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  1. News AMD 2Q24 Financial Results

    Nice report — I'm celebrating! Notably, at $743M the Data Centre operating income was for the first time larger than what AMD has ever achieved in the Client segment. The Client income peaked at $692M in 2022-Q1, and has since then utterly collapsed, to just $89M this quarter (up just a little...

  2. News AMD 1Q2024 Earnings

    While we wait for 2024-Q2 results, here are my segment estimates, assuming they hit the midpoint of their guidance ($5.7B ± 0.3B): OneDrive Any expectation they'll do better or worse?

  3. Discussion RDNA4 + CDNA3 Architectures Thread

    It will be interesting to see what they can bring to market, and whether the design allows them to scale up beyond what Nvidia can do with monolithic designs (assuming they are not on similar chiplet designs already). Noteworthy, like in MI300, hybrid bonding between GPU chiplets on top of...

  4. Discussion RDNA4 + CDNA3 Architectures Thread

    Looks impressive and promising. I note that the authors are AMD superstars and Corporate Fellows Sam Naffziger and Michael Mantor, with colleagues Mark Fowler and Mark Leather. It seems they have cracked the scaling problem beyond reticle size. "A graphics processing unit (GPU) of a processing...

  5. Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

    First EPYC "Turin" ("Zen 5") supercomputer win: "The procurement competition to secure Norway's next supercomputer has now been conducted. Hewlett-Packard Norge AS (HPE) won the competition and has consequently been awarded the contract, which has a value of 225 million NOK [USD ~20M]. This...

  6. Discussion RDNA4 + CDNA3 Architectures Thread

    AMD announced yesterday that "Microsoft is using VMs powered by AMD Instinct MI300X and ROCm software to achieve leading price/performance for GPT workloads". By the way, Microsoft Azure's November 2023 Eagle system, based on 14400 Nvidia H100 GPUs, ranks #3 on the Top500 supercomputer list...

  7. Speculation: SYCL will replace CUDA

    While SYCL has seen very little use in AI, it seems CUDA's role within AI is diminishing fast anyway. Here is an interesting update on Microsoft's Azure infrastructure (the provider of compute resources for OpenAI, ChatGPT, GPT-4, Microsoft Copilot). Apparently, Nvidia (CUDA) does no longer...

  8. Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

    I agree. I think we need separate threads for technical discussion and product chat. The latter preoccupies these forums, thus drowning out the former. Although I now rarely participate, I originated many of the speculation threads on "Zen" and other technical topics, and I am somewhat proud...

  9. Speculation: Intel will become fabless

    They are pretty much there now — Intel Product division a separate legal entity operating as a fabless design house. The question now is only whether this Samsung conglomerate model holds for the long term, or whether ownership will split down the road. "Under the dramatic reorganization and...

  10. News AMD 4Q23 Earnings

    Here is my graphical overview of AMD's business segment results over the last couple of years: (Full data at my OneDrive.) The collapse in the Client segment since 2022-Q3 is remarkable. In the 5 prior quarters, the segment generated a total of $2.9B in operating income. Since then it has...

  11. Info Intel 4Q23 Earnings

    Intel's resilience in the client segment is impressive, but overall it looks stark for Intel, with fierce competition from all directions, and no obvious winning formula. While they may see some AI windfall in their product divisions, Intel's prospects in the long-term relies on Intel Foundry...

  12. Speculation: SYCL will replace CUDA

    It looks like AMD's software stack is coming together at the right time for AI take-off. AMD CEO Lisa Su said years ago that AMD's biggest investments were in software, and we are now seeing it bearing fruit. PyTorch (the most popular machine learning framework) now comes with AMD ROCm support...

  13. Speculation: SYCL will replace CUDA

    It appears OpenSYCL (formerly known as hipSYCL) has yet again been renamed (due to legal pressure). The new name sounds straight out of AMD's new marketing terms dictionary (strongly influenced by the former Xilinx group). Hopefully AMD will get aboard, if not already. "AdaptiveCpp is the...

  14. News AMD 3Q23 Results

    Here are my at-a-glance segment results slides: Source spreadsheet is available at my OneDrive. It is good to see operating income in every segment again, with recovery in client and data centre markets. Hopefully, this should continue and add to the projected income from supercomputer APU...

  15. Speculation: SYCL will replace CUDA

    SYCL for ground-breaking processing-in-memory (PIM) in the context of AI: https://www.servethehome.com/samsung-processing-in-memory-technology-at-hot-chips-2023/

  16. CPU for development work

    For those of you, like me, considering a CPU upgrade for development work, here are some relevant benchmarks. The 16-core AMD Ryzen 7950X3D looks pretty good. In particular, the PHP build test is amazing; beating the 96-core AMD EPYC 9684X beast by a second for pole position. AMD Ryzen 9...

  17. Speculation: SYCL will replace CUDA

    OpenAI's Triton is emerging as an open-source implementation language for neural network AI frameworks, replacing (or at least marginalising) low-level heterogeneous programming models such as CUDA and SYCL. The Triton compiler performs optimisations that are hard to do by hand. "We’re...

  18. Question AMD 2Q23 Earnings

    Note that the Gaming segment includes console and gaming GPU sales. Apparently, console sales did well ("higher semi-custom revenue") but was dragged down by weak GPU sales ("lower gaming graphic sales"). "Revenue declined 4% year-over-year to $1.6 billion as higher semi-custom revenue was more...

  19. Question AMD 2Q23 Earnings

    For an at-a-glance overview, here are my charts. Notably, although Embedded was slightly down, its operating margin increased, now dominating AMD's operating profits even more. Over the next few quarters this will start to even out, apparently, with growth and margins returning in Client and...

  20. Speculation: SYCL will replace CUDA

    The European Union is investing in RISC-V and SYCL: "The wide-spread adoption of AI has resulted in a market for novel hardware accelerators that can efficiently process AI workloads. Unfortunately, all popular AI accelerators today use proprietary hardware—software stacks, leading to a...

  21. Speculation: Intel will become fabless

    Intel now calls their chip design business units "internal fabless customers" of IFS: Internal Foundry Model — Investor Webinar June 21, 2023 Here is an article on the webinar: "Intel’s vision is that it regains process leadership and continues building chips for other customers. At the...

  22. News AMD 1Q23 Earnings

    Here is my at-a-glance segment overview. Thank goodness for Embedded!

  23. News Intel 1Q23 Earnings

    The short answer to your last part is that they all expected worse. And things are expected to improve from here. In particular, the stuffed channels are clearing up so it is expected that Intel will soon again match the sell-through, which should be healthy sales. Despite the big correction...

  24. News Intel 1Q23 Earnings

    On the plus side, and part of the reason why Gelsinger is so pleased with Sapphire Rapids — despite losses overall — is that there is an AI revolution ongoing and Sapphire Rapids is part of that, as a component in Nvidia's latest servers. And those are/will be selling very well, presumably...

  25. News Intel 1Q23 Earnings

    Here is the instant overview: And here is the earnings call transcript: https://seekingalpha.com/article/4597564-intel-corporation-intc-q1-2023-earnings-call-transcript

  26. News Intel 1Q23 Earnings

    Can you believe it? Intel's data centre business is no longer generating operating profits, with margins 14% under water. I wonder how much is lost unit volume vs discounts and loyalty schemes to keep customers from defecting to the competition.

  27. Question Core-to-Core latency

    AMD Ryzen™ Processor Software Optimization (gpuopen.com)

  28. Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

    You mean you were not already VERY excited after hearing Mike Clark's excitement for Zen 5? I don't understand you leak junkies. :-)

  29. Speculation: SYCL will replace CUDA

    Not directly related to SYCL, but the just announced OpenXLA compiler project for machine learning (ML) further erodes CUDA's incumbency in the AI/ML space. With this open cross-platform solution for accelerated linear algebra (XLA), the high-level frameworks (that researchers and developers...

  30. Speculation: SYCL will replace CUDA

    A couple of news items on SYCL: The hipSYCL implementation from Heidelberg University has been renamed Open SYCL. State of SYCL - ECP BOF Showcases Progress and Performance. "The rise of heterogeneous computing (typically CPU/GPU pairings) is the big challenge that many hope SYCL can help...

  31. Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)

    The "new theory of Vattila" is congealing around the idea that the top and bottom chiplets on the lower right base die are indeed 16-core "Zen 4c" CCDs. It would make sense from a reuse perspective. The die illustration in the presentation slide may simply be outdated. Perhaps they started with...

  32. Discussion Speculation: Zen 4 (EPYC 4 "Genoa", Ryzen 7000, etc.)

    In the worst case, if the OS does a lousy job, you can manually set the processor affinity for the process (e.g. game). See Post #11516 for a tip on how to launch a program with the desired affinity.

  33. Question Intel Q4 Results

    Despite the bad look, I guess they are reluctant to cut it due to the effect it may have on the share price.

  34. Discussion AMD 2022-Q4 Financial Results

    Great, but note that the increase is to a large degree an effect of the Xilinx acquisition. I was thinking the same. AMD President Victor Peng deserves kudos for execution of the integration and their common roadmaps, as well as setting a great strategy for Xilinx as their CEO since 2018. The...

  35. Discussion AMD 2022-Q4 Financial Results

    Looks good to me, if not pixel perfect. I cannot see anything wrong, and the built-in bar function I use in the source spreadsheet seems to update correctly. Enlighten me on what you find inaccurate.

  36. Discussion AMD 2022-Q4 Financial Results

    I'm pretty pleased with the report — I was spot on with my revenue estimate for Q4, but I hoped Q1 would be flat. The outlook is slightly below that, but not too bad, considering the market turmoil and competitive environment. Here is my business segment slide with bars for at-a-glance...

  37. Speculation: Keller's role at Intel

    In his introduction for this presentation, former Intel SVP Jim Keller — who worked on motivating and directing their engineers, while adopting new and better methodologies — jokes that he aged 10 years during his 2-year stint at Intel, and that it was "like working in a computer museum":

  38. Question Intel Q4 Results

    If Intel's turnaround fails, the fabs may be sold or spun off into a joint venture, e.g. with GlobalFoundries, I guess. If Intel's turnaround is successful, I picture they will end up like Samsung — a conglomerate with various subsidiaries, where in particular, product design and manufacturing...

  39. Discussion AMD 2022-Q4 Financial Results

    For those interested in AMD/ATI history, here is another nice YouTube video, focussing mostly on key products:

  40. Discussion AMD 2022-Q4 Financial Results

    After Intel released their dire earnings and forecast this week, AMD again passed Intel in market capitalisation (currently $122B vs $116B). It will be interesting to see if AMD can retain their higher valuation this time around, which very much depends on their own financial results in the...
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