Interesting to compare Q2 2020 results between Intel & AMD:<p>Intel
Revenue: 19.7B, Net Income: 5.1B, Market Cap: 209.42B, P/E: 9.06<p>AMD
Revenue: 1.93B, Net Income: 157M, Market Cap: 79.2B, P/E: 133.82<p>But by the sentiment of all media reports INTC is in sharp decline & AMD is killing it, yet even in their most recent results Intel revenue/earnings still dwarfs AMD's.
I'm a <i>huge</i> AMD fan but I fear that its current valuation already has an immense amount of success already priced in.<p>They are doing absolutely spectacular work, but there's still much to do, and there are significant risks.<p>They have been making progress on the GPU side, but as long as they don't provide a CUDA-like ecosystem <i>and</i> experience, I don't see them challenging NVIDIA soon in the accelerator market.<p>I'm pretty confident that they will continue to outpace Intel on the CPU side, but with Amazon's Graviton2, and the recent TOP500-success of Fugaku -- pure ARM, no accelerators - there is still a tremendous amount of competition ahead.
The real threat to intel comes from arm not amd. Amd is also threatened by arm.<p>If you compare with intels numbers. Then amd is a dwarf. And the growth figures are loosely following intels:<p><a href="https://www.intc.com/investor-relations/investor-education-and-news/investor-news/press-release-details/2020/Intel-Reports-Second-Quarter-2020-Financial-Results/default.aspx" rel="nofollow">https://www.intc.com/investor-relations/investor-education-a...</a>
While most of the focus here is understandably on the CPU side, there seems to be some interesting shifts taking place on the GPU side.<p>AMD currently has a process lead over Nvidia (and this is rumoured to be set to continue for a little while longer - apparently the first consumer Ampere chips are being fabbed on Samsung's inferior 8nm process due to lack of capacity at TSMC for the next few months)<p>Nvidia has clearly had an architecture advantage, although RDNA2 may close this gap, depending on how Ampere performs.<p>While Nvidia has had a much stronger showing in the GPGPU space, with CUDA helping it be the clear current winner, this also appears to have driven architecture decisions at Nvidia with the focus on tensor cores.<p>In gaming, Nvidia has put a lot of work into utilising these tensor cores for Deep Learning Super Sampling (DLSS). The idea being that you render at a lower resolution and then use deep learning to upscale in real-time to higher resolutions. DLSS 2.0 made some leaps in quality and DLSS 3.0 is on the horizon. It will be interesting to see:<p>a) How well they can get this working
b) Is AMD working on its own version of this?
c) If so, how well will the RDNA architecture be suited to this approach?<p>Will be interesting to watch how this plays out!
Random comment about AMD, but damn their cpu line naming is really confusing. between zen, zen+, zen2, threadripper, ryzen 7,8,9. ryzen is actually 3 different architectures? then there's like ryzen 7 2000, 3000, now 4000. But for the laptop cpus the architectures are actually different. zen2 isn't used in the ryzen 3000 mobile cpus. Then you can look at best buy and see a laptop listed using a 3rd gen ryzen. Im not sure what that is actually referring to. I'm not sure how this compares to their epyc line either. I still need to read up on that...
Good for them. I daily drive an AMD Hackintosh (3900X) and the price to performance ratio of this chip is excellent.<p>More broadly, consumers are real winners with this zen-powered competition of the last few years. Intel first dropped prices aggressively and now with them shaking up the tech org it seems likely the two companies will have to fight one another for consumer dollars for years to come.
Looking to buy a Ryzen laptop (G14) in the near future, those chips are amazing performers and have great battery life.<p>Well deserved record quarter.
A couple of years ago I remember seeing a video where a Google engineer said they were working on CUDA to AMD compilers and a push to standardize CUDA - what happened to that ? Or am I misremembering something ?
The real question facing us now, I believe, is how is AMD going to compete with ARM-based silicon?<p>I believe that ARM is on the path to dominance due to performance per watt. Does AMD have a path to continue to win at that game?
If Intel has another delay, they're dead. They'll be like Boeing (but their mistake won't directly kill people). It'll mean that all engineering culture is dead and the best minds have already left the company. Everyone who at Intel who predicted the wrong schedule and not a realistic one should be fired. They have destroyed a national champion in their short term greed.