Sorry guys I thought I did supply the link... could of sworn I copied it in before the title... well go figure.
https://www.fool.com/investing/2018/06/17/intels-ceo-just-validated-the-amd-data-center-proc.aspx
The news is resounding through the street... There is a tectonic shift going on an their all starting to realize it. It's all coming together nicely... and with additional bad luck on Intels 10nm, lovely.. Couldn't of asked for more.
I wonder if we could go even higher as the non teche's start to really digest what exactly is going on.. oh yeah baby I'm relishing in this :)
Assuming the Radeon VII reaches 100MH/s with a power consumption of 250W, assuming it is undervolted, a cost per kWh of 0,12$ and a price of 699$, it takes almost 4 years mining ethereum before you make any profit. This is the costs for the Radeon only.
This also assumes that the ethereum price keeps at the current level and does not drop another 75% like in the past 12 months.
But under special circumstances - higher ethereum price, lower or no electricity costs - you could make profit a little bit faster, but still far away from the bubble level frenzy.
That is not comparable at all. You should read up on the timeline and the size of sales.
Fun fact Lisa Su owns more AMD stock in absolute value than Krzanich owns Intel stock.
It is not about insiders selling, is about the time and size.
Btw closed your short yet? Entry at $13.50? If you think global economy will tank and bring down AMD then why not just buy puts on SPY or something.
https://robinhood.com/us/en/support/articles/changes-due-to-recent-market-volatility/
A lot of stocks removed. Let's see how long this lasts on Monday.
Robinhood is limiting AMD purchases to 1 share.
https://robinhood.com/us/en/support/articles/changes-due-to-recent-market-volatility/
Guys this is not funny anymore, Robinhood just limited AMD share buys to 1 FUCKING share. We're getting royally SCREWED OVER, why is WSB not batting an eye for us???
So, what is going on with the dollar right now? The dollar-swedish kronor exchange rate is at one of the highest levels since 2008
https://www.xe.com/sv/currencycharts/?from=USD&to=SEK&view=10Y
With around 50% of my portfolio being US stock, traded in dollar I'm doing very well atm.
Consumer report recommends the MacBook Pro. They did not recommend the MacBook Pro initially was due to poor battery life from them using a developer version of safari which had a battery draining bug. It was fixed and they now recommend the MacBook Pro. http://www.consumerreports.org/apple/consumer-reports-now-recommends-macbook-pros/
Since we're near all time highs I'm assuming everyone has been making a profit lately. Looks like another good day is in the works.
What ballpark is your profit in?
https://www.strawpoll.me/16524326
edit Didn't include a currency because:
I forgot
Since it's ballpark, it doesn't matter too much
Let's just assume USD for easy measure.
I post here because it's more a small but beautiful thing for amd https://letsencrypt.org/2021/01/21/next-gen-database-servers.html https://news.ycombinator.com/item?id=25861422
"For the next generation, we wanted to more than double almost every performance metric in the same 2U form factor. In order to pull that off, we needed AMD EPYC chips and Dell’s PowerEdge R7525 was ideal"
I'd say over the past year or so, over all trends in the Steam HWS is completely meaningless, due to influx in over-counted Chinese computers and the new methodology changes. But it can still be useful to analyze some data in relative terms.
Chinese language has been reduced from 52.24% down to 30.35% due to the new methodology changes. This period last year, Chinese language stood at 13.97% (https://web.archive.org/web/20170503180716/https://store.steampowered.com/hwsurvey).
AMD's CPU share in the same periods are:
AMD's GPU share in the same periods are:
I'll have some analysis coming up.
The sharp drop is because previous quarters YoY comparisons are vs maxwell, now YoY comparisons are vs Pascal. Intragenerational growth is low, the growth vs maxwell is mostly a result of ASP increases. This information is all available for you if you read some earning call transcripts. Here's a source for pcgaming's growth: https://www.fool.com/investing/2017/01/30/1-problem-with-nvidias-gaming-growth-story.aspx It's 6% annually, that nvidia increased massively the past couple of quarters is absolutely due to skilled management. It does make a difference.
Agree with you...if Server CPU supply was extremely tight, you'd see market dynamics change and retail pricing on server parts go up at places like newegg & amazon. Based on these prices that is not the case.
These are way below AMD List prices for 64-core parts.
It's legit! That is crazy:
https://robinhood.com/us/en/support/articles/changes-due-to-recent-market-volatility/
Edit: I mean legit in the sense it's not a bug, Robinhood really is enforcing that limit.
Apparently this isn't out of nowhere.
https://www.gsmarena.com/samsung_wants_to_use_amd_or_nvidia_gpus_in_its_exynos_chipsets_plans_to_ditch_qualcomm_for_good_in_2-news-20441.php
I'm finding this extremely interesting! With this engine they're bringing 2 different technologies they call Nanite and Lumen.
Nanite is supposed to make it easier for artists to port their models directly into the game but through the video's demo it does show quite a bit of tessellation is involved. What this tells me is that RDNA (or at least some form of it) is very capable of handling tessellation which radeon cards have always been the supposed 'inferior' one.
Lumen is the ray-tracing technology which they refer to as dynamic lighting in the video. This demo has shown the ability to handle global illumination which to me would demonstrate that RDNA's ray-tracing will be no slouch too despite being only its first iteration unlike Turing's which limited ray-tracing to certain elements while a substantial amount of lighting was still baked in. I'm only curious what resolution the game was rendered in as it would provide some sort of semblance to what the performance hit (if there is) for ray-traced games.
tl;dr really exciting demo for RDNA :)
for those who prefer to read, there's blogpost here https://www.unrealengine.com/en-US/blog/a-first-look-at-unreal-engine-5
> In other words rumors of Epyc not existing yet are bs. Maybe they've directed the production toward customers like Baidu, Microsoft, and ...
This is all such crap...
If anyone ever had any doubt it even existed, they should've been pointed to Hetzner, a large German hosting site that has had them since EARLY NOVEMBER.
I mean, sure it's not one of the Super 7, but that's why it's faster to react!
https://robinhood.com/us/en/support/articles/profit-loss-chart/
Something like this! Where the ratio below the conversion rate gives you the profit area and above it gives you loss, plotted in real time of course.
Not necessary, just an aesthetically useful tool.
I agree it is highly speculative, and I'm willing to loose everything I invest in crypto. But in stocks, when you invest X, you can expect maybe X+30% or 50% which is very high for stocks. In cryptos you can loose everything, but you can also *10 your investment (look biggest loosers and gainers to have an idea https://coinmarketcap.com/gainers-losers/ ). The risk of high, but reward is higher imo ( and you can have different levels of risks depending of which types of cryptos)
Came across this as well yesterday:
https://www.fool.com/investing/2018/04/25/intel-corp-wants-to-build-a-revolutionary-processo.aspx
https://jobs.intel.com/ShowJob/Id/1597785/Senior-CPU-Microarchitect/
>"Our goal: to build a revolutionary microprocessor core to power the next decade of computing and create experiences we have yet to dream up. We're looking for micro-architecture, logic design and high-speed circuit design talent to help us reinvent the Core IP. Start the journey with us!"
Why not?
if you are in AWS U.S. East, AWS U.S. West, AWS Europe and AWS Asia Pacific regions then you can.
starting from 2 cores up to 96 cores and 192GB
I am losing hope with Epyc. For example AWS for some reason didn't launch the promised instances.
They have still this text on their site:
" EC2 T3a Instances (Coming Soon)
T3a instances feature AMD EPYC processors with an all core turbo clock speed of up to 2.5 GHz and offer a 10% cost savings over T3 instances."
https://aws.amazon.com/ec2/instance-types/t3/
But not available yet in any region, after 3 months.
What is holding Jeff Besos to launch these instances? Maybe their own ARM A1 instance which they hoped to be popular...?
​
​
Everything is already live on AWS right now, just go look.
https://aws.amazon.com/ec2/instance-types/
>Each vCPU is a thread of either an Intel Xeon core or an AMD EPYC core, except for T2 and m3.medium.
M5a, T3a and R5a are exclusively AMD Epyc
I see this sentiment a lot on this subreddit, but I'm afraid it's wishful thinking. Ray-tracing is a pretty big deal. The video game developers (including veterans) I follow on Twitter where all quite enthusiastic about the potential simplifications of game development in long term, as ray-tracing is much simpler to implement than all the current trickery.
The only thing that has withheld the mainstream use of the technique so far is performance. And while technically any hardware with lots of (parallel) processing power will be able to do this, custom circuitry will always be faster. It's why we have so many instruction sets, why we have FPGA's, and why crypto-mining ASIC's exist.
Crytek has done a more in-depth explanation of their technique, in which they explain exactly my point:
>Broadly speaking, RTX will not allow new features in CRYENGINE, but it will enable better performance and more details.
​
Both as an investor and as a consumer I want AMD to succeed. But I do believe they will need their own ray-tracing acceleration to compete with Nvidia eventually. Not anytime soon, but in a few years. So I hope AMD will have something that's been through a few development iterations by then, thus I also hope they'll have some first-gen stuff ASAP.
FYI: Anyone in search of an AMD 4500U: The Lenovo Flex 14 2in1 4500U 16GB/256GB SSD is back in stock for $599 on Amazon. I put a link on r/AMDLaptops as well, so they may go fast.
I didn't pull the trigger on one of these back at the end of August and got pissed when sellers were charging about $750 for the same model... glad they came back in stock from Lenovo on Amazon.
https://www.amazon.com/gp/product/B086226DDB/ref=ppx_od_dt_b_asin_title_s00?ie=UTF8&psc=1
damn, HTC is fading away both in mobile and VR (both segments last quarter -50% revenue). https://www.gsmarena.com/htc_october_financial_report_shows_revenues_dipped_by_nearly_50-news-39989.php
​
I hope (and I am optimistic) there will be more AMD wireless stuff, maybe in PS5 and XBOX. Notebooks/OEMs and maybe even Apple after this Qualcomm/Intel "missunderstandings" could be customers. I think Apple only bought 5G from Intel, no 5GHz-WLAN.
​
at least AMD made a real product. good to see that AMD didn't buy Nitero only to shut it down.
Something is weird about these numbers. RDNA2 is absolutely killing it in terms of value. Like this rx6600 has over a thousand reviews on Amazon and is Amazon's choice.
https://www.amazon.com/XFX-Speedster-Radeon-Graphics-RX-66XL8LFDQ/dp/B09HHLX543/
Even when you pull up best selling computer components, 6700xt is the first GPU that shows up at #48: https://www.amazon.com/Best-Sellers-Electronics-Computer-Components/zgbs/electronics/193870011/ref=zg_bs_nav_electronics_2_541966
> Please show me the 6.8 GHz 4c you can buy for less than an 8c Ryzen.
Are we still arguing the same thing even? I'm saying ST will beat MT in games end of story and that quad cores are a better perf/$ so AMD better be able to clock up or we're fucked if we want competition.
>it's below the minimum requirements. Google it.
So is the i3-6100 and yet it runs just fine.
http://www.eurogamer.net/articles/digitalfoundry-2015-intel-core-i3-6100-review
http://www.systemrequirementslab.com/cyri/requirements/far-cry-4/12380
>Going to newegg and using your criterion, we have the bottom of the barrel ddr5 with cas latencies of 40 or lower latency but speeds of 4800.
Try Amazon
>DDR4 production should be lowered, but I don't think we really won't see a noticeable dip until 2024ish because raptor lake continues to be ddr4 compatible and also the expense of ddr5.
Intel can do whatever the fuck they want with Raptor Lake. Samsung or SK Hynix or Micron won't be sandbagging the production of DDR5 just because Intel are retards. DDR5 will move forward with or without Intel.
​
$200 dollar more. Save you the headache every Thursday.
Not too concerned. This RDNA2 also has ray-tracing and variable rate shading. Maybe this iteration isn't a super phone GPU, but hopefully it is a pipe cleaner for a SOC for Samsung Tablets and TVs in the near future. They could always slap on some game controllers like the Razer2 and turn it into a game console...
7nm+ already in mass production a couple months ago, it came SOON after 7nm
https://www.gsmarena.com/tsmc_begins_mass_production_of_7nm_process_for_a13_kirin_985_chipsets-news-37230.php
Everywhere I look, they keep providing the same story:. https://www.google.com/url?sa=t&source=web&rct=j&url=https://www.schwab.com/public/file/P-3951800/INF57995_114923.pdf%233&ved=2ahUKEwiAi8ulqpbyAhVYQ80KHS_0DYEQFnoECAMQBg&usg=AOvVaw1ukkmYVsP9-6kueA1A-F_w
Do you have a slickdeals.net account? It's free to sign up and they are having a rebate currently in which you get a 100 dollar visa gift card with any purchase at dell between 599-799. This laptop is currently 729 on dell's website.
And a third one:
AMD Chiplet Architecture for High Performance Server and Desktop Products.
Wonder if there is a way to look for others...
Second slide set on RX5700:
https://www.slideshare.net/AMD/amdradeon-rx-5700-series-7nm-energyefficient-highperformance-gpus
Yeah, I thought about that also, but we have to remember, just because the die is "good" (not really "perfect") and functional/operational; we still don't know have many "sweet spot" chiplets (best chiplets for higher clocked 8-chiplet Server CPU) per wafer they are getting. Some may function, but not clock high, some leak too much for a server chip, etc. I got my 3900X a week after launch and one chiplet DEFINITELY doesn't clock as high as the other. I give AMD and the engineers MUCHO KUDOS for designing and developing a system that can leverage a huge portion of those otherwise, less optimal dies and make money off them in client systems or even lower end server chips. I think their architecture and chip design is where they really leapfrogged Intel. It allows them to leverage nearly all the functional chips that are pulled off each wafer. I personally believe these lower (7nm & lower) nodes don't "behave" as consistently as the higher nodes due to smaller features and tunneling issues. AMD seems to have designed their chiplets and systems to be able to account for that higher variance in product output. EUV may tighten up the layout of the chip structures and lower that variance, but that still remains to be seen. (see slide 8 in the link below)
Let's start with two good sources:
Amazon AWS Cloud which a lot of businesses are moving their environment towards utilizes exclusively Intel Xeon CPUs: https://aws.amazon.com/ec2/instance-types/#instance-details.
Datto's data center and as well as their physical backup hardware utilizes Intel CPUs exclusively: http://invenioit.com/datto-backup/datto-siris-3-pricing-reviews-demo/.
These guys are big players in the SaaS world and if Naples can break through even 5%, that's significant already.
Crypto compare says $73/month, I've found in the past it is a much better predictor.
therefore The Profit per year isssssssssssssssssss: $ 93.15 :(
according to this
Looking at current prices (for example https://www.cryptocompare.com/mining/calculator/xmr?HashingPower=1900&HashingUnit=H%2Fs&PowerConsumption=200&CostPerkWh=0.12&MiningPoolFee=1) I would not expect a serious shortage of Vegas if there is enough supply, but it should still do well.
People will switch to another coin then. ETC, for example
In fact... ETC is currently more profitable to mine than ETH - https://www.cryptocompare.com/mining/calculator/etc?HashingPower=20&HashingUnit=MH%2Fs&PowerConsumption=140&CostPerkWh=0.12
In case anyone wants to try it out (Nvv4)
Epyc Rome instances are cheaper than Xeon, but still you can get much cheaper Rome instances elsewhere. For example:2Core 2GB Rome instance 0.007 €/H (including taxes plus 2TB data transfer 40GB storage)
Really, what about hundreds of hyperscalers who offer threadrippers and Ryzen 3000 for dedicated servers like: https://www.hetzner.com/dedicated-rootserver/ax41-nvme
You think thats not a business?
Here is Microsoft's own announcement: https://azure.microsoft.com/en-us/blog/announcing-the-lv2-series-vms-powered-by-the-amd-epyc-processor/
And here is Amazon's: https://aws.amazon.com/ec2/amd/
You can sign up for those instances yourself as well. It's open to the public.
I imagine they are going to be using Epyc 2 as well. Particularly since Epyc 2 is a drop in replacement on the same socket.
Then they have wrong information here:
https://aws.amazon.com/ec2/instance-types/t3/
"The T3a instances feature AMD EPYC 7000 series processors with an all core turbo clock speed of 2.5 GHz. The AMD-based instances provide additional options for customers that do not fully utilize the compute resources and can benefit from a cost savings of 10%.
Because they were spending borrowed money like drunken sailors on poorly thought out and even worse executed acquisitions totaling an astounding $63B to diversify away from their core CPU business, which they mistakenly thought was in secular decline. Geniuses!
I m not saying intel is supply constrained, I m saying intel slashed prices to compete better so amd had to respond. Also there is a market gap to be filled and a market share to gain with previous generation cpus, do you really think they are stupid?
https://pangoly.com/en/review/intel-core-i7-7700k/price-history -> check the 24 month history https://pangoly.com/en/review/intel-core-i7-8700k/price-history -> check the 12 month history
I recommend reading this Anandtech article. It's vintage Anandtech and the best deep dive yet made about the Zen 3 architecture.
Crypto performance increase is mostly explained by AES operations moving from 128bit AVX to 256bit AVX2.
N-body physics is done using a Barnes-Hut simulation of 16,384 bodies orbiting a black hole. Computational complexity is O(N^2 ) . Someone who knows more about scientific computing probably knows why this is seeing such a massive speedup going from Zen 2 to Zen 3. But since it's a floating point workload, my guess is it has to do with the wider FP dispatch (from 4 to 6) and issue, larger FP scheduler and faster 4-cycle latency (5-cycle in Zen 2) FMAC.
Geekbench 5 CPU workloads are explained here: https://www.geekbench.com/doc/geekbench5-cpu-workloads.pdf
> Applications like database queries could end up requiring Intel designs
Or you could just design a better application and use elastic search, if database latency is an issue for you.
I bought a Lenovo Flex 14" with 16GB of (soldered) RAM for $599 back in August for my kids for school. Ryzen 4000 laptops kicked the door open to new possibilities...and breaking out of the 2nd class laptop lines. Ryzen 5000 will take advantage of many more opportunities and will expand AMD's market share.
Yes, I had the idea to pick up one myself during the pandemic but the ones I could find were more expensive than I expected, so now when you look at the price curve past 6 months you can see this:
If you look now on amazon UK the price is £242 for just the console
It's a bargain... When ya look at the extortion rates Intel were charging..
Or you could buy a load Xeon Platinum 8180 for 11k each, yeah right ya got to be kidding me.. I suppose they used to charge more it has actually came down.
https://www.amazon.com/Intel-Corp-Bx806738180-Pltnm-Processor/dp/B0745HMV17
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right, well the 9600k is at least same price in the states and europe. I'd need a reference chart to find out if that was the case on launch but I don't think it was.
https://www.mindfactory.de/product_info.php/Intel-Core-i5-9600K-6x-3-70GHz-So-1151-BOX_1279958.html
https://www.amazon.com/Intel-i5-9600K-Desktop-Processor-Unlocked/dp/B07HHLX1R8
IIRC this is from the book Zero to One. This is argument for companies which have stagnated and are on the way to decline. I presume that given the OP has posted this in AMD_stock reddit and since AMD doesnt exactly fit the bill here, the purpose is to suggest Intel has stagnated.
>That means they HAVE to cut profits or they won't sell.
I agree with this. In the book Deep Work by Cal Newport, he recollects banter between Andy Grove, then CEO of Intel and Clayton Christensen, business consultant and HBS professor.
"Grove had encountered Christensen's research on disruption innovation and asked him to fly out to California to discuss the theory's implications for Intel. On arrival, Christensen walked through the basics of disruption: entrenched companies are often unexpectedly dethroned by start-ups that begin with cheap offerings at the low end of the market, but then, over time, improve their cheap products just enough to begin to steal high-end market share. Grove recognized that Intel faced this threat from low-end processors produced by upstart companies like AMD and Cyrix. Fueled by his newfound understanding of disruption, Grove devised the strategy that led to the Celeron family of processors--a lower-performance offering that helped Intel successfully fight off the challenges.."
Even though AMD's performance/price is much higher than Intel's, no one will buy AMD's products unless they were priced competitively.
The Kabby Lake + MX150 current combo appears in pretty cheap laptops [1] Kabby Lake G will most likely be in 600-800$ laptops also which is RR territory.
The MSRP for OEM parts on Ark is out of touch with reality due to bulk discounts and rebates.
https://www.amazon.com/Acer-Aspire-i5-8250U-GeForce-A515-51G-515J/dp/B075KCJHMD
[1] Quad core i5 8250 with MX150 for 600$ and I’ve seen cheaper from lesser brands.
Ah, thanks.. although I was able to add this to my cart/purchase and it says it'll ship by June 2nd which isn't so long:
> Due to the same factors (though you're not entirely correct: professional Polaris, when it sells, sells for much higher margin).
Even then it barely matches Ryzen 1800x.. and that's pro vs consumer: https://www.amazon.com/AMD-Radeon-100-505826-256-bit-GDDR5/dp/B01N8XS96E
Cost of maintaining the driver stack is also higher. Again.. I think GPU is important also as an emerging market for AMD.. I do think that over time Open Source will win.. but I don't see it in the immediate future.
Where Vega will shine imo is as an IP block, as a value add.. it should make AMD's APUs godly.