EPYC makes its move into the data center
Because we traditionally focus and feed on the excitement and build up surrounding consumer products, the AMD Ryzen 7 and Ryzen 5 launches were huge for us and our community. Finally seeing competition to Intel’s hold on the consumer market was welcome and necessary to move the industry forward, and we are already seeing the results of some of that with this week’s Core i9 release and pricing. AMD is, and deserves to be, proud of these accomplishments. But from a business standpoint, the impact of Ryzen on the bottom line will likely pale in comparison to how EPYC could fundamentally change the financial stability of AMD.
AMD EPYC is the server processor that takes aim at the Intel Xeon and its dominant status on the data center market. The enterprise field is a high margin, high profit area and while AMD once had significant share in this space with Opteron, that has essentially dropped to zero over the last 6+ years. AMD hopes to use the same tactic in the data center as they did on the consumer side to shock and awe the industry into taking notice; AMD is providing impressive new performance levels while undercutting the competition on pricing.
Introducing the AMD EPYC 7000 Series
Targeting the single and 2-socket systems that make up ~95% of the market for data centers and enterprise, AMD EPYC is smartly not trying to swing over its weight class. This offers an enormous opportunity for AMD to take market share from Intel with minimal risk.
Many of the specifications here have been slowly shared by AMD over time, including at the recent financial analyst day, but seeing it placed on a single slide like this puts everything in perspective. In a single socket design, servers will be able to integrate 32 cores with 64 threads, 8x DDR4 memory channels with up to 2TB of memory capacity per CPU, 128 PCI Express 3.0 lanes for connectivity, and more.
Worth noting on this slide, and was originally announced at the financial analyst day as well, is AMD’s intent to maintain socket compatibility going forward for the next two generations. Both Rome and Milan, based on 7nm technology, will be drop-in upgrades for customers buying into EPYC platforms today. That kind of commitment from AMD is crucial to regain the trust of a market that needs those reassurances.
Here is the lineup as AMD is providing it for us today. The model numbers in the 7000 series use the second and third characters as a performance indicator (755x will be faster than 750x, for example) and the fourth character to indicate the generation of EPYC (here, the 1 indicates first gen). AMD has created four different core count divisions along with a few TDP options to help provide options for all types of potential customers. It is worth noting that though this table might seem a bit intimidating, it is drastically more efficient when compared to the Intel Xeon product line that exists today, or that will exist in the future. AMD is offering immediate availability of the top five CPUs in this stack, with the bottom four due before the end of July.