HN thread debates whether the milestone reflects AMD strength or Intel decline
3 Nov 4 11:30 AM · 4d ago · 2 articles · 3 posts · 21 comments · 4 sources · development 3 of 3
A large Hacker News discussion (hundreds of comments) forms around the Tom's Hardware report, with commenters disputing whether AMD's projected lead is driven by genuine data-center/AI strength or by Intel's weakness, and discussing AMD's reliance on Instinct accelerators and Epyc CPUs.
“That says more about Intel's shambolic efforts than it does about AMD's road to damascus moment.”
mickeypAMD Chipmaker reporting record revenueIntel Rival chipmaker
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Reported in the same hours no headline names this development itself — these 1 claim were published in its stretch
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first by HN Best, 4d ago · also HN Frontpage, Tom's Hardware
What people said 20 voices · best of 21 · verbatim
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>That says more about Intel's shambolic efforts than it does about AMD's road to damascus moment.This actually say more about Intel's heroic efforts in defending its turf.I seriously doubt Intel has anything countering Instinct AI accelerators in terms of revenue slice. Which means despite Instinct AI accelerators having extra revenue, AMD's CPU…
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AMD is doing 5 day RTO for almost everyone with 3 months of notice in an obvious attempt to get people to quit before vesting their 5x stock grants.The rule includes >90% of "remote" workers who have discovered they were classified as hybrid (a classification now eliminated) and their manager didn't make it official. Now, remote approvals are SVP…
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I never understood why some fraction of technologists seem convinced that Optane was this amazing thing that would've been awesome if only Intel hadn't killed it.It never made sense. It's slower than RAM, and what do I get for it? Persistence? I don't want persistent RAM, I like the ability to reboot to solve problems, and storing stuff on a…
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Love them or hate them, from a customer's point of view AMD is the only company in a position to stand up to NVIDIA in the GPU market and force those sky-high prices down a bit. I'm eagerly waiting for their new models, now backed by a much more mature and well-thought-out ROCm.I'm not joking. I'm running a Maxwell-era NVIDIA card, and on Linux…
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AMD is reaping the reward of pragmatism, their best gaming CPU skus often have 8 full cores with a large cache for desktops plugged into a wall outlet.Intel has been chasing higher and higher core counts which look good on spec sheets and dazzle in rarely utilized workloads, but said core counts do nothing to run the apps and games that most…
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In Data Centres. Not in retail where Intel is still undercutting AMD's desktop processors in price, to retain its market share ... It's a tactic that Intel has repeatedly used against AMD, but I don't think I've ever seen equivalent Intel processors cheaper than AMDs offering ever. I guess now it has government backing, it feels it can take more…
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I have avoided Intel products since the time some law enforcement forensic team used DCILeech to read the RAM of my server hosted at Hetzner and extracted a LUKS key from it. That was a lifelong lesson. There is no guarantee AMD won't come up with similar shenanigans like Intel's DCI soon and of course we don't know what PSP does behind the…
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AMD has their Strix/Gorgon Halo as a competitor to DGX Spark, which is at least in the ballpark in terms of bandwidth, and being x86 has some compatibility benefits.If you wanted a GPU with 32GB of memory for AI tasks, the AMD AI Pro R9700 was (up until about a month ago) reasonably priced at ~$1300. It's not a RTX 5090 in terms of bandwidth and…
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AMD specifically calls out high sales of Instinct products as leading the sales growth. I wonder how their Epyc and Ryzen lines compare to Intels Xeon and Core lines. AMD's Instinct sales are practically nothing compared to competing Nvidia products, but no one† buys Intel Arc accelerators, so that may be the main reason AMD is beating…
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For what it's worth, AMD is very actively pushing GPU hardware, particularly towards the hyperscalers. From what I've seen, they're really focusing in on the large quantity end users (your OpenAI, Meta, etc. types), presumably because they'll have the technical expertise and willingness to collaborate with them on issues as long as the GPUs are…
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Why must every company pivot to squeeze what they can out of every tech trend at the expense of everything else they do?AMD makes excellent CPUs and GPUs, I'm ecstatic with the products I have purchased from them, and they are now beating their biggest competitor and profiting billions every year. What more do you want? Isn't this enough for a…
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AMD has an entire division dominating in HPC and #2 close behind nVidia in datacenters with extremely good margins. Over half their revenue is from those segments. Not a lot comes from consumer devices right now. That's why they did so well against Intel right now. Intel is the one that is failing in those markets.
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Not to forget AMDs dominance in performance per dollar in CPUs of any variety up until very recently on basically all fronts. Consumer, handheld/low power, server, you name it.Intel finally has really great low power/budget answers, but still loses greatly to 3d cache chips on most workloads.
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The vibes I'm getting are that x86 is on its way out - I'm thinking both Intel and AMD risk becoming obsolete if they keep focusing on x86 chips.Anyone with insight into the industry know how much institutional knowledge would be relevant still with an ISA switch?
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AMD relies on geopolitically dicey Taiwanese fabs. Why is nobody else worried about this? Berkshire divested all TSMC investments a few years ago so at least they're worried.
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Having strong competition between the CPU vendors is always a good thing. AMD has made mistakes, but it's hard to argue they don't deserve to outsell Intel for a change.
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Good. I was bitten by Intel's voltage issues in their 13th gen CPUs. Then again in the 14th gen replacement. They appear bloated, complacent and I hope AMD eats their lunch.
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F in chat to my Intel investments, their stock price is doing bad right now. And now they're also cutting off B580, what unfortunate times. Nova Lake, where are you?
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This is surprising news to me, for some reason I assumed AMD has been outselling AMD for at least the past 5 years.
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makes sense, look at $INTC vs $AMD, I have been and always will be an AMD fanboy
All 3 developments of AMD forecasts it will outsell Intel in Q4 for the first… →
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