[coldtea]

>I'm not sure what they're thinking internally, but it stands to reason that they're probably a bit upset at least: Their CapEx just went up to maintain the same level of computing power. I'd be surprised if internally Google is buying the "AMD is just as affected" line that Intel's been throwing out.

They don't have to buy it. Whether affected or not, AMD is a non starter at this moment for those things.

[IronKettle]

Semi-related question: Why is that? I've been looking for resources on why AMD is a non-starter, but most searches just turn up comparisons for low-level consumers.

[seanp2k2]

AFAIK, it’s the ecosystem and availability. Let’s say you’re a Dell shop and you’re using mostly PowerEdge R730s (one of their middle-of-the-road 2-socket options). Your choice right now is Xeon E5-2600 v4 family, because that’s what that platform supports. These aren’t motherboards that you just pick up at Fry’s, they’re designed as an entire system, which takes a while to get going. Dell is not going to invest the R&D money unless they have demand, but there won’t be much demand without stories of success in the field, so we’re at a bit of a chicken and egg problem right now.

Speaking of Dell, they are launching some EPYC stuff: https://blog.dellemc.com/en-us/poweredge-servers-amd-epyc-pr...

But again, getting the ball rolling might take a couple of years. Look at what happened with Opteron as an example.