this post was submitted on 09 Nov 2023
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Server side from almost non-existence to close to 25% in about 5 years is actually very impressive, given the specific market tends to be rather conservative and has a lot of inertia to steer for your favor.
The server market is the fattest segment, Intel needs to get its $hit together, this is very alarming.
When you look at the best offerings of the two companies, AMD is offering their 96 core 3d v cache EPYC at almost a third less price than Intel's 56 core sapphire rapids, and everything starts to make sense
Then you realize few customers actually buy either of those. Most sales are in the ~30ish core products. And it starts to make sense why AMD doesn't just capture the entire market but is still sitting at 25% even though the 96 core chip is so great.