Wednesday, September 18th 2019
2nd Gen AMD EPYC Continues Market Momentum with New Customers
At the European launch in Rome, Italy AMD today highlighted the growing adoption of 2nd Gen AMD EPYC processors across cloud, enterprise and HPC customers. "Today, we are proud to have new platforms from Dell and new customers adopting 2nd Gen AMD EPYC for cloud, enterprise computing and HPC," said Forrest Norrod, senior vice president and general manager, Datacenter and Embedded Solutions Business Group. "We continue to take the AMD EPYC processor to new heights and are thrilled to have the ecosystem supporting us across hardware, software and cloud providers as we face the challenges of the modern data center head-on."
AMD also announced a new addition to the 2nd Generation AMD EPYC family, the AMD EPYC 7H12 processor. The 64 core/128 thread, 2.60 GHz base frequency, 3.30 GHz max boost frequency, 280 W TDP processor is specifically built for HPC customers and workloads, using liquid cooling to deliver leadership supercomputing performance. In an ATOS testing on their BullSequana XH2000, the new AMD EPYC 7H12 processor achieved a LINPACK score of ~ 4.2 TeraFLOPS, ~11% better than the AMD EPYC 7742 processor.
Highlights
AMD also announced a new addition to the 2nd Generation AMD EPYC family, the AMD EPYC 7H12 processor. The 64 core/128 thread, 2.60 GHz base frequency, 3.30 GHz max boost frequency, 280 W TDP processor is specifically built for HPC customers and workloads, using liquid cooling to deliver leadership supercomputing performance. In an ATOS testing on their BullSequana XH2000, the new AMD EPYC 7H12 processor achieved a LINPACK score of ~ 4.2 TeraFLOPS, ~11% better than the AMD EPYC 7742 processor.
- Dell Technologies announced five new Dell EMC PowerEdge platforms powered by the 2nd Gen AMD EPYC processor. These platforms were designed from the ground up and optimized to support the features of the new AMD EPYC processor including PCIe 4.0.
- IBM Cloud detailed how 2nd Gen EPYC processors can support IBM Cloud customer needs in specific areas including helping improve cloud security, better memory bandwidth for big data and analytics workloads and core scaling and breakthrough performance for container workloads. IBM plans to have more to share in 2020 about its performance offerings for clients.
- Nokia highlighted how 2nd Gen EPYC processors significantly accelerate its Cloud Packet Core system which helps service providers deliver converged broadband, IoT, and machine-type communication services for 5G. In testing, Nokia found its Cloud Packet Core system with 2nd Gen AMD EPYC provided a 2X increase in packet throughput compared to previous systems.
- ATOS, a global leader in digital transformation, announced Genci is using the 2nd Gen AMD EPYC processors to expand the use of supercomputing for the benefit of French scientific communities. Genci and ATOS are using the 2nd Gen AMD EPYC processor due to its breakthrough performance, efficiency and TCO.
- OVHcloud, a global cloud provider specializing in delivering industry-leading performance and cost-effective solutions, announced a new high-end hosting instance based on the AMD EPYC 7402P processor. This instance will be available at the end of 2019.
- TSMC announced its adoption of 2nd Gen AMD EPYC helping power its next generation research and leading process technology.
22 Comments on 2nd Gen AMD EPYC Continues Market Momentum with New Customers
AMD went -1.5% after this event. :-)
Funny how these server CPUs are so uninteresting to this community that a server CPU thread instantly shifts to stock market delusions and Threadripper. :)
All bias aside AMD is doing an amazing job with these launches and is gaining momentum. They've come along way and I hope they go further.
My only regret is not being financially able to buy in years ago. Instead of at the 20 dollar price point.
AMD making headway in the server space is fantastic news for their bottom line. Just grabbing 3% of the market would represent a monumental jump in revenue.
AMD cant keep the 3900 in stock, their server parts are doing well, Navi is selling well. Q3 is gonna be good this year.
But that story smells like FUD as it coincidentally pops up right before AMD announces new customers and HPC parts.
Also, TSMC chose Epyc for their new data centers which you probably wouldn't do when you know can't fab enough of them...
As for margins: you're making a very basic mistake here. :-)
Profit margin may be high in datacenter segment, but that's an impression created by Intel CPUs. Intel asks a lot. And their clients accepted that prices.
AMD is trying to boost sales by selling their CPU a lot cheaper. They'll have much lower margins.Well of course. AMD went from 0.5% to 3%. Revenue figures are public. It's a big improvement.
But they're still a cheap alternative and they don't make money.
And what if they asked as much as Intel does? Who would buy that?Very likely the best revenue they had since Zen came out. Profits: possibly better than before.
Next year is expected to be even better. Much better.
Thing is though: this "financial side topic" started with an uneducated comments about stock that's going to hit "$45-50" and that's just not the case.
The ~$30 we see today is already based on 2020 forecasts and even more optimistic hopes for the future. So at best it'll remain as it is.
If AMD has problems with supply or it turns out 7nm costs more than they expected, stock price will drop.
So I ask all reading AMD fanboys not to put their pension savings in AMD stock. It's really not worth it. :-)
Pushing back delivery suggests production constraints. I’m sure being a leading node, they are likely in high demand. Of course, Apple also uses TSMC’s 7nm node, and they sell a lot of phones and might even get priority in production.
This means lower margins.
They have (much) lower margins now - with Zen/Zen+ products.People keep repeating this over an over, but IMO there's really not much thinking on the way.
For AMD making a chiplet CPU should be cheaper than a monolithic chip they would make. Assuming that it's also cheaper than Intel's monolithics is too far fetched.
But most importantly: AMD spends a lot when designing these chips.I really doubt yields are as good as you think. 3900X is very limited. 3950X may be a collectors item.
In the whole EPYC ROME lineup there's not a single CPU with boost over 3.4 GHz, which is extremely bad.
Yes, they offer more cores at the top end. But other than that, AMD has no answer to Intel's high-clock Xeons. This makes EPYC a poor choice for most buyers. That's not how you gain market share. ;-)
I'm not sure why you'd say Epyc is a poor choice for most buyers. How many companies that need servers in bulk need high-clocked, lower core count CPU's that use a lot of power and in turn need a massive amount of cooling? The Xenon Platinum 9282(56 core) is a 400W CPU, so needless to say it needs massive cooling, same with the 48 core 9242 at 350W(They both cost well over $13,000(8280M is $13,012). Now, for the companies that need that sort of power, sure, Intel is there, but it doesn't seem like something that is needed all that much? Seems like a niche where Workstations often would be a more economical solution.
Do you know what you're talking about ???
Servers rarely hit boost, no-one cares about it.
it's matching intel per core performance, it has more cores, it's more efficient, it's got more I/O, it got more memory, it got more features, it got better security.
Nichè ?