OEM server support from Dell Technologies, HPE, and Lenovo;
Plus, a close collaboration with VMware to support EPYC’s new security and other features in vSphere.
What does this Mean?
This isn’t just another incremental step in the perennial AMD vs. Intel competitive battle. AMD continues to advance its chiplet-based processor architecture, yielding both performance and cost advantages against Intel’s aging monolithic Xeon processor designs.
Why should we care?
AMD’s fundamental rethink of server processor architecture in the waning years of Moore’s Law appears to be paying off in a big way as clouds try to limit operational costs while expanding services.
Through July, 2019, AWS and Azure were the only clouds to publicly offer IaaS instance types based on AMD’s first-generation EPYC processors.
Google’s public support for second-generation EPYC rounds-out AMD EPYC support from the world’s largest three public clouds and pretty much ensures that most other clouds will at least evaluate AMD’s latest processor for deployment in their clouds.
Also, Microsoft announced it will couple the second-genration EPYC with AMD Radeon Instinct MI25 GPU-based accelerators – the first time AMD accelerators will be offered in high performance compute instance types by any of the top four public clouds. This speaks volumes about the pull AMD is experiencing for EPYC in its cloud accounts.
Insights/Comments from Liftr:
Looking at our Liftr Cloud Components Tracker’s July 2019 data on the newest deployed processors in the four top clouds –
AWS, Azure, Google Cloud, and Alibaba Cloud
– AMD EPYC only captured only 7% worldwide share of instance types against Intel Xeon Skylake generation at 92%, with AWS’s Graviton Arm processor taking the remaining thin sliver. Looking at only AWS in only North America in July, AMD EPYC already has 20% share of deployed instance types, with AWS’s own Graviton at 5% of instance type share.
AMD’s announced collaboration with VMware dovetails with VMware on AWS, VMware on Azure, VMware’s recently announced collaboration with Google Cloud, and VMware private cloud deployments powered by Dell, HPE, and Lenovo servers.
This will enable AMD to reach both public cloud users and enterprise private cloud deployments that use VMware as a key component of their hybrid cloud strategy.
AMD’s second-generation EPYC processor should boost EPYC’s worldwide share of instance types at AWS and Azure.
Google Cloud deployment will increase EPYC’s overall share of IaaS substantially.
And Liftr Insights has a ringside seat for viewing AMD’s cloud market share advances.