>>from around the globe. It's the >>cube >>With digital coverage of IBM think 2021 brought to you by IBM. Welcome back to the cube coverage of IBM Think 2021. I'm john for the host of the cube here for virtual event Cameron Siva who's here with corporate vice president with a M. D. Uh CVP and business development. Great to see you. Thanks for coming on the cube. >>Nice to be. It's an honor to be here. >>You know, love A. M. D. Love the growth, love the processors. Epic 7000 and three series was just launched. Its out in the field. Give us a quick overview of the of the of the processor, how it's doing and how it's going to help us in the data center and the edge >>for sure. No this is uh this is an exciting time for A. M. D. This is probably one of the most exciting times uh to be honest and in my 2020 plus years of uh working in sex industry, I think I've never been this excited about a new product as I am about the the third generation ethic processor that were just announced. Um So the Epic 7003, what we're calling it a series processor. It's just a fantastic product. We not only have the fastest server processor in the world with the AMG Epic 7763 but we also have the fastest CPU core so that the process of being the complete package to complete socket and then we also the fastest poor in the world with the the Epic um 72 F three for frequency. So that one runs run super fast on each core. And then we also have 64 cores in the CPU. So it's it's addressing both kind of what we call scale up and scale out. So it's overall overall just just an enormous, enormous product line that that I think um you know, we'll be we'll be amazing within within IBM IBM cloud. Um The processor itself includes 256 megabytes of L three cache, um you know, cash is super important for a variety of workloads in the large cache size. We have shown our we've seen scale in particular cloud applications, but across the board, um you know, database, uh java all sorts of things. This processor is also based on the Zen three core, which is basically 19% more instructions per cycle relative to ours, N two. So that was the prior generation, the second generation Epic Force, which is called Rome. So this this new CPU is actually quite a bit more capable. It runs also at a higher frequency with both the 64 4 and the frequency optimized device. Um and finally, we have um what we call all in features. So rather than kind of segment our product line and charge you for every little, you know, little thing you turn on or off. We actually have all in features includes, you know, really importantly security, which is becoming a big, big team and something that we're partnering with IBM very closely on um and then also things like 628 lanes of pc I E gen four, um are your faces that grew up to four terabytes so you can do these big large uh large um in memory databases. The pc I interfaces gives you lots and lots of storage capability so all in all super products um and we're super excited to be working with IBM honest. >>Well let's get into some of the details on this impact because obviously it's not just one place where these processes are going to live. You're seeing a distributed surface area core to edge um, cloud and hybrid is now in play. It's pretty much standard now. Multi cloud on the horizon. Company's gonna start realizing, okay, I gotta put this to work and I want to get more insights out of the data and civilian applications that are evolving on this. But you guys have seen some growth in the cloud with the Epic processors, what can customers expect and why our cloud providers choosing Epic processors, >>you know, a big part of this is actually the fact that I that am be um delivers upon our roadmap. So we, we kind of do what we say and say what we do and we delivered on time. Um so we actually announced I think was back in august of 2019, their second generation, Epic part and then now in March, we are now in the third generation. Very much on schedule. Very much um, intern expectations and meeting the performance that we had told the industry and told our customers that we're going to meet back then. So it's a really super important pieces that our customers are now learning to expect performance, jenin, Jenin and on time from A. M. D, which is, which is uh, I think really a big part of our success. The second thing is, I think, you know, we are, we are a leader in terms of the core density that we provide and cloud in particular really values high density. So the 64 cores is absolutely unique today in the industry and that it has the ability to be offered both in uh bare metal. Um, as we have been deployed in uh, in IBM cloud and also in virtualized type environment. So it has that ability to spend a lot of different use cases. Um and you can, you know, you can run each core uh really fast, But then also have the scale out and then be able to take advantage of all 64 cores. Each core has two threads up to 128 threads per socket. It's a super powerful uh CPU and it has a lot of value for um for the for the cloud cloud provider, they're actually about over 400 total instances by the way of A. M. D processors out there. And that's all the flavors, of course, not just that they're generation, but still it's it's starting to really proliferate. We're trying to see uh M d I think all across the cloud, >>more cores, more threads all goodness. I gotta ask you, you know, I interviewed Arvin the ceo of IBM before he was Ceo at a conference and you know, he's always been, I know him, he's always loved cloud, right? So, um, but he sees a little bit differently than just being like copying the clouds. He sees it as we see it unfolding here, I think Hybrid. Um, and so I can almost see the playbook evolving. You know, Red has an operating system, Cloud and Edge is a distributed system, it's got that vibe of a system architecture, almost got processors everywhere. Could you give us a sense of the over an overview of the work you're doing with IBM Cloud and what a M. D s role is there? And I'm curious, could you share for the folks watching too? >>For sure. For sure. By the way, IBM cloud is a fantastic partner to work with. So, so, first off you talked about about the hybrid, hybrid cloud is a really important thing for us and that's um that's an area that we are definitely focused in on. Uh but in terms of our specific joint partnerships and we do have an announcement last year. Um so it's it's it's somewhat public, but we are working together on Ai where IBM is a is an undisputed leader with Watson and some of the technologies that you guys bring there. So we're bringing together, you know, it's kind of this real hard work goodness with IBM problems and know how on the AI side. In addition, IBM is also known for um you know, really enterprise grade, yeah, security and working with some of the key sectors that need and value, reliability, security, availability, um in those areas. Uh and so I think that partnership, we have quite a bit of uh quite a strong relationship and partnership around working together on security and doing confidential computer. >>Tell us more about the confidential computing. This is a joint development agreement, is a joint venture joint development agreement. Give us more detail on this. Tell us more about this announcement with IBM cloud, an AMG confidential computing. >>So that's right. So so what uh you know, there's some key pillars to this. One of this is being able to to work together, define open standards, open architecture. Um so jointly with an IBM and also pulling in something assets in terms of red hat to be able to work together and pull together a confidential computer that can so some some key ideas here, we can work with work within a hybrid cloud. We can work within the IBM cloud and to be able to provide you with, provide, provide our joint customers are and customers with uh with unprecedented security and reliability uh in the cloud, >>what's the future of processors, I mean, what should people think when they expect to see innovation? Um Certainly data centers are evolving with core core features to work with hybrid operating model in the cloud. People are getting that edge relationship basically the data centers a large edge, but now you've got the other edges, we got industrial edges, you got consumers, people wearables, you're gonna have more and more devices big and small. Um what's the what's the road map look like? How do you describe the future of a. M. D. In in the IBM world? >>I think I think R I B M M D partnership is bright, future is bright for sure, and I think there's there's a lot of key pieces there. Uh you know, I think IBM brings a lot of value in terms of being able to take on those up earlier, upper uh layers of software and that and the full stack um so IBM strength has really been, you know, as a systems company and as a software company. Right, So combining that with the Andes Silicon, uh divided and see few devices really really is is it's a great combination, I see, you know, I see um growth in uh you know, obviously in in deploying kind of this, this scale out model where we have these very large uh large core count Cpus I see that trend continuing for sure. Uh you know, I think that that is gonna, that is sort of the way of the future that you want cloud data applications that can scale across multi multiple cores within the socket and then across clusters of Cpus with within the data center um and IBM is in a really good position to take advantage of that to go to, to to drive that within the cloud. That income combination with IBM s presence on prem uh and so that's that's where the hybrid hybrid cloud value proposition comes in um and so we actually see ourselves uh you know, playing in both sides, so we do have a very strong presence now and increasingly so on premises as well. And we we partner we were very interested in working with IBM on the on on premises uh with some of some of the key customers and then offering that hybrid connectivity onto, onto the the IBM cloud as well. >>I B M and M. D. Great partnership, great for clarifying and and sharing that insight come, I appreciate it. Thanks for for coming on the cube, I do want to ask you while I got you here. Um kind of a curveball question if you don't mind. As you see hybrid cloud developing one of the big trends is this ecosystem play right? So you're seeing connections between IBM and their and their partners being much more integrated. So cloud has been a big KPI kind of model. You connect people through a. P. I. S. There's a big trend that we're seeing and we're seeing this really in our reporting on silicon angle the rise of a cloud service provider within these ecosystems where hey, I could build on top of IBM cloud and build a great business. Um and as I do that, I might want to look at an architecture like an AMG, how does that fit into to your view as a doing business development over at A. M. D. I mean because because people are building on top of these ecosystems are building their own clouds on top of cloud, you're seeing data. Cloud, just seeing these kinds of clouds, specialty clouds. So I mean we could have a cute cloud on top of IBM maybe someday. So, so I might want to build out a whole, I might be a cloud. So that's more processors needed for you. So how do you see this enablement? Because IBM is going to want to do that, it's kind of like, I'm kind of connecting the dots here in real time, but what's your, what's your take on that? What's your reaction? >>I think, I think that's I think that's right and I think m d isn't, it isn't a pretty good position with IBM to be able to, to enable that. Um we do have some very significant osD partnerships, a lot of which that are leveraged into IBM um such as Red hat of course, but also like VM ware and Nutanix. Um this provide these always V partners provide kind of the base level infrastructure that we can then build upon and then have that have that A P I. And be able to build build um uh the the multi cloud environments that you're talking about. Um and I think that, I think that's right. I think that is that is one of the uh you know, kind of future trends that that we will see uh you know, services that are offered on top of IBM cloud that take advantage of the the capabilities of the platform that come with it. Um and you know, the bare metal offerings that that IBM offer on their cloud is also quite unique um and hyper very performance. Um and so this actually gives um I think uh the the kind of uh call the medic cloud that unique ability to kind of go in and take advantage of the M. D. Hardware at a performance level and at a um uh to take advantage of that infrastructure better than they could in another cloud environments. I think that's that's that's actually very key and very uh one of the one of the features of the IBM problems that differentiates it >>so much headroom there corns really appreciate you sharing that. I think it's a great opportunity. As I say, if you're you want to build and compete. Finally, there's no with the white space with no competition or be better than the competition. So as they say in business, thank you for coming on sharing. Great great future ahead for all builders out there. Thanks for coming on the cube. >>Thanks thank you very much. >>Okay. IBM think cube coverage here. I'm john for your host. Thanks for watching. Mm

>>from around the globe. It's the >>cube with >>Digital coverage of IBM think 2021 brought to you by IBM. Welcome back to the cube coverage of IBM Think 2021. I'm john for the host of the cube here for virtual event Cameron Siva who's here with corporate vice president with a M. D. Uh CVP and business development. Great to see you. Thanks for coming on the cube. >>Nice to be. It's an honor to be here. >>You know, love A. M. D. Love the growth, loved the processors. Epic 7000 and three series was just launched its out in the field. Give us a quick overview of the of the of the processor, how it's doing and how it's going to help us in the data center on the edge >>for sure. No this is uh this is an exciting time for A. M. D. This is probably one of the most exciting times uh to be honest and in my 2020 plus years of uh working in sex industry, I think I've never been this excited about a new product as I am about the the third generation Epic processor that we just announced. Um So the Epic 7003, what we're calling it a serious processor. It's just a fantastic product. We not only have the fastest server processor in the world with the AMG Epic 7763 but we also have the fastest CPU core so that the process of being the complete package, the complete socket and then we also the fastest poor in the world with the the Epic um 72 F three for frequency. So that one runs run super fast on each core. And then we also have 64 cores in the CPU. So it's it's addressing both kind of what we call scale up and scale out. So it's overall overall just just an enormous, enormous product line that that I think um you know, we'll be we'll be amazing within within IBM IBM cloud. Um The processor itself includes 256 megabytes of L three cache. Um you know, cash is super important for a variety of workloads in the large cat size. We have shown our we've seen scale in particular cloud applications, but across the board, um you know, database, uh java whole sorts of things. This processor is also based on the Zen three core, which is basically 19% more instructions per cycle relative to ours, N two. So that was the prior generation, the second generation Epic Force, which is called Rome. So this this new CPU is actually quite a bit more capable. It runs also at a higher frequency with both the 64 4 and the frequency optimized device. Um and finally, we have um we call all in features so rather than kind of segment our product line and charge you for every little, you know, little thing you turn on or off. We actually have all in features includes, you know, really importantly security, which is becoming a big, big team and something that we're partnering with IBM very closely on um and then also things like 628 lanes of pc I E gen four, um are your faces that grew up to four terabytes so you can do these big large uh large um in memory databases, the Pc I interfaces gives you lots and lots of storage capability. So all in all super products um and we're super excited to be working with IBM honest. >>Well, let's get into some of the details on this impact because obviously it's not just one place where these processes are gonna live. You're seeing a distributed surface area core to edge um cloud and hybrid is now in play. It's pretty much standard now. Multi cloud on the horizon. Company's gonna start realizing, okay, I gotta put this to work and I want to get more insights out of the data and civilian applications that are evolving on this. But you guys have seen some growth in the cloud with the Epic processors, what can customers expect and why our cloud providers choosing Epic processors, >>you know, a big part of this is actually the fact that I that am d um delivers upon our roadmap. So we we kind of do what we say and say what we do and we delivered on time. Um so we actually announced I think was back in august of 2019, their second generation. That big part and then now in March, we are now in the third generation, very much on schedule, very much um intent, expectations and meeting the performance that we had told the industry and told our customers that we're going to meet back then. So it's a really super important pieces that our customers are now learning to expect performance, jenin, jenin and on time from A. M. D, which is, which is uh, I think really a big part of our success. The second thing is, I think, you know, we are, we are a leader in terms of the core density that we provide and cloud in particular really values high density. So the 64 cores is absolutely unique today in the industry and that it has the ability to be offered both in uh, bare metal, um, as we have been deployed in uh, in IBM Club and also in virtualized type environment. So it has that ability to spend a lot of different use cases. Um And you can, you know, you can run each core really fast, But then also have the scale out and then be able to take advantage of all 64 cores. Each core has two threads up to 128 threads per socket. It's a super powerful uh CPU and it has a lot of value for um for the with a cloud cloud provider, they're actually about over 400 total instances by the way of A. M. D. Processors out there. And that's all the flavors, of course, not just that they're generation, but still it's it's starting to really proliferate. We're trying to see uh M d I think all across the cloud, >>more cores, more threads all goodness. I gotta ask you, you know, I interviewed Arvin the Ceo of IBM before he was Ceo at a conference and you know, he's always been I know him, he's always loved cloud, right? So, um but he sees a little bit differently than just being like copying the clouds. He sees it as we see it unfolding here. I think Hybrid. Um and so I can almost see the playbook evolving. You know, Red has an operating system. Cloud and Edge is a distributed system. It's got that vibe of a system architecture, you got processors everywhere. Could you give us a sense of the over an overview of the work you're doing with IBM Cloud and what a M. D s role is there? And I'm curious could you share for the folks watching too? >>For sure. For sure. By the way, IBM cloud is a fantastic partner to work with. So, so, first off you talked about about the hybrid, hybrid cloud is a really important thing for us and that's um that's an area that we are definitely focused in on, uh but in terms of our specific joint partnerships and we did an announcement last year, so it's it's it's somewhat public, but we are working together on ai where IBM is a is an undisputed leader with Watson and some of the technologies that you guys bring there. So we're bringing together, you know, it's kind of this real hard work goodness with IBM s progress and know how on the AI side. In addition, IBM is also known for um you know, really enterprise grade, yeah, security and working with some of the key sectors that need and value, reliability, security, availability um in those areas. Uh and so I think that partnership, we have quite a bit of uh quite a strong relationship and partnership around working together on security and doing confidential computer. >>Tell us more about the confidential computing. This is a joint development agreement, is a joint venture joint development agreement. Give us more detail on this. Tell us more about this announcement with IBM cloud, an AMG confidential computing. >>So that's right. So so what uh, you know, there's some key pillars to this. One of us is being able to to work together, define open standards, open architecture. Um so jointly with an IBM and also pulling in some of the assets in terms of red hat to be able to work together and pull together a confidential computer that can so some some key ideas here, we can work with, work within a hybrid cloud. We can work within the IBM cloud and to be able to provide you with, provide, provide our joint customers are and customers with with with unprecedented security and reliability uh in the cloud, >>what's the future of processors? I mean, what should people think when they expect to see innovation? Um Certainly data centers are evolving with core core features to work with hybrid operating model in the cloud. People are getting that edge relationship basically the data centers a large edge, but now you've got the other edges, we got industrial edges, you got consumers, people wearables. You're gonna have more and more devices big and small. Um What's the what's the road map look like? How do you describe the future of a. M. D. In in the IBM world? >>I think I think R I B M M. D partnership is bright, future is bright for sure, and I think there's there's a lot of key pieces there. Uh you know, I think IBM brings a lot of value in terms of being able to take on those up earlier, upper uh layers of software and that and the full stack um so IBM strength has really been, you know, as a systems company and as a software company. Right? So combining that with the Andes silicon, uh divide and see few devices really really is is it's a great combination. I see, you know, I see um growth in uh you know, obviously in in deploying kind of this, this scale out model where we have these very large uh large core count cpus, I see that trend continuing for sure. Uh you know, I think that that is gonna that is sort of the way of the future that you want cloud data applications that can scale across multi multiple cores within the socket and then across clusters of Cpus with within the data center. Um and IBM is in a really good position to take advantage of that to go to to to drive that within the cloud. That income combination with IBM s presence on prem. Uh and so that's that's where the hybrid hybrid cloud value proposition comes in. Um and so we actually see ourselves uh you know, playing in both sides. So we do have a very strong presence now and increasingly so on premises as well. And we we partner we were very interested in working with IBM on the on on premises uh with some of some of the key customers and then offering that hybrid connectivity onto, onto the the IBM cloud as >>well. I B M and M. D. Great partnership, great for clarifying and and sharing that insight come. I appreciate it. Thanks for for coming on the cube. I do want to ask you while I got you here. Um kind of a curveball question if you don't mind. You know, as you see hybrid cloud developing one of the big trends is this ecosystem play, right? So you're seeing connections between IBM and their and their partners being much more integrated. So cloud has been a big KPI kind of model. You connect people through a. P. I. S. There's a big trend that we're seeing and we're seeing this really in our reporting on silicon angle the rise of a cloud service provider within these ecosystems where hey, I could build on top of IBM cloud and build a great business. Um and as I do that, I might want to look at an architecture like an AMG, how does that fit into to your view as a doing business development over at AMG because because people are building on top of these ecosystems are building their own clouds on top of clouds, just seeing data cloud, just seeing these kinds of clouds, specialty clouds. So we could have a cute cloud on on top of IBM maybe someday. So, so I might want to build out a whole, I might be a cloud, so that's more processors needed for you. So how do you see this enablement? Because IBM is going to want to do that, it's kind of like, I'm kind of connecting the dots here in real time, but what's your, what's your take on that? What's your reaction? >>I think, I think that's I think that's right and I think m d isn't it isn't a pretty good position with IBM to be able to to enable that. Um we do have some very significant OsD partnerships, a lot of which that are leveraged into IBM um such as red hat of course, but also like VM ware and Nutanix. Um this provide these OS V partners provide kind of the base level infrastructure that we can then build upon and then have that have that A P. I. And be able to build, build um uh the the multi cloud environments that you're talking about. Um and I think that I think that's right, I think that is that is one of the uh you know, kind of future trends that that we will see uh you know, services that are offered on top of IBM cloud that take advantage of the the capabilities of the platform that come with it. Um and you know, the bare metal offerings that that IBM offer on their cloud is also quite unique um and hyper very performance. Um and so this actually gives um I think uh the the kind of uh I've been called a meta cloud, that unique ability to kind of go in and take advantage of the M. D. Hardware at a performance level and at a um uh to take advantage of that infrastructure better than they could in another crowd environments. I think that's that's that's actually very key and very uh one of the, one of the features of the IBM problems that differentiates it >>so much headroom there corns really appreciate you sharing that. I think it's a great opportunity. As I say, if you're you want to build and compete. Finally, there's no with the white space, with no competition or be better than the competition. So as they say in business, thank you for coming on sharing. Great, great future ahead for all builders out there. Thanks for coming on the cube. >>Thanks thank you very >>much. Okay. IBM think cube coverage here. I'm john for your host. Thanks for watching. Mm mm