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To: stsimon who wrote (21845)	1/4/2018 11:14:19 AM
From: slacker711	Respond to of 72896

How much spare capacity do cloud service providers have? Are we going to see an enormous capex increase soon? Slacker

To: stsimon who wrote (21845)	1/4/2018 11:14:57 AM
From: neolib	Read Replies (2) \| Respond to of 72896

Yeah, but Intel typically has about 10-15% higher performance over Epyc anyway. So it just levels the field. But I'm happy for what we can get... Its more an issue IMHO of nudging the big guys into adding some AMD to their data center as a hedge at least over single vendor vulnerabilities. I think at a bare minimum it means there will be accelerated evaluation of Epyc by more players this Qtr, and hopefully that translates to increased sales this year. I would still like to know if the various announcements of Epyc so far, which have all stressed I/O intensive applications, were already reflecting that this bug was known to impact that aspect more and that AMD was likely not impacted as much as Intel. Supposedly the big boys have been aware of and working on this issue for a couple of months, and that corresponds with the announcements on Epyc deployment so far.