's most expensive 96-core EPYC 6979P processor costs $11,805."

The 6979P is an Intel part. For the Epyc 9654 (Zen 4) cost that much on launch in 2022/23, however, that isn't the top SKU anymore with Zen 5 Epycs now out.
So, you are saying, things are actually even worse for intel than the article sugegsts? 😉
 
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So, you are saying, things are actually even worse for intel than the article sugegsts? 😉
Yeah. Servethehome did a review of the newest Zen 5 CPUs when they were released. The 128c Zen 5 was overall faster than the 128c Xeon. The 192c Zen 5c was even better and they found out that PCIe 4 SSD and 100GbE wasn't fast enough to keep these (192c) CPUs fed with data. When they went with PCIe 5 SSD and dual port 200GbE, performance increased by up to 15% (IIRC).
 
Since data is for both datacentre gpu and cpus, it'll still take some time for AMD to reach 50% share in datacentre cpus.
Pretty sure instinct is still in Radeon and Ponte Vecchio is still in XCG. Neither one is counted in their respective Data Center group because companies always try to keep strongly performing and poor performing units separate. That way they can say “look how great Data Center is doing and our only poor performance is in graphics…blah blah blah”.
 
If true, intel is having serious trouble of not only losing market in the DIY market where fans always say it's unimportant, if the brand image get damaged so badly it will be difficult to gain back momentum, just like Nokia in the phone world
 
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While Intel's Xeon CPUs still power the majority of servers, the most expensive machines now use AMD's EPYC processors.

The title of the article is AMD Outsells Intel in the datacenter space. The article says that "Intel still powers the majority of servers" but that "the most expensive machines now use AMD". So what specific space is AMD outselling Intel? GPU enabled servers but not standard servers? Don't get me wrong, we have AMD Gen3 and Gen4 and are looking at 5 for the next order. However, the article does not state in what space AMD is outselling Intel.
 
No, this statement is incorrect: "While both Intel and AMD now earn around $3-3.5 billion per quarter selling datacenter CPUs". Although AMD reported greater Data Center revenue than Intel, more than $1B of that $3.5B is from Instinct GPUs. As AMD explained in their Q3 slides: "Revenue $3.5 Billion Up 122% y/y... Driven primarily by strong ramp of AMD Instinct GPU shipments and growth in AMD EPYC CPU sales".

On the other hand, Intel reported: "Revenue was $3.3 billion, up $273 million from Q3 2023, primarily driven by an increase in server revenue. Server volume increased 6% in Q3 2024 due to increased hyperscale customer-related demand" Since Intel's $3.3B is derived almost entirely from Xeon CPUs, it still generated much greater data center CPU revenue than AMD.
 
While Intel's Xeon CPUs still power the majority of servers, the most expensive machines now use AMD's EPYC processors.

The title of the article is AMD Outsells Intel in the datacenter space. The article says that "Intel still powers the majority of servers" but that "the most expensive machines now use AMD". So what specific space is AMD outselling Intel? GPU enabled servers but not standard servers? Don't get me wrong, we have AMD Gen3 and Gen4 and are looking at 5 for the next order. However, the article does not state in what space AMD is outselling Intel.
The space intended in the article is "money".
 
While Intel's Xeon CPUs still power the majority of servers, the most expensive machines now use AMD's EPYC processors.

The title of the article is AMD Outsells Intel in the datacenter space. The article says that "Intel still powers the majority of servers" but that "the most expensive machines now use AMD". So what specific space is AMD outselling Intel? GPU enabled servers but not standard servers? Don't get me wrong, we have AMD Gen3 and Gen4 and are looking at 5 for the next order. However, the article does not state in what space AMD is outselling Intel.
You're conflating NEW PURCHASES, with TOTAL MARKET SHARE.
Datacenter servers have a 3-7 year duty cycle depending on the vendor and customer.

Intel has a higher total volume of servers out there

But AMD is selling more than Intel in the server space right now.

If that trend continues, once a duty cycle completes, AMD will be in the lead in total market share.
 
This news, right here.

Is exactly why Intel is not too big to fail and does not deserve to receive bailouts and free corporate gimmes from the taxpayer.

Intel can be displaced wholly by AMD, or if you prefer Intel can be displaced in parts by a combination of Nvidia, Qualcomm, Apple, AMD, Tenstorrent, and many others. Markets do this all the time. They shift, re-adjust, and old unnecessary companies go away while new ones(or successful ones) take the place of the failures.

Any money given to Intel at the expense of the taxpayer is just throwing good money after bad.

I do think Intel will survive, BTW.
 
While Intel's Xeon CPUs still power the majority of servers, the most expensive machines now use AMD's EPYC processors.

The title of the article is AMD Outsells Intel in the datacenter space. The article says that "Intel still powers the majority of servers" but that "the most expensive machines now use AMD". So what specific space is AMD outselling Intel? GPU enabled servers but not standard servers? Don't get me wrong, we have AMD Gen3 and Gen4 and are looking at 5 for the next order. However, the article does not state in what space AMD is outselling Intel.
They’re specifically referring to AMD having more data center revenue. Since Epyc chips sell for cheaper, it means they definitely sold more this quarter. It’s not broken down in a way so we can see which systems have what. Intel is in more servers because they’ve outsold AMD until now and 95% or servers out there weren’t built last quarter.
 
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I'm actually surprised by this. Not because it happened, but because I had assumed it already happened years ago. EPYC has been outperforming Xeon since its inception in most server and data centre applications. I'm actually shocked that it took this long but I guess that old Intel slogan of "Nobody was ever fired for choosing Intel" was more powerful than I thought. 😉
 
At this rate Intel, as we know it, will cease to exist in 2-3 years.
Yeah, it looks like it might be called "Qualcomm". I really hope not because it would be better for all of us if Intel just reformed its terrible corporate culture. The last thing we need is more market consolidation because that's giving rise to corporations so big that they lose all of their efficiency and gain too much political power.
I am glad that all the great work at AMD is now paying for itself and generating as much or more revenue in the datacenter market as Intel does with its history of morally doubtful business practices.
Well, I personally take pride in AMD's success because I was one of the relatively few who bought Phenom II and FX along with a litany of Radeons (2×HD 4870, 2×HD 7970, 2×R9 Fury, RX 5700 XT, RX 6800 XT, RX 7900 XTX). It's consumers like me who didn't believe in overspending on products just because they said "Intel" or "nVIDIA" on them who kept AMD afloat during the dark years.

Don't get me wrong, I'm no martyr. I didn't feel like I suffered one bit during those years because my gaming needs were met perfectly (and at a much lower cost).
Of course, as the article mentions, not all is roses, though, as nVidia is clearly showing where the really big revenues are coming from: the (AI)-compute GPU market. To my knowledge, AMD does have decent AI-GPU accelerator cards that may or may not (I think the latter is true) outperform nVidias latest and greatest but that still will find many pockets willing to pay for them as nVidia is either too expensive or just cannot entirely deliver the huge numbers of cards the AI-market demands.
Well, it's not like Radeon isn't doing anything because when El Capitan goes online, the two most powerful supercomputers on planet Earth (El Capitan and Summit) will have EPYC CPUs coupled with Radeon Instinct GPUs.
Now, AMD only needs to actively and massively support developers with impeccable documentation, technical support, and easy to use developer tools for their AI-compute GPUs. Then, and only then, it may sorten the gap to nVidia.
I agree. The problem is that with nVidia's market share, most devs would rather their games be optimised for nVidia because that would be the lion's share of consumers. To them, Radeons only represent like ¼ of the gaming community.
While Intel's Xeon CPUs still power the majority of servers, the most expensive machines now use AMD's EPYC processors.
Yup. Frontier uses EPYC and Radeon Instinct and so too will El Capitan.
The title of the article is AMD Outsells Intel in the datacenter space. The article says that "Intel still powers the majority of servers" but that "the most expensive machines now use AMD". So what specific space is AMD outselling Intel? GPU enabled servers but not standard servers? Don't get me wrong, we have AMD Gen3 and Gen4 and are looking at 5 for the next order. However, the article does not state in what space AMD is outselling Intel.
Just because AMD is outselling Intel doesn't mean that the Intel-based servers that were already sold cease to exist. Intel had a massive lead in marketshare in the data centre space and it's going to take a while for AMD to reach market parity in extant systems. The article says that AMD data centre parts are now outselling Intel's and that is objectively true. Since this wasn't true in the past, the majority of severs out there are still Intel.
 
I'm curious why Anton, who I think is one of the best tech writers, failed to include in his analysis the impact of AMD's $5B in AI GPU sales in the 2H24 vs Intel's now less than $500M in Gaudi sales. None of which was likely in their Q324 numbers. It is fair to say that both GPU and CPU should be used to evaluate performance in the segment and on that metric AMD is significantly gaining share. Concluding that Intel is losing CPU share as a result of the rapid rise in Data Center GPU sales strikes me as questionable math at best.
 
I'm curious why Anton, who I think is one of the best tech writers, failed to include in his analysis the impact of AMD's $5B in AI GPU sales in the 2H24 vs Intel's now less than $500M in Gaudi sales. None of which was likely in their Q324 numbers. It is fair to say that both GPU and CPU should be used to evaluate performance in the segment and on that metric AMD is significantly gaining share. Concluding that Intel is losing CPU share as a result of the rapid rise in Data Center GPU sales strikes me as questionable math at best.
The GPUs aren’t counted because AMD and Intel don’t count those in data center. In AMD, they’re under Radeon and in Intel they’re under XCG.