Google Cloud and AMD announced that they plan to introduce a new Tau virtual machine, T2D, into Google Cloud’s computing engine virtual machine product line. Its hardware will be based on AMD’s third-generation EPYC processor, using Milan core products, which is an effective supplement to Google Cloud Services.
Google also showed the work done on vCPUs and the impact on performance, as well as the impact on cloud service providers under the new ARM architecture server processor competition. Compared with the previous virtual machine, the performance of the T2D virtual machine using AMD technology has been greatly improved.
Google also said that the new GCP Tau virtual machine also has considerable performance advantages compared to rival AWS and Azure products.
In recent years, the strong rise of AMD’s EPYC series processors has caused a considerable impact on Intel’s traditional server market. On the other hand, the advancement of Apple’s self-developed processor plan has gradually affected Intel.
Last year, Apple announced that it would gradually replace Intel’s processors with self-developed chips. The time is about two years. This year, the number of Intel processors purchased by Apple has been greatly reduced.
According to Digitimes reports, Intel lost 50% of Apple’s orders this year, causing Intel’s notebook processor market share to drop to a new low in 2022, and the lost orders from Apple could not be filled by new customers. At the same time, AMD is also gradually exerting its strength in the notebook computer market, which puts a lot of pressure on Intel. Due to the loss of 10% market share occupied by Apple and at least 10% of AMD, it is expected that by 2023, Intel’s market share in notebook computer processors will drop below 80%, which will eventually affect Intel’s overall processor market share.