AMD EPYC CPU, A KEY TO DATA CENTER MARKET AND A SPIKE IN AMD STOCKS

AMD’s stock price dropped by 9%  on 30 October after the analyst forecasted slowing trend for AMD’s GPUs in crypto-currency mining and game consoles in 2018. The stock stumble happened while AMD is trying to reestablish itself across the board, including in the data center. Earlier this year, AMD launched its EPYC CPUs for server processors that are a direct challenge to Intel’s Xeon. According to estimates from IDC, the AMD’s share of data center CPU shipments was less than 1 percent in 2016. Its while AMD is also facing strong competition from NVIDIA in GPU market. AMD’s senior VP and general manager enterprise, embedded, and semi-custom business group Forrest Norrod Mentioned a while ago that AMD is planing to get back into data center contention. AMD chief executive Lisa Su and CTO Mark Papermaster decided to reset the AMD’s high-end processor future roadmap. AMD hopes to undercut Intel by adding more capabilities into lower-cost single-socket systems and breaks into Intel’s Monopoly.

“They made the hard call to discontinue the former CPU core development and stop doing the server chips, using those cores to free up enough dollars to do a reset. That really led to an entirely new core, the Zen core, which allowed us to get back into the game,” Forrest Norrod says.

“Intel has, or has had, a fantastic near monopoly position in the two-socket server business, and they would much rather sell two pieces of silicon than one. I don’t want to be too flippant about it, but it is almost that simple. They don’t want to see the continued migration down the curve,” says Norrod.

Norrod believes the combination of EPYC and GPU accelerators could enable extremely dense systems. “The most interesting configurations from a power density perspective I have seen is that we have some customers that are building out EPYC 1P systems that are utilizing all of our PCI capabilities to put four or six accelerator cards in each EPYC system. So you think abut a 1U slice with a 1P EPYC, up to 2TB of RAM if you need it, and four accelerator cards; you can cram up to 90 GPUs into a rack along 40 EPYC procs and easily get over 50kVA.”

Norrod also have mentioned that if AMD can provide stronger competition in the data center soon, Its good not only for industry but also for intel “I think they will respond very strongly to our competitive entry, and I think that will be very good for the industry, and frankly I think very good for Intel,” .

Tags: Intel vs AMD, Intel Xion vs AMD epyc, Xion vs EPYC, amd data center, amd 64 core cpus, amd stock

Mohsen Daemi
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