AMD Roadmaps Lead To Mountains Of Money
IT organizations, especially the key hyperscalers and cloud builders, don’t buy point products, they buy roadmaps. …
IT organizations, especially the key hyperscalers and cloud builders, don’t buy point products, they buy roadmaps. …
Imagine, if you will, that AMD could make as many Epyc CPUs and Instinct GPU accelerators as it wanted at a reasonable yield and cost. …
Remember when only a couple of variations of processors were available for servers in any given generation of server CPUs? …
Last fall ahead of the SC21 supercomputing conference, AMD said it was going to be the first of the major compute engine makers to add 3D vertical L3 cache to its chips, in this case to variants of the “Milan” Epyc 7003 series of processors that debuted in March 2021 called the “Milan-X” chips. …
AMD has finished its acquisition of Xilinx, which ended up costing close to $49 billion instead of the original $35 billion projected when the deal was announced in October 2020 thanks to the rise of AMD’s shares over the past year and a half. …
When this is all said and done, Intel will deserve some kind of award for keeping its 14 nanometer processes moving along enough as it gets its 10 nanometer and 7 nanometer processes knocked together to still, somehow, manage to retain dominant market share in the server space. …
Only two quarters ago, AMD’s datacenter business – meaning sales of Epyc CPUs plus Instinct GPU accelerators – broke through $1 billion. …
Sometimes, you do put new wine in old bottles. This is what it looks like Meta – well, really its Facebook social network group – is doing as it adds a microserver node based on a custom AMD “Milan” Epyc 7003 processor to its datacenter infrastructure. …
The hyperscalers, cloud builders, HPC centers, and OEM server manufacturers of the world who build servers for everyone else all want, more than anything else, competition between component suppliers and a regular, predictable, almost boring cadence of new component introductions. …
The HPC community spends a lot of time tracking the development of and production use of the flagship machines deployed by the major national and academic labs of the world. …
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