AMD Delivers Significantly More EPYC Server Processors and Doubles Data Center Revenue

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AMD has had a good third quarter in which the EPYC server processors stand out, among other things. The number of deliveries of the third generation of these data center chips with the name Milan rose sharply in the past quarter.

AMD does not provide exact numbers in its third quarter results, but does say that the number of EPYC processors delivered has risen sharply and that data center sales have doubled compared to the same period last year. This also led to a good result in the Enterprise, Embedded and Semi-Custom segment, which includes the EPYC server processors. This segment posted revenue of $1.9 billion, up 69 percent from a year ago. The third-generation EPYC processors are growing faster from the previous generation, according to AMD CEO Lisa Su, and accounted for the largest share of server CPU revenue.

In addition, AMD gives a number of examples of applications that use the third generation of EPYC processors, such as in the new Polaris supercomputer at the Argonne National Laboratory, a laboratory of the US Department of Energy. The supercomputer will get A100 GPUs from Nvidia and EPYC server processors. It would initially be second-generation EPYC Rome 7532 CPUs with 32 Zen 2 cores, but would switch to EPYC Milan 7343 processors in March next year. Just like the predecessors, they have 32 cores, but are based on AMD’s Zen 3 microarchitecture. Polaris will get a total of 17,920 CPU cores.

The Enterprise, Embedded and Semi-Custom segment also includes revenue from shipments of console chips for the PlayStation 5 and Xbox Series X and S. These so-called semi-custom sales are also on the rise, both compared to the previous quarter and compared to the previous quarter. compared to the third quarter of a year ago. According to Lisa Su, revenues from these will continue to grow in the coming fourth quarter as demand for the latest consoles from Microsoft and Sony remains very high and as AMD plans to increase shipments to meet continued demand for consoles.

The Computing and Graphics segment, which includes Ryzen processors and Radeon graphics cards, had revenue of $2.4 billion, up 44 percent from the third quarter of 2020. The increase was driven by higher revenues. of Ryzen CPUs, Radeon GPUs and AMD Instinct server accelerators.

In total, quarterly revenue amounted to $4.3 billion. That is an increase of 54 percent compared to the same period last year. AMD mainly points to the higher turnover in the segments Computing and Graphics and Enterprise, Embedded and Semi-Custom. Net profit came in at $923 million, compared to $390 million a year ago.

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