Intel and AMD both
reported financial earnings last week, showing continued demand and growth for
server silicon.
Intel on July 26
reported its second quarter fiscal 2018 financial results, with total revenue
of $17.0 billion, for a 15 percent year-over-year gain. The Data Center Group
within Intel grew even faster, with revenue up by 27 percent to $5.5 billion
for the quarter.
Intel reported it is
seeing strong growth in both the cloud and comms service providers segments,
which now make up two-thirds of its Data Center Group revenue.
"We saw continued
broad-based demand strength this quarter, with customer preference for
leadership products like Xeon Scalable driving strong mix," Bob Swan,
interim Intel CEO, said during his company's earnings call." The cloud business,
our largest Data Center segment, grew 41 percent year over year, as hyperscale
CapEx expands to handle the explosive need to transmit, store, and analyze
data."
AMD
Intel's smaller rival
AMD is also growing, reporting its second quarter fiscal 2018 results on July
25. For the quarter, AMD reported revenue of $1.76 billion, for a 53 percent
year-over-year gain.
AMD divides its
business units different than Intel, but its Enterprise, Embedded and
Semi-Custom segment revenue was $670 million, up 37 percent year-over-year,
driven by increasing revenue in its server business.
The standout success for AMD's server efforts is the company's
EPYC datacenter processor, which was first announced back in June
2017 as part of a focused effort to displace Intel's Xeon.
The EPYC processor has
found its way into multiple vendor offerings, including Dell EMC PowerEdge
servers, the HPE ProLiant DL325 server and Cisco's UCS. AMD has also seen EPYC
find success in the cloud with the China-based cloud platform Tencent, which
offers an EPYC processor-based SA1 Cloud instance.
No comments:
Post a Comment