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Intel has a Pretty Big Problem..

eeii said:
I was involved in a big VMware cluster build a few years ago. The difference was stark. The AMD solution used half the amount of servers and half the power.
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It can be a tricky one in virtualisation space - I've seen it before where initially it looked like the AMD Epyc solution would use considerably less power but when it came to testing the Intel virtualisation features actually gave them a slight edge.
 
Rroff said:
It can be a tricky one in virtualisation space - I've seen it before where initially it looked like the AMD Epyc solution would use considerably less power but when it came to testing the Intel virtualisation features actually gave them a slight edge.
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Not in this instance. Was an interesting project benchmarking the different workloads on the test kit.
 
More problems for Intel

Intel has cancelled it's 20A node, and now all components on Arrow Lake will be manufactured by TSMC.

www.techpowerup.com

Intel 20A Node Cancelled, "Arrow Lake" Built Externally and Packaged by Intel

Intel has announced the cancellation of its 20A node for the upcoming Arrow Lake processor family. The tech giant will instead focus its resources on the more advanced 18A node while relying on external partners for Arrow Lake production. The decision follows Intel's successful release of the...
www.techpowerup.com www.techpowerup.com
 
I do wonder if Intel Foundry are playing Samsung's game: Samsung Foundry kept renaming nodes to make things look better than they were.

Because the original claims about Intel 3, 20A and 18A seem to have changed a lot in terms of density and performance so that 18A looks more like Wyatt 20A did - although presumably still with backside power delivery.

Slow and steady is good - and is what TSMC does - as Intel 10nm etc. tried to bite off far much at once.

The smoke and mirrors with renaming nodes to make things look better? That is not good at all.
 
Uhh since all these shiny new fabs are part of a US government program... who exactly is going to run it if Intel is bowing out?

It would be extraordinarily hilarious if some shady private equity firm which has a very long tail back to Beijing buys it all up.
 
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KompuKare said:
I do wonder if Intel Foundry are playing Samsung's game: Samsung Foundry kept renaming nodes to make things look better than they were.

Because the original claims about Intel 3, 20A and 18A seem to have changed a lot in terms of density and performance so that 18A looks more like Wyatt 20A did - although presumably still with backside power delivery.

Slow and steady is good - and is what TSMC does - as Intel 10nm etc. tried to bite off far much at once.

The smoke and mirrors with renaming nodes to make things look better? That is not good at all.
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They already did this, they renamed 10nm to Intel 7 and said they did this because their 10nm was like TSMC's 7nm.
 
Intel downgraded at Erste over increased competition from AMD


AMD's CPUs have become very competitive compared to Intel's offerings, as the Dr. Lisa Su-led AMD has made progress in both hardware and software milestones, Erste analysts said. Additionally, they pointed to increased demand for its artificial intelligence GPUs in data centers, namely the MI300x.

AMD raised its annual outlook for AI-related revenue in July when it reported second quarter results.

Additionally, Intel's valuation compared to its estimated 2024 earnings is higher than that of its peer group, especially Nvidia (NVDA), which suggests any upside potential in Intel is "limited" at the present time, the analysts added.

Analysts are exceedingly cautious on Intel (INTC). It has a HOLD rating from Seeking Alpha authors, while Wall Street analysts rate it a HOLD. Conversely, Seeking Alpha's quant system, which consistently beats the market, rates INTC a HOLD.
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Rroff said:
It can be a tricky one in virtualisation space - I've seen it before where initially it looked like the AMD Epyc solution would use considerably less power but when it came to testing the Intel virtualisation features actually gave them a slight edge.
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Ive done a lot of these big migration projects from xeon to epyc, in everything I have done epyc absolutely dominates the intel solution for efficiency... We are not talking by a little bit either...
 
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There's a lot of discussion of the silicon degradation issue kicking off around the early access launch of Space Marine 2. Seems quite a few people, particularly with Intel 13th and 14th gen CPUs, are getting crashes when loading that up, so it's possible it's doing something that's particularly likely to expose a degraded chip. There are also accounts of some very odd thermal behaviour from CPUs in that game, not limited to Intel (though I've seen nothing odd on my 7950X3D).
 
Rogueywon said:
There's a lot of discussion of the silicon degradation issue kicking off around the early access launch of Space Marine 2. Seems quite a few people, particularly with Intel 13th and 14th gen CPUs, are getting crashes when loading that up, so it's possible it's doing something that's particularly likely to expose a degraded chip. There are also accounts of some very odd thermal behaviour from CPUs in that game, not limited to Intel (though I've seen nothing odd on my 7950X3D).
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7 hours play time on 14900K and not had any stability issues. The game is doing something quite heavy with the CPU fairly constantly, though. Which is putting a larger-than-expected load even on the menus. Suspect it's related to the anti-cheat.
 
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