In recent days, both Intel and AMD have published their financial reports for the first quarter of this year, which was accompanied by financial conferences, interviews and other statements that are usual in this situation. What is interesting, however, is that the statements of both companies (specifically both CEOs) are in clear contradiction. This discrepancy is related to the server segment. Intel announced Xeon 6 alias Granite Rapids aka Xeon built on 128 active cores Redwood Cove (you know from Meteor Lake, but in the case of Xeon they are created on the more advanced Intel process 3). According to Intel, it should be available in the third quarter. AMD plans to release this year (according to unofficial sources in September, i.e. also in the third quarter) a new generation of server processors, i.e. Epic, specifically Turnip or a solution built on 128 cores Zen 5.
Let’s see exactly what the Intel CEO said about this planned event:
And we’re seeing that these energy-efficient products that we’re bringing to market, like ours The Xeon 6 that we just announced will allow us to stabilize and increase market share again with a much higher number of cores. — Pat Gelsinger, Intel CEO (Bloomberg interview) |
But AMD’s CEO also commented on server processors:
The passage above all concerns the context:
[…] Turin’s performance and efficiency metrics put us in a position to capture an even higher share […] — Lisa Su, AMD CEO |
Su further proves this by increasing the number of upcoming platforms built on Turin by 30% compared to the previous generation.
But the problem is that the market share cannot be increased by both manufacturers, because the market share is still calculated from the fixed 100%, which in this context is the sum of the products sold by AMD and Intel. How it will really be with the share will, of course, only become clear in retrospect. For now, it’s an assertion against an assertion.
Tags: AMD Epyc Turin Zen increase market share platforms coming