We've done a lot of analysis on this concern around blast radius, and we find it's a little bit unfounded. We hear that a fair amount in the enterprise as people are trying to go from 16 or 24 cores to even 64. We can show a lot of data to show that it's actually more resilient and tolerant as you go up in terms of core counts, whether you go 1P or 2P.
The entire industry is going here when you look at our competitors. Just a few weeks ago, Intel revealed its Granite Rapids Xeon 6 processors with 128 of its performance cores, and this spring, the x86 giant touted a 144-core E-core part aimed at cloud and web-scale deployments that benefit from more cores rather than high clocks or vector acceleration.
Because of this, we're no longer talking about a 2:1 or 3:1 consolidation but as much as a 7:1 ratio. On stage, AMD CEO Lisa Su boasted that just 131 Epyc servers could now replace 1,000 top-specced Intel Cascade Lake servers.
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