As part of AMD's Q1'2024 earnings announcement this week, the company is offering a brief status update on some of their future products set to launch later this year. Most important among these is an update on their Zen 5 CPU architecture, which is expected to launch for both client and server products later this year.

Highlighting their progress so far, AMD is confirming that EPYC "Turin" processors have begun sampling, and that these early runs of AMD's next-gen datacenter chips are meeting the company's expectations.

"Looking ahead, we are very excited about our next-gen Turin family of EPYC processors featuring our Zen 5 core," said Lisa Su, chief executive officer of AMD, at the conference call with analysts and investors (via SeekingAlpha). "We are widely sampling Turin, and the silicon is looking great. In the cloud, the significant performance and efficiency increases of Turin position us well to capture an even larger share of both first and third-party workloads."

Overall, it looks like AMD is on-track to solidify its position, and perhaps even increase its datacenter market share with its EPYC Turin processors. According to AMD, the company's server partners are developing a 30% larger number of designs for Turin than they did Genoa. This underscores how AMD's partners are preparing for even more market share growth on the back of AMD's ongoing success, not to mention the improved performance and power efficiency that the Zen 5 architecture should offer.

"In addition, there are 30% more Turin platforms in development from our server partners, compared to 4th Generation EPYC platforms, increasing our enterprise and with new solutions optimized for additional workloads," Su said. "Turin remains on track to launch later this year."

AMD's EPYC 'Turin' processors will be drop-in compatible with existing SP5 platforms (i.e., will come in an LGA 6096 package), which will facilitate its faster ramp and adoption of the platform both by cloud giants and server makers. In addition, AMD's next-generation EPYC CPUs are expected to feature more than 96 cores and a more versatile memory subsystem.

Source: AMD Q1'24 Earnings Call (via SeekingAlpha)

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  • meacupla - Friday, May 3, 2024 - link

    I think M3 has bad NPU performance because Apple did the most Apple thing possible with emerging technology.

    That and Tim Cook has poor foresight.
    Reply
  • GeoffreyA - Thursday, May 2, 2024 - link

    I'm not too clued up on the ARM power-performance metric at present, but the fact that everyone is doing it doesn't mean it's the way to go. If one had to go outside x86, RISC-V seems the better path than ARM. Reply
  • EasyListening - Thursday, May 2, 2024 - link

    I'm putting my money on Jim Keller over at Tenstorrent who is developing RISC-V products Reply
  • GeoffreyA - Friday, May 3, 2024 - link

    Exactly. And an open ISA too. I don't fully understand this whole ARM fixation except bandwagon thinking. Reply
  • grant3 - Monday, May 6, 2024 - link

    ARM is a very mature and widely adopted ISA. It has dominated mobile sales while any other architectures have failed. Apple has proven for years the architecture can outperform all the way up to the workstation level. That doesn't make it "bandwagon thinking" it makes it "using the tool evaluated to be best for the job".

    will that carry up into the server space? We'll see.
    Reply
  • GeoffreyA - Tuesday, May 7, 2024 - link

    Good points. It is an excellent tool for the job and the most widely used, thanks to mobile. But is it the best for the job, available right now? It seems in the public discourse that x86 is finished, but is it really that certain and clear, from a performance and power point of view? (The cost of decoding isn't unique to x86.) And there's something to be said about an open standard like RISC-V.

    https://chipsandcheese.com/2021/07/13/arm-or-x86-i...

    https://chipsandcheese.com/2024/03/27/why-x86-does...
    Reply
  • grant3 - Monday, May 6, 2024 - link

    Better path for whom?
    Are you saying you expect RISC-V processors to automatically have better power-performance than ARM processors? Why?
    Reply
  • GeoffreyA - Tuesday, May 7, 2024 - link

    Being an open standard is its advantage, not performance and power. Reply
  • ballsystemlord - Thursday, May 2, 2024 - link

    So when AMD's first EPYC CPU launched, they talked about a path to 10% market share compared to Intel. What are they at now? Reply
  • meacupla - Thursday, May 2, 2024 - link

    Currently AMD server market share is over 20%, not quite at 25%, but also growing rapidly. Reply

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