Comments on: The Steady Hand Guiding AMD’s “Prudently Expanding” Datacenter Business https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Wed, 12 Oct 2022 18:45:13 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Brian Par https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/#comment-198980 Sat, 08 Oct 2022 16:03:35 +0000 https://www.nextplatform.com/?p=141303#comment-198980 In reply to Forrest Norrod.

Forrest, thanks for the great interview! I’m wondering if you can clarify this comment you made:

“And just to be clear, we are planning for doubling year-on-year over time.”

Does this mean you are planning to double substrate capacity every year for several years?

Thanks,
Brian

]]>
By: Michael Alan Bruzzone https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/#comment-198814 Wed, 05 Oct 2022 05:25:57 +0000 https://www.nextplatform.com/?p=141303#comment-198814 In reply to Forrest Norrod.

Forrest, you missed a few Cyrix founding contributors, so I added a second slide set recognizing contribution in my current x86 market report just down from the supply wave captures.

https://seekingalpha.com/instablog/5030701-mike-bruzzone/5665970-amd-and-intel-full-product-line-comparison

mb

]]>
By: Todd Brannon https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/#comment-198802 Wed, 05 Oct 2022 00:51:21 +0000 https://www.nextplatform.com/?p=141303#comment-198802 Nothing short of kick ass.

]]>
By: Madhu Rangarajan https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/#comment-198791 Tue, 04 Oct 2022 15:18:50 +0000 https://www.nextplatform.com/?p=141303#comment-198791 Always good to hear Forrest. The most exciting days for the Server CPU business are ahead of us driven by innovative architecture and execution of these complex architectures.

]]>
By: Timothy Prickett Morgan https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/#comment-198788 Tue, 04 Oct 2022 13:22:19 +0000 https://www.nextplatform.com/?p=141303#comment-198788 In reply to Forrest Norrod.

My apologies to all. The word integrated slipped off the keyboard. Clarified.

]]>
By: Forrest Norrod https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/#comment-198776 Tue, 04 Oct 2022 05:26:41 +0000 https://www.nextplatform.com/?p=141303#comment-198776 In reply to Michael Alan Bruzzone.

Mike is absolutely right on Cyrix. Andy Brown and I dreamed up the Cyrix MediaGX integrated x86 processor and drove that initiative into production at Cyrix with a great team in Colorado. But Cyrix was already in the x86 processor business and I certainly didn’t conceive of the architecture or business model for Cyrix overall or the socket-compatible/clone processors. Jerry Rogers and Tom Brightman were the founders and a great engineering team in Dallas, led by Kevin McDonough drove the designs.

I also wouldn’t say that Dell DCS inspired Facebook to start OCP.

The parody typo is great. Uso nailed it – it’s a fortuitous meta-error. 😉

Forrest

]]>
By: Timothy Prickett Morgan https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/#comment-198765 Mon, 03 Oct 2022 23:15:05 +0000 https://www.nextplatform.com/?p=141303#comment-198765 In reply to Uso.

Transcription error, but you have to admit, that’s pretty damned funny….

]]>
By: Jack Colter https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/#comment-198764 Mon, 03 Oct 2022 23:10:40 +0000 https://www.nextplatform.com/?p=141303#comment-198764 Are you sure you didn’t mean to write “parity” instead of parody?

]]>
By: Uso https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/#comment-198750 Mon, 03 Oct 2022 17:18:22 +0000 https://www.nextplatform.com/?p=141303#comment-198750 >> And then “Milan” was the no-excuses part designed to be at parody or better against “Sapphire Rapids.”

The parody of parity.

]]>
By: Michael Alan Bruzzone https://www.nextplatform.com/2022/10/03/the-steady-hand-guiding-amds-prudently-expanding-datacenter-business/#comment-198748 Mon, 03 Oct 2022 16:49:10 +0000 https://www.nextplatform.com/?p=141303#comment-198748 Here’s to Mr. Norrod’s success at AMD. But this is incorrect, Norrod “conceived of the architecture and business model of the X86 clone processor business at Cyrix in the middle 1990s. P&S? Mr. Norrod should himself come back and recognize those individuals here or I may in a second comment post. Nor is this guestimate precise, “Mercury Research, IDC, and Gartner, thought in 2023 or so AMD could be somewhere north of 20 percent of X86 server shipments”. Thanks for the pointer to the quarterly production estimates Tim but production is not sustainable share. Between Rome and Milan AMD Epyc this quarters has 68% of the commercial market for server processors, however adding Cascade Lakes Epyc has just 10% channel market share. Regardless a solid result and my latest commercial market data is here at slides #3 through #9;

https://seekingalpha.com/instablog/5030701-mike-bruzzone/5665970-amd-and-intel-full-product-line-comparison

Total nuclear war right now between AMD and Intel in the markets for processors.

And this is informative, “we have pretty much kept the original cadence, although I made the decision to slide Genoa for two quarters because we wanted to intercept CXL.”

Mike Bruzzone, Camp Marketing

]]>