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AMD Reports Second Quarter 2020 Financial Results

AMD (NASDAQ:AMD) today announced revenue for the second quarter of 2020 of $1.93 billion, operating income of $173 million, net income of $157 million and diluted earnings per share of $0.13. On a non-GAAP basis, operating income was $233 million, net income was $216 million and diluted earnings per share was $0.18. "We delivered strong second quarter results, led by record notebook and server processor sales as Ryzen and EPYC revenue more than doubled from a year ago," said Dr. Lisa Su, AMD president and CEO. "Despite some macroeconomic uncertainty, we are raising our full-year revenue outlook as we enter our next phase of growth driven by the acceleration of our business in multiple markets."

NVIDIA to Build Fastest AI Supercomputer in Academia

The University of Florida and NVIDIA Tuesday unveiled a plan to build the world's fastest AI supercomputer in academia, delivering 700 petaflops of AI performance. The effort is anchored by a $50 million gift: $25 million from alumnus and NVIDIA co-founder Chris Malachowsky and $25 million in hardware, software, training and services from NVIDIA.

"We've created a replicable, powerful model of public-private cooperation for everyone's benefit," said Malachowsky, who serves as an NVIDIA Fellow, in an online event featuring leaders from both the UF and NVIDIA. UF will invest an additional $20 million to create an AI-centric supercomputing and data center.

AMD EPYC Processors Ecosystem Continues to Grow with Integration into New NVIDIA DGX A100

AMD today announced the NVIDIA DGX A100, the third generation of the world's most advanced AI system, is the latest high-performance computing system featuring 2nd Gen AMD EPYC processors. Delivering 5 petaflops of AI performance, the elastic architecture of the NVIDIA DGX A100 enables enterprises to accelerate diverse AI workloads such as data analytics, training, and inference.

NVIDIA DGX A100 leverages the high-performance capabilities, 128 cores, DDR4-3200 MHz and PCIe 4 support from two AMD EPYC 7742 processors running at speeds up to 3.4 GHz¹. The 2nd Gen AMD EPYC processor is the first and only current x86-architecture server processor that supports PCIe 4, providing leadership high-bandwidth I/O that's critical for high performance computing and connections between the CPU and other devices like GPUs.

NVIDIA Announces Financial Results for First Quarter Fiscal 2021

NVIDIA today reported revenue for the first quarter ended April 26, 2020, of $3.08 billion, up 39 percent from $2.22 billion a year earlier, and down 1 percent from $3.11 billion in the previous quarter. GAAP earnings per diluted share for the quarter were $1.47, up 130 percent from $0.64 a year ago, and down 4 percent from $1.53 in the previous quarter. Non-GAAP earnings per diluted share were $1.80, up 105 percent from $0.88 a year earlier, and down 5 percent from $1.89 in the previous quarter.

NVIDIA completed its acquisition of Mellanox Technologies Ltd. on April 27, 2020, for a transaction value of $7 billion. It also transitioned its GPU Technology Conference to an all-digital format, drawing more than 55,000 registered participants, while NVIDIA founder and CEO Jensen Huang's keynote videos were viewed 3.8 million times in their first three days.

NVIDIA RTX 3080 Ti and GA102 "Ampere" Specs, Other Juicy Bits Revealed

PC hardware focused YouTube channel Moore's Law is Dead published a juicy tech-spec reveal of NVIDIA's next-generation "Ampere" based flagship consumer graphics card, the GeForce RTX 3080 Ti, citing correspondence with sources within NVIDIA. The report talks of big changes to NVIDIA's Founders Edition (reference) board design, as well as what's on the silicon. To begin with, the RTX 3080 Ti reference-design card features a triple-fan cooling solution unlike the RTX 20-series. This cooler is reportedly quieter than the RTX 2080 Ti FE cooling solution. The card pulls power from a pair of 8-pin PCIe power connectors. Display outputs include three DP, and one each of HDMI and VirtualLink USB-C. The source confirms that "Ampere" will implement PCI-Express gen 4.0 x16 host interface.

With "Ampere," NVIDIA is developing three tiers of high-end GPUs, with the "GA102" leading the pack and succeeding the "TU102," the "GA104" holding the upper-performance segment and succeeding today's "TU104," but a new silicon between the two, codenamed "GA103," with no predecessor from the current-generation. The "GA102" reportedly features 5,376 "Ampere" CUDA cores (up to 10% higher IPC than "Turing"). The silicon also taps into the rumored 7 nm-class silicon fabrication node to dial up GPU clock speeds well above 2.20 GHz even for the "GA102." Smaller chips in the series can boost beyond 2.50 GHz, according to the report. Even with the "GA102" being slightly cut-down for the RTX 3080 Ti, the silicon could end up with FP32 compute performance in excess of 21 TFLOPs. The card uses faster 18 Gbps GDDR6 memory, ending up with 863 GB/s of memory bandwidth that's 40% higher than that of the RTX 2080 Ti (if the memory bus width ends up 384-bit). Below are screengrabs from the Moore's Law is Dead video presentation, and not NVIDIA slides.

NVIDIA DGX A100 is its "Ampere" Based Deep-learning Powerhouse

NVIDIA will give its DGX line of pre-built deep-learning research workstations its next major update in the form of the DGX A100. This system will likely pack number of the company's upcoming Tesla A100 scalar compute accelerators based on its next-generation "Ampere" architecture and "GA100" silicon. The A100 came to light though fresh trademark applications by the company. As for specs and numbers, we don't know yet. The "Volta" based DGX-2 has up to sixteen "GV100" based Tesla boards adding up to 81,920 CUDA cores and 512 GB of HBM2 memory. One can expect NVIDIA to beat this count. The leading "Ampere" part could be HPC-focused, featuring a large CUDA-, and tensor core count, besides exotic memory such as HBM2E. We should learn more about it at the upcoming GTC 2020 online event.
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