AMD Venice Demand Reportedly Off The Charts, As Industry…
0 reactions
AMD Venice Demand Reportedly Off The Charts, As Industry Channel Checks Suggest That 2027 Volume Is Already Sold And AMD Is Currently Selling 2028 Volume.
>Demand for AMD's latest-generation EPYC 9006 series server CPUs is running exceptionally hot, with market sources indicating that all 2027 production capacity has already been sold out and AMD has begun taking orders for 2028. Morgan Stanley projects 2027 shipments could reach 6.75 million units; at an average selling price of $7,691, AMD could lock in approximately $51 billion in revenue.
>On the competitive front, market sources indicate that NVIDIA's in-house CPU is not expected to pose a threat to AMD's x86 server CPUs. NVIDIA's products are considered less cost-effective for workloads outside the agent rack, and the software migration costs from x86 to ARM architectures in existing data center environments are substantial, constituting a major barrier to entry.
>According to benchmark data, the top-tier EPYC 9996 (256 cores) achieved 2.37 times the overall throughput of Intel's Xeon 6980P (128 cores) and 2.24 times that of NVIDIA's Vera (88 cores) in the SPECrate 2026\_int\_base standard compute test. In a simulated 100kW power-constrained rack environment, the EPYC 9996 system delivered 3.40 times the rack-level processing performance of NVIDIA Vera and 2.46 times that of Intel Xeon 6980P.
#hardware #technology
>Demand for AMD's latest-generation EPYC 9006 series server CPUs is running exceptionally hot, with market sources indicating that all 2027 production capacity has already been sold out and AMD has begun taking orders for 2028. Morgan Stanley projects 2027 shipments could reach 6.75 million units; at an average selling price of $7,691, AMD could lock in approximately $51 billion in revenue.
>On the competitive front, market sources indicate that NVIDIA's in-house CPU is not expected to pose a threat to AMD's x86 server CPUs. NVIDIA's products are considered less cost-effective for workloads outside the agent rack, and the software migration costs from x86 to ARM architectures in existing data center environments are substantial, constituting a major barrier to entry.
>According to benchmark data, the top-tier EPYC 9996 (256 cores) achieved 2.37 times the overall throughput of Intel's Xeon 6980P (128 cores) and 2.24 times that of NVIDIA's Vera (88 cores) in the SPECrate 2026\_int\_base standard compute test. In a simulated 100kW power-constrained rack environment, the EPYC 9996 system delivered 3.40 times the rack-level processing performance of NVIDIA Vera and 2.46 times that of Intel Xeon 6980P.
#hardware #technology
| 2,000 mlx | |
| 5 | |
| 0 |