alt Hacker NewsThat's the AI hype narrative, but aren't server CPUs only like 25% of the total market? That's tiny compared to consumer volume, though revenue is likely on par given the higher cost per unit.
That's the AI hype narrative, but aren't server CPUs only like 25% of the total market? That's tiny compared to consumer volume, though revenue is likely on par given the higher cost per unit.
> aren't server CPUs only like 25% of the total market?
Yes and no. If just formally calculate, yes, servers are small market volumes. But, they are much less constrained financially, than private person, so from same fab one could earn much more money if sell to server market, than if sell to consumer market.