I'm sorry, but whatever you predicted five years ago, you're ignoring what's going on today with AMD. I'm not a fanboy or anything like that. I'm just following the market since 25 years and actually, the signs are pretty much in favor for AMD - to not be swapped away from the market.
Everything started with the Polaris GPU, which is a solid middle class card for middle priced PCs. With Vega they have a very promising high end GPU in the pipeline. And Ryzen seems to be a big leap forward, at least it's very competitive, at a reasonably price.
Naples in the server market is an even bigger change. I don't know how much involved you are in this particular market, but the Server 2016 license conditions are in no way fitting the Intel CPU range (price, cores, clock rates). I't a nightmare for the IT advisor or system architect, because those CPUs making most sense in a system have ridiculous high price tags. And a server CPU with 32 cores? Not available from Intel. Companies don't care what kind of CPU their VMs are running on. As long as the big vendors (HP, Dell, Fujitsu etc.) deliver drivers and service they are TCO sensitive.
Microsoft already has announced they're gonna use Naples CPUs in their Cloud enviroment. At the end of this year, the server market should look completly different in terms of prices.
The AMD share today is almost six times higher than one year ago. The revenues are steady upwards. The signs are there.
They were in need of delivering and if wouldn't they'd be swapped away by the end of this year. But it looks like they do have a competitive line up on every market and that's good for everyone.
Everything started with the Polaris GPU, which is a solid middle class card for middle priced PCs. With Vega they have a very promising high end GPU in the pipeline. And Ryzen seems to be a big leap forward, at least it's very competitive, at a reasonably price.
Naples in the server market is an even bigger change. I don't know how much involved you are in this particular market, but the Server 2016 license conditions are in no way fitting the Intel CPU range (price, cores, clock rates). I't a nightmare for the IT advisor or system architect, because those CPUs making most sense in a system have ridiculous high price tags. And a server CPU with 32 cores? Not available from Intel. Companies don't care what kind of CPU their VMs are running on. As long as the big vendors (HP, Dell, Fujitsu etc.) deliver drivers and service they are TCO sensitive.
Microsoft already has announced they're gonna use Naples CPUs in their Cloud enviroment. At the end of this year, the server market should look completly different in terms of prices.
The AMD share today is almost six times higher than one year ago. The revenues are steady upwards. The signs are there.
They were in need of delivering and if wouldn't they'd be swapped away by the end of this year. But it looks like they do have a competitive line up on every market and that's good for everyone.