News Intel's Core i9-12900HK Outpaces Apple's M1 Max, But There's a Catch

[waltc3]

For several years now server upgrades are mostly GPUs because everything is AI centric now. The use cases of plain cpu compute are very limited and in the cases where power efficiency is really important most have switched over to arm long ago.
It's a huge win for AMD in a small niche of the whole server market and not in the whole server market.

EPYC is nowhere near a "small niche"...😉 Intel isn't even competitive as of yet.

 

[waltc3]

Correct. I have never heard of an Epyc laptop CPU.

Me, either. I suppose that's because I was speaking of CPUs in general, not simply a couple of laptops here and there...😉

 

[TerryLaze]

EPYC is nowhere near a "small niche"...😉 Intel isn't even competitive as of yet.

EPYC is niche even within AMD, since all the console sales plus server sales (Enterprise, Embedded and Semi-Custom) don't even equal the gpu and cpu sales.

https://ir.amd.com/news-events/pres...-reports-third-quarter-2021-financial-results

Three Months Ended		Nine Months Ended
		September 25, 2021		June 26, 2021		September 26, 2020		September 25, 2021		September 26, 2020
Segment Information
Computing and Graphics (1)
Net revenue		$	2,398			$	2,250			$	1,667			$	6,748			$	4,472
Operating income		$	513			$	526			$	384			$	1,524			$	846
Enterprise, Embedded and Semi-Custom (2)
Net revenue		$	1,915			$	1,600			$	1,134			$	4,860			$	2,047

 

[spongiemaster]

Troll much?

Regards...

Are you Jean Girard? Who else gets triggered by Ricky Bobby?

 

[-Fran-]

Are you Jean Girard? Who else gets triggered by Ricky Bobby?

Not everyone can know every single quote. Next time, attribute the quote and I'll get it.

Regards.

 

[waltc3]

EPYC is niche even within AMD, since all the console sales plus server sales (Enterprise, Embedded and Semi-Custom) don't even equal the gpu and cpu sales.

https://ir.amd.com/news-events/pres...-reports-third-quarter-2021-financial-results

AMD is eating Intel's lunch in the server market--where the real money in CPUs is, if you didn't know. Xeon is not competitive with Epyc. But Intel has had the server market to itself (guess you'd call Intel's server market a niche?...😉) for many years. AMD is taking marketshare from Intel hand over foot in that top-end market, so it will take a few years, but AMD is headed there and Intel knows it (if not for AMD none of these things announced by Intel would have come to pass.). So call it "niche" if you like...Intel has nothing that can touch it. I doubt Intel would ever call that market "niche." Maybe you are thinking about Threadripper, I don't know. All I do know is that AMD has been selling everything it can manufacture, and not even its desktop consumer line has suffered price drops. Intel Alder Lake seems not to have put a dent in AMD's desktop CPU sales. Contrast that with what the many price drops Intel has made since Zen2 debuted 2.5 years ago. Why, I wonder, do you think Intel's stock price is half of AMD's? Becuase investors aren't as smart as you are?...😉 (BTW, EPYC is not in consoles are anywhere else, if you didn't know.) In the server market--dollar profit is the goal, it's king--the numbers are always secondary--everything else sells more in volume because it costs so much less. But I figured you know that...?

Tell you what...since you are such a skeptic on AMD...let's resume this in a few months, and then we'll see where things stack up. My money is on AMD, but we shall see...

 

[spongiemaster]

AMD is eating Intel's lunch in the server market--where the real money in CPUs is, if you didn't know. Xeon is not competitive with Epyc.

You're right, in certain parts of the server market, Intel has no answer for AMD. Yet, Intel is still controlling about 90% of the market. AMD's market share gains have stalled at around 10% because they are maxed out on production capacity. It doesn't matter how much better a product AMD has, they're not going to gain significant percentages of the server market because they are limited to what TSMC can produce for them. Intel's manufacturing capacity is vastly more than AMD's. AMD isn't going to stop producing console APU's and produce server chips instead, even though that would be significantly more profitable.