[HN Gopher] Intel Refreshes 2nd Gen Xeon Scalable, Slashes Prices
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       Intel Refreshes 2nd Gen Xeon Scalable, Slashes Prices
        
       Author : rbanffy
       Score  : 58 points
       Date   : 2020-02-29 21:04 UTC (1 hours ago)
        
 (HTM) web link (fuse.wikichip.org)
 (TXT) w3m dump (fuse.wikichip.org)
        
       | rubyn00bie wrote:
       | I'm sort of amazed they haven't dropped prices more; I guess they
       | can still charge a premium to anyone who wants their AVX512 (? I
       | think that's it) performance to be as high as it can be.
       | Otherwise, most of these processors have already had an epyc shit
       | taken on them.
       | 
       | I was just again pricing processors and if that 7302 isn't the
       | real killer in the Epyc lineup I dunno what is. It craps on
       | pretty much anything and everything Intel has, and is only about
       | $1100 right now (pricing is inflated, but meh).
       | 
       | It's pretty crazy how cheap hardware is compared to the cloud
       | these days; sure, it's not in a data center or if it is that's a
       | headache of its own... but it is really fucking cheap. I
       | personally think a lot of mid-sized orgs could benefit from
       | moving a lot of their non-production environments to an on-prem
       | server. The VPN is probably already locking people out, causing
       | connection headaches anyway, so it's not like you're gonna have
       | less connectivity than you did ;-)
        
         | thedance wrote:
         | Isn't the intel 6208U a strong competitor to the AMD 7302? At
         | the same price and TDP it has higher clock speeds and a unified
         | memory domain, compared to the AMD 4-way NUMA architecture. It
         | seems like you can make a case for either, depending on your
         | workload.
        
           | rubyn00bie wrote:
           | It would be for me, but it's a single socket only processor.
           | I like the 7302 specifically for the non-P variant. If I was
           | going to stick to just one socket, I'd probably spend a bit
           | more and go with the entry level Threadripper 3960x...
           | 
           | It's a nice looking processor though and probably the only
           | one worth a damn in that line up.
        
           | consp wrote:
           | The AMD Rome chips (including the 7302) behave as one numa
           | node I thought (and can find online). You also get quite a
           | lot of PCIe4 as a bonus and a higher all core base frequency.
           | Though your mileage may vary depending on workload as you
           | already stated.
        
       | bitcharmer wrote:
       | Too little, too late.
       | 
       | After years of ruthlessly milking us I just hope they loose a big
       | market share and become equals with AMD. The consumers can only
       | benefit from that.
        
         | fizixer wrote:
         | Oh this is a tried-and-true strategy that both nVidia and Intel
         | follow again and again. And it works like a charm.
         | 
         | Think of market share as a fragile glass or ceramic cup sitting
         | right at the edge of the table. You're usually oblivious cz it
         | hasn't fallen (or you're busy with other stuff). Then you
         | notice it has tipped over and is now in free fall. If you have
         | very good reflexes, as a big market share company, you catch it
         | mid-air (you lower the prices to the point where it prevents
         | drop from breaking anything). If you succeed, now you have the
         | cup in your hand; it didn't hit the floor, and it didn't
         | shatter. Great. Now you slowly raise that cup back to the table
         | surface level (you raise the prices back to the same level in a
         | few years) and place it at the table. Done.
         | 
         | - AMD revenue is between $5-10b,
         | 
         | - nVidia, between $10-20b
         | 
         | - Intel, over $50b.
         | 
         | Intel and nVidia can eat AMD alive anytime they want.
         | Invidually or together. Once, or many times.
        
           | frostburg wrote:
           | One of several of Intel's issues is that they can't do this
           | to TSMC.
        
         | 1e-9 wrote:
         | I whole-heartedly welcome AMD's new offerings and have
         | completely switched to buying servers with AMD CPUs, but I have
         | to disagree with the characterization of "ruthless milking" by
         | intel. There was no instituted monopoly here. Others were free
         | to compete, but they failed. Intel's high prices motivated AMD
         | to create something better and now they have. If anything, the
         | high pricing was a screwup on intel's part and good for the
         | consumer. Intel could have better protected their lead by
         | charging less (but not as less as now) to discourage
         | competition. I'm glad they didn't, even though it cost me for
         | the last few years. Now that there is a valid competitor again,
         | maybe we will see better conformance to Moore's Law.
        
           | pixl97 wrote:
           | >There was no instituted monopoly here
           | 
           | You're talking about the Intel that was used for monopoly
           | practices, right?
        
           | charleslmunger wrote:
           | https://en.wikipedia.org/wiki/Advanced_Micro_Devices,_Inc._v.
           | ...
        
           | the_duke wrote:
           | > Others were free to compete, but they failed.
           | 
           | Intel engaged in a lot of anti-competitive practices, lost a
           | civil lawsuit over it and was fined 1bn by the EU. [1]
           | 
           | They almost killed AMD in the process.
           | 
           | Every company this size with a quasi-monopoly (in a certain
           | segment) will squeeze the market and try to buy or push out
           | competition any way they can get away with.
           | 
           | [1] https://en.wikipedia.org/wiki/Intel#Litigation_and_regula
           | tor...
        
       | 3fe9a03ccd14ca5 wrote:
       | Competition works.
        
       | gigatexal wrote:
       | Isn't competition great?
        
       | sneak wrote:
       | I can't wait until this happens with last-mile internet access
       | too, and, in a funny twist of circumstance, quality electric
       | cars.
       | 
       | What other long-moated industries are going to crack open in the
       | next half-dozen years?
        
         | thedance wrote:
         | If this is really your impression of the industry, you must be
         | really young. It's not "long-moated". Intel was in a similar
         | situation when the Opteron was current, and before they had to
         | go head-to-head with Sun and IBM and before that nobody would
         | even think of putting intel in a server at all. The period
         | during which Intel's products were the obviously superior
         | choice lasted maybe 5-8 years at most. And it wasn't some
         | nefarious plot, either. Just good product.
        
           | sneak wrote:
           | The first computer I built myself was an 800MHz Athlon, so I
           | am somewhat familiar with Intel's history of competition.
           | 
           | Moats don't have to be malicious or nefarious. Sometimes
           | there are just high barriers to entry to compete.
           | 
           | See tractors with DRM, for instance. Apparently building
           | tractors and a tractor repair/parts network is a very
           | expensive undertaking.
        
             | thedance wrote:
             | A moat implies barriers against new entrants, but none of
             | the parties in the current market are new. They are all
             | well within the moat.
        
         | gonzo41 wrote:
         | Residential Power, Solar will hit a tipping point soon for home
         | installs. And I'd expect the proliferation of microgrids around
         | renewable sources mixed in with batteries.
        
         | jchw wrote:
         | Honest question: do you think Teslas are, on the whole,
         | overpriced? I am neither an owner nor an expert in electric
         | cars, but I have been routinely impressed with the rate at
         | which the price has come down. I don't doubt that the $35k
         | Model 3 configuration is probably non-sensical (at $35k minimum
         | spec seems silly) but also it seems pretty competitive for an
         | electric car that can replace a gas car. My personal hunch has
         | always been that the price for relatively cheap Tesla
         | configurations that make sense probably are limited by volume
         | and initial cost of R&D and scaling up manufacturing. (Of
         | course almost any company does some market segmentation for
         | better or worse, so I'm sure the prices of options are non-
         | sense.)
         | 
         | Not to say the prices won't go down. But I actually didn't
         | think the reason they were high was due to mature, moated
         | companies. My personal belief is that Tesla would be foolish to
         | rest on their success in such a way when other companies with a
         | lot more resources are surely going to be competing more
         | competently soon.
        
           | sneak wrote:
           | No, I don't think they are super overpriced, I just think the
           | quality isn't there yet. Hopefully we can see higher quality
           | all-electric options at similar or lower price points.
           | 
           | Tesla's service reputation is the main reason I still
           | currently drive an ICE. (Before that, it was their laggy
           | touchscreen - my gas guzzler has an iPad on a bracket on the
           | dash, which does not lag.). Also I'm never going to drive
           | something that spies on me; I had the GSM radio transceiver
           | removed from my current vehicle.
           | 
           | AIUI if you do that to a Tesla you never receive future
           | updates, even to features you paid for in advance.
           | 
           | More competition in the EV market is going to be awesome.
           | Right now it's just a bloodbath where Tesla can basically do
           | whatever they want, because until very recently every other
           | EV was simply hot garbage.
        
             | cptskippy wrote:
             | You've never owned an EV but you're perpetuating the notion
             | that they're of __unspecified __poor quality compared to
             | ICE vehicles?
             | 
             | I have a Nissan Leaf and a Tesla Model 3 and both are of
             | comparable quality to ICE vehicles. They are in two
             | different categories in terms of materials finish but
             | neither is bad quality. The fit and finish of both is
             | average to above average in the industry.
        
             | leeoniya wrote:
             | > Also I'm never going to drive something that spies on me;
             | I had the GSM radio transceiver removed from my current
             | vehicle.
             | 
             | i'd like to do the same to my VW Golf. i bought a VCDS tool
             | to go in and fiddle with the settings to essentially put
             | the gsm module into airplane mode (i think it's verizon
             | telematics). dunno if this will be sufficient though.
             | 
             | i read that just ripping it out causes a bunch of the
             | infotainment system misbehave, etc.
        
           | chapium wrote:
           | I doubt you could convince me that there is $40k more value
           | in a Model X than a Model 3.
           | 
           | In terms of $ per "car" I'd also say yes, but that comes down
           | to my own personal preferences being categorically outside of
           | the luxury car market.
        
         | cptskippy wrote:
         | Those are very different situations. Intel has held a
         | technological advantage and, up until recently, no one could
         | compete with them so they could command their price. With ISPs
         | there is a huge capital investment cost, and with EVs there are
         | supply chain issues limiting capacity and commanding higher
         | costs.
         | 
         | With last-mile internet, the incumbents have made significant
         | capital investments and competitors have so far been unwilling
         | to engage in the sort of long term slow return investment
         | necessary to build out infrastructure. Google Fiber has tried
         | all means to lower the cost of entry and has thus far failed to
         | deliver significant gains and they're unwilling to make the
         | huge capital investments necessary to truly compete because
         | ensuing price wars would make realizing a return near
         | impossible.
         | 
         | With BEVs the problem is manufacturing cost, primarily the cost
         | of batteries needs to drop but the demand for EVs has not
         | warranted dramatic ramp ups in battery manufacturing necessary
         | for that to occur. The supply of suitable batteries is so
         | limited that Jaguar and others have actually had to stop
         | production.
        
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       (page generated 2020-02-29 23:00 UTC)