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AMD on the road to recovery.

AMD Powers Europe’s Most Powerful Supercomputer Ever
https://wccftech.com/amd-powers-uks-latest-supercomputer-with-over-748000-zen-2-cores/

ARCHER2 will deliver over 11X the computational throughput of its predecessor ARCHER. The new supercomputer features :
  • 28 PFLOP/s peak performance
  • 5,848 compute nodes, each with dual AMD Rome 64 core CPUs at 2.2GHz, for 748,544 cores in total and 1.57 PBytes of total system memory
  • 23x Shasta Mountain direct liquid cooled cabinets
  • 14.5 PBytes of Lustre work storage in 4 file systems
  • 1.1 PByte all-flash Lustre BurstBuffer file system
  • 1+1 PByte home file system in Disaster Recovery configuration using NetApp FAS8200
  • Cray next-generation Slingshot 100Gbps network in a diameter-three dragonfly topology, consisting of 46 compute groups, 1 I/O group and 1 Service group
  • Shasta River racks for management and post processing
  • Test and Development System (TDS) platform, to be installed in advance
  • Collaboration platform with 4 x compute nodes attached to 16 x Next Generation AMD GPUs

Why AMD Stock Could Surge after Its Q3 Earnings

At $8,000 a piece that makes $93,568,000 worth of CPU's.

A nice little earner.
 
Wells Fargo analyst Aaron Rakers joined the crowd and increased his price target to $48 from $40, citing the chip maker’s gains in the server market.
https://www.barrons.com/articles/am...m-rating-51574182239?siteid=yhoof2&yptr=yahoo

"Meanwhile, Mizuho Securities’ Vijay Rakesh sees the intense competition from Intel as a steep hurdle for AMD to overcome. Even with its new graphics cards, the five-star analyst argues that AMD is being undercut by Intel’s Cascade Lake price reduction. He adds that Intel has also been aggressive in terms of offering software support. To this end, he reiterated his Hold rating and $38 price target, indicating 8% downside. (To watch Rakesh’s track record, click here)"
https://finance.yahoo.com/news/street-watch-amd-surged-product-133745245.html

Mizuho Securities are right, what Intel are doing is paying for software development provided they buy Intel chips, Software development can often cost more than the hardware in which case Intel would be 'by proxy' giving their CPU's away.
 
Yes. The six-core 3600 technically is only half of the twelve-core 3900X.
If we go back to the period when quad-core CPU had dominated, from 2008 to 2017, it would approximately correspond to having a dual-core CPU.

We should purchase CPUs with more cores, preferably 8, 12 and more, while in return AMD will benefit with more sales of its new technology, while we will get better user experience - higher productivity levels, more life-like gaming environments, modern not out-of-date technology, etc.

So AMD up the core count massively in the mainstream and you hate on them because their entry level mainstream £175 CPU 'only' has 6 cores, with SMT!

Have you looked at the crap Intel are still flogging in the sub £200 bracket lately? https://www.overclockers.co.uk/pc-components/processors/intel/core-i5

look at this 4/4 junk for £150 https://www.overclockers.co.uk/intel-core-i3-8300-3.7ghz-coffee-lake-socket-lga1151-processor-retail-cp-64s-in.html

What £150 use is that ^^^ to anyone? That's a £99 CPU.
 
intel has bad offers, yes. They run the risk of being thrown out of the market or lagging deeply behind because of this so called "out-of-date" technology. They stimulate and keep their sales by influencing the market and trying to convince (where using normals means, where with shady ones) us that their offers are good enough.

My idea is that AMD should not wait them and try to run ahead as far as possible, so making the probability that intel might catch sometime in the future highly unlikely.
Mr. Papermaster said in the interview that AMD's strategy is independent of what intel offers now.

"We set out a roadmap that would bring AMD back to high performance and keep us there. It is independent of our competitors roadmaps and semiconductor node execution on 10nm. And we'll continue to drive our roadmap in that way. We called a play, we've been executing as we called it, and that's what you're going to see at AMD, just tremendous focus on execution. If we do that, then it is less about focusing on our competition, and about being the very best we can be with every single generation."
https://www.tomshardware.com/news/a...ores-coming-in-the-era-of-a-slowed-moores-law

The reality is Intel couldn't care less about what you or i think about the products you and i buy, the bulk of their business comes from data centre and OEM, they are still ahead of AMD in mobile because for some inexplicable reason AMD aren't executing Zen 2 + Navi already.

In the Data centre Intel are lagging behind AMD, look at TR3 vs Icelake, that's basically the situation in the data centre, much higher core dencity, better per core performance, better power consumption, right now that's where Intel are putting everything they have into stopping AMD running away with what is Intel's core and most important business because if they aint out there begging, manipulating, cheating that sector into staying with Intel thier revenues fall off a cliff and AMD find themselves suddenly swimming in what was Intel's money mountains.
 
Its interesting now that we're in a position where a 6c/12t CPU may only last 5yrs tops.(im not saying it will, its purely hypothetical) if games start to become heavily dependent on higher core/thread count. Do we run the risk of going back to the late 90s early 2000's when hardware changed at a rapid rate?

What i was surprised to see is just how quickly games started using high levels of Multithreading pretty soon after AMD dropped the 8 core mainstream on us, new consoles will get 8 core 16 thread Zen 2, no, i'm not expecting my 3600 to be good on a higher end GPU for more than another two years, i'm ok with that, the good thing about sticking to around £200 ish CPU's i can get a brand new one every two years, i cycle GPU > CPU + stuff > GPU > CPU + stuff... but this time the 1070 is proving a tough nut to crack, its over due an upgrade but i'm just not tempted by anything just yet.
 
Are there any advertising campaigns done by AMD in which they explain the benefits of having more cores in OEM noteboks, for example?
If they tell the users that their Google Chrome needs 8 cores to function normally and not lag, then there would be a higher chance to open more work and market presence for them there.

I mean, there should be stronger marketing efforts, not just Cinebench and framerates in games.


Unfortunately AMD and marketing don't mix well, they are far better at doing than talking, with Intel it clearly looks like its the other way round.
 
Does anyone else think AMD was kind of misleading in their graphs showing overall performance in games? When you see videos from Digital Foundry they say themselves that AMD can be as much as 10-30% behind (worst case) in gaming, at least that shows in some of their tests anyway. But I guess you can't say it's misleading if AMD were showing average FPS charts, but we all know they don't tell the full story.

Hoping the 4000 chips give a good overall boost. Bit confused why other sites that have done tests don't seem to show as much of a difference as Digital Foundry have, not that I don't trust them though.

I don't know about 30 to 40%, that to me seems extreme, i have never seen anyone make claims Zen 1 being 30 to 40% behind, that's like Bulldozer performance and i don't trust it, its a massive outliar compared to the rest of the internet. That seems deliberately at odds with the rest for click bait.

Lets take 6 of the main reviewers

Jayz2cents, Hardware Unboxed and TPU are in the overall 95% of Coffeelake performance range, GN, Linus and Toms are in the 90% range, GN with some of his are at about 85%

I think those 6 are all right. It also depends on how you test them, Hardware Unboxed and JayZ use better quality RAM than GN and Toms.

Then theres the games, if you're only testing a few games and they are all like Farcry 5 / Newdawn is to Ryzen, like what Steve from GN does, then you would think its about 85% of coffeelake, if like Hardware Unboxed you have a much broader pallet of game, like 37 including FC5 then overall it is around 95% as Ryzen 3 really only lags behind in about 4 or so games out of 10 times that many.

You can make a case one way or the other in what you as a reviewer do with it, i feel like Steve prefers to air on the side of "still has a some catching up to do" where as Steve from Hardware Unboxed is more like "heres just about every sort of game you're likley to use it for and this is the result"

Digital Foundry - <40%? no, i don't buy that.
 
I don't know about 30 to 40%, that to me seems extreme, i have never seen anyone make claims Zen 1 being 30 to 40% behind, that's like Bulldozer performance and i don't trust it, its a massive outliar compared to the rest of the internet. That seems deliberately at odds with the rest for click bait.

Lets take 6 of the main reviewers

Jayz2cents, Hardware Unboxed and TPU are in the overall 95% of Coffeelake performance range, GN, Linus and Toms are in the 90% range, GN with some of his are at about 85%

I think those 6 are all right. It also depends on how you test them, Hardware Unboxed and JayZ use better quality RAM than GN and Toms.

Then theres the games, if you're only testing a few games and they are all like Farcry 5 / Newdawn is to Ryzen, like what Steve from GN does, then you would think its about 85% of coffeelake, if like Hardware Unboxed you have a much broader pallet of game, like 37 including FC5 then overall it is around 95% as Ryzen 3 really only lags behind in about 4 or so games out of 10 times that many.

You can make a case one way or the other in what you as a reviewer do with it, i feel like Steve prefers to air on the side of "still has a some catching up to do" where as Steve from Hardware Unboxed is more like "heres just about every sort of game you're likley to use it for and this is the result"

Digital Foundry - <40%? no, i don't buy that.

Actually you know what let me put it this way.

I tested my own 3600 against Toms Hardwares result in FC5, its a canned benchmark, not much you can do to it....

So Toms said 82 FPS for the 3600, at stock with XMP 3000 CL16 i got 86, meh... margin of error but still that looks a little low to me.

So i set my Ram to 3333Mhz and tuned the timings a little to make it more like it would be with Ryzen 3000 rated 3200Mhz B-Die

I ended up with 94 FPS, and that with the GPU topping out at the end.

So you see how easy it is to say one thing, or another about its performance.

Use crap RAM with lose timings... use the box cooler and bingo! a true measure of its performance, but also not necessarily representative.

dR6sAso.png

GoI7lOk.jpg.png
 
AMD: Our Goal is to Get 10% Server Share by Q2 2020 with 2nd Gen EPYC CPUs & to Surpass Historical Levels in Both Server & Desktop Segments

"AMD acknowledges that while their current server market share is about 7%, it's their goal over time to get back to the historical market share levels of 26% that they once had with their older Opteron server processors. But before they reach that, they have to set smaller yet still significant targets. Their current goal is to get to a double-digit (10%) server market share by Q2 2020 and we are already a few weeks away from Q1 2020."

AMD-Global-Share.png

https://wccftech.com/amd-goal-historical-cpu-market-share-server-desktop-notebook-segments/


Why does that chart stop right on Ryzen launch?
 
At $3 their future was uncertain. At the $10+ their recovery was really starting to show through if I remember correctly.
I'm expecting a pullback at some point but think it'll just a correction. AMD are untouchable for now (vs Intel) but the valuation is really out there! Worth keeping an eye on the £ to $ situation. May Boris have many bad Brexit related days for now :D

I don't get this will for him to fail, its done now, no one can stop him. I wish him and there-in 'US' all the best in our new adventures, it is what it is, let us at least try. :)
 
They are buying the customers and paying the customers to not use AMD's products. It's illegal.

Not exactly, this time.... Intel are selling chips at full price, but with the promise of cash back later, this to keep the books looking good, like there is nothing wrong and AMD are not affecting Intel's sales, its like a Ponzi Scheme, i sell person A a CPU for £100 and put that on the books but promise to give person A £80 back later, i sell person B another CPU for £100 and promise to give them £80 back later and also put it on the books, i give person A £80 of that, i sell person C a CPU for £100................................................

AMD know this, and they know what they need to do is keep up the presure, keep forcing Intel to give their money and CPU's away, eventually that cashback debt will catch up with them, and then Intel will be in the crapper.
 
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