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AMD Financial Analyst Day Live Blog

Event
AMD Financial Analyst Day
Start time
4 PM EST
Event status
Finished
Jim
March 5, 2020
18:47

Never seen Devinder Kumar looking so confident or happy as this...

Matthew Connatser
March 5, 2020
18:43

Overall, this has been interesting, but not very, which is what I expected.

Matthew Connatser
March 5, 2020
18:42

Anyways, thanks everyone for sticking around.

Matthew Connatser
March 5, 2020
18:42

If there's any actual product announcements after this I'll be really sad I missed it.

Matthew Connatser
March 5, 2020
18:41

It looks like this is a look at AMD's financials, and I think this is a good point to stop.

Jim
March 5, 2020
18:40

Every time I watch Forrest talk I'm impressed.

Matthew Connatser
March 5, 2020
18:40

Devinder on the stage now.

Matthew Connatser
March 5, 2020
18:39

Matthew Connatser
March 5, 2020
18:39

There it is.

Matthew Connatser
March 5, 2020
18:39

Matthew Connatser
March 5, 2020
18:38

Not on the slide but El Capitan is also another exascale supercomputer that AMD won in both CPUs and GPUs.

Matthew Connatser
March 5, 2020
18:38

Matthew Connatser
March 5, 2020
18:37

Matthew Connatser
March 5, 2020
18:36

Jim
March 5, 2020
18:36

"Advanced Node" must mean they haven't decided between 7EUV or 5nm yet.

Matthew Connatser
March 5, 2020
18:35

CDNA is also later this year.

Matthew Connatser
March 5, 2020
18:34

10000x performance jump in 5 years to get exascale by 2025.

Matthew Connatser
March 5, 2020
18:34

10000x performance increase in the past 15 years.

Matthew Connatser
March 5, 2020
18:34

Matthew Connatser
March 5, 2020
18:32

Matthew Connatser
March 5, 2020
18:31

Matthew Connatser
March 5, 2020
18:30

Matthew Connatser
March 5, 2020
18:29

Jim
March 5, 2020
18:29

Did I detect a slight downplaying of Milan there?

Matthew Connatser
March 5, 2020
18:29

By the way, we're pretty sure after Genoa comes Turin, but it's hard to tell when it's 2+ years out.

Matthew Connatser
March 5, 2020
18:28

Matthew Connatser
March 5, 2020
18:28

I called it, 100% coverage. That's the power of machine learning.

Matthew Connatser
March 5, 2020
18:28

Matthew Connatser
March 5, 2020
18:27

Matthew Connatser
March 5, 2020
18:27

Intel's 5G parade might be getting rained on...

Matthew Connatser
March 5, 2020
18:27

Jim
March 5, 2020
18:27

I'll say this - for a day that is aimed at the financial sector, it's actually a bit light on details.  Lots of talk on tech, as is the normal from AMD, but not enough on how they are gonna turn that into money.

Matthew Connatser
March 5, 2020
18:25

Man I can't wait until I get 400 Gbps networking.

Matthew Connatser
March 5, 2020
18:25

Matthew Connatser
March 5, 2020
18:25

Matthew Connatser
March 5, 2020
18:24

Like I said before, AMD is just pumping out supercomputer wins, and has almost wiped out Intel in this space.

Matthew Connatser
March 5, 2020
18:24

Matthew Connatser
March 5, 2020
18:23

Oh and AMD got a deal with Cloudflare very recently too.

Matthew Connatser
March 5, 2020
18:23

Matthew Connatser
March 5, 2020
18:22

AMD recently scored a big win with Tencent on cloud, by the way.

Matthew Connatser
March 5, 2020
18:22

Matthew Connatser
March 5, 2020
18:20

I guess AMD isn't including Cascade Lake dual die in this. I don't blame them.

Matthew Connatser
March 5, 2020
18:20

Matthew Connatser
March 5, 2020
18:20

Milan I suppose will have 100% coverage?

Jim
March 5, 2020
18:18

"We believe we will hit double-digit server market share in Q2 this year".

Matthew Connatser
March 5, 2020
18:18

Matthew Connatser
March 5, 2020
18:18

When was the last time AMD had 10%? 2008?

Matthew Connatser
March 5, 2020
18:17

10% market share to be achieved in less than a year since Rome launched.

Matthew Connatser
March 5, 2020
18:17

10% market share in less than a year since Rome launched.

Matthew Connatser
March 5, 2020
18:17

Matthew Connatser
March 5, 2020
18:16

AMD is aided by Intel's "uneven execution"

Jim
March 5, 2020
18:16

They are hitting this execution point hard now.

And also bringing attention to the fact that Intel have been a disaster on execution recently.

Jim
March 5, 2020
18:16

They are hitting this execution thing hard now, finally.

And also bringing attention to the fact that Intel have been a disaster on execution recently.

Jim
March 5, 2020
18:16

They are hitting this execution thing hard now, finally.

Matthew Connatser
March 5, 2020
18:16

Matthew Connatser
March 5, 2020
18:16

Yes these are the new ones.

Matthew Connatser
March 5, 2020
18:16

Matthew Connatser
March 5, 2020
18:15

Anyways, it seems AMD has the datacenter on lock down when it comes to performance.

Matthew Connatser
March 5, 2020
18:15

Is this "estimated" thing including the new Xeons?

Matthew Connatser
March 5, 2020
18:15

Matthew Connatser
March 5, 2020
18:14

AMD has to be appreciated for not meeting Intel's ridiculous marketing, the whole bronze, silver, gold, and platinum thing is pretty dumb.

Jim
March 5, 2020
18:14

It's important for AMD to keep talking about security so long as Intel keeps having problems.

Matthew Connatser
March 5, 2020
18:14

Matthew Connatser
March 5, 2020
18:13

Matthew Connatser
March 5, 2020
18:13

I think the security issue is a really important point for AMD.

Matthew Connatser
March 5, 2020
18:12

Matthew Connatser
March 5, 2020
18:12

"The teams have delivered with metronomic regularity"

Matthew Connatser
March 5, 2020
18:11

Matthew Connatser
March 5, 2020
18:10

Matthew Connatser
March 5, 2020
18:10

Matthew Connatser
March 5, 2020
18:09

"Endless need for high performance computing"

Jim
March 5, 2020
18:09

Captain EPYC is up - AMD's SVP and GM of data center, Forrest Norrod

Matthew Connatser
March 5, 2020
18:09

Matthew Connatser
March 5, 2020
18:08

Forrest Norrod is on the stage.

Matthew Connatser
March 5, 2020
18:08

I can't imagine what else AMD has to cover other than the deep financial stuff.

Matthew Connatser
March 5, 2020
18:08

And we're back.

Jim
March 5, 2020
17:48

Time for a break in this very long presentation...5 hrs apparently!

Matthew Connatser
March 5, 2020
17:47

Brief break then Forrest Norrod with the datacenter.

Matthew Connatser
March 5, 2020
17:47

"Our employees are maniacally focused on our roadmaps"

Matthew Connatser
March 5, 2020
17:46

Matthew Connatser
March 5, 2020
17:45

Jim
March 5, 2020
17:45

So if Navi 20 is later this year and Zen 3 is later, could this be due to 7EUV falling a little behind schedule?

Matthew Connatser
March 5, 2020
17:45

AMD is talking about winning with GPUs?

Matthew Connatser
March 5, 2020
17:45

Matthew Connatser
March 5, 2020
17:44

I wouldn't even say that the 2080Ti can do uncompromising 4K so this boast is quite great.

Matthew Connatser
March 5, 2020
17:44

"Navi 20 at the end of this year"

Matthew Connatser
March 5, 2020
17:43

Matthew Connatser
March 5, 2020
17:43

I wonder how many people are actually using these features.

Matthew Connatser
March 5, 2020
17:42

Matthew Connatser
March 5, 2020
17:42

Why is AMD comparing to a previous generation Nvidia GPU?

Matthew Connatser
March 5, 2020
17:42

Jim
March 5, 2020
17:42

There's a real difference in attitude over Radeon, I haven't seen this level of talk in years.

Matthew Connatser
March 5, 2020
17:42

Navi has 3x as many SKUs as Vega.

Matthew Connatser
March 5, 2020
17:41

Matthew Connatser
March 5, 2020
17:40

Matthew Connatser
March 5, 2020
17:40

Matthew Connatser
March 5, 2020
17:40

Including console, Stadia, and mobile on there is kind of misleading, they're not buying these devices because it has Radeon graphics in them. I feel like they're trying to mask their poor performance in PC.

Matthew Connatser
March 5, 2020
17:39

Matthew Connatser
March 5, 2020
17:38

Matthew Connatser
March 5, 2020
17:38

Does this indicate Zen 4 for 2021 and not 2022?

Matthew Connatser
March 5, 2020
17:37

Matthew Connatser
March 5, 2020
17:37

This is all without 7nm Ryzen by the way.

Matthew Connatser
March 5, 2020
17:36

Matthew Connatser
March 5, 2020
17:36

Looks like someone really messed up this slide...

Matthew Connatser
March 5, 2020
17:35

Jim
March 5, 2020
17:35

Not at 15W Matthew? (regarding the 1065G7)

Matthew Connatser
March 5, 2020
17:35

Matthew Connatser
March 5, 2020
17:34

Surprisingly, mobile has been AMD's fastest growing segment.

Matthew Connatser
March 5, 2020
17:34

Matthew Connatser
March 5, 2020
17:33

Multi thread is a little misleading since Intel does have faster CPUs than the 1065G7, faster by far.

Matthew Connatser
March 5, 2020
17:33

Matthew Connatser
March 5, 2020
17:33

Though the speaker says this is the first 8 core mobile CPU, I don't know if that's true. I know Intel has an 8 core mobile CPU but I can't remember if it's launched yet.

Matthew Connatser
March 5, 2020
17:32

Matthew Connatser
March 5, 2020
17:32

Battery life was a big downside for previous Ryzen APUs, hopefully they really have fixed that.

Matthew Connatser
March 5, 2020
17:31

Matthew Connatser
March 5, 2020
17:31

"Virtually any workload, AMD is beating the competition"

Matthew Connatser
March 5, 2020
17:30

Matthew Connatser
March 5, 2020
17:29

Jim
March 5, 2020
17:29

I thought Bergman was ATI, I missed his current position at AMD but it's EVP of Computing and Graphics.

Matthew Connatser
March 5, 2020
17:29

Matthew Connatser
March 5, 2020
17:29

"We're moving into the premium segments of the marketplace"

Matthew Connatser
March 5, 2020
17:28

Matthew Connatser
March 5, 2020
17:28

Although I don't disagree with it, calling Renoir the world's fastest laptop CPU is a little too soon given that the laptops aren't actually out yet.

Matthew Connatser
March 5, 2020
17:28

Although I don't disagree with it, calling Renoir the world's fastest laptop CPU is a little too soon given that the laptops aren't actually out yet.

Matthew Connatser
March 5, 2020
17:27

Matthew Connatser
March 5, 2020
17:27

Matthew Connatser
March 5, 2020
17:26

I feel like AMD too often justifies the position of their GPUs by pointing out they have CPUs as well.

Matthew Connatser
March 5, 2020
17:24

So this is the PC segment, Wang had little for us on RDNA2 but maybe we'll start getting some 6000 series info now?

Matthew Connatser
March 5, 2020
17:24

Matthew Connatser
March 5, 2020
17:24

Rick Bergman (?) is up now.

Jim
March 5, 2020
17:24

Decent presentation from David Wang, his delivery is improving with each one.

Matthew Connatser
March 5, 2020
17:23

And Wang is done.

Matthew Connatser
March 5, 2020
17:23

Matthew Connatser
March 5, 2020
17:23

Keep in mind the 7742 is 64 cores each.

Matthew Connatser
March 5, 2020
17:22

Interesting that this isn't a head to head GPU comparison. AMD is throwing in their clearly superior Rome chips in as well.

Matthew Connatser
March 5, 2020
17:22

Matthew Connatser
March 5, 2020
17:21

Matthew Connatser
March 5, 2020
17:20

ROCm 4.0 for 2020. "Complete exascale solution for ML/HPC"

Matthew Connatser
March 5, 2020
17:20

Matthew Connatser
March 5, 2020
17:18

Matthew Connatser
March 5, 2020
17:17

And again "advanced node", no explanation on what that means so far.

Matthew Connatser
March 5, 2020
17:17

It sure seems implied that GCN is a more direct predecessor to CDNA than it is to RDNA...

Jim
March 5, 2020
17:17

Yep, CDNA replaces Vega.

Matthew Connatser
March 5, 2020
17:17

Matthew Connatser
March 5, 2020
17:16

I imagine CDNA is about Arcturus but I figured it was just a Vega derivative.

Matthew Connatser
March 5, 2020
17:15

Matthew Connatser
March 5, 2020
17:15

Oh it seems like they have an RDNA2 demo for ray tracing on site.

Matthew Connatser
March 5, 2020
17:14

Is this a signal that Vulkan is getting support on XBox SX and/or PS5?

Matthew Connatser
March 5, 2020
17:14

"Ray tracing adoption has been slow due to lack of software and performance"

Matthew Connatser
March 5, 2020
17:13

Jim
March 5, 2020
17:13

50% on top of RDNA is massive, absolutely massive on the same node.

Matthew Connatser
March 5, 2020
17:13

That's not an easy feat given AMD's going from 7nm to just 7nm+ which isn't a huge leap.

Matthew Connatser
March 5, 2020
17:13

Jim
March 5, 2020
17:13

If that slide is legit, we're looking at an enormous perf/Watt improvement with RDNA 2.

Matthew Connatser
March 5, 2020
17:12

I am very skeptical of RDNA2's position on this graph but hopefully it's true, for AMD's sake at least.

Matthew Connatser
March 5, 2020
17:12

Matthew Connatser
March 5, 2020
17:12

RDNA3 to have better efficiency and more features, not shocking.

Jim
March 5, 2020
17:12

Wang couldn't hide his smile while talking about RDNA 2 there.

Matthew Connatser
March 5, 2020
17:11

Matthew Connatser
March 5, 2020
17:11

Jim
March 5, 2020
17:10

I talked about this stuff 3 years ago.

Matthew Connatser
March 5, 2020
17:10

Matthew Connatser
March 5, 2020
17:09

Jim
March 5, 2020
17:09

This stuff blows my mind.  Imagine two separate targeted architectures being better than one general architecture at both?

No wonder Nvidia has been ahead so far since Maxwell...

Matthew Connatser
March 5, 2020
17:09

I really wonder what's separating RDNA and CDNA.

Matthew Connatser
March 5, 2020
17:09

Matthew Connatser
March 5, 2020
17:08

Matthew Connatser
March 5, 2020
17:08

It's good that Wang wants to focus on architecture too since AMD has often struggled with Nvidia despite usually having the better process.

Jim
March 5, 2020
17:08

"Domain Specific Optimization", guessing this is CDNA for data center and RDNA for gaming.

Matthew Connatser
March 5, 2020
17:07

"Process is the foundation, but it is not enough"

Matthew Connatser
March 5, 2020
17:07

Matthew Connatser
March 5, 2020
17:07

"This is a very, very broad ecosystem"

Matthew Connatser
March 5, 2020
17:06

Matthew Connatser
March 5, 2020
17:06

David Wang is on the stage, head of RTG.

Jim
March 5, 2020
17:04

I love listening to Papermaster, he's in complete control but never sounds arrogant.

Matthew Connatser
March 5, 2020
17:04

"Our core roadmaps will be relentless"

Matthew Connatser
March 5, 2020
17:04

Looks like David Wang is up next soon.

Matthew Connatser
March 5, 2020
17:03

"We love the fight at AMD"

Matthew Connatser
March 5, 2020
17:03

It really speaks to AMD's growth that this all is so unsurprising. AMD has just been pumping out supercomputer deals.

Matthew Connatser
March 5, 2020
17:02

Matthew Connatser
March 5, 2020
17:01

Matthew Connatser
March 5, 2020
17:01

So Infinity Architecture is how other devices connect with each other, Infinity Fabric is more internal.

Matthew Connatser
March 5, 2020
17:00

Jim
March 5, 2020
17:00

Yep, Infinity Architecture.

Matthew Connatser
March 5, 2020
17:00

Looks like AMD is going to be stacking memory and not processors.

Matthew Connatser
March 5, 2020
16:59

I always liked how Fiji looked, but it's a good thing we've moved on from single GB stacks of HBM.

Matthew Connatser
March 5, 2020
16:58

Matthew Connatser
March 5, 2020
16:58

Good that AMD won't be getting complacent, or at least that's what Papermaster promises.

Matthew Connatser
March 5, 2020
16:58

"Competitors will come back at some point"

Matthew Connatser
March 5, 2020
16:57

TSMC (and AMD who uses TSMC's nodes) are in a position of dominance thanks to Intel's failure to keep up.

Matthew Connatser
March 5, 2020
16:57

I would definitely agree with this chart, Intel is mostly done here. Intel recently said 5nm would reclaim their leadership but I'll believe it when I see it.

Matthew Connatser
March 5, 2020
16:56

Matthew Connatser
March 5, 2020
16:56

We could be seeing Zen 3 in Q4 or maybe later in Q3.

Jim
March 5, 2020
16:56

Zen 3 on track for delivery late this year.

Matthew Connatser
March 5, 2020
16:55

Zen 3 is late this year, not later this year. Interesting.

Matthew Connatser
March 5, 2020
16:55

Matthew Connatser
March 5, 2020
16:54

Jim
March 5, 2020
16:53

Zen "cores" seems like marketing fluff to me, with a doubling of cores last generation...

Matthew Connatser
March 5, 2020
16:52

AMD has remained far away from virtually all of the CPU vulnerabilities in recent years but who knows if that will persist.

Matthew Connatser
March 5, 2020
16:51

Matthew Connatser
March 5, 2020
16:51

Unsurprising that Zen 2 has accelerated AMD's rise given the increase in core count and the high demand for those cores. Just look at retailers, AMD stuff is everywhere.

Matthew Connatser
March 5, 2020
16:50

Matthew Connatser
March 5, 2020
16:49

I fully expect Zen 3 to beat that 21% figure, too.

Matthew Connatser
March 5, 2020
16:49

Zen 2 over Zen+, a 21% single thread improvement. And that was higher than AMD was initially going for, too.

Matthew Connatser
March 5, 2020
16:48

Matthew Connatser
March 5, 2020
16:47

Did they rename Infinity Fabric to Infinity Architecture or something?

Matthew Connatser
March 5, 2020
16:47

Hopefully this is a jumping off point into Zen 3 (and maybe 4) but I have a feeling Papermaster's segment is mostly focused on summarizing the past year for AMD.

Matthew Connatser
March 5, 2020
16:46

Jim
March 5, 2020
16:46

They've done an incredible job on 7nm, there's no denying it.

Matthew Connatser
March 5, 2020
16:46

AMD really pushed 7nm forward quickly, Summer 2019 was pretty crazy from what I remember.

Matthew Connatser
March 5, 2020
16:45

Matthew Connatser
March 5, 2020
16:45

"This is the new normal at AMD"

Matthew Connatser
March 5, 2020
16:44

"We can evaluate features before silicon even arrives by simulation"

Matthew Connatser
March 5, 2020
16:41

The leapfrogging idea has worked very well for AMD, Zen 2 came out recently and we're already looking to Zen 3, for example.

Matthew Connatser
March 5, 2020
16:40

"A shift to a culture of high performance, collaboration, and top flight engineering execution"

Matthew Connatser
March 5, 2020
16:40

Matthew Connatser
March 5, 2020
16:39

Seems like everything AMD bet on turned out well.

Matthew Connatser
March 5, 2020
16:39

"We made a set of tough calls on investments"

Matthew Connatser
March 5, 2020
16:39

Matthew Connatser
March 5, 2020
16:37

It's unsurprising given many of these segments were stagnant for so many years thanks to an uncompetitive AMD and Intel until 2017.

Matthew Connatser
March 5, 2020
16:36

"There is incredible demand for more power in each of these segments"

Matthew Connatser
March 5, 2020
16:36

Matthew Connatser
March 5, 2020
16:34

Mark Papermaster on the stage.

Matthew Connatser
March 5, 2020
16:34

So Su's part is coming to a close.

Matthew Connatser
March 5, 2020
16:34

Matthew Connatser
March 5, 2020
16:32

Unsurprisingly AMD is doing well financially.

Matthew Connatser
March 5, 2020
16:32

Matthew Connatser
March 5, 2020
16:31

Su is shifting towards the more financial part of the presentation but there could still be some good info here.

Matthew Connatser
March 5, 2020
16:31

Matthew Connatser
March 5, 2020
16:30

Big Navi better be good if Su wants to fulfill that promise.

Matthew Connatser
March 5, 2020
16:30

"We are committed to a top to bottom gaming portfolio"

Matthew Connatser
March 5, 2020
16:29

AMD doesn't seem to aggressive in graphics yet but maybe RDNA2 changes that.

Matthew Connatser
March 5, 2020
16:29

Matthew Connatser
March 5, 2020
16:28

Jim
March 5, 2020
16:28

CDNA, let's hope that's the replacement for Vega then.

Matthew Connatser
March 5, 2020
16:27

Not sure how CDNA related to RDNA yet.

Matthew Connatser
March 5, 2020
16:27

CDNA is the compute focused GPU arch.

Matthew Connatser
March 5, 2020
16:27

CDNA is the compute focused GPU arch I suppose.

Matthew Connatser
March 5, 2020
16:27

"GCN was shared between consumer and datacenter, but there's an opportunity to optimize"

Matthew Connatser
March 5, 2020
16:26

Matthew Connatser
March 5, 2020
16:25

Jim
March 5, 2020
16:25

"Next generation chiplets"...tell me more Lisa.

Matthew Connatser
March 5, 2020
16:25

"Interconnects are underappreciated"

Matthew Connatser
March 5, 2020
16:24

"Moore's Law is slowing down, packaging breaks some of those constraints."

Matthew Connatser
March 5, 2020
16:24

Matthew Connatser
March 5, 2020
16:24

Perhaps RDNA3's node isn't decided yet.

Matthew Connatser
March 5, 2020
16:24

RDNA3 not 5nm? "Advanced node"

Matthew Connatser
March 5, 2020
16:23

Matthew Connatser
March 5, 2020
16:22

Zen 3 and RDNA2 are coming up it seems, then we're also going to get a look at nodes and chiplets, data center stuff, and gaming.

Jim
March 5, 2020
16:22

Zen 3 and RDNA 2, nice!

Matthew Connatser
March 5, 2020
16:22

Matthew Connatser
March 5, 2020
16:21

"PC is not necessarily growing but it is large"

Matthew Connatser
March 5, 2020
16:21

Matthew Connatser
March 5, 2020
16:20

"We are uniquely good at [committing to high performance leadership]"

Matthew Connatser
March 5, 2020
16:19

"We are even more excited about the coming journey in terms of what we can do"

Matthew Connatser
March 5, 2020
16:18

Matthew Connatser
March 5, 2020
16:18

Margins up by 10 points, impressive.

Matthew Connatser
March 5, 2020
16:18

Matthew Connatser
March 5, 2020
16:18

Matthew Connatser
March 5, 2020
16:16

Jim
March 5, 2020
16:16

Winning at 1440p?  Wouldn't mind seeing a disclaimer after that one.

Matthew Connatser
March 5, 2020
16:16

Macs are an interesting point, surely AMD is wanting to get into iGPUs as well, and some driver leaks for Mac indicate that maybe some APUs are coming to Apple.

Matthew Connatser
March 5, 2020
16:16

Matthew Connatser
March 5, 2020
16:15

Matthew Connatser
March 5, 2020
16:15

El Capitan was a recent AMD win for supercomputing, both CPUs and GPUs too.

Jim
March 5, 2020
16:15

AMD's HPC wins are enormous and Lisa expects that to continue "for 3 or 4 years"

Matthew Connatser
March 5, 2020
16:14

"Supercomputing is a really good area for us, we are consistently winning deployments"

Matthew Connatser
March 5, 2020
16:14

Su is plowing through this presentation, hard to keep up with all the slides.

Matthew Connatser
March 5, 2020
16:14

Matthew Connatser
March 5, 2020
16:13

Matthew Connatser
March 5, 2020
16:13

"We have consistently gained share in each quarter for the past 8 quarters"

Matthew Connatser
March 5, 2020
16:13

Matthew Connatser
March 5, 2020
16:12

These graphs are really weird, why is Intel and AMD Ryzen Gen 1 and 2 so low while Ryzen Gen 3 is so high?

Matthew Connatser
March 5, 2020
16:11

Matthew Connatser
March 5, 2020
16:11

"This is performance leadership"

Matthew Connatser
March 5, 2020
16:10

Jim
March 5, 2020
16:10

Alright guys...

This could be a long night...5 hrs long I heard?  Seems a bit excessive but I'm up for it, at least until bedtime.

It's 22:10 here right now but I'll chime in with the odd passing thought when I remember.

Matthew Connatser
March 5, 2020
16:10

Interesting that AMD claims notebook leadership without any AMD Renoir laptops available yet.

Matthew Connatser
March 5, 2020
16:10

Matthew Connatser
March 5, 2020
16:09

"5 years ago these things weren't so obvious" is an understatement, 2015 was the year AMD was supposed to die.

Matthew Connatser
March 5, 2020
16:09

RDNA is expected to span all of AMD's lineup it seems. From mobile to consoles to PC gaming. So maybe the Vega derivatives will be replaced too even though it seems like Vega is better at compute right now.

Matthew Connatser
March 5, 2020
16:08

Matthew Connatser
March 5, 2020
16:08

Now CPUs are in first place on this new slide but that doesn't mean graphics won't take center stage today.

Matthew Connatser
March 5, 2020
16:07

Interesting that AI is a focus for AMD since they aren't huge there yet.

Matthew Connatser
March 5, 2020
16:06

"We also invest in CPUs" is really weird to have after graphics since AMD is increasingly more successful in CPUs rather than GPUs.

Matthew Connatser
March 5, 2020
16:06

Su is just focusing on their main technologies right now, but it's interesting that she started off with graphics.

Matthew Connatser
March 5, 2020
16:04

Lisa Su is taking the stage now.

Matthew Connatser
March 5, 2020
16:03

We're likely going to get Zen 3 and RDNA2 news but I don't expect any actual silicon or projects.

Matthew Connatser
March 5, 2020
16:03

So far this is just a montage, but it's really adding alot of hype and tension I did not expect for "Financial Analyst Day"

Matthew Connatser
March 5, 2020
16:02

So Financial Analyst Day is just starting. Link to presentation is here - https://twitter.com/AMDNews/status/1235655470586658816

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