A bit of a strong statement here, but let’s see if the hyperscalers and other customers care.
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The expectation is AMD will grow to about 40% share in 2025 as they continue to ship more volume into their Genoa design wins. Turin versus the Intel Granite rapids will start getting designs later this year, but volume is likely 2026. Most here remember how slowly things shifted to AMD, even when they had much better products. The shoe is now on the other foot.
Certainly 128 cores is twice the cores of previous Intel products. But copilot says
Sent by you:
what x86 server has the most cores
Copilot
Sent by Copilot:
The x86 server with the most cores currently is powered by the 4th Generation AMD EPYC™ 9004 Series processors, which can have up to 128 cores per processor. These processors are designed for high performance and efficiency, making them ideal for data centers and demanding workloads.
Mike
fun with copilot…
Asked the same question, then followed up with “what about the Intel Sierra Forest”
" Intel’s Sierra Forest is part of the 6th generation Xeon Scalable processors, launched in June 2024. [These processors are designed with a focus on high core density and energy efficiency, featuring up to 288 E-cores]This makes them particularly suitable for cloud server environments and workloads that benefit from high parallelism, such as web services, containerized microservices, and AI applications](Intel Launches 144-core 'Sierra Forrest' Xeon 6 CPUs, Granite Rapids Follows in Q3 | Tom's Hardware)2.
Sierra Forest processors are built on Intel’s new Intel 3 process node, which offers significant power and performance improvements2. They are part of Intel’s strategy to split their Xeon lineup into two tracks: one with performance-optimized P-cores and another with efficiency-optimized E-cores"