Recently, AMD announced a number of new products covering laptops, AI accelerators, server processors, and networking equipment. For example, its industry's first 400 GbE network card to support the Super Ethernet Alliance (UEC) 1.0 specification, called the "AMD Pensando Pollara 400 NIC". Targeted at HPC and AI data centers, this product is designed to optimize network performance, reduce the complexity of performance tuning, and is expected to deliver a six-fold performance boost for AI workloads.
In addition, the Instinct MI355X CDNA4 AI accelerator is expected to start shipping in the second half of 2025. It is based on the CDNA4 architecture, uses TSMC's N3 process technology, supports FP4 and FP6 data types, and provides up to 2.3 petaflops of FP16 computing power and 4.6 petaflops of FP8 computing power. These new products showcase AMD's latest advancements in high-performance computing, artificial intelligence and networking technologies, further solidifying its leadership position in these areas.
At Computex 2024, AMD CEO Lisa Su announced that AMD's server CPU market share has reached 34%, a record high. This achievement not only reflects AMD's strong growth in the server market, but also demonstrates the wide recognition of its products in terms of performance, innovation and energy efficiency. AMD's latest EPYC server processor family, codenamed "Turin", is a 5th Gen product based on the Zen 5 architecture. These processors are based on advanced 3nm process technology and are available in different configurations from 8 cores to 192 cores to meet the needs of different workloads. AMD says the new Zen 5 architecture delivers a 17% increase in instructions per clock cycle (IPC) in enterprise and cloud computing workloads and a 37% improvement in IPC in AI and high-performance computing (HPC) workloads compared to the previous generation Zen 4 architecture.
Figure: AMDEPYC 3nm chip (Source: AMD)
This performance improvement, combined with 3nm process technology, not only brings higher computing efficiency, but also achieves lower power consumption. AMD's flagship, the 192-core EPYC 9965 processor, is 2.7x faster in performance than its competitor's top-of-the-line offerings. In addition, the 64-core EPYC 9575F processor, designed for GPU-accelerated AI workloads, can reach a maximum frequency of 5GHz, providing processing speeds up to 28% faster than the competition. AMD's market share growth is driven by its continued investment and innovation in data center and cloud computing. As more businesses and organizations turn to cloud services and high-performance computing, AMD's EPYC processors are ideal for these areas due to their excellent performance and energy efficiency ratios.
With the release of the 3nm EPYC chip, AMD's leadership in the data center market has been further solidified. The introduction of these next-generation processors not only provides more computing power for existing data centers, but also lays the foundation for future technology development. As the demand for high-performance computing continues to grow with the development of technologies such as AI, machine learning, and data analytics, AMD's EPYC processor family will continue to play a key role in this area.
This milestone for AMD is not only an affirmation of its technical prowess, but also a testament to the success of its go-to-market strategy. As the global digital transformation accelerates, AMD's EPYC processors will continue to drive innovation in data centers and high-performance computing, powering businesses and organizations around the world.
