Broken Silicon 73: AMD Zen 3 Market Share, Intel Margins, RDNA 2 Cache Efficiency | Server Engineer (Patreon)

Can AMD hit 50% market share in servers? How threatened are Intel’s margins? How big of a deal is Infinity Cache for Big Navi’s efficiency? All of this and much more is discussed with a returning fan favorite guest on Broken Silicon!

0:00 Intro - Who is our anonymous guest?

3:00 Intel Security problems in 2019 – the real cause of 14nm capacity problems…

9:40 Is AMD worth switching to from Intel yet in the server market?

14:45 Does Zen 3 change the competitive landscape?

18:35 How much of the server market can AMD take in the next 5 years?

29:17 As a company - how competitive is AMD with Intel going into 2021?

32:00 Intel’s has Margin & Security Problems in 2021

40:45 Professional AMD Graphics Card Competitiveness with Nvidia

48:39 Why aren’t components better protected from Over the Air Hacking?

50:45 What upcoming generation is most exciting? Zen 4? Sapphire Rapids? Mega APUs?!

59:05 AMD buying Xilinx, Nvidia buying ARM

1:07:00 RISC-V

1:12:20 Intel 7nm prospects, and how Intel actually failed their customers…

1:21:40 Docker & Hardware Independent Software

1:23:00 EPYC Cache Efficiency, and what it could mean for RDNA 2 & Big Navi…

1:27:20 Is the R9 3950X an ok substitute for low core-count EPYC?

Previous Episode: https://youtu.be/Fh95scsUX_M

https://wccftech.com/amd-zen-3-epyc-milan-cpus-up-to-20-faster-than-zen-2-epyc-rome/

https://www.anandtech.com/show/15984/hot-chips-2020-live-blog-next-gen-intel-xeon-ice-lakesp-930am-pt

https://www.amd.com/en/processors/epyc-7002-series

https://www.theverge.com/2020/6/18/21295326/microsoft-project-xcloud-xbox-series-x-servers-hardware-2021

https://www.thefpsreview.com/2020/05/20/nvidia-drops-tesla-name-from-data-center-gpus-to-avoid-confusion-with-elon-musks-electric-car-company/#:~:text=As%20Heise%20reports%2C%20the%20company,is%20simply%20called%20the%20GA100.

https://www.anandtech.com/show/16202/amd-reveals-the-radeon-rx-6000-series-rdna2-starts-at-the-highend-coming-november-18th/2