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.
Facebook
Twitter
RSS
131 Comments
View All Comments
petteyg359 - Thursday, June 22, 2017 - link
s/else/worse/gNem35 - Wednesday, June 21, 2017 - link
I believe that people were not aware how overpriced Intel products were. We keep seeing that now from the day Ryzen 7 launched, which is enough for me to never again buy an Intel CPU as long as AMD is at least a bit competitive.It's one thing to make a good CPU and price it accordingly but it's completely different thing to rip off the ones who help you earn money and pay for your employees just because you can.
Very, very unethical.
Joseph_Crox - Wednesday, June 21, 2017 - link
Quite right. I'll do the same thing, I feel taken by Intel.Hurr Durr - Wednesday, June 21, 2017 - link
Welcome to the market.Anato - Wednesday, June 21, 2017 - link
"PCIe can be bifurcated all the way down to sets of x1, although there will be a limit of 8 PCIe devices per x16 link, but this becomes a mix and match game: x8 + x4 + x2 + x1 + x1 + x1 + x1 becomes entirely valid for a single x16 link"Two x1's too much -> x8+x4+x2+4*x1 = x18
jtd871 - Wednesday, June 21, 2017 - link
When you wrote "consummate", you probably meant "commensurate". Page 1.manuelblanca - Wednesday, June 21, 2017 - link
AMD has publiques the results for CINT2006 Rate Andrés CFP2006 Rate for 1 and 2 processorhttp://www.specbench.org/cpu2006/results/res2017q2...
http://www.specbench.org/cpu2006/results/res2017q2...
http://www.specbench.org/cpu2006/results/res2017q2...
http://www.specbench.org/cpu2006/results/res2017q2...
zamroni - Wednesday, June 21, 2017 - link
The AMD-Samsung cooperation is indeed the thing needed to curb Intel Xeon monopoly.mdriftmeyer - Wednesday, June 21, 2017 - link
You do realize that AMD uses Global Foundries and TSMC, right?PixyMisa - Wednesday, June 21, 2017 - link
Global Foundries is working with Samsung and IBM on new process nodes.