AMD reported Q1 2020 on April 27 and it was spectacular. Revenue came in at $3.45B and guidance is $3.6B for Q2. AMD further increased whole year guidance to 50% (originally 37%) increase over 2020. However, AMD share price had languished since, and is now merely $77, even after announcing a significant stock buyback program… Continue reading May 22, 2021 AMD On Sale!
6/5/19 Rome Beats Xeon Platinum! AMD 29.57 to 29.50
At Computex AMD demoed Rome to give twice the performance over Intel Xeon Platinum 8280. Intel disputed this demo. Instead Intel wanted to use their Xeon Platinum 9242 and 9282 to compare with Rome. https://www.extremetech.com/computing/292400-intel-amd-7nm-epyc-vs-xeon-computex Read through this article one will find that Xeon Platinum 9200s are hugely more expensive than AMD's Epyc and uses… Continue reading 6/5/19 Rome Beats Xeon Platinum! AMD 29.57 to 29.50
5/27/19 Lisa Su Rocks Computex!
Anandtech did a nice live blog of Lisa Su's keynote presentation. https://www.anandtech.com/show/14408/dr-lisa-su-at-computex-2019-amd-keynote-live-blog Epyc. Sixty Epyc platforms. More than fifty cloud instances. Frontier the 1.5 exaflop supercomputer. Microsoft Azure HB Virtual Machines. 1st EPYC HPC Cloud Offering, largest Scale CFD Sim in Cloud, more than 11500 EPYC cores. Demo against Xeon, 2X performance. https://www.anandtech.com/show/14412/amd-teases-first-navi-gpu-products-rx-5700-series-in-july-25-improved-perf Navi. In… Continue reading 5/27/19 Lisa Su Rocks Computex!
5/14/19 AMD to Host Next Horizon Gaming at E3 AMD 26.24 to 27.32
With no news on the trade war front, AMD made a nice recovery today. https://www.anandtech.com/show/14325/amd-to-host-next-horizon-gaming-event-at-e3-2019 AMD announced that they will host the Next Horizon Gaming event at E3 on 6/10/19. It is anticipated that AMD will launch the Ryzen 3/Epyc 2 (Rome) at Computex 2019, and the Navi GPUs at E3. Also, Microsoft will likely… Continue reading 5/14/19 AMD to Host Next Horizon Gaming at E3 AMD 26.24 to 27.32
4/2/19 Lisa Su to give Computex Lead Keynote! AMD 26.36 to 26.75
https://www.anandtech.com/show/14160/amd-ceo-dr-lisa-su-to-deliver-computex-2019-lead-keynote Computex has never had a lead CEO keynote speech, like the CES keynote. They had asked Lisa Su to give the first ever pre-show keynote speech. This is quite an honor, and it demonstrates how important AMD has become to land both the 2019 CES and Computex keynotes. https://finance.yahoo.com/news/hostkey-deploys-amd-epyc-processors-120000324.html HOSTKEY is deploying Epyc (16… Continue reading 4/2/19 Lisa Su to give Computex Lead Keynote! AMD 26.36 to 26.75
4/1/19 Another AdoredTV Epyc 2 Video! Even More Epyc. AMD 25.52 to 26.36
https://www.youtube.com/watch?v=pmhug8GEDUU Even more Epyc! Jim at AdoredTV released yet another YouTube video on Rome, this time suspiciously on April 1. Alas it is serious work, thank God. To summarize, and I am quoting Jim here entirely with apology to him: “No more NUMA, but a new Uniform Memory Access scheme" “Rome has 3200 MT/s DDR4… Continue reading 4/1/19 Another AdoredTV Epyc 2 Video! Even More Epyc. AMD 25.52 to 26.36