All of this (including tightening their belts) has given them the breathing room to develop and launch Zen. As we reported in 2015 and 2016, Zen was AMD’s hail marry pass. The good news for AMD is that Zen has been very good for them. The Ryzen CPU is getting solid reviews and showing performance that puts them back in direct competition with Intel. They have even made Intel react to their launches in a rather clumsy manner with the leak of ThreadRipper. Now they are dropping a potential bomb on Intel’s server market grip. This is in the form of the EPYC line of server/datacenter CPUs.
EPYC is a monster plain and simple. It is clear that AMD put in some hours planning and building out this product. With 32 cores, 64 threads, eight channels of DDR4 memory (maxed out at 2667MHz), and a whopping 128 PCIe Gen 3.0 lanes this single CPU can stand up, specification wise, to a current 2P Intel system and still come out on top in many areas. AMD will also offer 24, 16, and 8 core alternatives to help fit your budget. These lower core count models will still have 8 channels of memory and 128 PCIe Gen 3.0 lanes though.
As we have said, this is going to force Intel to react in a way they have not had to in years. Typically, Intel is slow to make major changes so their initial reaction is probably going to be as clumsy as their response to ThreadRipper. AMD will have Intel in reactionary mode for at least 18 months if not longer and this could help them regain consumer confidence, which is sure to help AMD grab up market share in other areas (think GPUs). AMD could enjoy some additional benefits as we mentioned yesterday with HBM supply.
AMD’s announcement of EPYC was full of their own comparison benchmarks (as everyone’s are) and one of these benchmarks has cast some suspicion on some of AMD’s performance claims. AMD applied an arbitrary multiplier of 0.575 to the Intel system they used for comparison for some of the compiler tests. According Globenewswire
“2P Intel Xeon E5 scores other than E5-2699Av4 were derived by AMD from the following ICC compiler-based test results published at www.spec.org, multiplied by 0.575 to convert from the ICC compiler to the GCC-02 v6.1 compiler used for EPYC testing”
AMD is claiming that this is due to the compilers being Intel Biased, but we are just not sure that a .5 multiplier is accurate and justified. Time and real world benchmarks will tell if these claims are indeed accurate or if AMD fixed the numbers to appear better at launch time.
Still, even with the benchmark issues this is a good day and great launch for AMD. They get to push Intel back on their heels now, and things will not stop with Ryzen and EPYC as AMD is already planning for Zen 2 and 3 on a 7nm process. It is going to be an interesting few months in the CPU world.
(and yes, we know the title is cheesy)