AMD's Future in Servers: New 7000-Series CPUs Launched and EPYC Analysis
by Ian Cutress on June 20, 2017 4:00 PM EST- Posted in
- CPUs
- AMD
- Enterprise CPUs
- EPYC
- Whitehaven
- 1P
- 2P
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 ~$25B total addressable market. Given AMD’s worth, that would mean that the balance sheet in a few years might look as if 80% of it is provided by the server team.
As part of the launch today, AMD is announcing partners working with them to optimize the platform for various workloads. Sources say that this includes all the major cloud providers, as well as all the major OEMs. We saw several demo systems at the launch event with partners as well, such as HPE and Dell.
Using SME/SVE with Samsung
The variety of internal systems used by AMD for the demonstrations (some Dell/HP logos)
Security Demonstration
Using 8 VMs to compile the Linux Kernel in one go on AMD vs Intel 2P systems
Of course, the big question is if AMD is actually getting in significant orders for processors. Nothing is public on that yet, and we are told that they are likely to be nearer the end of the year. We are eagerly waiting to test the processors when our review systems arrive, and we will provide our performance breakdown soon.
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Gothmoth - Tuesday, June 20, 2017 - link
but where is room for the ryzen cpus then? when a 16 core server CPU cost only 899$ and TR is significantly cheaper. and if im not wrong there is at least a 12 core TR model too.Bateluer - Tuesday, June 20, 2017 - link
Plenty of room between $470 and $900 for Threadripper parts, and plenty of room below $470 for us regular joes who can't afford dropping a grand on just the CPU.Gothmoth - Tuesday, June 20, 2017 - link
"significantly lower".and the cheapest epyc server is already a lot less than 900$ ... when we look at the information above.
Zingam - Wednesday, June 21, 2017 - link
I'm pretty sure MoBos will be more expensive without consumer features and especially no "Gaming" on the cardbox and no RGB lighting.Jimster480 - Monday, June 26, 2017 - link
I agree but there is alot of room even between $200 and $50 for CPU's lol.Most people don't need an 1800x, nevermind anything above that.
The average person only needs 4 cores, and most gamers will do fine with a 6C ryzen or the entry level 8C.
sharath.naik - Monday, July 3, 2017 - link
From my experience even highly threaded application get bottlenecked due to max single core performance, as the code path will have a single thread part in between the multithread path which becomes a huge bottle neck in these high core count cpus. Intel has a huge advantage here in terms of max turbo for the newer xeons all reaching 4.2 Ghz. But the 1p 32 core for 2000$ right away makes the v4 Xeons obsolete in terms of price to performance.jjj - Tuesday, June 20, 2017 - link
Dual socket SKUs 32-core CPUs starting at $3400, 24-core from $1850, 16-core from $650, 8-core from $475for single socket the 32 cores at 2100$, 24 cores 1075$, 16 cores 750$.
Server margins are high so no reason for AMD to aim higher that that but they could be more aggressive in consumer.
rahvin - Wednesday, June 21, 2017 - link
All they need to be is cheaper per watt than intel for the same or better performance and they'll have massive sales to the cloud companies not even including taking any of the SB market. In other words they don't need to be half the price of Intel. But the hope is that Intel will lower prices on Xeon's and AMD will be forced to lower prices some more.Frankly server part pricing is atrocious right now, a little competition from AMD could drive server part pricing down to something reasonable like the last time AMD competed with Opteron.
IanHagen - Tuesday, June 20, 2017 - link
I'm really excited with Epyc. I remember Interlagos being released with performance well bellow existing Intel's offerings and now look at this! I can't wait for concrete benchmarks.DanNeely - Tuesday, June 20, 2017 - link
"Each CPU will support 128 PCIe 3.0 lanes, suitable for six GPUs with full bandwidth support (plus IO) or up to 32 NVMe drives for storage. " Shouldn't this be 8 GPUs or 32 NVMe drives? (Or 7/31 if a Southbridge is connected and eats 4 of the lanes.)