AMD has just launched its brand new processor called “Genoa” and would particularly make sure that Google Cloud and Microsoft are among its customers.
AMD Genoa: Better performance for Google and Microsoft
Advanced Micro Devices (AMD) is rolling out its latest data center chip, a processor EPYC of fourth generation baptized “Genoa”. Therefore, as part of this new project, the company has declared that Microsoft’s Azure, Google Cloud and Oracle will be among its customers.
According to the general manager Lisa Su, Genoa is considerably better than the previous chip. She referred in particular to the performance as well as energy efficiency of the new product. However, according to her, this causes a great reduction in various expenses. “What this means for businesses and for cloud data centers is that it translates to lower capital expenditures, operational expenditures and total cost of ownership,” she said. .
AMD finds a good way
AMD Group shares rose about 14%. Moreover, the index philadelphia SE Semiconductor climbed 8.7%. In fact, AMD’s new Genoa processor came out at a good time for the company. Sure enough, this one was launched while the latest rival data center chip (a similar offering) experienced its delays. These include that of Intel, bearing the name of “Sapphire Rapids”.
An analyst from TECHnalysis Research, Bob O’Donnell gave his opinion on the subject. According to him, AMD has made a huge leap in performance with this latest generation of Genoa chip. And this, in addition, according to him, not only compared to its rival Intel but also compared to their previous generation. Moreover, this makes the viability of an AMD-based solution much more real, continues the analyst.
A good place in the market
AMD launched its very first EPYC data center chip during the year 2017. Since then, the company has continued to gain market share at the expense of Intel. It has made particularly strong inroads with cloud service providers.
There are indeed analyzes that prove it. In fact, according to research firm IDC, AMD’s chip market share has gone from zero in 2016 at around 29% the previous year. This concerns in particular chips based on x86 architecture and which are used for cloud services. One of the biggest growth areas for semiconductors right now is the cloud. “IDC expects AMD to stay on track and continue to gain market share in public cloud deployments,” said Ashish Nadkarni, data center and cloud analyst at IDC. That said, with the much better performance of AMD’s new Genoa processor, it remains to be seen how far its growth and market dominance will go.