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AMD

AMD Overtakes Intel in Datacenter Sales For First Time (tomshardware.com) 48

AMD has surpassed Intel in datacenter processor sales for the first time in history, marking a dramatic shift in the server chip market. AMD's datacenter revenue hit $3.549 billion in Q3, edging out Intel's $3.3 billion, according to SemiAnalysis.

The milestone ends Intel's decades-long dominance in server processors, where it held over 90% market share until recent years. AMD's EPYC processors now power many high-end servers, commanding premium prices despite selling at lower costs than comparable Intel chips.
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AMD Overtakes Intel in Datacenter Sales For First Time

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  • Bean-counters who talked companies into under-funding R&D and quality control, surfing on laurels instead, have ruined Intel, Boeing, VW, HP, Burger King, GE, KFC, and countless others.

    Damn You!

    • by Pseudonymous Powers ( 4097097 ) on Tuesday November 05, 2024 @01:48PM (#64921705)
      Companies really ought to stop judging executive performance by the quarter. Honestly, at that level, I think 2 years should be the minimum reporting period.
      • by kick6 ( 1081615 ) on Tuesday November 05, 2024 @02:08PM (#64921785) Homepage

        Companies really ought to stop judging executive performance by the quarter. Honestly, at that level, I think 2 years should be the minimum reporting period.

        Shareholders look at their returns quarterly, so CEOs performance is done the same. You're not changing Wall Street's mind on how to look at these things. The onyl option is to never go public.

        • by Tom ( 822 )

          Shareholders look at their returns quarterly, so CEOs performance is done the same. You're not changing Wall Street's mind on how to look at these things.

          Some rando on /. certainly won't change any minds. But Wall Street didn't spring fully formed from the Big Bang and minds can be changed. If we as society agree that the ultra-short horizon of many companies is bad, we can lobby and make laws to change things. It won't be fast and it won't be trivial, but it's absolutely possible.

          Problem is: "We as society" has stopped existing. We're now neatly sorted into manageable bubbles.

        • by Tablizer ( 95088 )

          > The only option is to never go public.

          Which is not necessarily a bad idea. Some institutional investors are looking for stable long-term investments, so private investing can still bring in funds.

          There are quite a few here who are doing well: https://www.forbes.com/lists/l... [forbes.com]

    • by Kobun ( 668169 )
      Bet they wish they had plowed the money they spent on share buybacks into R&D and internal investment instead.
      • by Pascoea ( 968200 )
        Why would they care? They got paid. Who gets to deal with the smouldering crater is next quarter's problem.
      • by Tablizer ( 95088 )

        Hit-and-run investors don't care about the long-term: they know they are milking the cow to death and so sell the milk and cow quickly. ROI models are generally myopic. Most Japanese and German companies told ROI theory to go F itself and focus on quality instead (with exceptions), and that's who owns the precision instrument markets.

  • by rsilvergun ( 571051 ) on Tuesday November 05, 2024 @01:54PM (#64921731)
    It boggles my mind that there isn't more investment in AMD and even Intel's graphics divisions to compete with Nvidia.

    I get why. Why bother investing in a competitor when you can just buy stock in the dominant player and watch it go up. It's not like competition is much of a thing anymore

    But Nvidia has business practices that would make Microsoft blush. I'd love to see some actual antitrust law enforcement. I wish we would stop calling the people who enforce white collar crimes "bureaucrats". You notice we don't do that for other crime. We called those cops or police.
    • Re:Now do Nvidia (Score:4, Insightful)

      by UnknowingFool ( 672806 ) on Tuesday November 05, 2024 @02:03PM (#64921765)
      Some reasons might be Intel anticompetitive practices. Bear in mind, AMD is probably no angel either. I can fathom Intel offering discounts to keep customers. They also have influence with OEMs like Dell to keep them from offering AMDs. If you search on Dell.com right now, they only offer 2 desktops and 4 laptops with AMD chips even though for many years now, AMD has been the performance and sometimes price leader. A price conscious company like Dell would make more money selling AMDs yet they do not.
      • I'm not saying any of them are angels I'm saying that when you have a bunch of people who you know are going to commit crimes usually you don't let him commit the crimes.

        The problem with Intel is their famous for doing things like threatening to pull OEM pricing if they don't get favorable terms in other markets. Every now and then they get caught but the hand slap is so minimal it's not even a small fraction of the profits they made doing the illegal activity.

        It's like how everyone's always telli
      • by AmiMoJo ( 196126 )

        Remember that business customers get a much more limited warranty than consumers do. Intel's business customers are having to absorb the cost of replacing all those Intel CPUs that are dying now.

        Data centre customers have to replace a large number of servers early, and companies like Dell who sell to consumers have to deal with massive numbers of warranty claims.

        Because Intel likes to change sockets every couple of years, their current generation CPUs can't be installed in those affected systems either.

    • This is just a YouTuber and what he was told was Intel pays manufacturers in backroom deals not to make AMD motherboards in black or white but other "ugly" colors. [youtube.com] Take with a grain of salt on how true it might be. It is slightly anticompetitive but probably not enough for lawsuits, etc.
      • This is just a YouTuber and what he was told was Intel pays manufacturers in backroom deals not to make AMD motherboards in black or white but other "ugly" colors. Take with a grain of salt on how true it might be.

        It's complete, total, and obvious bullshit. My last two AMD boards and the current one were/are all black. One Gigabyte and two ASRock. And virtually all of the other boards I looked at all three times were black, too.

        • Sure, I'll believe you drinkypoo. Your history on this forum is nothing but stellar. Bahahahaha.
          • Sure, I'll believe you drinkypoo. Your history on this forum is nothing but stellar. Bahahahaha.

            When I have made mistakes I have admitted them, unlike the cowardly cucks who continually attack me from anonymous accounts, and their fellows who mod me down when they have no rebuttal to my statements. I have consistently had more fans than freaks, and my karma has almost never done anything other than sit right up next to the kap.

            Go ahead, tell us all about how bad that is.

    • It boggles my mind that there isn't more investment in AMD and even Intel's graphics divisions to compete with Nvidia.

      I get why. Why bother investing in a competitor when you can just buy stock in the dominant player and watch it go up. It's not like competition is much of a thing anymore

      No, you don't get why. As you said, it boggles your mind. It does that because it's beyond your capacity to comprehend just how fucking hard it is to develop this. In your simplistic little world a company can just hire anybody off the street and train them up to be an expert IC engineer but they won't because greed.

      Completely fucking wrong. Most people straight up don't even have the aptitude for it. And here's an easy way I can prove this to you: Go look up how to create a simple 4-bit adding calculator o

      • There is so much money there that it doesn't make sense not to invest. Yeah if AMD or Intel were newbies you'd have a point but they already have products at the market, in the case of AMD very mature products. It wouldn't be that much of a leap for them to get an influx of cash, hirer up some of the engineers that a floating around thanks to all the layoffs and get serious about competing. Q

        But again why would you bother spending money investing in a competitor when you can just buy the market leader? I
        • There is so much money there that it doesn't make sense not to invest.

          You're making a TON of assumptions here without realizing it. Before even starting, you're talking about building a new architecture from scratch, because unlike with CPUs, there are no reference architectures you can just license from and build off of. Maybe, maybe you could buy off one from somebody who is exiting the market and build off of it, like say intel. But historically nobody really does well with the shit that intel sells off, probably because it fundamentally was never good to begin with. Apple

    • It boggles my mind that there isn't more investment in AMD and even Intel's graphics divisions to compete with Nvidia.

      AMD is investing more in their graphics division as we speak. Intel's graphics division is barely worth investing in, the only place they have any kind of win is video encoding and we all already do that on the same GPUs we use for gaming or other purposes.

      But Nvidia has business practices that would make Microsoft blush.

      wat

    • > and Intel's graphics divisions to compete with Nvidia.

      You DO realize that Intel has a LONG history [wikipedia.org] of trying NUMEROUS times [computer.org] and utterly failing in the market, right?

      The more famous ones include:

      * Intel i740
      * Intel i860 / i960
      * Larrabee
      * ARC

      Even ARC has 0% market share [extremetech.com] now. The only reason Intel has 7% on the Steam Hardware Survey [steampowered.com] is because of integrated GPUs, discrete cards such as ARC shows 0.024% [steampowered.com].

      This thread [reddit.com] on reddit has a summary of Gen 1 through Gen 12.

      • Whoops, that should be 0.24% for ARC.

      • i860/i960 have nothing to do with Intel's graphics division. Otherwise agreed that Intel tried multiple times to get into graphics, and has generally not been very successful.
        • The i860 predates [computer.org] Intel's graphics division.

          The FPU was different in that it had an adder and a multiplier, but also a graphics processor.

          Intel terminated the i860 project in the mid-1990s and followed with the i960. The company merged it with the FPU to become the i960KB. Several graphics terminals used the chip.

          The i860 was used as graphics accelerator [wikipedia.org]

          The i860 did see some use in the workstation world as a graphics accelerator. It was used, for instance, in the NeXTdimension, where it ran a cut-d

  • The biggest will be Intel's aversion to QA. Their reputation has been savaged and the latest very poor performance benchmarks for the newest processors will not convince anyone Intel has what it takes.

    I have no idea whether they could feed into AI the designs for historic processors from the Pentium up, along with bugs found in the designs, to see if there's any pattern to the defects, a weakness in how they explore problems.

    But, frankly, at this point, they need to beef up QA fast and they need to spot poo

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