AMD’s Reach and Ecosystem

As mentioned at the top of the piece, the big launch for AMD this year is the server platform. EPYC has an opportunity to reinvigorate AMD’s bottom line to the tune of several billion dollars a year, if they can get traction in the market. Depending on which Analyst you speak to, some are predicting anywhere from a 5% to a 25% gain in market share for AMD, into a ~$25B total addressable market. Given AMD’s worth, that would mean that the balance sheet in a few years might look as if 80% of it is provided by the server team.

As part of the launch today, AMD is announcing partners working with them to optimize the platform for various workloads. Sources say that this includes all the major cloud providers, as well as all the major OEMs. We saw several demo systems at the launch event with partners as well, such as HPE and Dell.


Using SME/SVE with Samsung


The variety of internal systems used by AMD for the demonstrations (some Dell/HP logos)


Security Demonstration


Using 8 VMs to compile the Linux Kernel in one go on AMD vs Intel 2P systems

Of course, the big question is if AMD is actually getting in significant orders for processors. Nothing is public on that yet, and we are told that they are likely to be nearer the end of the year. We are eagerly waiting to test the processors when our review systems arrive, and we will provide our performance breakdown soon.

Power Management and Performance
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  • ET - Wednesday, June 21, 2017 - link

    Can someone explain to me why an 8/16 EPYC at much lower clocks than a Ryzen has a 120W TDP?
  • PixyMisa - Wednesday, June 21, 2017 - link

    8 memory channels and 128 PCIe lanes use a fair bit of power.
  • damianrobertjones - Wednesday, June 21, 2017 - link

    The word 'epyc' (If it is a word) makes me want to cry when thinking about something as serious as servers. Gaming, yes it would work, but not servers.
  • FMinus - Wednesday, June 21, 2017 - link

    I guess it might be a hard sell for bosses, when they read AMD EPYC on the invoice, but at the end of the day, if the performance is there and the price is right, the CPU could be named "Momas Big Belly Filling Pie" and I would not care.
  • Zingam - Wednesday, June 21, 2017 - link

    AMD loves the Y. Should call themselves AyMD!
  • Holliday75 - Wednesday, June 21, 2017 - link

    AMyD
  • HollyDOL - Wednesday, June 21, 2017 - link

    AT bench or it didn't happen ;-)
  • Byrn - Wednesday, June 21, 2017 - link

    Interesting stuff - any news on when availability is expected?

    Supermicro have some motherboard details here:
    https://www.supermicro.com/products/nfo/AMD_SP3.cf...
  • msroadkill612 - Wednesday, June 21, 2017 - link

    yuk, I would expect at least 3 x nvme ssd ports. a pittance to add to a bobo, but a decent add in controller card will cost hundreds.
  • msroadkill612 - Wednesday, June 21, 2017 - link

    As u were, i misread the specs, one mobo does offer 4x nvme.

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