On Thursday, AMD announced a new GPU architecture optimized for data center workloads, the AMD DNA (CDNA) that the company presented at its Financial Analyst Day event. During this time, the chipmaker also shared a blueprint for future generations of CPUs and GPUs. Lisa Su, the company’s chief executive, said in a statement: ‘The release of the roadmap means that the company will receive accelerated revenue growth and deliver significant returns to shareholders.
AMD has grown at a CAGR of only 14% over the past five years. Under Lisa Su’s leadership, it is expected to achieve a CAGR of 20%.
It is reported that most of the expected growth is from the data center. It accounts for 15% of AMD’s 2019 revenue, but is expected to reach 30% in the long term.
To meet the needs of the data center, the company plans to officially launch the AMD CDNA architecture later this year.
It includes second-generation AMD Infinity technology that enhances connectivity between GPUs and CPUs and is optimized for machine learning and high-performance computing applications.
In addition, the company plans to release a CNDA 2 architecture that supports third-generation AMD Infinity technology to help with billion-magnitude overcalculation.
It should be noted that it has different priorities with the Radeon DNA (or AMD RDNA) architecture designed for the game. Patrick Moorhead, a technology analyst, said in a statement to ZDNet:
Data center GPUs don’t require many of the features on consumer graphics cards, such as display and pixel obvious engines, and elements such as ray tracing.
This means AMD can save money by removing these elements and adding more logical components that contribute to data center performance, such as cyan units.
AMD has not done so since the absence of a second different architecture. However, AMD still needs to invest more in software before deploying the GPU of the CDNA architecture in a high-performance data center.
AMD said it plans to launch the upgraded ROCm 4.0 later this year, building on the data center’s previous generation of ROCm open source software platforms.
In 2017, AMD returned to the data center market with EPYC server processors. Today, second-generation Dragons continue to attract a high level of attention in the enterprise, cloud, and high-performance computing markets.
By 2020, more than 150 EPYC-driven cloud instances and more than 140 server platforms are expected to be available to customers.
In addition, according to Forrest Norrod, the company is on track to achieve a double-digit share of the data center market by Q2 2020.
At the same time, the company said it had been instrumental in driving continued growth in the PC and gaming markets with Ryzen processors, Radeon GPUs and semi-custom products.
AMD customer shipments and market share have nearly doubled since 2017, and AMD plans to deliver the first Zen 3 architecture-based Ryelong processors by the end of 2020.
Subsequent Zen 4 cores are also being designed and are expected to be built using a 5nm process. And GPU products based on the next generation of Radeon DNA 2 architecture are also expected to arrive by the end of 2020.