@AMD@LisaSu Performance is all well and good, but efficiency matters more. Efficiency isn't increasing at the same pace. It's a harder problem to solve
@AMD@LisaSu Given constant efficiency gain, Zettascale will need 500MW in 2034. Not going to be possible
@AMD@LisaSu That's scaling from 52 GF/watt today to 2140 GF/watt in that time. It means in the next decade, efficiency matters more than perf to continue scaling
@AMD@LisaSu Process technology continues to be important, harder to get density and efficiency perf
@AMD@LisaSu IO doesn't scale. Energy per bit is reducing, but not when normalised to channel quality
@AMD@LisaSu Memory power also going up substantially due to bandwidth and capacity requirements of the new workloads
@AMD@LisaSu AMD focuses on efficiency through advanced architecture. Using the right technology for the right node. Heterogeneous compute with the right solution
@AMD@LisaSu Exploit arch innovations, packaging advances, and silicon advances. MI250 systems power 4 out of top 5 Green500 spots. 2.5D integration with HBM, blended HPC and AI perf
@AMD@LisaSu 3D integration technology still maturing for high volume. Logic on logic would be a massive breakthrough. Reducing the cost of communication
@AMD@LisaSu Also, use the right math for the right operation for efficient compute
@AMD@LisaSu Next gen GPU accelerator
HPC and AI
MI300
CPU+GPU in one package
5nm, 3D Stacking
Quantized format support
Unified memory APU architecture
@AMD@LisaSu Cache and Fabric on the bottom
CPU and GPU execution units on top
@AMD@LisaSu@FelixCLC_ 5-10yr vision on semiconductor R&D for US needs all disciplines to work together, no silver bullet, lots of work on arch, materials, process, system innovation. Need to bring all together to solve large challenges. Brings out the best in all.
➡️ Data Center $1.3b
- down 11% YoY
- up 2% QoQ
➡️Client $997m
- down 54% YoY
- up 35% QoQ
➡️Gaming $1.6b
- down 4% YoY
- down 10% QoQ
➡️Embedded $1.5b
- up 16% YoY
- down 7% QoQ
Overall strong results vs expectation, but operating loss of $20m, yet net income gain of $27m. A mix of weakness in some markets and good strength in others.
Also, $135m to expand adaptive computing research operations in Ireland.
So Data Center:
➡️ Revenue $1.3b
- lower 3rd Gen EPYC sales
-- Enterprise demand was soft
-- Cloud inventory was elevated
- But revenue up 2% QoQ
-- 4th Gen EPYC CPU sales doubled
-- offset a decline in adaptive SoC DC
- MI300A and MI300X are sampling to HPC, cloud, and AI