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Intel has no chance in servers and they know it

39 点作者 mozumder将近 7 年前

3 条评论

PhilWright将近 7 年前
&#x27;Intel has no chance in servers and they know it&#x27; is a little hyperbolic when they currently have over 90% of the server market. Maybe when they have been reduced down to single digit figures you can say they have no chance.<p>Despite the current scaling issues they can simply reduce margins to be price competitive and keep up their market share. AMD entering the market is a great way for Microsoft&#x2F;Google&#x2F;etc to negotiate hard for the CPU&#x27;s needed for the next datacentre&#x2F;upgrade cycle.<p>Reading semiaccurate.com feels a bit like reading InfoWars, everything is a conspiracy.
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wbhart将近 7 年前
The problems Intel has at 10nm are well covered by the tech press. And Intel has confirmed this to investors. The thing that is new here is the claim that internal documents show that Intel is rather more worried than people expected.<p>It&#x27;s not really believable that Intel thinks it has no chance in servers. What I think is believable is that Intel will not be able to limit AMD&#x27;s advance into their market share. This should start to show in next quarter&#x27;s results, as AMD server product qualifications are finalised by large data centres (as AMD has pointed out in their briefings).<p>What I had believed until now is that Intel was essentially pivoting to a different strategy, moving away from traditional CPUs. But this article makes me believe they have just miscalculated and could be in for a rough few years (where rough, for Intel, is still making billions of dollars).
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acdha将近 7 年前
Previous submission was flag killed for being click-bait: <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=17708847" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=17708847</a>