#amd ai

[ultragamerz]

AMD confirmed next-generation 'Zen 2 cores' is ready

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AMD confirmed next-generation 'Zen 2 cores' is ready

AMD confirmed next-generation Zen 2 cores is ready

In Q4 2017 earnings call, AMD confirmed next-generation Zen 2 cores is complete and ready for 2018. Next-generation Zen cores may be available in 2019.

AMD now Confirms That Zen 2 Core Design is Complete. it will be available in late 2018 for sampling, and in 2019 you will see it in products. AMD seems to be already working on the next version of zen which includes Zen+ and Zen 2. During the earnings call, AMD confirmed that Zen 2 design is complete and they will start sampling it to customers in late 2018. Dr.Lisa Su, AMD’s CEO, stated that they have completed milestones that were key in the development of their next generation Zen 2 server platforms for next epyc cpu.

AMD New RoadMap Of New Ryzen CPUs and Vega GPUs – credit by AMD

In the server market, we will continue to work closely with major cloud vendors and OEMs to ramp their first generation EPYC-based systems while also completing key development milestones on our next generation Zen 2 based server platforms. Our Zen 2 design is now complete and we will be sampling to our customers later this year. Dr.Lisa Su at AMD

What AMD means by next-generation Zen 2 based server platforms is the successor to Zen based EPYC processors. EPYC cpu is based on the first generation Zen core. The EPYC processors have disrupted the Intel x86 dominance in the datacener and server market and the recent security exploits (Meltdown / Spectre) will put even more pressure on Intel in the server market where customers may now be willing to shift to AMD’s beefy server offerings.

Many believe that AMD can benefit from the fact that EPYC chips’ are being offered in lower cost and more energy efficient that makes them less costly for the consumers over time (which is a factor in servers and datacenters and the energy bills are huge in 24/7 high work load systems), and simplification of the future development roadmap and the performance per watt is attractive and the company has seen some good traction lately.

Forbs goes further and estimates the global server CPU shipments in 2019 to reach 26 million, meaning a 10% market share gain will imply 2.6 million server CPUs shipped. Therefore, the incremental server revenue will be roughly $1.4 billion ($550 for  average processor pricing in server industry). This push, would increase AMD’s EBITDA by $250 million (18% EBITDA margin) and lead to incremental earnings of $160 million, or 17 cents per share. This, in turn, would imply a 25% jump in EPS in 2019.

Read the full report Here

Tags: Technology, amd, amd stocks, amd value, amd epyc, amd ai, amd epyc cpus, amd market share, zen 2, zen+, amd zen 2, amd zen+

[ultragamerz]

AMD EPYC CPUs, A POTENTIAL GAME CHANGER FOR AMD IN AI AND DATACENTER MARKET

New Post has been published on https://www.ultragamerz.com/amd-epyc-cpus-a-potential-game-changer-for-amd-in-ai-and-datacenter-market/

AMD EPYC CPUs, A POTENTIAL GAME CHANGER FOR AMD IN AI AND DATACENTER MARKET

AMD EPYC CPUs, A POTENTIAL GAME CHANGER FOR AMD IN AI AND DATACENTER MARKET

EPYC Was Endorsed by Microsoft, HPE, Dell EMC, Baidu, Asus, Boxx, Gygabytes and more in SC17

Now more than two month after the SC17 where supercomputers and AI where at the center of attention AMD just got the deal with Baidu to feed their servers and datacenter supercomputers with epyc CPU it just happened after Microsoft chose to go with epyc on its own servers and cloud services. Both of these two companies did make statements and mentioned during the SC17 that AMD Epyc is probably going to be their choice for system upgrades and next datacenters. the interesting fact is that these two were not the only ones that made positive statements about EPYC in SC17. As we have reported earlier HPE, Dell, Asus, Boxx, Gygabytes, Penguin Computing and EchoStreams were also among the companies that showed interest in EPYC based systems. Now that we have seen Microsoft and Baidu has managed to make themselves the first ones to make EPYC based servers and recently the rumors around Amazon moving to Epyc systems it is getting much easier to imagine all the other potential costumers of EPYC that have already shown interest in sc17 actually come to AMD asking for EPYC CPUs in 2018.

This is happening while we are at the beginning of the rise of AI industry. Forbs reported earlier if AMD could get only 10% of the AI market, it could increase its value to up to 25%. This shows how a huge 30 Billion market like AI in the next 4 years has the potential to cause a lot of upside to AMD.

AMD earlier reported the following companies are now offering AMD EPYC products or AMD EPYC-based systems:

OEM/ODM – Asus, Gigabyte, HPE, Supermicro, Tyan

Distributors – ASI Computer Technologies, Tech Data

Systems Integrators – AMAX, Boston, Boxx, Clustervision, E4, EchoStreams, Equus / ServersDirect, ICC, Koi, Megware, NEC, Penguin, Silicon Mechanics

Dell EMC in SC17 “Our next generation of PowerEdge servers are the bedrock of the modern datacenter that are designed to maximize business scalability and intelligent automation with integrated security. The combination of PowerEdge and the AMD EPYC performance and security capabilities will create unique compute solutions for our customers to accelerate workloads and protect their business.” said Ashley Gorakhpurwalla, president, server solutions division at Dell EMC,

ASUS in SC17 “As one of the first companies to introduce AMD EPYC-based servers, ASUS understands the need for platforms that can scale to meet the performance and power requirements of data-intensive HPC and virtualization applications,” said Robert Chin, head of ASUS Server business unit.

BOXX in SC17  “Now we’re applying that same expertise to advanced, multi-GPU compute solutions for deep learning. With AMD EPYC server processors, we can significantly boost performance, power and memory to drive advancements in data mining, natural language processing, image recognition, and security.”said Shoaib Mohammad, BOXX vice president of marketing and business development.

GIGABYTE Technology in SC17  “GIGABYTE Technology is a key go-to-market partner for delivering EPYC processor- based server platforms, offering customers a mature ecosystem, industry-transforming hardware design and serious compute, memory, I/O and power for complex HPC computations,” said Daniel Hou, vice president, research & development, GIGABYTE Technology.

HPE in SC17 “As the world leader in supercomputers and high performance computing, we are committed to delivering solutions to customers with highly complicated workloads, and AMD delivers the power, density and scalability to help break barriers.”said Justin Hotard, vice president and general manager, Volume Global Business Unit, HPE.

AMD EPYC & INSTINCT – Credit AMD

Tags: Technology, AMD, amd cpus, amd epyc, epyc datacervers, amd cpus, epyc, amd ai, ai, datacenters

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[ultragamerz]

AMD’s Value Can Go Up 25% By 2019 If EPYC Processors Capture 10% Server Market From Intel

New Post has been published on https://www.ultragamerz.com/amds-value-can-go-up-25-by-2019-if-epyc-processors-capture-10-server-market-from-intel/

AMD’s Value Can Go Up 25% By 2019 If EPYC Processors Capture 10% Server Market From Intel

How AMD’s Value Can Jump 25% By 2019 If EPYC Processors Capture 10% Server Market From Intel

AMD’s Value Can Go Up 25% By 2019 If EPYC Processors Capture 10% Server Market credit by AMD

AMD EPYC is becoming one of the most epic moves by AMD in 2017. To capture datacenter market from the dominant Intel products like Xeon CPUs is onne of the hardest things to accomplish. Forbs recently did a review on how the Epyc CPUs are changing AMD value after the SC17 by getting a lot of attention and attracting new costumers. By all the improvements that AMD has made to its product lines in the last few years, its stock remains risky, considering its relatively low and fluctuating margins right now despite all the estimates and good or bad news that come out every day. AMD launched EPYC line of server processors earlier 2017 to compete with Intel. Main reviews from giant tech companies have been positive, and this could be the opportunity for AMD to grab some share and give a boost to its valuation. But how effective can it be for AMD to push the dataserver techs? Forbs shows how AMD can add 25% to its value by expanding in the server market. Forbs price estimate for AMD stands at $10, implying a slight premium to the market price. AMD’s Value Can Jump 25% By 2019 If EPYC Processors Capture 10% Server Market Share

AMD’s Value Can Jump 25% By 2019 If EPYC Processors Capture 10% Server Market

If AMD gains a 10% share of the whole server CPUs market ‘(this is not including the GPU market by Instinct GPUs competing VOlta based graphics), it would achieve about 25% upside to its EPS, which can drive a similar upside to Forbs price estimate (assuming the valuation multiples remain constant).

But how can EPYC server processors gain that market share? Many believe that AMD can benefit from the fact that EPYC chips’ are being offered in lower cost and more energy efficient that makes them less costly for the consumers over time (which is a factor in servers and datacenters and the energy bills are huge in 24/7 high work load systems), and simplification of the future development roadmap and the performance per watt is attractive and the company has seen some good traction lately.

How 10% Market Share Gain Can Lead To 25% Increase In EPS

AMD’s Value Can Jump 25% By 2019 If EPYC Processors Capture 10% Server Market

Forbs goes further and estimates the global server CPU shipments in 2019 to reach 26 million, meaning a 10% market share gain will imply 2.6 million server CPUs shipped. Therefore, the incremental server revenue will be roughly $1.4 billion ($550 for  average processor pricing in server industry). This push, would increase AMD’s EBITDA by $250 million (18% EBITDA margin) and lead to incremental earnings of $160 million, or 17 cents per share. This, in turn, would imply a 25% jump in EPS in 2019.

Read the full report Here

Tags: Technology, amd, amd stocks, amd value, amd epyc, amd ai, amd epyc cpus, amd vs intel, amd market share, intel

[ultragamerz]

After Microsoft Now Biadu Joins The List Of AMD Zen Based AI/ Cloud CPU Customers

New Post has been published on https://www.ultragamerz.com/after-microsoft-now-biadu-joins-the-list-of-amd-zen-based-ai-cloud-cpu-customers/

After Microsoft Now Biadu Joins The List Of AMD Zen Based AI/ Cloud CPU Customers

After Microsoft Now Biadu Joins The List Of AMD Zen Based AI/ Cloud CPU Customers

After Microsoft Now Biadu Joins The List Of AMD Zen Based AI/ Cloud CPU Customers credit by AMD

After Microsoft Now Biadu Joins The List Of AMD Zen Based AI/ Cloud CPU Customers | AMD EPYC chips were announced in June and now after sc17 it is spreading so much and getting a lot of attention and new customers. AMD and Baidu recently announced that China’s huge internet provider would offer AI, datacenter and cloud computing based on EPYC single socket chips and solutions. This deal is showing the continues success of the AMD’s new CPUs. Microsoft Azure first offered EPYC-based instances after showing interest in sc17. The EPYC line’s high memory bandwidth and IO capacity makes it well suited for many new and existing costumer while the need and size of the AI market is increasing every day. AMD is targeting price-performance points hopes Intel products will find it difficult to match and compete, tha is a good way for AMD to reclaim lots of the x86 data center market after a long absence. The single socket is an essential part of the strategy as was made clear by Aylor at the June launch.

“You have probably seen in the industry a fair number of single socket platforms from us but they have tended to be more on the storage optimized or GPU optimized,” said Scott Aylor, AMD corporate vice president and general manager of Enterprise Solutions. For example, HPE introduced a storage optimized server, CL3150, using a single socket EPYC design. “Given the variety of services that Baidu deploys, including storage but also others, I want people to know this is really a compute oriented platform,” said Aylor.

“We can build a no compromise one-socket offering that will allow us to cover up to 50 percent of the two-socket market that is today held by the [Intel Broadwell] E5-2650 and below. said Aylor.

“In our one socket offering we have come up with a clever way to maintain all of the I/O capabilities that you would get in a two socket as well as the full complement of eight memory channels. Today people buy two socket, sometimes because they need to, but more often than not because they have to. There are many examples in which I/O rich [workloads] like storage, like GPU compute, and some vertical workloads where people don’t necessarily need two sockets from a CPU performance perspective,” said Aylor.

AMD tends to enable Baidu to achieve a level of scale and efficiency unrivaled in high-performance x86 by EPYC made single socket solutions. “The combination of performance from the EPYC processor cores, and compute and I/O density packaged in a single-socket configuration, provides the ideal platform for Baidu’s next generation cloud services,” according to AMD.

“By offering outstanding performance in single-processor systems, the AMD EPYC platform provides flexibility and high-performance in our datacenter, which allows Baidu to deliver more efficient services to our customers,” said Liu Chao, senior director, Baidu System Technologies Department in the official release.

Tags: technology, AMD, biadu, ai, amd biadu, amd ai, amd biadu deal, amd new deal, amd epyc cpu

[ultragamerz]

AMD Can Increase It's Value 50% If Captures Only 10% Of AI Market By 2020

New Post has been published on https://www.ultragamerz.com/amd-can-increase-its-value-50-if-captures-only-10-of-ai-market-by-2020/

AMD Can Increase It's Value 50% If Captures Only 10% Of AI Market By 2020

AMD Can Add 50% To Its Value If Gets Only 10% Of AI Market By 2020

A Nvidia pushing hard and harder on AI solutions and just released the Titan V to enable the PCs with AI super computing. And as Intel currently dominates the AI and datacenter CPU market by huge distance, new opportunities are opening for AMD as the new AI approach of processing in different platforms to involve the artificial intelligence and machine learning. This is greatly happening especially for GPU makers like AMD and Nvidia to walk-in and capture some part of the whole market while its in development process. In the AI territory, Nvidia has seen strong growth lately due to success of its Volta GPUs in machine learning applications and following the trend Just released its Titan V for support of AI in Normal PCs. This is a huge and strong opportunity for AMD to operate as well, AMD has usually struggled against Intel in both gaming and server market but recently the Zen Based Architectures Ryzen and EPYC CPUS and also the Instinct GPUs by vega architecture in SC17 showed the ability to grow in AI and made a lot of new contract and customers for AMD. Nvidia believes that AI addressable market for GPUs is around $30 billion. Forbes has recently estimate that if AMD captures about only 10% of the addressable AI market, its valuation can go up by 50% from the forbs current estimates. Nvidia and AMD both can benefit from the advantage that GPUs have in parallel processing and huge data loads in AI, machine learning algorithms, servers and supercomputing, and AMD has developed their new AMD Instinct Graphic cards based on Vega especially to compete with the Tesla V100 and Titan V graphics made by volta from Nvidia.

In the discrete GPU market like radeon and Gforce graphics, AMD has a 30% share against Nvidia’s 70% in 2017. If AMD could get the AI market as much as it has the market in discrete graphics only in the machine learning GPU market and AMD would go up to target 30% of the total addressable market of Ai that has about $9 billion value. But forbs is not even talking about 30%, only 10% of total can add $3 billion in Enterprise, Embedded and Semi-Custom revenue and $3 Billion In Additional Revenue Will Result In 50% Jump In 2020 EPS, Price Estimate.

Radeon instinct mi25 credit by AMD

Tags: Technology, AMD, amd value, amd stock value, amd ai, amd datacenter, amd ai market, amd shares, amd market

[ultragamerz]

AMD's Future and Artificial Intelligence AI

New Post has been published on https://www.ultragamerz.com/amds-future-and-artificial-intelligence-ai/

AMD's Future and Artificial Intelligence AI

AMD’s Future and Artificial Intelligence AI

AMD’s products lines in the artificial intelligence (AI) market provide huge opportunities for AMD to grow. AMD stock may be undervalued on a revenue basis, with substantial upside. In an earlier report we discussed how by capturing only 10% of AI market AMD can increase its value up to 50% till 2020. Now industries are becoming revolutionized by AI and machine learning approach. AMD is one of the key players in the game an can increase its effective market like what it did in SC17 an attracted many huge brands like AMAZON, Microsoft, ASUS and BIADO. Investment in AMD is not investing in the past accomplishments you trust like apple, its an investment in bright path to exponential growth of technology in the coming years which you have seen the traces in 2017. AMD’s ZEN platforms in 2017 has been so uniquely entered the market that was dominated with Intel and Nvidia. Specially the Datacenters and AI. AMD’s Epyc CPUs and Instinct GPUs have potential to grow AMD into the Intel and Nvidia Nightmare.   |   Artificial Intelligence  |  The potential of artificial intelligence is beyond anything that anybody can estimate right now, we can not even say in what areas AI will be used or not very clearly, It can be anywhere. It is an applications across various industries and could allow AMD to diversify their customer base, and serve a multitude of markets.

A study by Tractica Research forecasted done in 2017 about artificial intelligence and it mentioned how it can be generating over $50 billion worldwide by the year 2025.  AMD has an important role in the growing AI market especially by the advantages they have over Intel and Nvidia. One of the advantages is that after buying ATI, AMD has one foot in graphics market and one foot in CPU markets. Amd has been focused many years in gaming and PC market and they are very important not with products like AMD EPYC CPUs and AMD INSTINCT GPUs, Amd can elevate their game in othe markets like AI, Datacenters and Commercial markets. These are areas that are dominated buy Intel XEON, NVIDIA Tesla and NVIDIA QUADRO products.

Tractica Research, AI market 2016-2025

Self-driving and smart and smarter cars and transportation are a great example of AI making its way into very diverse paths in our life. This is the area NVIDIA is working on so much. They just released their products working with The AUDI A8 and Porsche Panamera Turbo S E-Hybrid Sport Turismo accompanied by “Care” by VOLOVO and Cameo by TESLA in this list.  Autonomous vehicles also have become increasingly wanted by the market, with manufacturers like Tesla (TSLA) being famous for their autopilot features and General Motors (GM) movement into the market too. Everybody now believe AI will drive a large portion of sales years down the road in vast verity of products and services. AMD like NVIDIA and INTEL is and should be focusing on capturing more and more of this market.

Tesla teams up with AMD to develop its own AI car – Credit BY Tesla

Tags: Technology, AMD, ai, amd ai, amd stocks, amd market value, amd future value, amd artificial intelligence.

[ultragamerz]

AMD Can Add About 50% To Its Value By Capturing Only 10% Of AI Market By 2020

New Post has been published on https://www.ultragamerz.com/amd-can-add-about-50-to-its-value-by-capturing-only-10-of-ai-market-by-2020/

AMD Can Add About 50% To Its Value By Capturing Only 10% Of AI Market By 2020

AMD Can Add About 50% To Its Value By Capturing Only 10% Of AI Market By 2020

Intel currently dominates the data center market by  huge margin, but the approach of AI processing platforms to artificial intelligence and machine learning has opened up doors for GPU maker like AMD and Nvidia to walk into the AI territory. Nvidia has seen strong growth lately due to success of its Volta GPUs in machine learning applications. This is a huge and strong opportunity for AMD as well, AMD has usually struggled against Intel in the server market but recently the Zen Based Architectures and EPYC CPUS and also the Instinct GPUs in SC17 showed the ability to grow in AI. Nvidia believes that AI addressable market for them is around $30 billion. Forbes has recently estimate that if AMD captures about only 10% of the addressable AI market, its valuation can go up by 50% from the forbs current estimates. Nvidia and AMD can benefit from the advantage that GPUs have in parallel processing and huge data loads in machine learning algorithms and AMD has developed their new AMD Instinct Graphic cards especially to compete with the Tesla V100 graphics made by volta from Nvidia.

In the discrete GPU market like radeon and Gforce graphics, AMD has a 30% share against Nvidia’s 70% in 2017. If AMD could get the AI market as much as it has the market in discrete graphics only in the machine learning GPU market and AMD would go up to target 30% of the total addressable market of Ai that has about $9 billion value. But forbs is not even talking about 30%, only 10% of total can add $3 billion in Enterprise, Embedded and Semi-Custom revenue and $3 Billion In Additional Revenue Will Result In 50% Jump In 2020 EPS, Price Estimate.

AMD Radeon Instinct AMD AI Graphics, Credits by AMD

Tags: Technology, AMD, amd value, amd stock value, amd ai, amd datacenter, amd ai market, amd shares, amd market