AMD lands Google, Twitter as customers with newest server chip (reuters.com)

Article summary

AMD has landed major customers, including Google and Twitter, with its newest server chip. The discussion revolves around the implications of this development on the market and AMD's position relative to Intel. AMD's chiplet architecture and 7nm process are seen as key factors in its success. The company's long-term bets on technology, such as the ATI merger, are also being reevaluated in light of its current success.

Main themes

• AMD vs Intel
• Server Chip Market
• Chiplet Architecture
• 7nm Process
• Competition and Innovation

What commenters say

• AMD's success is due to a combination of its chiplet architecture and 7nm process, which has allowed it to surpass Intel's performance.
• The company's long-term bets on technology, such as the ATI merger, have paid off and positioned it for success in the current market.
• Intel's failure to adapt to changing market conditions and its poor track record in expanding into new markets have contributed to AMD's gains.
• The resurgence of AMD has brought much-needed competition to the server chip market, which will drive innovation and improve pricing for consumers.
• The use of ARM-based servers is unlikely to be a viable alternative to x86-based servers in the near future, as hyperscalers are primarily interested in better pricing rather than a specific architecture.
• AMD's decision not to implement AVX-512 in its chips was a deliberate choice to prioritize core count over vector instruction performance, which has paid off in many use cases.
• The disparity in performance and power consumption between AMD and Intel's chips is significant, with AMD's chips offering better performance per watt in many workloads.