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2nd Gen AMD EPYC Continues Market Momentum with New Customers

btarunr

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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
  • 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.

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Hmmm.....if you haven't bought AMD stock already now is definitely the time to pull the trigger.
 
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Hmmm.....if you haven't bought AMD stock already now is definitely the time to pull the trigger.
Yeah... I wonder how many gamers who - lured by AMD - got into stock speculation will pull the trigger afterwards...

AMD went -1.5% after this event. :)
 
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Yeah... I wonder how many gamers who - lured by AMD - got into stock speculation will pull the trigger afterwards...

AMD went -1.5% after this event. :)
Yep AMD stock will be probably somewhere in the $45 -50 range once they release all of their new products. This quarter should also see a nice uptick in terms of overall revenue with the success of Navi and Ryzen3. I can also see 1st and 2nd gen TR4 chips selling like hotcakes once the 3rd gen drives down the price even further than the 3900x did.

I don't know about stock, but I need those cores badly
Right but on TR4 we should see a 16 core chip hitting 4.8 GHZ with the next chips. If the 3950X has that as 4.7. Hopefully they are still using the top 5% wafers for TR4.
 
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Oh...I know all about that AMD stock. :)
 
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Yeah... I wonder how many gamers who - lured by AMD - got into stock speculation will pull the trigger afterwards...

AMD went -1.5% after this event. :)
Anyone who's been following recent developments knows AMD is doing good right now. It seems to me you are intrested in shortselling AMD so you can buy into the stock for cheap.
 
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Yep AMD stock will be probably somewhere in the $45 -50 range once they release all of their new products.
Do you actually know how stocks are evaluated? Where the value comes from? :)
Anyone who's been following recent developments knows AMD is doing good right now. It seems to me you are intrested in shortselling AMD so you can buy into the stock for cheap.
How do you know they're doing good? Q2 results were bad. Q3 figures will be out in a bit over a month.

Funny how these server CPUs are so uninteresting to this community that a server CPU thread instantly shifts to stock market delusions and Threadripper. :)
 
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Anyone who's been following recent developments knows AMD is doing good right now. It seems to me you are intrested in shortselling AMD so you can buy into the stock for cheap.
:D Hi I don't mind if that happens I am buying shares on a schedule so if it goes down a bit I don't mind. Seriously though right now AMD rules Youtube.

Do you actually know how stocks are evaluated? Where the value comes from? :)

Yes my brother is an accountant and when I said to him in May of 2017 that we should buy AMD stock, he told me "That stock has already been evaluated and the price is what it is". At that time it was $4 a share.

How do you know they're doing good? Q2 results were bad. Q3 figures will be out in a bit over a m
Funny how these server CPUs are so uninteresting to this community that a server CPU thread instantly shifts to stock market delusions and Threadripper. :)
 

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Q2 sells were bad because imo everyone knew third gen ryzen and threadripper were coming. So sure amd didnt do well in q2 but I honestly bet Q3 will blow people away ASSUMING they can actually keep things in stock (glaring at you 3900x). It also doesn't help the continued trade war fighting. It's not like AMDs stock is the only one going up and down intels and nvidias are as well. Its just a tuff time to be in that market.

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.
 
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Do you actually know how stocks are evaluated? Where the value comes from? :)

How do you know they're doing good? Q2 results were bad. Q3 figures will be out in a bit over a month.

Funny how these server CPUs are so uninteresting to this community that a server CPU thread instantly shifts to stock market delusions and Threadripper. :)
Delusions? News flash, but the server market is MASSIVE, and has margins that dominate any other CPU market.

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.
 
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Well, the Fed also just lowered interest rate, so that fuels its own brand of wild speculation and market shuffling. And then you have TSMC saying they can’t keep up with 7nm orders, so will AMD be able to meet demand? I bet they are doing all they can to supply EPYC orders, and it’s probably why the 3900X is hard to find.
 

iO

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Well, the Fed also just lowered interest rate, so that fuels its own brand of wild speculation and market shuffling. And then you have TSMC saying they can’t keep up with 7nm orders, so will AMD be able to meet demand? I bet they are doing all they can to supply EPYC orders, and it’s probably why the 3900X is hard to find.
TSMC didn't say anything, Digitimes was quoting some "industry insiders".
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...
 
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Delusions? News flash, but the server market is MASSIVE, and has margins that dominate any other CPU market.
Server market is roughly the size of PC market (revenue-wise). So it's both MASSIVE and just normal.
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.
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.
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?
AMD cant keep the 3900 in stock, their server parts are doing well, Navi is selling well. Q3 is gonna be good this year.
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. :)
 

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Do you actually know how stocks are evaluated? Where the value comes from? :)

How do you know they're doing good? Q2 results were bad. Q3 figures will be out in a bit over a month.

Funny how these server CPUs are so uninteresting to this community that a server CPU thread instantly shifts to stock market delusions and Threadripper. :)
They are selling everything they make so they will keep gaining more market share. AMD will not have that much lower margins. They are making chiplet design so I think they are making their chips hell of a lot cheaper than intel where they have mostly monolithic design. AMD on top likely has much better yields due to this. They aren't just offering this it for that price for no reason. Probably 100+% profit on each chip.
 
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TSMC didn't say anything, Digitimes was quoting some "industry insiders".
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...

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.
 
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They are selling everything they make so they will keep gaining more market share.
Selling everything they make has absolutely no implication on market share.
AMD will not have that much lower margins.
They're selling for less and they may have higher costs (especially with the scarce 7nm).
This means lower margins.
They have (much) lower margins now - with Zen/Zen+ products.
They are making chiplet design so I think they are making their chips hell of a lot cheaper than intel where they have mostly monolithic design.
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.
AMD on top likely has much better yields due to this. They aren't just offering this it for that price for no reason. Probably 100+% profit on each chip.
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. ;-)
 
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Intel has waaay more overhead than AMD. They are a much larger company, they own fabs, they have huge marketing budgets, they have big supply chains and deep channels. Die size has always mattered more to Intel for those reasons. They need to make the die below a certain size and sell it in large volumes. AMD, with considerably less overhead, can make a bigger chip than Intel at the same price and should still have better margins. Now if AMD was as big as Intel or at least the two companies were of equal size, it would be a different story. Yes, AMD spends a lot designing chips, but so does Intel, or nVidia, or Apple, or Qualcomm. It's an investment that must be recovered. Intel must recover that investment through high volume sales.
 
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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. ;-)
It's a pretty easy assumption that 8, 8 core chiplets will be easier to produce than one monolithic 56 core chip. It's just simple math. Adding to this is the obvious fact that AMD can turn 8 core defective chiplets into other 48, 32, 24, 16 & 8 core Epycs and 12, 6 & 4 core Ryzen's.

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.
 
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TSMC announced its adoption of 2nd Gen AMD EPYC helping power its next generation research and leading process technology.
does it mean TSMC can just yoink the CPU after the manufacturing process, instead of just ship to AMD?
 
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Selling everything they make has absolutely no implication on market share.

They're selling for less and they may have higher costs (especially with the scarce 7nm).
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. ;-)
Not a single server chip has high boost.
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 ?
 
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Interesting to read TSMC themselves are adapting Epyc processors.
 
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