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To: rzborusa who wrote (43246)10/21/2021 11:44:08 PM
From: Joe NYC
of 56660
 
Here is another supercomputer in Sweden being installed.

65,000 Epyc Cores and future Graphics modules will have:

------------------------------------
GPU partitionThis partition will be equipped with GPU nodes, each of which will be configured with:

one AMD EPYC™ processor with 64 cores (which is currently under development)512 GB memoryfour AMD Instinct™ GPUs (which are currently being developed)

-----------------------------

Which looks like another supercomputer win for Mi200

Dardel | KTH

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To: rzborusa who wrote (43246)10/21/2021 11:58:41 PM
From: Joe NYC
of 56660
 
If AMD had unlimited wafers, I wonder if any of the cloud / hyperscalers would even consider Ice Lake. Intel market share would collapse. It might be that the demand supplied by Intel to Hyperscalers is the demand that AMD can't satisfy (if the lead times are really ~20+ weeks for Milan).

Looking further, Sapphire Rapids will have the same cores as Alder Lake big cores, and these cores can be quite power hungry when pushed. I can't find the link, but all core clock speed of 5.0 - 5.2 GHz on 8 of those cores burned 400 Watts.

Since SPR will have some 56 of these cores, they will have to be clocked way down. It seems Intel is still fiddling with the design to squeeze something competitive out of it.

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To: Joe NYC who wrote (43248)10/22/2021 2:16:19 AM
From: rzborusa
of 56660
 
but all core clock speed of 5.0 - 5.2 GHz on 8 of those cores burned 400 Watts.
Putting something like that, or under clocked, in any computer would be what you would do if that were the only alternative. But, it is like putting a piano in your kids tree house.

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To: Joe NYC who wrote (43244)10/22/2021 4:24:22 AM
From: Vattila
of 56660
 
AMD 2021-Q3 EPS Contest (non-GAAP)

UserEPSRevenueQ4 Outlook
gvatty$0.69$4.42B$4.75B
Joe NYC$0.72$4.31B$4.70B
Vattila$0.75$4.20B$4.50B
Zacks Estimate$0.66$4.12B$4.25B

PS. Updated with Joe's entry. Nice numbers!

Background Information

AMD's Q3 outlook: $4.10B ± 0.10B revenue
Analyst consensus/whisper: $0.67/$0.71 EPS

---

Previous Quarters 2021

AMD 2021-Q2 EPS Contest (non-GAAP) — Results

Actual numbers: $0.63 EPS on $3.85B revenue
Q3 outlook: $4.10B ± 0.10B revenue

RankUserEPSRevenueQ3 Outlook
1rzborusa$0.63$3.92B$4.16B
2gvatty$0.62$3.78B$4.15B
3Pravin Kamdar$0.62$3.72B$3.92B
4Joe NYC$0.61$3.86B$4.25B
5Kelvin C.P. Wang$0.65$3.90B$4.30B
6neolib$0.60$3.74B$3.95B
7Vattila$0.60$3.70B$3.90B
- Zacks Estimate$0.54$3.62B$3.78B



AMD 2021-Q1 EPS Contest (non-GAAP) — Results

Actual numbers: $0.52 EPS on $3.45B revenue
Q2 outlook: $3.60B ± 0.10B revenue

RankUserEPSRevenueQ2 Outlook
1rzborusa$0.52$3.33B$3.43B
2gvatty$0.51$3.35B$3.50B
3Joe NYC$0.54$3.35B$3.45B
4Vattila$0.50$3.30B$3.40B
5engineer$0.50$3.28B$3.51B
6Kelvin C.P. Wang$0.55$3.40B$3.60B
7neolib$0.56$3.40B$3.47B
8Pravin Kamdar$0.48$3.25B$3.55B
- Zacks Estimate$0.44$3.21B$3.28B

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To: Joe NYC who wrote (43234)10/22/2021 4:58:36 AM
From: Vattila
of 56660
 
Nice to see AMD up yesterday (my birthday!) and in AH and premarket today (+2%), showing competitive strength after Intel's alarming report (now down 10% in the premarket).

By the way, Soitec was also nicely up yesterday, after reporting stellar numbers on Wednesday (revenue up 40%, guidance up 45%, H1 up 53%, best ever). The stock is up almost 15% the last 5 days.

I have had a good week. Looking forward to AMD earnings!

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From: Frank Sully10/22/2021 11:12:27 AM
of 56660
 
Intel: Keeps Getting Worse

Oct. 21, 2021 10:13 PM ET

Excerpt:

The company has guided to a Q4'21 revenue goal inline with analyst targets around $18.3 billion while the EPS guidance is below estimates at $0.90. What really stands out with guidance is the gross margin target of 53.5%. Intel has now forecast the typically strong Q4'21 revenues will generate a 650 basis point hit to gross margins after just reporting a quarter with 56.5% margins.

In essence, Intel will report a EPS of just $0.90 after hitting $1.52 last Q4. The company is forecasting revenues falling again. The indications remain that Intel is picking up low margin CPU chip deals while competitors AMD ( AMD) and Nvidia ( NVDA) are taking the higher margin chips in data centers.

Ugly Setup

Heading into these quarterly results, Intel was already facing tons of lost market share to AMD and Nvidia. These chip companies have been growing revenues at 40%+ annual clips while Intel can't even grow anymore.

seekingalpha.com

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To: Joe NYC who wrote (43247)10/22/2021 11:31:58 AM
From: fastpathguru
of 56660
 
Here is another supercomputer in Sweden being installed.
HPE/Cray

fpg

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To: rzborusa who wrote (43246)10/22/2021 2:26:38 PM
From: Joe NYC
of 56660
 
BTW, another gem from the call was that the reason for decreasing ASPs in servers is that the mix of the low core count to high core count is shifting to low core count. Which coincides with Enterprise growing and Cloud shrinking..

That means that the high core count is shifting to AMD.

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To: Joe NYC who wrote (43254)10/22/2021 3:09:52 PM
From: rzborusa
of 56660
 
Yesterday at the close it magically hit $56. Less than a minute after the close it was down over two dolla. Something leaked ...

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From: Joe NYC10/22/2021 3:55:58 PM
of 56660
 
Kumar notes that Intel pointed to weakness in the low-end of the PC market whereas the high-end PC market fared better. Chips for high-end PCs are an area of strength for AMD. Kumar thinks that’s good news for the company, which reports quarterly results on Tuesday.

“We continue to believe AMD is well positioned to continue to take share from Intel in both PCs and servers,” Kumar wrote. “In our eyes, Intel’s hiccups continue to leave AMD in a better position competitively, as it will take multiple years for Intel to catch up.”

marketwatch.com

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