Google could ditch Intel's Host CPUs for AMD Epyc.

Analyst firm reckons AMD Epyc server boards are already being created for Google

Before we get too carried away, though, bear firmly in mind that this is merely speculation from a professional company.

As Seeking Alpha highlighted, Lynx Equity Research is the business in question, using its analysts hearing'rumblings' that Google is no longer pleased using Intel's server hardware.

Additionally, the analyst firm has floated the notion that its research into the supply chain indicates that AMD server boards have been created for Google, to back up the broad assertion.

When this forecast comes true, the gravity of the can't be underestimated for AMD, given the sheer weight of the number of servers that Google has (Google is one of the most significant server heavyweights out there, probably vying for the top spot with Microsoft, although accurate figures are not apparent ). Not to mention the overall sign that this will give off into the server buying world.

Recall that server CPUs are where the real cash is to be manufactured, not consumer chips (although in the latter, AMD is currently squeezing out Intel with accounts).

Epyc gains

AMD has made significant strides with its Rome' second-gen Epyc server chips, which can be set to be launched in August, along with different analysts previously picking out these CPUs and the information center market as a distinct strong point for AMD using its new 7nm products.

Epyc offers 64-cores and 128-threads per outlet, not to mention that crucially, for the business market, AMD's chips have been seen to have less security problems than Intel's recently.

Even though Google is switching around to AMD as suggested, that shift will happen slowly (likely very gradually ) over time. And Intel will doubtless want to fight back, and fight back hard -- it's rumored to do so in the consumer market with a purported 10-core Comet Lake CPU to take on AMD's brand new Ryzen 9 3900X.