So AMD got msft/vmware/semi/HP/Dell/Lenovo/supermicro/google cloud/vmware to talk about the benefits of genoa/EPYC platforms in terms of power/energy savings/performance
→ together we advance_data centers
They really doubled down on capex and opex. There was stress on TCO across these clients.
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New Platform: Very likely a 5 year plan.
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Performance was expected to be better
- Effeciency/TCO (Total Cost of Operations) was the real deal
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Bergamo was known. Look at the right corner. Xilinx impacton TAM. Edge server solutions/Telecom/5G
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It is available for order right away at multiple enterprise server vendors. Very likely was shipping to select customer last Q itself.
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It was available for reviewers and we have videos like this 192 Cores of EPYC Domination!
Summary:
Overall though, on a raw performance basis, Genoa is a clean kill. Nothing comes close, that 50% core count increase is simply crushing to anything out there and on that basis is nearly as massive a generational change as the Naples to Rome jump. The competition has no answer for years.
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