On Windows, moving to AMD should be a sure thing. IIS, SQL Server is not going to require much validation for web hosts. For linux, I could understand why validation might be done. For example that random # generator that effected Destiny 2.
There's also a shortage of EPYC hardware available, at least for those of us trying to buy smaller systems (8-16 core) in tiny quantities (1-5 per year).
Gigabyte server boards are back-ordered due to "a lack of chipset availability". And they've discontinued the previous generation boards already.
Supermicro rackmount servers are lacking in features, and backordered. And they won't mix-n-match chassis with non-SM boards anymore.
We bought two 7001-series servers last year. We're still waiting for a 7002-series server to arrive (maybe end of Feb).
(Could be just availability in Canada, but all out local and national suppliers are saying the same thing: backordered.)
The problem is that most server people are very conservative... they won't touch a product until the 3rd generation. The fact that Epyc is doing so well right now is a massive vote of confidence by the cloud service providers. The next Epyc chip is where you should expect some incredible uptake because of the TOE advantage that AMD has.
Zen 3 EPYC follow up should be where AMD can build out a 4 x 4 matrix of target markets and win in every box over Intel. Intel's in a world of hurt for the next 18 months.
The same happened last quarter before the stock pass from 35 to 50$. AMD is the most shorted stock in wall street, however it didn't played in the favor of shorters.
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tetse88319 - Thursday, January 30, 2020 - link
On Windows, moving to AMD should be a sure thing. IIS, SQL Server is not going to require much validation for web hosts. For linux, I could understand why validation might be done. For example that random # generator that effected Destiny 2.phoenix_rizzen - Tuesday, January 28, 2020 - link
There's also a shortage of EPYC hardware available, at least for those of us trying to buy smaller systems (8-16 core) in tiny quantities (1-5 per year).Gigabyte server boards are back-ordered due to "a lack of chipset availability". And they've discontinued the previous generation boards already.
Supermicro rackmount servers are lacking in features, and backordered. And they won't mix-n-match chassis with non-SM boards anymore.
We bought two 7001-series servers last year. We're still waiting for a 7002-series server to arrive (maybe end of Feb).
(Could be just availability in Canada, but all out local and national suppliers are saying the same thing: backordered.)
tetse88319 - Thursday, January 30, 2020 - link
Hm... how are they backordered unless they're selling out or amd is supply constrained?Mindworker1970 - Tuesday, January 28, 2020 - link
The problem is that most server people are very conservative... they won't touch a product until the 3rd generation. The fact that Epyc is doing so well right now is a massive vote of confidence by the cloud service providers. The next Epyc chip is where you should expect some incredible uptake because of the TOE advantage that AMD has.mdriftmeyer - Tuesday, January 28, 2020 - link
Zen 3 EPYC follow up should be where AMD can build out a 4 x 4 matrix of target markets and win in every box over Intel. Intel's in a world of hurt for the next 18 months.BikeDude - Wednesday, January 29, 2020 - link
Somewhat ironic considering the avalanche of security issues that have struck Intel hard as of late.FreckledTrout - Wednesday, January 29, 2020 - link
That has been my expectation and more so AMD should win in every single metric when Zen 3 based EPYC launches.evernessince - Wednesday, January 29, 2020 - link
Maybe but when you factor in the Intel security issues, AMD IMO has more credibility right now.mdriftmeyer - Tuesday, January 28, 2020 - link
Enterprises don't do the bulk of their purchasing this past quarter.eva02langley - Tuesday, January 28, 2020 - link
The same happened last quarter before the stock pass from 35 to 50$. AMD is the most shorted stock in wall street, however it didn't played in the favor of shorters.