AMD's Future in Servers: New 7000-Series CPUs Launched and EPYC Analysis

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.