AMD Extends AI and High-Performance Leadership in Data Center and PCs with New AMD Instinct, Ryzen and EPYC Processors at Computex 2024
At Computex 2024, AMD introduced several advancements in AI and high-performance computing.
The new AMD Instinct MI325X accelerators, featuring 288GB HBM3E memory, will be available in Q4 2024, extending AMD's AI performance leadership. AMD also previewed its 5th Gen EPYC processors, targeting a 2H 2024 release.
AMD revealed the Ryzen AI 300 Series for laptops and the Ryzen 9000 Series for desktops, both promising superior performance for PCs. Microsoft, HP, Lenovo, and Asus showcased new AI-powered products using these processors.
AMD also unveiled the AMD Versal AI Edge Gen 2 devices for edge AI applications, highlighting collaborations with companies like Subaru and Canon.
- New AMD Instinct MI325X accelerators with 288GB HBM3E memory to be available in Q4 2024.
- 5th Gen AMD EPYC processors with 'Zen 5' core expected to launch in 2H 2024.
- AMD Ryzen AI 300 Series and Ryzen 9000 Series processors to enhance AI, gaming, and productivity in PCs.
- AMD XDNA 2 NPU core architecture delivers 50 TOPs of AI processing performance.
- Microsoft, HP, Lenovo, and Asus demonstrate new AI-powered products using AMD processors.
- AMD Versal AI Edge Gen 2 devices bringing edge AI innovation for partners like Subaru and Canon.
- No immediate availability for new products; most launches expected in late 2024.
- Competitive market pressure from other AI and high-performance computing providers.
AMD's latest announcements at Computex 2024 reveal substantial advancements in AI and high-performance computing. The company's strategy to deliver an annual cadence of leadership AI accelerators with the AMD Instinct MI325X, equipped with 288GB of ultra-fast HBM3E memory, signals aggressive competition in the AI accelerator market. This could enhance AMD’s market share, especially as generative AI applications demand more robust processing capabilities.
The unveiling of the 5th Gen AMD EPYC processors with 'Zen 5' cores aimed at data centers indicates a strong push towards maintaining leadership in server performance and efficiency. The focus on energy efficiency and performance is important given the increasing demand for sustainable computing solutions in data centers.
For a retail investor, short-term benefits might include an increase in stock price driven by the positive market reception of these advancements. However, it's critical to monitor the actual market uptake and performance of these new processors upon their release in the latter half of 2024. In the long-term, successful adoption and integration of these technologies into major platforms could significantly bolster AMD's financial performance and competitive stance.
The technological advancements highlighted by AMD at Computex 2024 are noteworthy. The introduction of the AMD Instinct MI325X accelerator with its industry-leading memory capacity showcases AMD's capability to meet the rising demands of AI workloads. The transition to the next-generation AMD CDNA 4 and subsequently CDNA 'Next' architectures promises substantial improvements, including a projected 35x increase in AI inference performance by 2025.
The new AMD Ryzen AI 300 Series processors and AMD Ryzen 9000 Series desktop processors reflect the company's commitment to enhancing performance across a range of applications, from gaming to productivity. The integration of the AMD XDNA 2 NPU core delivering 50 TOPs of AI processing performance is a significant leap, emphasizing AMD's focus on AI-driven computing.
For retail investors, understanding the competitive edge of these tech advancements is essential. AMD's push to deliver high-efficiency, high-performance products across different segments could position it favorably against competitors such as NVIDIA and Intel. However, it's important to consider the delivery timeline and the actual performance benchmarks once these products are commercially available.
Market reaction to AMD's announcements is likely to be positive, given the bold strides in AI and high-performance computing. The strategic partnerships with tech giants like Microsoft, HP, Lenovo and Asus, particularly for AI-powered PCs, could drive significant market penetration. Microsoft's endorsement of AMD processors for their Copilot+ PCs as well as the partnership for Azure workloads enhances AMD's credibility and market presence.
The comprehensive strategy, from data centers to edge AI solutions, positions AMD well to capitalize on the growing AI market. The focus on both enterprise and consumer markets is a smart move, ensuring diverse revenue streams and reduced dependency on any single market segment.
For investors, assessing the competitive landscape and AMD's ability to deliver on its promises in a timely manner is crucial. The successful deployment of upcoming products and the continuation of strategic collaborations will be key indicators of sustained growth and market dominance.
— Expanded AMD Instinct accelerator roadmap brings annual cadence of leadership AI accelerators; next generation AMD EPYC processors to extend data center CPU leadership —
— New AMD Ryzen AI 300 Series laptop and AMD Ryzen 9000 Series desktop processors deliver leading performance for Copilot+ PCs, gaming, content creation and productivity —
TAIPEI, Taiwan, June 02, 2024 (GLOBE NEWSWIRE) -- Today at the Computex 2024 opening keynote, AMD (NASDAQ: AMD) detailed new leadership CPU, NPU and GPU architectures powering end-to-end AI infrastructure from the data center to PCs. AMD unveiled an expanded AMD Instinct™ accelerator roadmap, introducing an annual cadence of leadership AI accelerators including the new AMD Instinct MI325X accelerator with industry-leading memory capacity planned to be available in Q4 2024. AMD also previewed 5th Gen AMD EPYC™ server processors, on track to launch in 2H 2024, with leadership performance and efficiency. AMD announced AMD Ryzen™ AI 300 Series, the third generation of AMD AI-enabled mobile processors, and AMD Ryzen 9000 Series processors for laptop and desktop PCs, respectively.
“This is an incredibly exciting time for AMD as the rapid and accelerating adoption of AI is driving increased demand for our high-performance computing platforms,” said Dr. Lisa Su, chair and CEO. “At Computex, we were proud to be joined by Microsoft, HP, Lenovo, Asus and other strategic partners to launch our next-generation Ryzen desktop and notebook processors, preview the leadership performance of our next-generation EPYC processors, and announce a new annual cadence for AMD Instinct AI accelerators.”
“We are in the midst of a massive AI platform shift, with the promise to transform how we live and work. That’s why our deep partnership with AMD, which has spanned multiple computing platforms, from the PC to custom silicon for Xbox, and now to AI, is so important to us,” said Satya Nadella, Chairman and CEO of Microsoft. “We are excited to partner with AMD to deliver these new Ryzen AI powered Copilot+ PCs. We are very committed to our collaboration with AMD and we’ll continue to push AI progress forward together across the cloud and edge to bring new value to our joint customers.”
Delivering Leadership AI and Enterprise Compute for the Data Center
AMD detailed its expanded multi-generational accelerator roadmap, showing how it plans to deliver performance and memory leadership on an annual cadence for generative AI. The expanded roadmap includes the AMD Instinct MI325X accelerators, with planned availability in Q4 2024, delivering industry leading memory capacity with 288GB of ultra-fast HBM3E memory1 that extends AMD generative AI performance leadership2. The next-generation AMD CDNA™ 4 architecture, expected in 2025, will power the AMD Instinct MI350 Series and is expected to drive up to 35x better AI inference performance compared to AMD Instinct MI300 Series with AMD CDNA 33. Continuing performance and feature improvements, the CDNA “Next” architecture will power MI400 series accelerators planned for 2026.
Previewed today at Computex, 5th Gen AMD EPYC processors (codenamed “Turin”) will leverage the “Zen 5” core and continue the leadership performance and efficiency of the AMD EPYC processor family. 5th Gen AMD EPYC processors are targeted for availability in 2H of 2024.
At the keynote, Microsoft CEO Satya Nadella highlighted how AMD Instinct MI300X accelerators deliver leading price/performance on GPT-4 inference for Microsoft Azure workloads.
Reimagining the PC to Enable Intelligent, Personal Experiences
Dr. Su was joined by executives from Microsoft, HP®, Lenovo® and Asus to unveil new PC experiences powered by 3rd Gen AMD Ryzen AI 300 Series processors and AMD Ryzen 9000 Series desktop processors.
AMD detailed its next generation “Zen 5” CPU core, built from the ground up for leadership performance and energy efficiency spanning from supercomputers and the cloud to PCs. AMD also unveiled the AMD XDNA™ 2 NPU core architecture that delivers 50 TOPs of AI processing performance4 and up to 2x projected power efficiency for generative AI workloads compared to the prior generation5. The AMD XDNA 2 architecture-based NPU is the industry’s first and only NPU supporting advanced Block FP16 data type6, delivering increased accuracy compared to lower precision data types used by competitive NPUs without sacrificing performance. Together, “Zen 5,” AMD XDNA 2 and AMD RDNA™ 3.5 graphics enable next-gen AI experiences in laptops powered by AMD Ryzen AI 300 Series processors.
On stage at Computex, ecosystem partners showcased how they are working with AMD to unlock new AI experiences for PCs. Microsoft highlighted its longstanding partnership with AMD and announced AMD Ryzen AI 300 Series processors exceed Microsoft’s Copilot+ PC requirements. HP unveiled new Copilot+ PCs powered by AMD, including the HP Pavilion Aero, and demonstrated image generator Stable Diffusion XL Turbo running locally on an HP laptop powered by a Ryzen AI 300 Series processor. Lenovo revealed upcoming consumer and commercial laptops powered by Ryzen AI 300 Series processors and highlighted how it is leveraging Ryzen AI to enable new Lenovo AI software. Asus showcased a broad portfolio of AI PCs for business users, consumers, content creators and gamers powered by Ryzen AI 300 Series processors.
AMD also unveiled the AMD Ryzen 9000 Series desktop processors based on the “Zen 5” architecture, delivering leadership performance in gaming, productivity and content creation. AMD Ryzen 9 9950X processors are the world’s fastest consumer desktop processors7.
Separately, AMD also announced the AMD Radeon™ PRO W7900 Dual Slot workstation graphics card, optimized to deliver scalable AI performance for platforms supporting multiple GPUs. AMD also unveiled AMD ROCm™ 6.1 for AMD Radeon GPUs, designed to make AI development and deployment with AMD Radeon desktop GPUs more compatible, accessible and scalable.
Powering the Next Wave of Edge AI Innovation
AMD showcased how its AI and adaptive computing technology is powering the next wave of AI innovation at the edge. Only AMD combines all the IP required for whole edge AI application acceleration. The new AMD Versal™ AI Edge Series Gen 2 brings together FPGA programmable logic for real-time pre-processing, next-gen AI Engines powered by XDNA technology for efficient AI inference, and embedded CPUs for post-processing to deliver the highest performing single chip adaptive solution for edge AI. AMD Versal AI Edge Gen 2 devices are available now for early access with over 30 key partners currently in development.
AMD showcased how it is enabling AI at the edge across verticals, including:
- Illumina is using advanced AMD technology to unlock the power of genome sequencing.
- Subaru is using AMD Versal AI Edge Gen 2 devices to power its EyeSight ADAS Platform to help enable Subaru’s “zero-fatalities” mission by 2030.
- Canon uses the Versal AI Core series for its Free Viewpoint Video System, revolutionizing viewing experience for live sport broadcasts and webcasts.
- Hitachi Energy’s HVDC protection relays predict electrical overvoltage using AMD adaptive computing technology for real-time processing.
Supporting Resources
About AMD
For more than 50 years AMD has driven innovation in high-performance computing, graphics and visualization technologies. Billions of people, leading Fortune 500 businesses and cutting-edge scientific research institutions around the world rely on AMD technology daily to improve how they live, work and play. AMD employees are focused on building leadership high-performance and adaptive products that push the boundaries of what is possible. For more information about how AMD is enabling today and inspiring tomorrow, visit the AMD (NASDAQ: AMD) website, blog, LinkedIn and X pages.
Cautionary Statement
This press release contains forward-looking statements concerning Advanced Micro Devices, Inc. (AMD) such as the features, functionality, performance, availability, timing and expected benefits of AMD products and technology including 5th Gen AMD EPYC™ processors, AMD Ryzen™ AI 300 Series processors, AMD Ryzen™ 9000 Series desktop processors, the AMD Instinct™ accelerator family, AMD CDNA™ 4 and AMD CDNA™ “Next”, “Zen 5” CPU architecture, AMD XDNA™ 2 NPU architecture, AMD RDNA™ 3.5 GPU architecture, AMD Radeon™ PRO W7900 Dual Slot workstation GPUs, AMD ROCm™ 6.1 for AMD Radeon™ GPUs; product roadmaps and leadership AI performance, 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. 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Material factors that could cause actual results to differ materially from current expectations include, without limitation, the following: Intel Corporation’s dominance of the microprocessor market and its aggressive business practices; cyclical nature of the semiconductor industry; market conditions of the industries in which AMD products are sold; loss of a significant customer; competitive markets in which AMD’s products are sold; economic and market uncertainty; quarterly and seasonal sales patterns; AMD's ability to adequately protect its technology or other intellectual property; unfavorable currency exchange rate fluctuations; ability of third party manufacturers to manufacture AMD's products on a timely basis in sufficient quantities and using competitive technologies; availability of essential equipment, materials, substrates or manufacturing processes; ability to achieve expected manufacturing yields for AMD’s products; AMD's ability to introduce products on a timely basis with expected features and performance levels; AMD's ability to generate revenue from its semi-custom SoC products; potential security vulnerabilities; potential security incidents including IT outages, data loss, data breaches and cyberattacks; uncertainties involving the ordering and shipment of AMD’s products; AMD’s reliance on third-party intellectual property to design and introduce new products in a timely manner; AMD's reliance on third-party companies for design, manufacture and supply of motherboards, software, memory and other computer platform components; AMD's reliance on Microsoft and other software vendors' support to design and develop software to run on AMD’s products; AMD’s reliance on third-party distributors and add-in-board partners; impact of modification or interruption of AMD’s internal business processes and information systems; compatibility of AMD’s products with some or all industry-standard software and hardware; costs related to defective products; efficiency of AMD's supply chain; AMD's ability to rely on third party supply-chain logistics functions; AMD’s ability to effectively control sales of its products on the gray market; long-term impact of climate change on AMD’s business; impact of government actions and regulations such as export regulations, tariffs and trade protection measures; AMD’s ability to realize its deferred tax assets; potential tax liabilities; current and future claims and litigation; impact of environmental laws, conflict minerals-related provisions and other laws or regulations; evolving expectations from governments, investors, customers and other stakeholders regarding corporate responsibility matters; issues related to the responsible use of AI; restrictions imposed by agreements governing AMD’s notes, the guarantees of Xilinx’s notes and the revolving credit facility; impact of acquisitions, joint ventures and/or investments on AMD’s business and AMD’s ability to integrate acquired businesses; impact of any impairment of the combined company’s assets; political, legal and economic risks and natural disasters; future impairments of technology license purchases; AMD’s ability to attract and retain qualified personnel; and AMD’s stock price volatility. Investors are urged to review in detail the risks and uncertainties in AMD’s Securities and Exchange Commission filings, including but not limited to AMD’s most recent reports on Forms 10-K and 10-Q.
Ryzen™ AI is defined as the combination of a dedicated AI engine, AMD Radeon™ graphics engine, and Ryzen processor cores that enable AI capabilities. OEM and ISV enablement is required, and certain AI features may not yet be optimized for Ryzen AI processors. Ryzen AI is compatible with: (a) AMD Ryzen 7040 and 8040 Series processors except Ryzen 5 7540U, Ryzen 5 8540U, Ryzen 3 7440U, and Ryzen 3 8440U processors; (b) AMD Ryzen AI 300 Series processors, and (c) all AMD Ryzen 8000G Series desktop processors except the Ryzen 5 8500G/GE and Ryzen 3 8300G/GE. Please check with your system manufacturer for feature availability prior to purchase. GD-220c.
Radeon™ PRO Series and Radeon RX Series graphics cards mentioned herein are not designed, marketed nor recommended for datacenter usage. Use in a datacenter setting may adversely affect manageability, efficiency, reliability, and/or performance. GD-239s.
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1 MI300-48 - Calculations conducted by AMD Performance Labs as of May 22nd, 2024, based on current specifications and /or estimation. The AMD Instinct™ MI325X OAM accelerator is projected to have 288GB HBM3e memory capacity and 6 TFLOPS peak theoretical memory bandwidth performance. Actual results based on production silicon may vary.
The highest published results on the NVidia Hopper H200 (141GB) SXM GPU accelerator resulted in 141GB HBM3e memory capacity and 4.8 TB/s GPU memory bandwidth performance.
https://nvdam.widen.net/s/nb5zzzsjdf/hpc-datasheet-sc23-h200-datasheet-3002446
The highest published results on the NVidia Blackwell HGX B100 (192GB) 700W GPU accelerator resulted in 192GB HBM3e memory capacity and 8 TB/s GPU memory bandwidth performance.
https://resources.nvidia.com/en-us-blackwell-architecture?_gl=1*1r4pme7*_gcl_aw*R0NMLjE3MTM5NjQ3NTAuQ2p3S0NBancyNkt4we know QmhCREVpd0F1NktYdDlweXY1dlUtaHNKNmhPdHM4UVdPSlM3dFdQaE40WkI4THZBaWFVajFyTGhYd3hLQmlZQ3pCb0NsVElRQXZEX0J3RQ..*_gcl_au*MTIwNjg4NjU0Ny4xNzExMDM1NTQ3
The highest published results on the NVidia Blackwell HGX B200 (192GB) GPU accelerator resulted in 192GB HBM3e memory capacity and 8 TB/s GPU memory bandwidth performance.
https://resources.nvidia.com/en-us-blackwell-architecture?_gl=1*1r4pme7*_gcl_aw*R0NMLjE3MTM5NjQ3NTAuQ2p3S0NBancyNkt4QmhCREVpd0F1NktYdDlweXY1dlUtaHNKNmhPdHM4UVdPSlM3dFdQaE40WkI4THZBaWFVajFyTGhYd3hLQmlZQ3pCb0NsVElRQXZEX0J3RQ..*_gcl_au*MTIwNjg4NjU0Ny4xNzExMDM1NTQ3
2 MI300-49: Calculations conducted by AMD Performance Labs as of May 28th, 2024 for the AMD Instinct™ MI325X GPU at 2,100 MHz peak boost engine clock resulted in 1307.4 TFLOPS peak theoretical half precision (FP16), 1307.4 TFLOPS peak theoretical Bfloat16 format precision (BF16), 2614.9 TFLOPS peak theoretical 8-bit precision (FP8), 2614.9 TOPs INT8 floating-point performance. Actual performance will vary based on final specifications and system configuration.
Published results on Nvidia H200 SXM (141GB) GPU: 989.4 TFLOPS peak theoretical half precision tensor (FP16 Tensor), 989.4 TFLOPS peak theoretical Bfloat16 tensor format precision (BF16 Tensor), 1,978.9 TFLOPS peak theoretical 8-bit precision (FP8), 1,978.9 TOPs peak theoretical INT8 floating-point performance. BFLOAT16 Tensor Core, FP16 Tensor Core, FP8 Tensor Core and INT8 Tensor Core performance were published by Nvidia using sparsity; for the purposes of comparison, AMD converted these numbers to non-sparsity/dense by dividing by 2, and these numbers appear above.
3 MI300-55: Inference performance projections as of May 31, 2024 using engineering estimates based on the design of a future AMD CDNA 4-based Instinct MI350 Series accelerator as proxy for projected AMD CDNA™ 4 performance. A 1.8T GPT MoE model was evaluated assuming a token-to-token latency = 70ms real time, first token latency = 5s, input sequence length = 8k, output sequence length = 256, assuming a 4x 8-mode MI350 series proxy (CDNA4) vs. 8x MI300X per GPU performance comparison. Actual performance will vary based on factors including but not limited to final specifications of production silicon, system configuration and inference model and size used
4 Trillions of Operations per Second (TOPS) for an AMD Ryzen processor is the maximum number of operations per second that can be executed in an optimal scenario and may not be typical. TOPS may vary based on several factors, including the specific system configuration, AI model, and software version. GD-243.
5 Based on performance and power estimates correlated to measurements on hardware platforms as of May 2024 comparing projected Stable Diffusion iterations per second per watt for Ryzen AI 300 Series processor to a Ryzen 8945HS processor. Configuration for Ryzen AI 300 Series Processor: Reference platform, 32GB RAM, Radeon 890M graphics, Windows 11 Pro. Configuration for the Ryzen 8945HS processor is: Razer Blade 14, 32GB RAM, Radeon 780M graphics, Windows 11 Home. Specific projections are are subject to change when final products are released in market. STX-14.
6 As of May 2024, AMD has the first available NPU on a laptop PC processor (AMD Ryzen™ AI 300 Series processor) that supports Block FP16 functionality, where 'dedicated AI engine' is defined as an AI engine that has no function other than to process AI inference models and is part of the x86 processor die. STX-16.
7 Testing as of May 2024 by AMD Performance Labs on test systems configured as follows: AMD Ryzen 9 9950X system:
GIGABYTE X670E AORUS MASTER,
Balanced,
DDR5-6000,
Radeon RX 7900 XTX, VBS=On,SAM=On
KRACKENX63 (May 10, 2024) vs. similarly configured Intel Core i9-14900KS system:
MSI MEG Z790 ACE MAX (MS-7D86),
Balanced,
DDR5-6000,
Radeon RX 7900 XTX, VBS=On,SAM=On
KRAKENX63 (May 13, 2024) {Profile=Intel Default} on the following applications: 3DMarkDandia, Blender, Cinebench, GeekBench, PCMark10, PassMark, ProcyonOffice, ProcyonPhotoEditing, ProcyonVideoEditing. System manufacturers may vary configurations, yielding different results. GNR-01.
Contact:
Brandi Martina
AMD Communications
(512) 705-1720
brandi.martina@amd.com
Suresh Bhaskaran
AMD Investor Relations
408-749-2845
suresh.bhaskaran@amd.com
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