Advanced Micro Devices AMD 31.44 +1.77 +5.97% talked processors at Computex this past weekend. Investors liked what CEO Lisa Su had to say, the stock is up nicely on a pretty dull day.
First up was Datacenter talk. Their Datacenter chip is called Epyc (pronounced Epic). Su announced “Today we have more than 60 Epyc platforms in production.” she went on to say “if you look globally at the largest cloud environments, many of them are using AMD. Including Microsoft Azure, Including Amazon, Including Bidu, Tencent, and many, many more.”
The first big announcement was that AMD was bringing record supercomputing capability of scale into Microsoft’s Azure Cloud. Su had this to say “The idea here is that we have the ability to have the largest cluster of Epyc CPUs, over ten thousand CPUs that will really allow you to simulate very very large tasks.” Over 7500x speedup.
Forrest Norrod, SVP & GM of AMD’s Datacenter & Embedded Solutions Group then came on to talk about how AMD’s Epyc Rome processor was twice as fast as Intel’s top of the line Xeon Platinum 8280 Cascade Lake processor, announced just two months ago. The demonstration was simulating molecular dynamics. The 2nd gen Rome processor will be launched next quarter.
Also announced was the next generation of gaming performance, RDNA. The “from scratch” design is a gaming engine featuring improved efficiency and increased IPC, multi-level cache hierarchy and a streamlined graphics pipeline. The gaming industry generated just shy of 135 Billion last year, over twice the revenue of the movie and music industry combined.
The new Radeon RX 5700 series processor featuring the Navi GPU will be available in July. Sony announced last month that Navi will also be powering the next PlayStation. A more in depth look at Navi will happen at E3 on June 10th.
The last announcement was the 3rd gen Ryzen 9 12-Core, 24-Thread CPU. Comparable to the $1200 Intel HEDT socket Core i9 9920X, the processor (at least in the demonstration) handily beat the Intel processor while sporting a MUCH lower cost ($499) and a much lower power consumption at 105W vs 165W for Intel.