Servers – The New Spin Battleground:
Why is this relevant? Mainly because 10nm is now 4 years delayed (Note: That means a 6-year shrink cadence, not a 4-year one) so badly that multiple generations of Intel server products are delayed too. Intel’s Purley, aka Shylake-EP/SP was a solid chip betrayed by a 3x price increase. OEMs are reporting that sales are awful, mainly due to the fact that the volume SKUs are TCO underwater compared to their Broadwell-EP predecessors. What did Intel do to fix this product mess? Forced customers into Purley. If you don’t think this will have long term effects… well they are already visible if you know where to look.
Then we come to Cascade Lake, the successor to Purley. It brings quite literally nothing to the table, it is a minor bug fix to Purley and nothing more. OK with the Meltdown and Spectre patches it will slow down a bit, but there is nothing really new in Cascade Lake. TDP goes up from ~160W for mainstream Purleys to ~200W in mainstream Cascades which is how they get the very modest performance increases.
Couple this to some, but not all, of the features promised for Purley and you have Cascade Lake. No more cores, no more memory channels, no more PCIe lanes, and nothing to close the yawning gap to AMD’s Epyc. Performance does go up though, but less than the TDP increase as a percentage. How much? 6-8% on a per-socket basis meaning Cascade will still be TCO underwater compared to 2015’s Broadwell-EP.
Luckily Intel has a cunning plan there too, raise prices from Purley’s ~$13,000 to ~$20,000. No that isn’t a joke, a 6-8% performance boost almost completely due to TDP raises comes with an ~$7000 price increase. Did we mention AMD’s Epyc, which is about 15% slower on a per-socket basis, costs less than 1/4th as much? And has more PCIe lanes, more memory channels, more cores, but does take more energy. Over the service lifetime, SemiAccurate feels safe in claiming that an Epyc box won’t consume very much of the $15,000+ delta, per CPU mind you, in electricity even at the high rates in some countries.