Keby len
Intel server divízia

Q1 2021
Three Months Ended Apr 2, 2022(In Millions)
Datacenter and AI 6,034
https://www.intc.com/news-events/press-releases/detail/1541/intel-report...

vs

Q4 2021 vs. Q4 2020
DCG $7.3 billion up 20%
https://www.intc.com/news-events/press-releases/detail/1522/intel-report...

dáva medzikvarálny pokles -17,4% a to ešte je obrat v Q1 2022 navýšený o AI oproti pôvodne Data Center Group (DCG).
Ba čo horšie pre Intel sú marže v porovnaní s AMD
GAAP
Gross Margin 48%

vs AMD
Q4 2021
Gross margin % 50%

AMD expects non-GAAP gross margin to be approximately 50.5 percent in the first quarter of 2022.
https://ir.amd.com/news-events/press-releases/detail/1044/amd-reports-fo...

Uvidíme v utorok okolo 22:00 CEST , keď oznámi výsledky za Q1 AMD

Ale keďže server CPU nie sú

Report: Server Chip Shortage Worsens, Intel and AMD in Tight Supply
published July 02, 2021
ICs for servers and datacenters, the problem is worsening, with delivery lead times for some critical server chips extending to 52 – 70 weeks.

DigiTimes pointed to Mitac being unable to satisfy 20-30% of orders due to shortage of chips.
https://www.tomshardware.com/news/report-server-chip-shortage-worsens-as...

published 22 days ago
Industry sources speaking to Nikkei Asia are painting a somewhat dreary picture as to the current and future supply of electronics. According to the publication, chipmakers attempting to expand their production capacity are being met with increasingly long lead times, some reaching the 18-month mark.
https://www.tomshardware.com/news/18-month-delay-for-semiconductor-manuf...