- Advanced Micro Devices, Inc AMD introduced the 4th Gen AMD EPYC processors; with unmatched performance for critical workloads across cloud, enterprise, and high-performance computing.
- Built on the "Zen 4" core, the highest-performance core ever from AMD, the processors deliver leadership performance and energy efficiency and help customers accelerate data center modernization for greater application throughput.
- The fourth generation EPYC processor, code-named "Genoa," makes significant improvements in performance and energy efficiency compared with its previous chip, Reuters reports citing CEO Lisa Su.
- Also Read: US-China Tensions Boil As Taiwan's TSMC Also Joins Embargo After NVidia and AMD
- "What that means for enterprises and for cloud data centers is that it translates into lower capex, lower opex, and lower total cost of ownership," she said.
- AMD said Microsoft Corp's MSFT Azure, Alphabet Inc GOOG GOOGL -owned Google Cloud, and Oracle Corp ORCL would be some of its customers.
- The report noted Genoa launches at a time when rival Intel Corp's INTC latest data center chip, code-named Sapphire Rapids, has struggled with delays.
- "With this latest generation, they (AMD) have made a huge leap in performance not only against Intel but against their previous generation... so that makes the viability of an AMD-based solution much more real," said Bob O'Donnell, an analyst for TECHnalysis Research.
- "IDC expects AMD will stay on track, continue building up market share in public cloud deployments," the report quoted Ashish Nadkarni, datacenter and cloud analyst at IDC.
- Alibaba Group Holding Limited BABA plans to power 20% of its operations with its homebrew CPUs by 2025.
- At its Aspara conference on October 3 and Chinese social media, Alibaba revealed the CPUs have already been pressed into service "on a large scale in the Alibaba Cloud datacenter," where they're powering workloads for Alibaba "and many internet technology companies."
- Price Action: AMD shares closed higher by 14.3% at $68.47 on Thursday.
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