• frezik
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    4 months ago

    The argument was that while AMD is better on paper in most things, Intel would give you rock solid stability. That argument has now taken an Iowa-class broadside to the face.

    I don’t watch LTT anymore, but a few years back they had a video where they were really pushing the limits of PCIe lanes on an Epyc chip by stuffing it full of NVMe drives and running them with software RAID (which Epyc’s sick number of cores should be able to handle). Long story short, they ran into a bunch of problems. After talking to Wendel of Level1Techs, he mentioned that sometimes, AMD just doesn’t work the way it seems it should based on paper specs. Intel usually does. (Might be getting a few details wrong about this, but the general gist should be right.)

    This argument was almost the only thing stopping AMD from taking over the server market. The other thing was AMD simply being able to manufacture enough chips in a short time period. The server market is huge; Intel had $16B revenue in “Data Center and AI” in 2023, while AMD’s total revenue was $23B. Now manufacturing ramp up might be all that’s stopping AMD from owning it.