73. AMD Zen 3 Market Share, Intel Margins, RDNA 2 Cache Efficiency | Server Engineer

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!

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0:00 Intro - Who is our anonymous guest?
3:11 Intel Security 2019 – the real cause of 14nm capacity problems…
9:51 Is AMD worth switching to from Intel yet in the server market?
14:56 Does Zen 3 change the competitive landscape?
18:46 How much of the server market can AMD take?
29:28 As a company, how competitive is AMD w/ Intel going in 2021?
32:11 Intel’s has Margin & Security Problems in 2021
40:56 Professional AMD Graphics Card Competitiveness with Nvidia
48:50 Why isn't there better protected from Over the Air Hacking?
52:30 What upcoming gen is most exciting? Zen 4? SPR? Mega APU?
1:00:49 AMD buying Xilinx, Nvidia buying ARM
1:08:44 RISC-V
1:14:02 Intel 7nm prospects, & how Intel actually their customers…
1:23:20 Docker & Hardware Independent Software
1:24:44 EPYC Cache Efficiency, & what it could mean for Big Navi…
1:29:00 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