Presentation by Lisa Su, senior vice president and general manager, Global Business Units, AMD regarding AMD’s announcement that it will design and build 64-bit ARM technology-based processors.
AMD Bridges the X86 and ARM Ecosystems for the Data Center
1. AMD BRIDGES THE X86 AND ARM
ECOSYSTEMS FOR THE DATA CENTER
October 29, 2012
2. FORWARD-LOOKING STATEMENT
This presentation contains forward-looking statements, concerning among other things: AMD’s strategy and future products, including the features
and timing of production of these products, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of
1995. Forward-looking statements are commonly identified by words such as ―would,‖ ―may,‖ ―expects,‖ ―believes,‖ ―plans,‖ ―intends,‖ ―projects,‖
and other terms with similar meaning. Investors are cautioned that the forward-looking statements in these presentations are based on current
beliefs, assumptions and expectations, speak only as of the date of these presentations and involve risks and uncertainties that could cause actual
results to differ materially from current expectations. The material factors that could cause actual results to differ materially from current
expectations include, without limitation, the following: that Intel Corporation’s pricing, marketing and rebating programs, product bundling, standard
setting, new product introductions or other activities may negatively impact our plans; that we may be unable to develop, launch and ramp new
products and technologies in the volumes that are required by the market at mature yields on a timely basis; that our third party foundry suppliers
will be unable to transition our products to advanced manufacturing process technologies in a timely and effective way or to manufacture our
products on a timely basis in sufficient quantities and using competitive process technologies; that we will be unable to obtain sufficient
manufacturing capacity or components to meet demand for our products or will not fully utilize our projected manufacturing capacity needs at GFs
microprocessor manufacturing facilities; that our requirements for wafers will be less than the fixed number of wafers that we agreed to purchase
from GF in 2012 or GF encounters problems that significantly reduce the number of functional die we receive from each wafer; that we are unable
to successfully implement our long-term business strategy; that customers stop buying our products or materially reduce their operations or
demand for our products; that we inaccurately estimate the quantity or type of products that our customers will want in the future or will ultimately
end up purchasing, resulting in excess or obsolete inventory; that we are unable to manage the risks related to the use of our third-party distributors
and add-in-board (AIB) partners or offer the appropriate incentives to focus them on the sale of our products; that we may be unable to maintain
the level of investment in research and development that is required to remain competitive; that there may be unexpected variations in market
growth and demand for our products and technologies in light of the product mix that we may have available at any particular time; that we will
require additional funding and may be unable to raise sufficient capital on favorable terms, or at all; that global business and economic conditions
will not improve or will worsen; that demand for computers will be lower than currently expected; and the effect of political or economic instability,
domestically or internationally, on our sales or supply chain. Because our actual results may differ materially from our plans and expectations
today, we encourage you to review in detail the risks and uncertainties in our filings with the Securities and Exchange Commission, including but
not limited to the Quarterly Report on Form 10-Q for the quarter ended June 30, 2012.
2
3. THE DATA CENTER IS THE FOUNDATION OF CLOUD COMPUTING
AMD
solves the most important
problems facing data centers:
power, space, and bandwidth
bringing choice to customers
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4. THE DATA CENTER IS UNDERGOING UNPRECEDENTED CHANGE
Annual global data center IP traffic will reach 6.6 zettabytes by the end of 2016
The demand for compute is growing at
unprecedented rates
Raw data is growing exponentially and
we are at the very beginning of the big
data revolution
Our appetite for information is insatiable -
instant access in our pocket, at the coffee
table, in the kitchen, at the office…
Zettabyte is 1 million petabytes
Where does the compute chewing through
this data live? In the data center
*Source: Cisco Global Cloud Index: Forecast and Methodology, 2011–2016
http://www.cisco.com/en/US/solutions/collateral/ns341/ns525/ns537/ns705/ns1175/Cloud_Index_White_Paper.html
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5. AMD HAS A HISTORY OF INNOVATION IN DATA CENTER TECHNOLOGY
AMD acquired
SeaMicro and the
industry’s
premier fabric
technology
Direct Connect
First x86
architecture
super-
introduced
First x86 native computer to
dual-core reach a
processor petaflop
launched
AMD Opteron™
launched 2012
first x86
64-bit processor
2008
2005
2003
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6. TODAY’S ANNOUNCEMENT:
AMD WILL DEVELOP 64-BIT ARM PROCESSORS FOR SERVERS
Production of ARM technology-based
AMD Opteron™ processors for servers
in 2014
The AMD Advantage:
Differentiation and Choice
ARM technology-based processors will
embed the AMD SeaMicro Freedom™
Fabric, the industry’s premier
supercompute fabric CPU APU Fabric
AMD will continue to design x86 CPUs
and APUs for client and server markets
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7. THE RISE OF CHOICE: THE IMPORTANCE OF TODAY’S ANNOUNCEMENT
For the past two decades
there has been only one
choice for industry-standard
servers–x86
In the era of few workloads,
the ―one size fits all‖ server
design matched the
homogeneity of the workload
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8. THE RISE OF CHOICE: THE IMPORTANCE OF TODAY’S ANNOUNCEMENT
The last 5 years have exploded the one size
fits all model
Workloads have changed, and continue
changing at unprecedented rates
The fastest growing are small and highly
parallelized workloads
ARM CPUs are particularly well suited for
these workloads
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9. WHY ARM?
$ New business models drive highly
parallelized workloads
These new workloads drive
massive datacenter growth ARM technology-based CPUs
can revolutionize the data
center by providing disruptive
Massive data centers require lower compute/$ and compute/watt
compute/$ and compute/watt
Lower compute/$ and
compute/watt drive hyper dense
compute clusters
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10. WHY AMD + ARM IN SERVERS?
10 years of server CPU leadership
shipping in millions of systems
World-class 64-Bit microprocessor
technology leadership AMD is the only company
bringing world-class server
and systems expertise to the
Enterprise class IP portfolio – ARM ecosystem
memory, I/O, RAS, design
methodologies, tools, platforms
Fabric technology for data center-
level scalability
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11. EXPLOITING EFFICIENT PROCESSOR CORES REQUIRES A LEADING-EDGE FABRIC
ARM CPUs have many advantages but
some tradeoffs
ARM CPUs cannot fill network links as well
as large CPUs do
If each ARM CPU is linked directly to the
network, you have efficient compute but
inefficient networking
Fabrics solve this problem—they link
together efficient CPUs into a cluster, and
then the cluster is linked to the network
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12. AMD-BASED ARM CPUS EMBED THE
PREMIER FABRIC IN THE INDUSTRY
AMD SeaMicro Freedom Fabric is the industry’s premier fabric
Deployed for more than 2 years and in production for millions of hours
Links small cores and large cores, regardless of CPU ISA
Only fabric that supports Ethernet and storage traffic
Extends outside the server enclosure to support
up to 5 petabytes of storage
The Freedom Fabric provides AMD-based ARM CPUs
unique and enduring advantage
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13. AMD OFFERS THE RIGHT SOLUTIONS FOR LEADING WORKLOADS
CLOUDS | MEGA DATA CENTERS STREAMING | MOBILE HPC | SIMULATION
Web/Enterprise Media Clusters Compute Clusters
ARM / x86 CPU APU x86 CPU / APU
Public and private cloud Virtual Desktop Machine Learning
Hosting Streaming Media Commercial CAE
Big Data Analytics Remote Gaming Oil & Gas Exploration
Hadoop/Cassandra Facial Recognition Biosciences
Caching/Memcached Video Encoding Rendering
Linux/Apache/PHP DRM
Performance and
ARM Power efficiency and
Open Source ecosystem x86 established workloads
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14. 64-BIT ARM ECOSYSTEM GAINING MOMENTUM
Extraordinarily vibrant client ecosystem driving the
demand for data center compute
Large end-customers driving demand for more
efficient compute
Server ecosystem taking shape with more work
to be done
AMD intends to be a major driver of the ecosystem
together with our partners
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15. SUMMARY
Data Center Inflection Point Opens Door for Innovation
Only AMD Can Deliver 64-bit ARM Server Processors
with an Ultra Low-power, Dense Compute Fabric
Only AMD Can Deliver Choice to Data Centers
AMD Will Be a Disruptive Force in Servers
Differentiation and Choice – Advantage, AMD
15 | October 29, 2012 | AMD Bridges the x86 and ARM ecosystems for the Data Center