https://seekingalpha.com/article/4128389-intel-counters-epyc-claims
4 replies (most recent on top)
Happy to hear they are losing money in data center.
Wrong again, HR shill @xsk. Your propaganda is getting boring.
At ~$20B/yr for DCG revenue, 5% MSS is ~$1B to AMD's top line. Which is pretty good.
AMD EPYC will take at least 5% next year, and 10-20% the year after that when their Zen2-based 7nm EPYC ramps. Intel has absolutely nothing to respond with except the Cascade Lake SKL-rehash. 10nm and ICX is hopelessly delayed and might not even make it for a 2019 launch.