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amd's ALLEGED Investor presentation leaked

FnigePython
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Summary

AMD, the company behind the infamous R5 3500u, has had their investor report presentation thingy leaked (woa). Mostly contains info about their most recent products and marketingtm

 

Some images of the slides, the whole presentation is on the article 

Spoiler

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Quotes

Quote

AMD later this month is preparing to address investors as part of a yet-unknown event. The company typically hosts Financial Analyst Day events around Q1-Q2, and goes to the investors with substantial material on the current state of the organization, the products on offer, what's on the horizon, and how it could impact the company's financials. An alleged presentation related to the November 2021 event was leaked to the web. The presentation provides a guided tour of the entire product portfolio of the company, spanning server processors, compute accelerators, consumer graphics, some client processors, and the semi-custom business.

 

... 

 

The company also elaborate on how the Xilinx acquisition would go down, the key people involved in the transaction from both organizations, and how the resulting AMD-Xilinx combine would look. The transaction would end before December 31, with current Xilinx CEO Victor Peng taking over as the head of the Xilinx division under CEO Lisa Su. Devinder Kumar will continue as CFO. At least two directors of Xilinx would join the AMD Board.

 

My thoughts

Its interesting. I dont exactly know half of the things here but they sure do look good. Zen 4 being split into Zen 4 and Zen 4c is interesting though, I wonder why. Dont really see many consumer relating things though

 

Sources

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30 minutes ago, FnigePython said:

Zen 4 being split into Zen 4 and Zen 4c

Going from the fact that Zen 4c looks as if it is coming after Zen 4 there is a couple of possibilities. 4c could mean compute, maybe they are adding extra AVX, more IO, more cache or hell even it could be a stepping such as Zen+

 

If we wanted to get even more crazy they could add a GPU type accelerator right on to the package, a stack of HBM or other on package ram that could act as L4 cache akin to Broadwell C. 

 

And any other number of possibilities. 

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Is there something I can actaully do with this information right now? Anything?

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2 minutes ago, huilun02 said:

Is there something I can actaully do with this information right now? Anything?

I guess you could fill in every single letter with holes from the slides. Maybe even take note it doesnt say up to 128 Zen 3 cores. Probably not much else though

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4 hours ago, GOTSpectrum said:

Going from the fact that Zen 4c looks as if it is coming after Zen 4 there is a couple of possibilities. 4c could mean compute, maybe they are adding extra AVX, more IO, more cache or hell even it could be a stepping such as Zen+

 

If we wanted to get even more crazy they could add a GPU type accelerator right on to the package, a stack of HBM or other on package ram that could act as L4 cache akin to Broadwell C. 

 

And any other number of possibilities. 

The C stands for "cloud". It will be a more density and/or powet optimized version of the regular Zen4. It will be built on a different 5nm TSMC node compared to the regular zen4 as well. 

 

My guess is that the microarchitecture will be the same, but they will do things like reduce the cache and increase core count. 

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5 hours ago, GOTSpectrum said:

Going from the fact that Zen 4c looks as if it is coming after Zen 4 there is a couple of possibilities. 4c could mean compute, maybe they are adding extra AVX, more IO, more cache or hell even it could be a stepping such as Zen+

C is for cloud, if Im remembering right. I think it was gutting Zen 4 a bit to add more cores so I doubt they'd be adding more to it compared to Zen 4.

 

Although, rumors say Zen 4C / 4D would be the "little cores" for Zen 5

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6 hours ago, FnigePython said:

AMD, the company behind the infamous R5 3500u

What's this about? I'm pretty sure the general consensus on that SKU is neutral to maybe a little positive...

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7 hours ago, FnigePython said:

Summary

AMD, the company behind the infamous R5 3500u

 

 

what was infamous with the R5 3500u?

 

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7 hours ago, FnigePython said:

Summary

AMD, the company behind the infamous R5 3500u

This is such a weird tag to associate AMD with... help me understand this choice.

It's entirely possible that I misinterpreted/misread your topic and/or question. This happens more often than I care to admit. Apologies in advance.

 

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7 hours ago, LAwLz said:

The C stands for "cloud". It will be a more density and/or powet optimized version of the regular Zen4. It will be built on a different 5nm TSMC node compared to the regular zen4 as well. 

 

My guess is that the microarchitecture will be the same, but they will do things like reduce the cache and increase core count. 

It all comes down to useful cycles per watt and density. In a datacenter environment, two things that add up to overall ROI: power consumed (and power to cool), and enclosure space as cabinet "real-estate" doesn't come cheap.

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21 minutes ago, StDragon said:

It all comes down to useful cycles per watt and density. In a datacenter environment, two things that add up to overall ROI: power consumed (and power to cool), and enclosure space as cabinet "real-estate" doesn't come cheap.

Yep.

 

N7 to N5 is, according to TSMC, going to yield roughly 30% lower power consumption and 1.8x density.

This "cloud optimized" version of N5 is, according to AMD, going to have 50% lower power consumption and have 2x density than N7.

It's going to max out at 128 cores on a single CPU as well. The regular zen4 chips (not zen4c) will max out at 96 cores. So the c variant is definingly going to be appealing to some customers.

 

I wonder how Sapphire Rapids will stack up. I remember reading that it will top out at 56 cores per chip. Intel may be fighting back on the desktop market but AMD might soon dominate the server market.

Or maybe I should stop focusing on halo product...

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9 hours ago, FnigePython said:

the infamous R5 3500u,

How? The 3500U was literally just a better 2500U and that was already decent 

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3 minutes ago, LAwLz said:

I wonder how Sapphire Rapids will stack up. I remember reading that it will top out at 56 cores per chip. Intel may be fighting back on the desktop market but AMD might soon dominate the server market.

Or maybe I should stop focusing on halo product...

its not going to do well. other than maybe pricing for cloud providers and a few workloads its not going to be competitive

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Am I just out of the loop or is there something horribly wrong with the R5 3500u? Or was that just an example of an AMD CPU? 

Is it plugged in? Is it turned on? Are you sure? No, really. 

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32 minutes ago, LAwLz said:

I wonder how Sapphire Rapids will stack up. I remember reading that it will top out at 56 cores per chip. Intel may be fighting back on the desktop market but AMD might soon dominate the server market.

AMD has the potential to dominate the server market, but I doubt they can due to the momentum Intel has with regards to virtualization and clustering.

 

For example, within a single VM cluster, you can't mix Intel with AMD. The entire cluster must be all Intel, or all AMD. Even within a pure Intel cluster, the EVC mode is set to the lowest common denominator; meaning whatever oldest CPU is in the cluster, all other newer CPUs function with the same feature set. So what this all means is that you can't vMotion (live migrate, etc) a running VM from one host to another if wanting to migrate from Intel to AMD or vice versa. The only way is a cold migration, essentially you power down the VM, them move to another cluster, then power it on. It's a disruptive process that IT has to plan for.

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1 hour ago, Silentprototipe said:

How? The 3500U was literally just a better 2500U and that was already decent 

3 hours ago, CT854 said:

This is such a weird tag to associate AMD with... help me understand this choice.

3 hours ago, AzzaNezz said:

what was infamous with the R5 3500u?

 

 

It was a random thing i chose

 

Spoiler

also forgive me because i forgor what infamous meant

 

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5 minutes ago, FnigePython said:

It was a random thing i chose

 

Why?

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16 hours ago, GDRRiley said:

its not going to do well. other than maybe pricing for cloud providers and a few workloads its not going to be competitive

 

That was my read from the desktop results. Sure they can eek out some impressive per thread performance, but it isn't power efficient at that level. At any reasonably power efficient level it's just not that interesting performance wise, and Intel can't out-core AMD atm.

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