Jacob got his hands on a gaming PC for the first time when he was about 12 years old. He swiftly realised the local PC repair store had ripped him off with his build and vowed never to let another soul build his rig again. With this vow, Jacob the hardware junkie was born.
Much as I might instinctually recoil at the suggestion, the server rather than the desktop market is the big growth area right now. I'm told that this is thanks to a newfangled thing called"artificial intelligence", which is why Nvidia, proverbial emperor of the AI crowd, is doing so well andwith Blackwell. But Nvidia's not the only player in the server market, and there's a change afoot elsewhere, over in the land of datacentre CPUs.
AMD overtook Intel for the first time in data center revenue in 3Q24. But, their DC revenue scale is small that they are less than NVIDIA's networking revenue alone. pic.twitter.com/3LEGTkDF8Tfor a while, now, but it wasn't always so close. AMD Epyc processor shares used to hold barely a candle to Intel Xeon ones. We can see as much from SemiAnalysis's chart: follow the yellow line back towards 2021 and watch the cavern open up between AMD's and Intel's revenue.
For us gamers, the big metaphorical stamp alluding to this is Intel's line-up of Arrow Lake desktop processors, which hasis out. Intel's Arrow Lake chips are just too expensive for too little performance, even compared to its own previous-gen chips.
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