Ngokwezilinganiso ze-AMD uqobo, ezisekelwe kwizibalo ze-IDC, maphakathi nonyaka inkampani ikwazile ukunqoba ibha engu-10% yemakethe yephrosesa yeseva. Abanye abahlaziyi bakholelwa ukuthi lesi sibalo sizokhuphukela ku-50% eminyakeni ezayo, kodwa izibikezelo eziningi ezilandelanayo zikhawulelwe ku-20%.
Ukubambezeleka kwe-Intel ekubambeni kahle ubuchwepheshe be-7nm, ngokusho kwabanye ochwepheshe bezimboni, kuzovumela i-AMD ukuthi iqhubeke nokuqinisa isikhundla sayo engxenyeni yeseva eminyakeni ezayo, nakuba okwamanje abaphathi benkampani begwema ukwenza ukuhlolwa komphakathi ngezinga lethonya lalesi sici. Ngokusho kwe-Mercury Research, i-AMD ibingenawo ngaphezu kuka-5,8% wemakethe ye-server processor kwikota yesibili. Izibalo ze-IDC, i-AMD ngokwayo ethembele kuzo, zicabangela kuphela amasistimu anesokhethi eyodwa noma amabili okucubungula; ngale ndlela yokubala, isabelo senkampani kulindeleke ukuthi sibe phezulu. Muva nje kukholakala ukuthi idlule i-10%.
Uma sicabangela inketho elondolozayo ngedatha evela ku-Mercury Research, lapho-ke sigcina ijubane lamanje lokunwetshwa kwama-EPYC processors, AMD thatha okungenani u-20% wemakethe yeseva. Imali engenayo kule ngxenye izophinda kane. Ngokwesethulo se-AMD kubatshalizimali, inani eliphelele lemakethe yeseva, okuhlanganisa nokusheshisa ihluzo, lilinganiselwa ku-$ 35 billion. Njengamanje, ekubikeni kwenkampani, imali engenayo evela emkhakheni weseva ifinyezwa ngezingxenye ze-game consoles, ngakho-ke akunjalo. kungenzeka ukulinganisa inani lemali engenayo evela ekuthengisweni kwamaphrosesa e-EPYC ngokwawo ngokusekelwe kudatha esemthethweni.
Ngonyaka odlule, ngokweminye imithombo, ibhizinisi leseva le-AMD lingenise imali elinganiselwa ku-$1 billion. Ngekota edlule, inikeze cishe u-20% wesamba semali engenayo yenkampani, ngokwemibandela yemali ehambelana nezigidi ezingu-390 zamaRandi. Ngokuhamba kwesikhathi, inkampani ilindele ukuthola okungenani u-50% wayo yonke imali engenayo ekuthengisweni kwezingxenye zeseva. Ngamanye amazwi, imali engenayo eyingqikithi ephindwe kane ngo-30 ingumgomo ongafinyeleleka ngokuphelele.
I-Amazon's cloud infrastructure division (AWS) yaqala kuphela ukunikeza amakhasimende ukufinyelela kumasistimu asekelwe kumaphrosesa ase-Rome's EPYC ane-Architecture ye-Zen 2 ngoJuni, futhi ngo-August ayesetholakala ezifundeni eziyishumi nane, kusukela kweziyisikhombisa zokuqala. Abahlaziyi be-DA Davidson bakholelwa ukuthi lokhu kuwuphawu oluhle lwe-AMD, ngoba ukuthuthukiswa kwebhizinisi leseva kulezi zinsuku akunakucatshangwa ngaphandle kwe-ecosystem yamafu, futhi i-Amazon iyiklayenti layo elikhulu elinamandla okukhula okuhle.
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Source: 3dnews.ru