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- ?x??o?Y???[?h ?`Behind the Buzzword
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AMD???V????T?[?oCPU?ōU???AGoogle?AMicrosoft???̗p?F2020?N?ɂ͎s??V?F?A10%?l???Ɨ\??
Hewlett-Packard Enterprise?iHPE?j?́AAMD?̑?2????̃T?[?o?v???Z?b?T?uEPYC?v?i?J???R?[?h?l?[???ARome?j?ɂ??āA?u????3??ނ?Rome???ڃV?X?e????̔????Ă??邪?A1?N?ȓ???12??ނɑ??₷?v?悾?v?Əq?ׂĂ???B
?@Hewlett-Packard Enterprise?iHPE?j?́AAMD?̑?2????̃T?[?o?v???Z?b?T?uEPYC?v?i?J???R?[?h?l?[???ARome?j?ɂ??āA?u????3??ނ?Rome???ڃV?X?e????̔????Ă??邪?A1?N?ȓ???12??ނɑ??₷?v?悾?v?Əq?ׂĂ???B?܂??ALenovo??2??ނ̃V?X?e????Rome?𓋍ڂ??邱?Ƃ\???Ă???B????1?́A??????SSD?iSolid State Drive?j??K?v?Ƃ??郆?[?U?[???^?[?Q?b?g?ɂ??Ă???B?????Dell??2019?N?H?ɏo?ׂ???T?[?o??Rome?𓋍ڂ???\?肾???A?ڍׂ͔??\???Ă??Ȃ??B
??2????EPYC?BTSMC??7nm?v???Z?X??K?p?????R?A??GLOBALFOUNDRIES??14nm?v???Z?X?Ő???????I/O?`?b?v?̑g?ݍ??킹?ɂ???Ē?R?X?g?????????Ă???i?N???b?N?Ŋg??j?o?T?FAMD?u2020?N6???ɂ̓T?[?o?s??̃V?F?A10%?v?Ɨ\??
?@????A?č??̃X?[?p?[?R???s???[?^?x???_?[?ł???Cray??CEO?i?ō??o?c?ӔC?ҁj?߂?Pete Ungaro???́A?uEPYC?𓋍ڂ??铖?Ђ?HPC?iHigh Performance Computing?j?V?X?e???wShasta?x?́A10???ăh???߂??\?????Ă???v?Əq?ׂĂ???B???Ђ͍ŋ߁ARome?x?[?X??3??ނ̐??{?????V?X?e???̌_???????????Ă???A????Ɍ????āA2020?N?????[?X?\??̎?????EPYC?𓋍ڂ????G?N?T?X?P?[???̃V?X?e?????J??????v?悾?Ƃ????B
?@AMD?́A2020?N?????[?X?\??ł??鎟????EPYC?i?J???R?[?h?l?[???AMilan?j?p??x86?R?A?uZen-3?v?iTSMC??7+nm?v???Z?X??K?p?j?̐v?????Ɋ??????Ă???B???݂́A????ɂ??̌?pEPYC?i?J???R?[?h?l?[???AGenoa?j?????ɁuZen-4?v?R?A??v???Ă???Ƃ????B
?@?č??̎s?꒲?????Mercury Research??Dean McCarron???ɂ??ƁA??1????EPYC?i?J???R?[?h?l?[???ANaples?j?ɂ???āAAMD?̃T?[?o?s??ɂ?????V?F?A?͉ߋ?1?N?ԂŖ?1.4%?????3.4%?ɑ????????Ƃ????B?ق??ɂ??????̃A?i???X?g???A?uAMD??2020?N6???܂łɃT?[?o?s???10%?̃V?F?A???l?????邾?낤?v?Əq?ׂĂ???B
?@?č??̎s?꒲?????The Linley Group??Linley Gwennap???́A?uNaples?̓V???O???R?A?̐??\????r?I?x???A????d?͂????????????ARome?ł͂??̖?肪?C??????Ă???v?Ƙb???Ă???B????A?č??̎s?꒲?????Moor Insights & Strategy??Patrick Moorhead???́A?uIntel?́A?wIntel DL?iDeep Learning?jBoost?x?ɂ???Đ??_?̕???ŁA?wOptane DIMM?x?ɂ???āA?C?????????f?[?^?x?[?X?̕???ɂ????ėD????ۂ??낤?v?Ƃ??Ă???B
?@Moorhead???͂???ɁA?uAMD?̓n?C?p?[?X?P?[???[?ɑ??Ċm???Ȋ?Ղ??l?????Ă??邪?A??Ƃ̃v???C?x?[?g?f?[?^?Z???^?[?̃V?F?A?͂???قǑ????Ȃ??B???Ђ͉ߋ?2?N?ԁA??ƌ????ɑ????̓??????s???Ă??邪?AIntel???ߋ?10?N?Ԃɓ??????Ă????z?Ƃ͔?ׂ??̂ɂȂ?Ȃ??B???̂???HPE??Dell?ALenovo?Ȃǂ̋@?탁?[?J?[?ɗ??炴??Ȃ????A?ŋ߂͂???3?Ђ̂??????AMD?̎??v?ݏo???悤?ȋƐт??????Ă??Ȃ??v?Ƃ????͂??Ă???B
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?@?č??̎s?꒲?????IDC?̃A?i???X?g?AShane Rau???ɂ??ƁA?uAMD?́A?N?Ԕ̔??䐔??900????K?͂̃T?[?o?s???10%???^?[?Q?b?g?ɂ??Ă???B????AIntel?̓X?g???[?W??l?b?g???[?N?V?X?e?????܂?1200???`1400????K?͂̂??L???s???_???Ă???v?Ƃ????B2019?N?̃T?[?o?s??́A?n?C?p?[?X?P?[???[??2019?N?H?ɓ??????ĊJ???邩?ǂ????ɂ???āA????????5%?܂ł̐????ƂȂ?Ɨ\?z?????B
?@Nomura Instinet?̋??Z?A?i???X?g?AJeffrey Kvaal???́A?u2019?N??2?l?????A?č??ł́A?C???^?[?l?b?g????Ƃ̐ݔ???????243???ăh???ɒB?????v?Əq?ׂĂ???BKvaal???́A?u??1?l??????5????????????A?O?N???2????̐??????ɖ߂????v?Ƃ??Ă??邪?A????ł??\???????9????????Ă???B
?@?ߋ?2?N?ԁA?T?[?o?₻?̑??@??ւ̓????͐????????A2019?N??1?l?????ɂ̓n?C?p?[?X?P?[???[?̐???????܂????BMcCarron???́A?u?N???E?h???v?̒????A??Ƃ?{?????s??̋}???ȗ??????݂ɂ???āA?T?[?o?pCPU????̒ቺ?́A?ߋ?10?N?Ԃōň????v?Ƃ??Ă???B
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Intel??7nm?J???Ƀ??h?A2021?N?Ɏs?????\??
Intel?̌o?c?????́A???Ђ̓????ƌ????̔N???~?[?e?B???O?ɂ????āu???Ђ?10nm?v???Z?b?T?́A????܂ŏo?ח\??ɒx?ꂪ?????Ă??????A????́A2018?N?ɔ??\?????X?P?W???[???ʂ?A2019?N6???ɏo?ׂ??J?n?ł??錩???݂??v?Əq?ׂ??B7nm?v???Z?b?T?̏o?ׂ?2021?N?ɗ\?肵?Ă??邱?Ƃ????炩?ɂ????B
AMD?́AIntel CPU?s???̉????オ???O??
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???[?_?[?s?݂?Intel?ACES?Œ??ڂ??ꂽAMD?Ɩ???
EE Times?́A?uCES 2019?v?i2019?N1??8?`11???A?č??l?o?_?B???X?x?K?X?j?ɂ????āA?????̌o?c?????????̊ԂōL?܂??Ă???A?uIntel??AMD?̔????????????Ă???̂ł͂Ȃ????v?Ƃ????????[?????킳?ɂ??Ď??グ???B
AMD??CES?̊?u???ɓo?d?A7nm?`?b?v?̏ڍׂ????
AMD?̃v???W?f???g??CEO?߂?Lisa Su?????A?uCES 2019?v?i2019?N1??8?`11???A?č??l?o?_?B???X?x?K?X?j?Ŋ?u???ɓo?d?????B???Ђ????{?s?ɓo?ꂷ??̂́A2002?N?ȗ??̂??ƂƂȂ?B
AMD?̐??i???\?Ō?????7nm?v???Z?X?ւ̊??҂ƌ??O
AMD??2018?N11???ɔ??\?????A7nm?v???Z?X?K?p??x86?T?[?o?????v???Z?b?T?uEPYC?v?ƁAGPU?uVega?v?BAMD?̂??̔??\?ɂ??A?u???ݏ㏸?̈?r?ɂ???n?C?G???h?v???Z?b?T?̃R?X?g???A?ጸ???Ă????̂ł͂Ȃ????v?Ƃ??????҂̔g???????Ă???B????ŁA?A?N?Z?????[?^?[?????̃I?[?v???\?[?X?R?[?h?̕i???Ɋւ??錜?O???????Ă???B
AMD?A7nm?`?b?v??Intel??NVIDIA?ɐ^????????
AMD?́A???v???????߂?f?[?^?Z???^?[???^?[?Q?b?g?Ƃ???A7nm?v???Z?X??CPU??GPU?\?????BIntel??14nm?v???Z?X?K?p?v???Z?b?T?uXeon?v??NVIDIA??12nm?v???Z?X?K?p?uVolta?v?ɕC?G???鐫?\??????????Ƃ??Ă???B
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