AMD's CPU offerings will soon expand into more categories, specializing in different tasks and use cases. During the latest Q1 earnings call, AMD CEO Dr. Lisa Su confirmed that customers are increasingly interested in specialized EPYC solutions and that future CPU generations will cater to different customer needs. This means that
agentic AI will receive a dedicated EPYC CPU SKU, HPC workloads will have their own EPYC CPU SKU, AI training and inference will get a separate EPYC SKU, and cloud workloads will have a distinct SKU. This expansion of task-specialized CPU designs will go beyond the "Venice" CPU platform, which is expected to be released this year. At CES 2026, AMD confirmed that EPYC "Venice" will be a highly dense CPU package with up to 256 cores and 512 threads of "Zen 6c" cores, while the regular "Zen 6" configuration will have a maximum of 96 cores and 192 threads.
With this generation of EPYC CPUs based on the "Zen 6" core IP, AMD will promote "Venice" CPUs broadly, while the "Venice" CPU generation will be complemented by the "Verano" CPUs. These appear to use the same "Zen 6" microarchitecture but have optimizations specifically designed for AI infrastructure. Contrary to previous
assumptions that "Verano" would be a "Zen 7" IP, it is now confirmed to be part of the 6th-generation EPYC CPU family. This indicates that AMD is starting its CPU customization for different workloads as early as this year. As the server CPU market is projected to reach $120 billion by the end of this decade, less than 3.5 years away in 2030, it makes sense to have different CPU SKUs for each task and capture a significant portion of that revenue. Server CPUs are also expected to grow at a 35% compound annual growth rate, which is impressive for a relatively mature market.