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• #4227 S_x96x_S addikt S_x96x_S #4226

  Új Válasz 2020-10-23 06:14:21 #4227

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  S_x96x_S

  addikt

  válasz S_x96x_S #4226 üzenetére

  > (#piac-versenytárs-figyelés) Intel ..

  Az STH is az Intel-es dilemmáról ír
  maradni Intelen(1,2) ; kockáztatni az ARM-el (4) , vagy AMD (3.)?

  https://www.servethehome.com/the-2021-intel-ice-pickle-how-2021-will-be-crunch-time/

  "A great example of this is with the NVIDIA A100 GPU and specifically the NVIDIA DGX A100 platform. NVIDIA has historically used Intel Xeon CPUs in its high-end systems even through the V100 generation ecosystem followed. Now, if you want to run the top-end GPU you use AMD EPYC 7002 Rome, not Intel Xeon. As another benefit, you get faster networking and storage as well. The ecosystem is validating and releasing reference platforms for PCIe Gen4 on AMD not Intel at this point which is monumental, yet underappreciated. When Ice Lake does launch, it will now be the Xeon chips that are subject to re-validation efforts. That means while AMD platforms will have had many quarters of bug fixes and deployments, Intel systems will get the resourcing to bring them online, but that will be compressed if Ice Lake Xeons have too short of a time on the market before Sapphire Rapids in 2021 (realistically 2022.)"

  "3. Deploy AMD EPYC Rome now, Milan later in 2021/ 2022, then make a decision on PCIe Gen5. Outside of Intel, the rest of the industry is validating on AMD EPYC Rome now. If they were waiting for Ice Lake in Q1 2020, by now they have swapped to Rome. Even NVIDIA, a sworn enemy of AMD, could not take the risk of sticking with Intel for its Ampere GPUs."

  "At this point, most industry observers have figured out the above. That is not to say PCIe generation is everything. We are going to deploy another Cascade Lake Xeon node or two this year simply to get access to Intel Optane DCPMM or now PMem 100. Still, AMD has a bigger platform, it is getting better with Milan and the ecosystem is building around its platforms in the PCIe Gen4 generation. Remember, if you have a PCIe Gen4 connected device that you need to ship for revenue to customers, AMD is now the enabler of your technology."

  "These delays now have some OEM partners disappointed. Investors are questioning Intel’s execution. The big questions now are how can you navigate uncertain schedules if you are a customer or partner, especially since the concept of a “launch” has become nuanced to where Intel will claim it has launched a processor, but they are not generally available."

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