{"id":237134,"date":"2021-04-28T04:11:00","date_gmt":"2021-04-28T01:11:00","guid":{"rendered":"https:\/\/en.buradabiliyorum.com\/opinion-intels-data-center-customers-may-be-digesting-but-amds-buffet-is-wide-open\/"},"modified":"2021-04-28T04:11:00","modified_gmt":"2021-04-28T01:11:00","slug":"opinion-intels-data-center-customers-may-be-digesting-but-amds-buffet-is-wide-open","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/opinion-intels-data-center-customers-may-be-digesting-but-amds-buffet-is-wide-open\/","title":{"rendered":"#\n  Opinion: Intel\u2019s data-center customers may be \u2018digesting,\u2019 but AMD\u2019s buffet is wide open"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a3405725c4c7\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a3405725c4c7\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/opinion-intels-data-center-customers-may-be-digesting-but-amds-buffet-is-wide-open\/#After_Intel_said_data-center_sales_dropped_because_cloud_customers_were_pausing_sales_AMD_reports_that_its_sales_doubled_%E2%80%94_a_big_sign_that_long-awaited_competition_is_here\" >After Intel said data-center sales dropped because cloud customers were pausing sales, AMD reports that its sales doubled \u2014 a big sign that long-awaited competition is here<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/opinion-intels-data-center-customers-may-be-digesting-but-amds-buffet-is-wide-open\/#Therese_Poletti\" >Therese Poletti<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<p>&#8220;<strong>#<br \/>\n  Opinion: Intel\u2019s data-center customers may be \u2018digesting,\u2019 but AMD\u2019s buffet is wide open<br \/>\n<\/strong>&#8221;<\/p>\n<h2 class=\"article__subhead\" itemprop=\"alternativeHeadline\"><span class=\"ez-toc-section\" id=\"After_Intel_said_data-center_sales_dropped_because_cloud_customers_were_pausing_sales_AMD_reports_that_its_sales_doubled_%E2%80%94_a_big_sign_that_long-awaited_competition_is_here\"><\/span>\n  After Intel said data-center sales dropped because cloud customers were pausing sales, AMD reports that its sales doubled \u2014 a big sign that long-awaited competition is here<br \/>\n<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><\/p>\n<div class=\"column column--full article__content\">\n<div class=\"article__side\">\n<div class=\"container--sticky not-active\">\n<div class=\"cx--next\">\n              <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div id=\"js-article__body\" class=\"article__body article-wrap at16-col16 barrons-article-wrap\" itemprop=\"articleBody\" data-sbid=\"WP-MKTW-0000248351\">\n<div class=\"barrons-article-ad-wrapper\">\n<div data-track=\"barrons-article-ad-wrap\" class=\"barrons-article-ad sticky_item\">\n<div class=\"barrons-main-article-ad-target sticky_target body_ad\" aria-hidden=\"true\"><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<p>       While Intel Corp. says data-center customers are \u201cdigesting,\u201d they seem to still be bellying up to a longtime rival\u2019s buffet. <\/p>\n<p> Advanced Micro Devices Inc.\u2019s server-chip sales are not having any of the issues that its big rival discussed last week (when Intel said data-center sales dropped by 20%) leaving investors with the obvious conclusion: AMD<br \/>\n        AMD,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/208144392\/composite\" class=\"negative\">-0.23%<\/bg-quote><br \/>\n       must be taking some market share away from Intel<br \/>\n        INTC,<br \/>\n        <bg-quote field=\"percentchange\" format=\"0,000.00%\" channel=\"\/zigman2\/quotes\/203649727\/composite\" class=\"negative\">-1.34%<\/bg-quote><br \/>\n       in the coveted data-center business.  AMD reported record quarterly sales Tuesday afternoon, and Chief Executive Lisa Su revealed that data-center sales had doubled from the same time last year. <\/p>\n<div class=\"paywall\">\n       AMD executives and investors have long dreamed of again becoming a legitimate competitor to Intel in the server and data-center market, and Su <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">app<\/a>ears to have made that dream come true. Its Epyc line of server chips experienced massive sales growth in the first quarter that Intel\u2019s Xeon did not. Unfortunately, AMD again avoided providing raw sales figures to judge, but at least Su gave a qualitative measure separate from the also-booming semi-custom business, which provides chips for both of the new gaming consoles on the market. <\/p>\n<p><strong>Read also: Intel\u2019s new CEO has another problem to fix<\/strong><\/p>\n<p>\u201cBased on both AMD and Intel\u2019s earnings reports, I do believe that AMD took a bit of server share from Intel,\u201d said Patrick Moorhead,  principal analyst at Moor Insights and Strategy.  \u201cAMD unfortunately does not report Epyc revenue and blends with semi-custom, but I do believe Epyc grew revenue while Xeon revenue declined.\u201d <\/p>\n<p>AMD also believes that momentum in data center will continue. Executives added more than $1 billion to their annual revenue guidance, and said sales in the current quarter would grow by more than 85%. One analyst, Vivek Arya with BankofAmerica Securities, asked where AMD gets that confidence, opening Su up for a dig at Intel. <\/p>\n<p>\u201cCould you give us some sense of what has changed in the last three months, because your competitor was recently talking about cloud digestion, and you\u2019re raising guidance by $1.3 billion,\u201d Arya asked. <\/p>\n<p>\u201cI think we saw actually strong signals in the first quarter that it would be a strong data-center year for us,\u201d Su said. \u201cThe supply chain has been tight overall for the semiconductor industry, and we\u2019ve been working very closely with our supply-chain partners and so we also have good visibility to additional supply as we go throughout the year.\u201d<\/p>\n<p>While declining to call out the larger rival that for years has foiled her predecessors\u2019 attempts to compete with it, Su still said what she needed to \u2014 while Intel may face a demand problem for its server chips, AMD is only concerned about supply as it enters what she called a \u201chigh performance computing mega cycle.\u201d That fact alone should be enough to give executives at Intel indigestion. <\/p><\/div>\n<\/div><\/div>\n<p><\/p>\n<div class=\"byline article__byline\">\n<p>      <span>By<\/span><\/p>\n<div class=\"author  hasMenu\" data-scrim='{\"type\":\"author\",\"header\":\"Therese Poletti\",\"subhead\":\"The Wall Street Journal\",\"list\":[]}' itemscope itemprop=\"author\" itemtype=\"http:\/\/schema.org\/Person\">\n<h4 itemprop=\"name\"><span class=\"ez-toc-section\" id=\"Therese_Poletti\"><\/span>Therese Poletti<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/p><\/div>\n<\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMLG0nwswvr63Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\">For forums sites go to <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/forum.buradabiliyorum.com\/\" target=\"_blank\" rel=\"noopener\">Forum.BuradaBiliyorum.Com<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/news\/\" data-internallinksmanager029f6b8e52c=\"2\" title=\"News\" target=\"_blank\" rel=\"noopener\">News<\/a> articles, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/en.buradabiliyorum.com\/news\/\" target=\"_blank\" rel=\"noopener\">News category.<\/a><\/span><\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"http:\/\/www.marketwatch.com\/news\/story.asp?guid=%7B21005575-02D4-D4B5-4572-D3CA1F8289D6%7D&#038;siteid=rss&#038;rss=1\" target=\"_blank\" rel=\"noopener\">Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#8220;# Opinion: Intel\u2019s data-center customers may be \u2018digesting,\u2019 but AMD\u2019s buffet is wide open &#8221; After Intel said data-center sales dropped because cloud customers were pausing sales, AMD reports that its sales doubled \u2014 a big sign that long-awaited competition is here While Intel Corp. says data-center customers are \u201cdigesting,\u201d they seem to still be&#8230;<\/p>\n","protected":false},"author":1,"featured_media":237135,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[70897],"tags":[],"class_list":["post-237134","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/237134","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=237134"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/237134\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/237135"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=237134"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=237134"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=237134"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}