>>Welcome to the Cube's Continuing coverage of AMD's fourth generation Epic launch. I'm Dave Nicholson and I'm joining you here in our Palo Alto Studios. We have two very interesting guests to dive into some of the announcements that have been made and maybe take a look at this from an AI and ML perspective. Our first guest is Milland Doley. He's a senior director for software and solutions at amd, and we're also joined by Shamus Jones, who's a director of server engineering at Dell Technologies. Welcome gentlemen. How are you? >>Very good, thank >>You. Welcome to the Cube. So let's start out really quickly, Shamus, what, give us a thumbnail sketch of what you do at Dell. >>Yeah, so I'm the director of technical marketing engineering here at Dell, and our team really takes a look at the technical server portfolio and solutions and ensures that we can look at, you know, the performance metrics, benchmarks, and performance characteristics, so that way we can give customers a good idea of what they can expect from the server portfolio when they're looking to buy Power Edge from Dell. >>Milland, how about you? What's, what's new at a M D? What do you do there? >>Great to be here. Thank you for having me at amd, I'm the senior director of performance engineering and ISV ecosystem enablement, which is a long winter way of saying we do a lot of benchmarks, improved performance and demonstrate with wonderful partners such as Shamus and Dell, the combined leverage that AMD four generation processes and Dell systems can bring to bear on a multitude of applications across the industry spectrum. >>Shamus, talk about that relationship a little bit more. The relationship between a M D and Dell. How far back does it go? What does it look like in practical terms? >>Absolutely. So, you know, ever since AM MD reentered the server space, we've had a very close relationship. You know, it's one of those things where we are offering solutions that are out there to our customers no matter what generation A portfolio, if they're, if they're demanding either from their competitor or a m d, we offer a portfolio solutions that are out there. What we're finding is that within their generational improvements, they're just getting better and better and better. Really exciting things happening from a m D at the moment, and we're seeing that as we engineer those CPU stacks into our, our server portfolio, you know, we're really seeing unprecedented performance across the board. So excited about the, the history, you know, my team and Lin's team work very closely together, so much so that we were communicating almost on a daily basis around portfolio platforms and updates around the, the, the benchmarks testing and, and validation efforts. >>So Melind, are you happy with these PowerEdge boxes that Seamus is building to, to house, to house your baby? >>We are delighted, you know, it's hard to find stronger partners than Shamus and Dell with AMD's, second generation epic service CPUs. We already had undisputable industry performance leadership, and then with the third and now the fourth generation CPUs, we've just increased our lead with competition. We've got so many outstanding features at the platform, at the CPU level, everybody focuses on the high core counts, but there's also the DDR five, the memory, the io, and the storage subsystem. So we believe we have a fantastic performance and performance per dollar performance per what edge over competition, and we look to partners such as Dell to help us showcase that leadership. >>Well. So Shay Yeah, through Yeah, go ahead >>Dave. What, what I'd add, Dave, is that through the, the partnership that we've had, you know, we've been able to develop subsystems and platform features that historically we couldn't have really things around thermals power efficiency and, and efficiency within the platform. That means that customers can get the most out of their compute infrastructure. >>So this is gonna be a big question moving forward as next generation platforms are rolled out, there's the potential for people to have sticker shock. You talk about something that has eight or 12 cores in a, in a physical enclosure versus 96 cores, and, and I guess the, the question is, do the ROI and TCO numbers look good for someone to make that upgrade? Shamus, you wanna, you wanna hit that first or you guys are integrated? >>Absolutely, yeah, sorry. Absolutely. So we, I'll tell you what, at the moment, customers really can't afford not to upgrade at the moment, right? We've taken a look at the cost basis of keeping older infrastructure in place, let's say five or seven year old infrastructure servers that are, that are drawing more power maybe are, are poorly utilized within the infrastructure and take more and more effort and time to manage, maintain and, and really keep in production. So as customers look to upgrade or refresh their platforms, what we're finding right is that they can take a dynamic consolidation sometimes 5, 7, 8 to one consolidation depending on which platform they have as a historical and which one they're looking to upgrade to. Within AI specifically and machine learning frameworks, we're seeing really unprecedented performance. Lin's team partnered with us to deliver multiple benchmarks for the launch, some of which we're still continuing to see the goodness from things like TP C X AI as a framework, and I'm talking about here specifically the CPU U based performance. >>Even though in a lot of those AI frameworks, you would also expect to have GPUs, which all of the four platforms that we're offering on the AM MD portfolio today offer multiple G P U offerings. So we're seeing a balance between a huge amount of C P U gain and performance, as well as more and more GPU offerings within the platform. That was real, that was a real challenge for us because of the thermal challenges. I mean, you think GPUs are going up 300, 400 watt, these CPUs at 96 core are, are quite demanding thermally, but what we're able to do is through some, some unique smart cooling engineering within the, the PowerEdge portfolio, we can take a look at those platforms and make the most efficient use case by having things like telemetry within the platform so that way we can dynamically change fan speeds to get customers the best performance without throttling based on their need. >>Melin the cube was at the Supercomputing conference in Dallas this year, supercomputing conference 2022, and a lot of the discussion was around not only advances in microprocessor technology, but also advances in interconnect technology. How do you manage that sort of research partnership with Dell when you aren't strictly just focusing on the piece that you are bringing to the party? It's kind of a potluck, you know, we, we, we, we mentioned P C I E Gen five or 5.0, whatever you want to call it, new DDR storage cards, Nicks, accelerators, all of those, all of those things. How do you keep that straight when those aren't things that you actually build? >>Well, excellent question, Dave. And you know, as we are developing the next platform, obviously the, the ongoing relationship is there with Dell, but we start way before launch, right? Sometimes it's multiple years before launch. So we are not just focusing on the super high core counts at the CPU level and the platform configurations, whether it's single socket or dual socket, we are looking at it from the memory subsystem from the IO subsystem, P c i lanes for storage is a big deal, for example, in this generation. So it's really a holistic approach. And look, core counts are, you know, more important at the higher end for some customers h HPC space, some of the AI applications. But on the lower end you have database applications or some other is s v applications that care a lot about those. So it's, I guess different things matter to different folks across verticals. >>So we partnered with Dell very early in the cycle, and it's really a joint co-engineering. Shamus talked about the focus on AI with TP C X xci, I, so we set five world records in that space just on that one benchmark with AD and Dell. So fantastic kick kick off to that across a multitude of scale factors. But PPP c Xci is not just the only thing we are focusing on. We are also collaborating with Dell and des e i on some of the transformer based natural language processing models that we worked on, for example. So it's not just a steep CPU story, it's CPU platform, es subsystem software and the whole thing delivering goodness across the board to solve end user problems in AI and and other verticals. >>Yeah, the two of you are at the tip of the spear from a performance perspective. So I know it's easy to get excited about world records and, and they're, they're fantastic. I know Shamus, you know, that, you know, end user customers might, might immediately have the reaction, well, I don't need a Ferrari in my data center, or, you know, what I need is to be able to do more with less. Well, aren't we delivering that also? And you know, you imagine you milland you mentioned natural, natural language processing. Shamus, are you thinking in 2023 that a lot more enterprises are gonna be able to afford to do things like that? I mean, what are you hearing from customers on this front? >>I mean, while the adoption of the top bin CPU stack is, is definitely the exception, not the rule today we are seeing marked performance, even when we look at the mid bin CPU offerings from from a m d, those are, you know, the most common sold SKUs. And when we look at customers implementations, really what we're seeing is the fact that they're trying to make the most, not just of dollar spend, but also the whole subsystem that Melin was talking about. You know, the fact that balanced memory configs can give you marked performance improvements, not just at the CPU level, but as actually all the way through to the, to the application performance. So it's, it's trying to find the correct balance between the application needs, your budget, power draw and infrastructure within the, the data center, right? Because not only could you, you could be purchasing and, and look to deploy the most powerful systems, but if you don't have an infrastructure that's, that's got the right power, right, that's a large challenge that's happening right now and the right cooling to deal with the thermal differences of the systems, might you wanna ensure that, that you can accommodate those for not just today but in the future, right? >>So it's, it's planning that balance. >>If I may just add onto that, right? So when we launched, not just the fourth generation, but any generation in the past, there's a natural tendency to zero in on the top bin and say, wow, we've got so many cores. But as Shamus correctly said, it's not just that one core count opn, it's, it's the whole stack. And we believe with our four gen CPU processor stack, we've simplified things so much. We don't have, you know, dozens and dozens of offerings. We have a fairly simple skew stack, but we also have a very efficient skew stack. So even, even though at the top end we've got 96 scores, the thermal budget that we require is fairly reasonable. And look, with all the energy crisis going around, especially in Europe, this is a big deal. Not only do customers want performance, but they're also super focused on performance per want. And so we believe with this generation, we really delivered not just on raw performance, but also on performance per dollar and performance per one. >>Yeah. And it's not just Europe, I'm, we're, we are here in Palo Alto right now, which is in California where we all know the cost of an individual kilowatt hour of electricity because it's quite, because it's quite high. So, so thermals, power cooling, all of that, all of that goes together and that, and that drives cost. So it's a question of how much can you get done per dollar shame as you made the point that you, you're not, you don't just have a one size fits all solution that it's, that it's fit for function. I, I'm, I'm curious to hear from you from the two of you what your thoughts are from a, from a general AI and ML perspective. We're starting to see right now, if you hang out on any kind of social media, the rise of these experimental AI programs that are being presented to the public, some will write stories for you based on prom, some will create images for you. One of the more popular ones will create sort of a, your superhero alter ego for, I, I can't wait to do it, I just got the app on my phone. So those are all fun and they're trivial, but they sort of get us used to this idea that, wow, these systems can do things. They can think on their own in a certain way. W what do, what do you see the future of that looking like over the next year in terms of enterprises, what they're going to do for it with it >>Melan? Yeah, I can go first. Yeah, yeah, yeah, yeah, >>Sure. Yeah. Good. >>So the couple of examples, Dave, that you mentioned are, I, I guess it's a blend of novelty and curiosity. You know, people using AI to write stories or poems or, you know, even carve out little jokes, check grammar and spelling very useful, but still, you know, kind of in the realm of novelty in the mainstream, in the enterprise. Look, in my opinion, AI is not just gonna be a vertical, it's gonna be a horizontal capability. We are seeing AI deployed across the board once the models have been suitably trained for disparate functions ranging from fraud detection or anomaly detection, both in the financial markets in manufacturing to things like image classification or object detection that you talked about in, in the sort of a core AI space itself, right? So we don't think of AI necessarily as a vertical, although we are showcasing it with a specific benchmark for launch, but we really look at AI emerging as a horizontal capability and frankly, companies that don't adopt AI on a massive scale run the risk of being left behind. >>Yeah, absolutely. There's an, an AI as an outcome is really something that companies, I, I think of it in the fact that they're adopting that and the frameworks that you're now seeing as the novelty pieces that Melin was talking about is, is really indicative of the under the covers activity that's been happening within infrastructures and within enterprises for the past, let's say 5, 6, 7 years, right? The fact that you have object detection within manufacturing to be able to, to be able to do defect detection within manufacturing lines. Now that can be done on edge platforms all the way at the device. So you're no longer only having to have things be done, you know, in the data center, you can bring it right out to the edge and have that high performance, you know, inferencing training models. Now, not necessarily training at the edge, but the inferencing models especially, so that way you can, you know, have more and, and better use cases for some of these, these instances things like, you know, smart cities with, with video detection. >>So that way they can see, especially during covid, we saw a lot of hospitals and a lot of customers that were using using image and, and spatial detection within their, their video feeds to be able to determine who and what employees were at risk during covid. So there's a lot of different use cases that have been coming around. I think the novelty aspect of it is really interesting and I, I know my kids, my daughters love that, that portion of it, but really what's been happening has been exciting for quite a, quite a period of time in the enterprise space. We're just now starting to actually see those come to light in more of a, a consumer relevant kind of use case. So the technology that's been developed in the data center around all of these different use cases is now starting to feed in because we do have more powerful compute at our fingertips. We do have the ability to talk more about the framework and infrastructure that's that's right out at the edge. You know, I know Dave in the past you've said things like the data center of, you know, 20 years ago is now in my hand as, as my cell phone. That's right. And, and that's, that's a fact and I'm, it's exciting to think where it's gonna be in the next 10 or 20 years. >>One terabyte baby. Yeah. One terabyte. Yeah. It's mind bo. Exactly. It's mind boggling. Yeah. And it makes me feel old. >>Yeah, >>Me too. And, and that and, and Shamus, that all sounded great. A all I want is a picture of me as a superhero though, so you guys are already way ahead of the curve, you know, with, with, with that on that note, Seamus wrap us up with, with a, with kind of a summary of the, the highlights of what we just went through in terms of the performance you're seeing out of this latest gen architecture from a md. >>Absolutely. So within the TPC xai frameworks that Melin and my team have worked together to do, you know, we're seeing unprecedented price performance. So the fact that you can get 220% uplift gen on gen for some of these benchmarks and, you know, you can have a five to one consolidation means that if you're looking to refresh platforms that are historically legacy, you can get a, a huge amount of benefit, both in reduction in the number of units that you need to deploy and the, the amount of performance that you can get per unit. You know, Melinda had mentioned earlier around CPU performance and performance per wat, specifically on the Tu socket two U platform using the fourth generation a m d Epic, you know, we're seeing a 55% higher C P U performance per wat that is that, you know, when for people who aren't necessarily looking at these statistics, every generation of servers, that that's, that is a huge jump leap forward. >>That combined with 121% higher spec scores, you know, as a benchmark, those are huge. Normally we see, let's say a 40 to 60% performance improvement on the spec benchmarks, we're seeing 121%. So while that's really impressive at the top bin, we're actually seeing, you know, large percentile improvements across the mid bins as well, you know, things in the range of like 70 to 90% performance improvements in those standard bins. So it, it's a, it's a huge performance improvement, a power efficiency, which means customers are able to save energy, space and time based on, on their deployment size. >>Thanks for that Shamus, sadly, gentlemen, our time has expired. With that, I want to thank both of you. It's a very interesting conversation. Thanks for, thanks for being with us, both of you. Thanks for joining us here on the Cube for our coverage of AMD's fourth generation Epic launch. Additional information, including white papers and benchmarks plus editorial coverage can be found on does hardware matter.com.

>>Good morning, everyone. Welcome to the cubes day two coverage of VMware Explorer, 2022 live from San Francisco. Lisa Martin here with Dave Nicholson. We're excited to kick off day two of great conversations with VMware partners, customers it's ecosystem. We've got a V an alumni back with us Kumer on Siva corporate VP of business development from AMD joins us. Great to have you on the program in person. Great >>To be here. Yes. In person. Indeed. Welcome. >>So the great thing yesterday, a lot of announcements and B had an announcement with VMware, which we will unpack that, but there's about 7,000 to 10,000 people here. People are excited, ready to be back, ready to be hearing from this community, which is so nice. Yesterday am B announced. It is optimizing AMD PON distributed services card to run on VMware. Bsphere eight B for eight was announced yesterday. Tell us a little bit about that. Yeah, >>No, absolutely. The Ben Sando smart neck DPU. What it allows you to do is it, it provides a whole bunch of capabilities, including offloads, including encryption DEC description. We can even do functions like compression, but with, with the combination of VMware project Monterey and, and Ben Sando, we we're able to do is even do some of the vSphere, actual offloads integration of the hypervisor into the DPU card. It's, it's pretty interesting and pretty powerful technology. We're we're pretty excited about it. I think this, this, this could, you know, potentially, you know, bring some of the cloud value into, in terms of manageability, in terms of being able to take care of bare metal servers and also, you know, better secure infrastructure, you know, cloudlike techniques into the, into the mainstream on-premises enterprise. >>Okay. Talk a little bit about the DPU data processing unit. They talked about it on stage yesterday, but help me understand that versus the CPU GPU. >>Yeah. So it's, it's, it's a different, it's a different point, right? So normally you'd, you'd have the CPU you'd have we call it dumb networking card. Right. And I say dumb, but it's, it's, you know, it's just designed to go process packets, you know, put and put them onto PCI and have the, the CPU do all of the, kind of the, the packet processing, the, the virtual switching, all of those functions inside the CPU. What the DPU allows you to do is, is actually offload a bunch of those functions directly onto the, onto the deep view card. So it has a combination of these special purpose processors that are programmable with the language called P four, which is one, one of the key things that pan Sando brings. Here's a, it's a, it's a real easy to program, easy to use, you know, kind of set so that not some of, some of our larger enterprise customers can actually go in and, you know, do some custom coding depending on what their network infrastructure looks like. But you can do things like the V switch in, in the, in the DPU, not having to all have that done on the CPU. So you freeze up some of the CPU course, make sure, make sure infrastructure run more efficiently, but probably even more importantly, it provides you with more, with greater security, greater separation between the, between the networking side and the, the CPU side. >>So, so that's, that's a key point because a lot of us remember the era of the tonic TCP, I P offload engine, Nick, this isn't simply offloading CPU cycles. This is actually providing a sort of isolation. So that the network that's right, is the network has intelligence that is separate from the server. Is that, is that absolutely key? Is that absolutely >>Key? Yeah. That's, that's a good way of looking at it. Yeah. And that's, that's, I mean, if you look at some of the, the, the techniques used in the cloud, the, you know, this, this, this in fact brings some of those technologies into, into the enterprise, right. So where you are wanting to have that level of separation and management, you're able to now utilize the DPU card. So that's, that's a really big, big, big part of the value proposition, the manageability manageability, not just offload, but you know, kind of a better network for enterprise. Right. >>Right. >>Can you expand on that value proposition? If I'm a customer what's in this for me, how does this help power my multi-cloud organization? >>Yeah. >>So I think we have some, we actually have a number of these in real customer use cases today. And so, you know, folks will use, for example, the compression and the, sorry, the compression and decompression, that's, that's definitely an application in the storage side, but also on the, just on the, just, just as a, as a DPU card in the mainstream general purpose, general purpose server server infrastructure fleet, they're able to use the encryption and decryption to make sure that their, their, their infrastructure is, is kind of safe, you know, from point to point within the network. So every, every connected, every connection there is actually encrypted and that, that, you know, managing those policies and orchestrating all of that, that's done to the DPU card. >>So, so what you're saying is if you have DPU involved, then the server itself and the CPUs become completely irrelevant. And basically it's just a box of sheet metal at that point. That's, that's a good way of looking at that. That's my segue talking about the value proposition of the actual AMD. >>No, absolutely. No, no. I think, I think, I think the, the, the CPUs are always going to be central in this and look. And so, so I think, I think having, having the, the DPU is extremely powerful and, and it does allow you to have better infrastructure, but the key to having better infrastructure is to have the best CPU. Well, tell >>Us, tell >>Us that's what, tell us us about that. So, so I, you know, this is, this is where a lot of the, the great value proposition between VMware and AMD come together. So VMware really allows enterprises to take advantage of these high core count, really modern, you know, CPU, our, our, our, our epic, especially our Milan, our 7,003 product line. So to be able to take advantage of 64 course, you know, VMware is critical for that. And, and so what they, what they've been able to do is, you know, know, for example, if you have workloads running on legacy, you know, like five year old servers, you're able to take a whole bunch of those servers and consolidate down, down into a single node, right. And the power that VMware gives you is the manageability, the reliability brings all of that factors and allows you to take advantage of, of the, the, the latest, latest generation CPUs. >>You know, we've actually done some TCO modeling where we can show, even if you have fully depreciated hardware, like, so it's like five years old plus, right. And so, you know, the actual cost, you know, it's already been written off, but the cost just the cost of running it in terms of the power and the administration, you know, the OPEX costs that, that are associated with it are greater than the cost of acquiring a new set of, you know, a smaller set of AMD servers. Yeah. And, and being able to consolidate those workloads, run VMware, to provide you with that great, great user experience, especially with vSphere 8.0 and the, and the hooks that VMware have built in for AMD AMD processors, you actually see really, really good. It's just a great user experience. It's also a more efficient, you know, it's just better for the planet. And it's also better on the pocketbook, which is, which is, which is a really cool thing these days, cuz our value in TCO translates directly into a value in terms of sustainability. Right. And so, you know, from, from energy consumption, from, you know, just, just the cost of having that there, it's just a whole lot better >>Talk about on the sustainability front, how AMD is helping its customers achieve their sustainability goals. And are you seeing more and more customers coming to you saying, we wanna understand what AMD is doing for sustainability because it's important for us to work with vendors who have a core focus on it. >>Yeah, absolutely. You know, I think, look, I'll be perfectly honest when we first designed our CPU, we're just trying to build the biggest baddest thing that, you know, that, that comes out in terms of having the, the, the best, the, the number, the, the largest number of cores and the best TCO for our customers, but what it's actually turned out that TCO involves energy consumption. Right. And, and it involves, you know, the whole process of bringing down a whole bunch of nodes, whole bunch of servers. For example, we have one calculation where we showed 27, you know, like I think like five year old servers can be consolidated down into five AMD servers that, that ratio you can see already, you know, huge gains in terms of sustainability. Now you asked about the sustainability conversation. This I'd say not a week goes by where I'm not having a conversation with, with a, a, a CTO or CIO who is, you know, who's got that as part of their corporate, you know, is part of their corporate brand. And they want to find out how to make their, their infrastructure, their data center, more green. Right. And so that's, that's where we come in. Yeah. And it's interesting because at least in the us money is also green. So when you talk about the cost of power, especially in places like California, that's right. There's, there's a, there's a natural incentive to >>Drive in that direction. >>Let's talk about security. You know, the, the, the threat landscape has changed so dramatically in the last couple of years, ransomware is a household word. Yes. Ransomware attacks happened like one every 11 seconds, older technology, a little bit more vulnerable to internal threats, external threats. How is AMD helping customers address the security fund, which is the board level conversation >>That that's, that's, that's a, that's a great, great question. Look, I look at security as being, you know, it's a layered thing, right? I mean, if you talk to any security experts, security, doesn't, you know, there's not one component and we are an ingredient within the, the greater, you know, the greater scheme of things. A few things. One is we have partnered very closely with the VMware. They have enabled our SUV technology, secure encrypted virtualization technology into, into the vSphere. So such that all of the memory transactions. So you have, you have security, you know, at, you know, security, when you store store on disks, you have security over the network and you also have security in the compute. And when you go out to memory, that's what this SUV technology gives you. It gives you that, that security going, going in your, in your actual virtual machine as it's running. And so the, the, we take security extremely seriously. I mean, one of the things, every generation that you see from, from AMD and, and, you know, you have seen us hit our cadence. We do upgrade all of the security features and we address all of the sort of known threats that are out there. And obviously this threats, you know, kind of coming at us all the time, but our CPUs just get better and better from, from a, a security stance. >>So shifting gears for a minute, obviously we know the pending impossible acquisition, the announced acquisition of VMware by Broadcom, AMD's got a relationship with Broadcom independently, right? No, of course. What is, how's that relationship? >>Oh, it's a great relationship. I mean, we, we, you know, they, they have certified their, their, their niche products, their HPA products, which are utilized in, you know, for, for storage systems, sand systems, those, those type of architectures, the hardcore storage architectures. We, we work with them very closely. So they, they, they've been a great partner with us for years. >>And you've got, I know, you know, we are, we're talking about current generation available on the shelf, Milan based architecture, is that right? That's right. Yeah. But if I understand correctly, maybe sometime this year, you're, you're gonna be that's right. Rolling out the, rolling out the new stuff. >>Yeah, absolutely. So later this year, we've already, you know, we already talked about this publicly. We have a 96 core gen platform up to 96 cores gen platform. So we're just, we're just taking that TCO value just to the next level, increasing performance DDR, five CXL with, with memory expansion capability. Very, very neat leading edge technology. So that that's gonna be available. >>Is that NextGen P C I E, or has that shift already been made? It's >>Been it's NextGen. P C I E P C E gen five. Okay. So we'll have, we'll have that capability. That'll be, that'll be out by the end of this year. >>Okay. So those components you talk about. Yeah. You know, you talk about the, the Broadcom VMware universe, those components that are going into those new slots are also factors in performance and >>Yeah, absolutely. You need the balance, right? You, you need to have networking storage and the CPU. We're very cognizant of how to make sure that these cores are fed appropriately. Okay. Cuz if you've just put out a lot of cores, you don't have enough memory, you don't have enough iOS. That's, that's the key to, to, to, you know, our approach to, to enabling performance in the enterprise, make sure that the systems are balanced. So you get the experience that you've had with, let's say your, you know, your 12 core, your 16 core, you can have that same experience in the 96 core in a node or 96 core socket. So maybe a 192 cores total, right? So you can have that same experience in, in a tune node in a much denser, you know, package server today or, or using Melan technology, you know, 128 cores, super, super good performance. You know, its super good experience it's, it's designed to scale. Right. And especially with VMware as, as our infrastructure, it works >>Great. I'm gonna, Lisa, Lisa's got a question to ask. I know, but bear with me one bear >>With me. Yes, sir. >>We've actually initiated coverage of this question of, you know, just hardware matter right anymore. Does it matter anymore? Yeah. So I put to you the question, do you think hardware still matters? >>Oh, I think, I think it's gonna matter even more and more going forward. I mean just, but it's all cloud who cares just in this conversation today. Right? >>Who cares? It's all cloud. Yeah. >>So, so, so definitely their workloads moving to the cloud and we love our cloud partners don't get me wrong. Right. But there are, you know, just, I've had so many conversations at this show this week about customers who cannot move to the cloud because of regulatory reasons. Yeah. You know, the other thing that you don't realize too, that's new to me is that people have depreciated their data centers. So the cost for them to just go put in new AMD servers is actually very low compared to the cost of having to go buy, buy public cloud service. They still want to go buy public cloud services and that, by the way, we have great, great, great AMD instances on, on AWS, on Google, on Azure, Oracle, like all of our major, all of the major cloud providers, support AMD and have, have great, you know, TCO instances that they've, they've put out there with good performance. Yeah. >>What >>Are some of the key use cases that customers are coming to AMD for? And, and what have you seen change in the last couple of years with respect to every customer needing to become a data company needing to really be data driven? >>No, that's, that's also great question. So, you know, I used to get this question a lot. >>She only asks great questions. Yeah. Yeah. I go down and like all around in the weeds and get excited about the bits and the bites she asks. >>But no, I think, look, I think the, you know, a few years ago and I, I think I, I used to get this question all the time. What workloads run best on AMD? My answer today is unequivocally all the workloads. Okay. Cuz we have processors that run, you know, run at the highest performance per thread per per core that you can get. And then we have processors that have the highest throughput and, and sometimes they're one in the same, right. And Ilan 64 configured the right way using using VMware vSphere, you can actually get extremely good per core performance and extremely good throughput performance. It works well across, just as you said, like a database to data management, all of those kinds of capabilities, DevOps, you know, E R P like there's just been a whole slew slew of applications use cases. We have design wins in, in major customers, in every single industry in every, and these, these are big, you know, the big guys, right? >>And they're, they're, they're using AMD they're successfully moving over their workloads without, without issue. For the most part. In some cases, customers tell us they just, they just move the workload on, turn it on. It runs great. Right. And, and they're, they're fully happy with it. You know, there are other cases where, where we've actually gotten involved and we figured out, you know, there's this configuration of that configuration, but it's typically not a, not a huge lift to move to AMD. And that's that I think is a, is a key, it's a key point. And we're working together with almost all of the major ISV partners. Right. And so just to make sure that, that, that they have run tested certified, I think we have over 250 world record benchmarks, you know, running in all sorts of, you know, like Oracle database, SAP business suite, all of those, those types of applications run, run extremely well on AMD. >>Is there a particular customer story that you think really articulates the value of running on AMD in terms of enabling bus, big business outcome, safer a financial services organization or healthcare organization? Yeah. >>I mean we, yeah, there's certainly been, I mean, across the board. So in, in healthcare we've seen customers actually do the, the server consolidation very effectively and then, you know, take advantage of the, the lower cost of operation because in some cases they're, they're trying to run servers on each floor of a hospital. For example, we've had use cases where customers have been able to do that because of the density that we provide and to be able to, to actually, you know, take, take their compute more even to the edge than, than actually have it in the, in those use cases in, in a centralized matter. The another, another interesting case FSI in financial services, we have customers that use us for general purpose. It, we have customers that use this for kind of the, the high performance we call it grid computing. So, you know, you have guys that, you know, do all this trading during the day, they collect tons and tons of data, and then they use our computers to, or our CPUs to just crunch to that data overnight. >>And it's just like this big, super computer that just crunches it's, it's pretty incredible. They're the, the, the density of the CPUs, the value that we bring really shines, but in, in their general purpose fleet as well. Right? So they're able to use VMware, a lot of VMware customers in that space. We love our, we love our VMware customers and they're able to, to, to utilize this, they use use us with HCI. So hyperconverge infrastructure with V VSAN and that's that that's, that's worked works extremely well. And, and, and our, our enterprise customers are extremely happy with that. >>Talk about, as we wrap things up here, what's next for AMD, especially AMD with VMwares VMware undergoes its potential change. >>Yeah. So there there's a lot that we have going on. I mean, I gotta say VMware is one of the, let's say premier companies in terms of, you know, being innovative and being, being able to drive new, new, interesting pieces of technology and, and they're very experimentive right. So they, we have, we have a ton of things going with them, but certainly, you know, driving pin Sando is, is very, it is very, very important to us. Yeah. I think that the whole, we're just in the, the cusp, I believe of, you know, server consolidation becoming a big thing for us. So driving that together with VMware and, you know, into some of these enterprises where we can show, you know, save the earth while we, you know, in terms of reducing power, reducing and, and saving money in terms of TCO, but also being able to enable new capabilities. >>You know, the other part of it too, is this new infrastructure enables new workloads. So things like machine learning, you know, more data analytics, more sophisticated processing, you know, that, that is all enabled by this new infrastructure. So we, we were excited. We think that we're on the precipice of, you know, going a lot of industries moving forward to, to having, you know, the next level of it. It's no longer about just payroll or, or, or enterprise business management. It's about, you know, how do you make your, you know, your, your knowledge workers more productive, right. And how do you give them more capabilities? And that, that is really, what's exciting for us. >>Awesome Cooper. And thank you so much for joining Dave and me on the program today, talking about what AMD, what you're doing to supercharge customers, your partnership with VMware and what is exciting. What's on the, the forefront, the frontier, we appreciate your time and your insights. >>Great. Thank you very much for having me. >>Thank you for our guest and Dave Nicholson. I'm Lisa Martin. You're watching the cube live from VMware Explorer, 22 from San Francisco, but don't go anywhere, Dave and I will be right back with our next guest.