Liftr Look Ahead: Compute Chips - Intel and AMD's Biggest Cloud Threat
What is the Topic?
Today, our Liftr Cloud Components Tracker data shows that well over 90% of IaaS instance types are based on Intel Xeon processors. Will AMD EPYC processors take significant cloud market share from Intel, or will some other server processor give both AMD and Intel substantial competition in the cloud?
Background and setup
AMD and Intel are currently the only server processor vendors cross-licensed to use each other’s critical patents. A few years ago, Arm thought it was set to gain significant market share against the x86 instruction set. However, AMD’s introduction of its EPYC chiplet-based x86 design caught Arm and its licensees off-guard last year. Meanwhile, many current and potential Arm server processor designers are evaluating the potential for RISC-V (pronounced “risk-five”) based server processors.
What does Liftr Insights think will happen, impact, ect.?
In the short-term, Liftr Insights will track AMD’s EPYC second-generation processor (codenamed “Rome”) fight for market share as it enters the cloud market in Q4 2019 against Intel’s Xeon Scalable second-generation processor (codenamed “Cascade Lake”).
Get a deeper dive into Intel and AMD in Paul Teich’s latest Forbes article: http://bit.ly/35S09g1
Liftr Cloud Components Tracker: http://bit.ly/2QceXlT
Liftr Cloud Regions Map: http://bit.ly/2LGB5PV
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