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发表于 2024-3-15 08:22
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aelxsam 发表于 2024-3-14 23:04
少看中文媒体。 多看看业绩报告。 INTEL 光做CPU 及周边配套 都做到150 亿美金营收。
amd 又CPU 又显卡 ...
AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and server brands began finding that solutions from the number-2 maker growing superior to those of the long-time leader, according to Frank Kung, DIGITIMES Research analyst focusing primarily on the server industry, who anticipates that AMD's share will well stand above 20% in 2023, while Arm will get 8%.
AMD CPUs' high number of cores also makes them perfect for the server environment as the higher the number of cores a CPU has, the more servicing capability it can offer. AMD's 96-core Genoa-architected EPYC processor was launched in the fourth quarter of 2022 with a 128-core CPU set to debut in the first half of 2023, while Intel's best offering in terms of the core number still stays at 60 at the moment.
Among datacenter operators, Microsoft and Google are the keenest in procuring servers powered by AMD's solutions. Currently, over 30% of server orders placed by the two cloud service providers are AMD-based models, while within server brands, HP Enterprise (HPE) is keener on AMD-powered servers.
https://www.digitimes.com/news/a20230217VL209/amd-arm-digitimes-research-intel-meet-the-analyst.html |
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