In this episode of the Jon Myer Podcast, the host, Jon Myer, engages in a conversation with Mike Thompson, a senior product manager at AMD. The episode centers around AMD’s presence at the New York Summit and its success in the cloud computing realm. Mike’s participation at the summit is motivated by his desire to connect with the public cloud user community and elucidate the factors behind AMD’s achievements. These achievements are primarily attributed to the company’s ability to offer faster performance at a lower cost and increase computing capacity without inflating expenses.
The discussion also delves into the strategic partnership between AMD and AWS. Mike underscores the close collaboration between the two entities and highlights AMD’s fourth-generation Epic processor, known as Genoa, which has been embraced by AWS across diverse instances worldwide. The collaboration has led to significant enhancements in performance, exemplified by the Elastic MapReduce (EMR) team’s utilization of AMD Epic processors to enhance EMR Spark price performance by 50%, essentially doubling productivity within the same cost constraints.
The conversation shifts to the challenge of AMD’s visibility relative to other semiconductor companies. Mike attributes this lower recognition to the fact that cloud users often overlook the processor’s role in their buying decisions. In the context of cloud computing, users often prioritize metrics such as core count and performance, inadvertently overlooking the pivotal role that processor selection plays in overall efficiency and cost-effectiveness.
The advantages of running workloads on AMD processors are also explored. Mike highlights three key reasons: the potential to gain more computing capacity at a lower cost, the ability to expand capacity without substantial additional funding, and the improved security facilitated by AMD’s Infinity Guard feature, which safeguards data in use. These benefits underscore the value proposition that AMD offers to customers seeking performance and security in their cloud computing endeavors.
The episode concludes with Mike offering insights into AMD’s future roadmap. He mentions the forthcoming release of the fourth-generation Epic processor, Genoa, and its preview by AWS. Additionally, Mike introduces AMD’s MI 300 GPUs, emphasizing their potential to revolutionize generative AI applications. These GPUs boast integrated memory that minimizes data movement and subsequently enhances the efficiency of data-intensive applications.
Throughout the conversation, Mike’s anticipation for sharing more about AMD’s offerings at the AWS New York Summit is palpable. The episode provides listeners with valuable insights into AMD’s role in cloud computing, its strategic collaborations, and its commitment to delivering performance and security to users.
