Friday, June 14, 2024

AMD’s CFO Jean Hu talks CPUs, GPUs and the highway forward • The Register

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Interview AMD claims it’s touching 33 p.c in server CPU market share because it appears to be like in the direction of the launch of its next-gen “Turin” processors, and is promising a GPU roadmap for what comes after the MI300 product line.

Talking through the JP Morgan International Expertise, Media and Communications convention this week, AMD’s chief monetary officer Jean Hu talked up the chip store’s development within the server market, but in addition claimed strong progress in GPUs and chips for PCs and laptops.

On the GPU aspect, AMD trumpeted a partnership with Microsoft, detailed through the latter’s Construct occasion, and revealed that Redmond is now providing digital machine situations operating the AMD MI300X GPU in its Azure cloud. In the meantime its Azure OpenAI Service can be powered by the identical accelerator and AMD’s ROCm software program stack.

“The MI300 is powering ChatGPT 3.5 and 4, Groups, Copilot, all of these purposes. It is actually one of the vital AI infrastructures in Microsoft Azure datacenter, so we’re actually happy with our partnership with Microsoft,” Hu defined.

When queried about AMD’s GPU competitor (specifically Nvidia) and its multi-year roadmap that now consists of annual product updates, Hu replied that AMD will reveal its personal plans inside weeks.

“We are typically extra conservative from a roadmap perspective, however you must count on us to have a really aggressive roadmap. I believe, keep tuned, and we may have a preview of our roadmap within the coming weeks.”

Which appears like a roadmap for a roadmap.

Datacenter devotion

AMD has invested closely in datacenter merchandise, and Hu famous that is paid off with its current momentum in each CPUs and GPUs for servers.

“While you take a look at our CPU enterprise, we noticed a powerful double-digit development year-over-year. And in Q2, we’ll see one other sturdy double-digit year-over-year development,” she predicted. Important adoption of the chipmaker’s fourth-generation Epyc processors – together with Genoa and Bergamo – is the rationale for that development. Elevated manufacturing hasn’t harm.

“In the event you take a look at the market share in Q1, the third-party market share reveals we’re reaching 33 p.c market share from the server CPU aspect,” Hu famous, including that “cloud market demand continues to be just a little bit combined.”

Within the enterprise market, Hu revealed that demand is beginning to choose up – pushed by the price and energy financial savings that AMD claims versus rival server expertise (learn: Intel). Organizations nonetheless have a necessity for normal computing energy however, on the identical time, want to consider how they will accommodate AI, she opined.

“They’re dealing with the challenges of operating out of energy and area. In the event you take a look at our Gen 4 household of processors, we actually can present the identical compute with 45 p.c fewer servers. What which means is that if they undertake AMD’s answer versus our opponents, they really can save capex nearly by half upfront. After which, as well as, the operational price will likely be 40 p.c much less,” Hu defined.

She cited massive enterprise prospects akin to American Specific, Shell, and STMicro which are shifting to AMD-based infrastructure, and hoped this could proceed with the “Turin” Epyc chips, primarily based on its Zen 5 cores and due later this yr.

AMD can be happy with its efficiency on the desktop and laptop computer aspect of the market, claiming to have “year-over-year double-digit development” for the desktop-centric variations of the Ryzen 8000 processor, and “nearly doubled the income” from the cellular variations of the chips, based on Hu.

Cannot have an interview with out mentioning AI

As a result of it is 2024, Hu revealed that AMD’s pipeline consists of equipment for a next-generation AI PC, due within the second half of the yr. “We do consider AI PC is a really vital inflection level. It should doubtlessly assist refresh the PC market,” she opined.

In the meantime, Arm is slowly making inroads into each PCs and datacenter servers, with Qualcomm showcasing quite a few Home windows-on-Arm gadgets at Microsoft Construct this week.

Hu was requested if AMD would come to play – an fascinating query, since AMD truly designed its personal Arm cores a couple of decade in the past. It even delivered to market an Arm-based server chip – the Opteron A1100 – earlier than deciding to ditch it and focus all assets on what would grow to be the Zen core.

Hu declined to reply this query instantly, saying solely that AMD has the “functionality and the IP blocks” to work with its prospects on no matter they want.

Lastly, Hu talked about Xilinx – the FPGA firm that AMD acquired two years in the past – and the potential synergy between it and AMD’s CPU enterprise within the embedded and industrial area, maybe by combining CPUs and FPGAs.

Sectors akin to industrial and automotive have been going by means of what Hu referred to as a “deep stock correction cycle” of late, however she predicted the primary half of this yr would be the backside of the market, with a gradual restoration to comply with.

“We really feel fairly assured about the long run. The embedded enterprise will proceed to be a big share gainer and proceed to drive development,” Hu famous.

The embedded processor enterprise has not historically been a precedence for AMD however, “due to Xilinx, we’ve got the pure leverage on the go-to-market aspect and the shopper aspect,” she claimed.

She conceded that income won’t most likely present up earlier than 2025, however “that is one of many very vital synergies we see from the mixture of the 2 corporations.”

Earlier this month, AMD reported income for Q1 2024 of $5.47 billion – up 2 p.c on the identical quarter a yr in the past – whereas its datacenter biz grew its revenues by 80 p.c year-on-year. ®

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