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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  • willis936 - Wednesday, June 21, 2017 - link

    If you have video work, CAD, or MATLAB related things to do then the extra cores, memory bandwidth, and depending on how much you're dumping on co processors, even the PCIe lanes would be helpful.
  • Drumsticks - Tuesday, June 20, 2017 - link

    ...Wow. THAT is an impressive comeback.
  • msroadkill612 - Wednesday, June 21, 2017 - link

    AMD have gone from love forty, to advantage server.
  • willis936 - Wednesday, June 21, 2017 - link

    How many wallets will be aced?
  • Gothmoth - Tuesday, June 20, 2017 - link

    can someone look at the endnotes and tell me if the intel benchmark reduction is true or not....
  • Gothmoth - Tuesday, June 20, 2017 - link

    i can´t do it myself i am on my phone with shitty connection....
  • fanofanand - Tuesday, June 20, 2017 - link

    I cannot find a single statement confirming your concerns. I'm not sure where you heard it, but it appears to be inaccurate.
  • Gothmoth - Tuesday, June 20, 2017 - link

    tomshardware:

    AMD provided some basic benchmarks, seen in the slides above, that compare its processors to the nearest Intel comparables. The price and performance breakdown chart is perhaps the most interesting, as it indicates much higher performance (as measured by SPECint_rate_base2006), at every price point. It bears mentioning that Intel publicly posts its SPEC benchmark data, and AMD's endnotes indicates that it reduced the scores used for these calculations by 46%. AMD justified this adjustment because they feel the Intel C++ compiler provides an unfair advantage in the benchmark. There is a notable advantage to the compiler, but most predict it is in the 20% range, so AMD's adjustments appear aggressive. We should take these price and performance comparisons with the necessary skepticism and instead rely upon third-party data as it emerges
    ......
  • nevcairiel - Tuesday, June 20, 2017 - link

    That seems like a stupid reason to reduce anything. At the end of the day, what matters is how fast shit runs, if software is more optimized for one platform that is a valid point of data to include into any conclusion.
  • Gothmoth - Tuesday, June 20, 2017 - link

    except when you want to sell your product. :-)

    well i am waiting for third party benchmarks and real reviews.

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