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The cloud data centers are very important to us
and when we look at it, you know, we had good adoption in the first generation of
of epic with Naples, you know including
Microsoft Azure and Amazon and
You know Baidu and $0.10
I think what we see in the second generation of epic as it relates to both cloud and om is
For those customers who were originally involved in the first generation of Naples
They're actually doubling down and they're increasing the number of instances
You know you heard from HP Enterprise yesterday that they're tripling
you know their portfolio and then for some of the the newer names like for example, we're very proud of Google and
Their announcement. I think you know Google is, you know, just a marquee
Environment for you know, let's call it tough tough data center problems
and so to be able to be a part of that is a real honor for us and
What you heard from Google is you know
They have us in their production environments for internal workloads as well as plans for
For Google, you know cloud platform later on in the year
You know, we're also very excited about the announcement with Twitter
You know again that's a you know, that's called an internal platform as it relates to you know
Cloud environments and I think we have both so it's your question of internal versus external
We have the external facing instances that you heard of from for Microsoft Azure
And then we have you know
Some of the internal stuff that you've heard from Google and Twitter along similar lines
Given that the cloud Giants tend to be faster when it comes to adopting new silicon than like traditional enterprises
what portion of
AMD's room sales
Do you expect like in the next say 2 or 3 quarters to come from the cloud Giants relative to the enterprise clients?
I think the two largest segments for us over the next
You know, let's call it a couple quarters to the you know, the the the end of the year will be cloud
yeah, that's cloud, you know sort of the the tier one, you know sort of the Super seven as well as some of the
next wave of cloud
companies as well as
HPC we've done very very well with HPC a number of wins with a number of OMS and
these tend to ramp faster because you know
They're highly technical in their decision-making and once they they make the decision they move quickly
Enterprise tends to take a little bit longer, you know Fortune 1000 CIOs take a bit longer in their evaluation cycle
We love the platform that we have, you know if you look across
HPE del, you know Lenovo Super Micro
The ODMs I think we have all the right platforms
It just takes a bit more time for them to complete their evaluations
How do you see average selling prices for um trending relative to Naples going forward?
Yeah, so we do see so the way we think about this is look we want to provide
Value to the data center operator and you know at the end of the day there needs to be something in it for everyone
Right it is work
To switch from you know our competitor to AMD there's work to be done. There's optimization to be done
And so, you know, we believe we're pricing it. Let's call it excellent performance at a fair price and as it relates to
From our standpoint, you know because the technology capability is going up. We do expect, you know a SPS for us to increase
As we go from Naples to Rome as well and that should reflect in our you know
forward-looking financials
AMD as
Over the last couple years talked up its efforts to offer a lot of the features that Intel is traditionally reserved for dual socket servers
On a single socket servers and it seems what they're room. You're doubling down on that
Is there an estimate you can give for how much of AMD's second genetic revenue could?
potentially involve single socket servers relative to dual socket servers and are there are particular types of customers that you feel are especially
Interested in them. Yeah, so we do feel strongly about this. We do feel strongly about this idea that
Customers should be able to decide
Whether they want, you know, all processor performance, or they want, you know, sort of the balance between processor
And i/o you know I think single socket is still?
new to many in the industry and so, you know, we see more interest but I would say it's still
It's still one of those areas where you know people have to get used to it. So I don't have an exact percentage today
I would say I expect it to grow as we go into
The second generation epoch compared to the first generation
But you know, the other thing about Rome is, you know, the the dual socket performance is just incredible as well
and so, you know, we think both single socket and dual socket will be will do well AMD as I talked about
Achieving a double-digit service CPU share within four to six quarters of achieving the mid single did share which I'm you believe you achieved that
by the end of 2018
Given how diverse the server CPU market is all the different types of customers and workloads there are there are particular market segments
Where you feel like AMD might be able to achieve say a 15 percent market share, you know in relative near future. Yeah, so
So as it relates to market share targets, I think we are
you know, we feel well positioned to
You know achieve those those targets that we previously talked about that would put you know
sort of the double-digit mark somewhere between sort of end of this year middle of next year and
A lot of work has to happen for that, but we feel good about that as it relates to you know
Look what I say is look 10% share is not a destination, right? It's a point in time and
There are segments where we think our market share will be substantially higher than that
we certainly think an HPC the value proposition is very very strong and we see that with
You know both
You know sort of all of sort of the HPC providers and we think in cloud
our value proposition is very very strong and I
Frankly, I think in enterprise. It's also quite strong. So it's really a matter of
Sort of time to market and time to ramp and
As I said earlier, I think
Cloud and HPC move a little bit faster than traditional enterprise
Rome will be launching about two years after AMD launched Naples at the same time aim DS I indicated
It's a next-gen epic platform a codenamed
Milan will be available around mid 2020 and
Intel for its parts that suggested it once launched new server CPU platforms once every four to five quarters
Does AMD have a target going forward regarding how frequently to launch new service API platforms, you know?
I think we we aim to be competitive. So if I if I put that stake in the ground
You know, I think you know whether it's four or five or six quarters
It's in that range, but we aim to be very competitive
You know, it's early right now
But are there any details AMD can share about a Millan's expected performance gains are relative to Rome any?
Like pretend what the potential improvements could be instructions per clock
Or in what particularly as you AMD especially wants to build on Rome's advances
Well, I think it's a little early to talk about details of Milan
What I will say is that our Xen three core design is complete. We like how it looks
We have plenty of ideas
our engineers have plenty of ideas populating Xen 3 and Zen 4 based on some of our learnings off of
Naples and Rome and so, you know, we'll continue to push the envelope but you know
We'll talk more about it as we get closer
Ok, those products, you know one desk was about graphics intensive workloads and particular things like cloud gaming virtual desktops
Amy has had some traction there. And obviously I'm AMD has you know
Large GPU business is aimed interesting and potentially are developing service ap use with integrating GPS
How great question look I first of all I think the market around
You know, we love all things gaming. So when you think about gaming you think about, you know PC gaming console gaming
You know cloud gaming. They're all
They all need very powerful graphics as well
As you know processor capability as it relates to, you know cloud gaming in particular
We have had some success with you know, Google and their stadia launch. I think we were engaged across the industry
I wouldn't I wouldn't count anything out, you know in terms. We already have integrated graphics on our
PC processors, you know in server. It's not so much whether it's integrated on the same chip that's important
What's really important is the connectivity between CPUs and GPUs?
And so, you know, we're very focused on our Infinity architecture and how do we ensure that that connectivity?
Is as efficient as it can possibly be earlier this year AMD announced deal with Cray
To supply cpus and gpus for the Department of Energy's Frontier supercomputer, and I thought it was interesting
You know that there's a that the CPU
Supercomputer will feature a nerds that contain one custom AMD CPU that's connected to four GPUs through the Infinity
Fabric is AMD. I'm open to offering something like that on an off-the-shelf basis rather than just on a custom basis
Yeah, so a great great point. So we're extremely proud of
The the frontier design win
I think it's one of those, you know, really big tough problems that you have to put your best innovation together
To make it happen and it is a customized, you know CPU and some custom GPU
Efforts for frontier to get to the you know over one and a half exa flops
I do think though you're gonna see many of those technologies
come into standard products, you know as we go forward, you know, our goal is to push the envelope in HPC and so
You know for you know general-purpose
HPC applications, you'll see some of those technologies come into play wouldn't ask about IMD's thoughts about time on 75 nanometers manufacturing process
I know you mentioned Milan will use 7 nanometre plus process
But TSMC will be a certain volume production for the 5 nm process in the first half of 2020
How is AMD broadly thinking about adopting 5 nanometer for example?
Would it node that I would first deploy for like pcs CPUs or GPUs rather than server CPUs?
Well, so we look at sort of technology intercepts very carefully, you know
We want to be early but not too early. You want to be make sure that you can do a volume ramp
We haven't talked in detail about our five nanometer plans just yet
I think you know tsmc is a great partner
We continue to work closely with them and you know, we'll talk more about you know, our future technology plans later on one ask
um a little bit about on AMD some like
Plans for addressing the enterprise market like Nvidia is you know enter the hardware space, you know, but there are a dgx supercomputers
They've created you know their own systems given that AMD's about this has but server CPUs and GPUs
Would it be open to like launching its own hardware systems and would have preferred to just work with OEM partners, you know
We work really closely with OEM and odm partners and that has been our go-to-market strategy
I think it's the right strategy, you know, we believe in this idea of an open ecosystem
so you get the best of the best and
You know we continue to work on how do we specify those systems?
So they take the best advantage of our hardware and ease wellness to support next-gen memory technologies
Like Intel's talked up its support for its opti next-gen or memory
It relies on 3d crosspoint and I'm not 3d crosspoint was co-developed with micron
Which on plans to launch its own?
Crosspoint product soon is that AMD like open to a partnering but the company like micron does support next gen memory
Yeah, so we are opening to partnering across the ecosystem
so especially in memory, you know, it's so important to bring memory closer to the CPU and
And we know that that's one of the key things, you know, we have a great partnership with you know micron
you know Samsung as well as Hynix and
You know, we think pushing the envelope on that connection between CPU and memory is very important going forward
Well the AMD be open to supporting something like HP avx-512 gone for well
so we did a tremendous amount of work around the floating point in Xen to so we actually you know
Sort of doubled our floating-point capability and then once you look at the number of cores
we've added we've actually
You know, the the the Rome architecture compared to Naples is about four times the floating-point
We're always gonna look at how do we keep pushing on floating-point? And
And that you know again, that's that's one of the mantras of leadership. Well nest like bad
IMD is a partnership with SCI links, you know
You've been partnering with them for a while a companies have a common competitor at Intel
Could you talk a little bit about them how you see that partnership?
potentially evolving and what types of workloads and customers you frequently see, I'm using both AMD CPUs and silences FPGAs
Yeah, so we are
Pleased with the partnership with Xilinx, I think the teams are very technically engaged and you know
Most importantly we want to make sure that the interoperability, you know, we're both
Pushing the edge on the interconnect and so on, you know PCI Gen 4
You know all these things we're very well aligned in terms of you know, early applications
Certainly, there are some cloud environments that are looking at, you know CPU plus FPGA environments
and so we have some joint engagements in that area, you know thinking about you know, how you know some of these
You know edge, you know computing applications, you know move forward, you know, we have some engagements in those areas as well
you know given that AMD's resources have been growling gum is
Investing more in software developers and and in like just a building out your engagements with third-party
developers an area of interest for the company
Totally if you look at where we're adding resources were just running adding a ton of resources and software and that software
Across let's call it, you know the basic
Yesterday driver stack which is really important for enablement as well. As you know software on, you know, libraries and
Also some of the machine learning frameworks, you know ensuring that tensorflow groundswell pi torch, you know, MX net
You know these guys so I think in our business, you know
The software is just so important to really enable the hardware one day. I asked also about Rome's Chinese adoption
Yeah
MD mention our during last week's earnings call that a
trade and tariff uncertainties in the US entities list or affecting its sales a little bit and
How do you see um, Rome's adoption within the Chinese market trending over the next few quarters? Yeah
So look
you know, certainly we're all very cognizant of what's going on between the US and China and some of the tensions, you know, there are
Several of our customers that are on the entities list and you know, we are not shipping to those customers
That being said there's a broad market in China. I think Rome is extraordinarily competitive
Whether again you're talking about, you know
Sort of cloud environments in the US or cloud environments in China as well as enterprise environments
And so we think Rome is gonna do well
Then wouldn't ask for a second about um, like interconnect technology
So I'm AM DS, you know, it's important a few different ones who support in C six
Supported open copy and then more recently supported C Excel, which is originally started by Enzo
What's Andy's views on how these technologies will be adopted going forward and how they'll coexist well
we feel really
you know, it's really important to ensure that the the
the interconnect is open so truly open and
And that means you know, no competitor has an advantage in a particular way
That being the case, you know, we are
You know as you as you mentioned fairly open across standards and you know, we continue to listen to you know
sort of our customers and what they want and what they want is to be able to connect you know the best CPU to the
best accelerator and so that requires us to
To adopt, you know, a few technologies your service cpu sales are grouped within the enterprise embedded and semi-custom segment
Which also covers AMD's game console processor sales?
Given how the server CPU business has been growing is AMD opened alike
Separately breaking out at sales or potentially putting them in a new reporting segment that also covers server and GPU sales
Yeah, so, you know, we we believe our segments reporting is you know
The the best way to do it right now for the company. We do try to provide additional color
I know there's a lot of interest around the data center
You know
I still consider ourselves very very early
in the adoption cycle for data center in both CPUs and GPUs
And so, you know, we all will constantly look at this as we go forward, but you know
We think these are the right reporting segments with the notion of we will give you no additional color
To try to help the investment community. All right, AMD hasn't historically bought many companies. But um, you know, its resources are growing
Um, you know, you can potentially finance a larger acquisition you want if you wanted to hit it with cash or stock
how does AMD feel about potentially using M&A to strengthen its data center position and
Offer like more platform level level solutions there. Yeah
So I think that it is definitely something that we look at and think about you know
We've done some a smaller scale M&A to acquire
You know
Mostly skills in recent years and those aren't things that you know we talk
You know in a big way about and I think as we go forward
you know as the balance sheet strengthens as the revenue grows as
you know we have
You know more capability, you know, we'll certainly look at M&A as as a way to accelerate the business. All right, and
My last question was about your future plans
So earlier this week is strongly denied a rumor about leaving for IBM and you've been AMD CEO for almost five years now
I guess my question would be on how long wouldn't you see yourself potentially staying at AMD and are there particular?
Long-term goals that you're looking to see through SMD CEO. Well, I can say for sure I'm staying at AMD
So look, I you know
one of the things that
That is really important to me is look we are still in the early innings of the AMD story
you know if you take a look at
How long it takes for a tech company to really complete a full cycle, you know, although I've been CEO for five years
we're just at the cusp of
Some incredibly competitive products and you know, I'd like to see us
Become one of the premier growth franchises in tech and you know, that means growing market share and servers and PCs in
Continuing to deepen our partnerships. So yeah, I have a lot to do
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AMD CEO Lisa Su Tells TheStreet Why Her C-Suite Journey Is Far From Over

362 Folder Collection
alex published on August 11, 2019

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