I am wondering if this is deliberate move by AMD or simply a coincidence or market trend.
Intel slashed their official price of Xeon earlier this year. But that was not interesting because obviously no body or very few people buy Intel Xeon CPU at official price. AMD has finally crossed 50% market share in server revenue earlier this month, which is also not surprising since most of those server CPU sales were closed many months to a year before hand.
AMD will launch Zen6c soon. Its competitor is no longer Intel but threat of ARM CPU being used by hyperscaler like Amazon. They will need to push forward regardless of what Intel is doing rather than trying to milk whatever is left of the x86 market. And they could be clearing out some stocks because most CAPEX have moved to GPU already.
Intel is burning cash, from foundry, GPU to x86 CPU. And server market has been their most profitable business. And it is now somewhat collapsing. AMD lowering price is to further hit them where it hurt most.
edgineer•5mo ago
I noticed today that a 9175F was in the $2000s down from a $4000s MSRP. I still can't justify buying one when a 9950x3d is more performant and <1/3rd price, even though the epyc has more PCIe lanes.
It's my first time contemplating getting a server CPU, so I assumed the insane markups were the same story as with Lenovo laptops, or Advance Auto parts or McDonald's meals--that nobody pays those prices, unless you're a sucker.
ksec•5mo ago
Intel slashed their official price of Xeon earlier this year. But that was not interesting because obviously no body or very few people buy Intel Xeon CPU at official price. AMD has finally crossed 50% market share in server revenue earlier this month, which is also not surprising since most of those server CPU sales were closed many months to a year before hand.
AMD will launch Zen6c soon. Its competitor is no longer Intel but threat of ARM CPU being used by hyperscaler like Amazon. They will need to push forward regardless of what Intel is doing rather than trying to milk whatever is left of the x86 market. And they could be clearing out some stocks because most CAPEX have moved to GPU already.
Intel is burning cash, from foundry, GPU to x86 CPU. And server market has been their most profitable business. And it is now somewhat collapsing. AMD lowering price is to further hit them where it hurt most.