If you want to know how and why AMD motors have been chosen for so many of the pre-exascale and exascale HPC and AI systems, despite the dominance of Intel in CPUs and the dominance of Nvidia in GPUs, you need look no further for an answer than the new “Aldebaran” Instinct MI200 GPU accelerator from AMD and its Infinity Fabric 3.0 coherent interconnect that is being also added to selected Epyc CPUs. …
Here is a moment that Lisa Su, the chief executive officer who has lead the team that brought AMD back into the datacenter with the vigor the market needs, has been waiting six years for. …
If you don’t measure something, you can’t manage it. And if you don’t set ambitious goals, then you can’t attain them. …
This is how a competitive chip market is supposed to look, and this is how a competitive chip maker recovers from faults, competes against a seemingly unassailable foe, and then rides up the revenue and income curves to be able to invest in the future and profit from the present. …
What Intel calls “cloud digestion” as the cause of the massive pullback in spending in its Data Center Group is looking more and more like a case of “Epyc indigestion” for Intel, not for the hyperscalers and cloud builders. …
Server buyers have longer memories and perhaps deeper disappointment of AMD’s exit from the X86 server processor business than consumers who buy PCs, and a manufacturing constrained Intel has clearly sacrificed some Core PC chip market share to maintain some Xeon SP server market share over the past two years. …
Many of the technologists at AMD who are driving the Epyc CPU and Instinct GPU roadmaps as well as the $35 billion acquisition of FPGA maker Xilinx have long and deep experience in the high performance computing market that is characterized by the old school definition of simulation and modeling workloads running on federated or clustered systems. …
It is hard enough to chase one competitor. Imagine how hard it is to chase two different ones in different but complementary markets while at the same time those two competitors are thinking about fighting each other in those two different markets and thus bringing even more intense competitive pressure on both fronts. …
Success in any endeavor is not just about having the right idea, but having that idea at the right time and then executing well against that plan. …
While AMD voluntarily exited the server processor arena in the wake of Intel’s onslaught with the “Nehalem” Xeon processors during the Great Recession, it never stopped innovating with its graphics processors and it kept enough of a hand in smaller processors used in consumer and selected embedded devices to start making money again in PCs and to take the game console business away from IBM’s Power chip division. …
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