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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  • stimudent - Wednesday, June 21, 2017 - link

    Still measuring in inches. How sad.
  • richmaxw - Thursday, June 22, 2017 - link

    Why are the clock speeds so low? Even the eight-core model only runs at 2.1 GHz, whereas the desktop eight-core Ryzen model runs at 3.6 GHz. Intel Xeons are the same way. I don't understand why x86 server CPUs always run at a lower clock rate than their desktop counterparts.
  • _zenith - Thursday, June 22, 2017 - link

    Efficiency. Datacenters primarily care about ops/watt as their metric of success, mostly.
  • Dr.Neale - Thursday, June 22, 2017 - link

    On the first page, the article incorrectly states that the rest of the stack will be made avaiable AT the end of July.

    AMD actually announced that the rest of the stack would be released in a "staggered" fashion over the coming weeks, FINISHING at the end of July.

    I think this is a significant difference.
  • SanX - Friday, June 23, 2017 - link

    $100 per core... How many orders larger then production cost?
  • Threska - Sunday, June 25, 2017 - link

    Encrypted virtualization, anything like Intel's SGX?
  • agentd - Tuesday, June 27, 2017 - link

    Do you think there will be Infinity socket to socket IP available? Previously there was IP for HyperTransport available from third parties.
  • jjj - Saturday, July 1, 2017 - link

    New proof of a new stepping for Epyc
    https://browser.primatelabs.com/v4/cpu/3284583
    AuthenticAMD Family 23 Model 1 Stepping 2
  • rangerdavid - Thursday, July 6, 2017 - link

    Yeah, but will it run Crysis???!?
  • StitchExperimen - Sunday, October 15, 2017 - link

    NUMA https://www.servethehome.com/amd-epyc-infinity-fab...

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