AMD OCP之旅.pdf

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1、AMD Journey with OCPTaipei,TaiwanAugust 56,2025ROBERT W HORMUTH CVP|Architecture and Strategy|Data Center Solutions GroupOCP Advisory Board MemberAI is the most transformative technological shift in the past 50 years1960-1980Mainframe1980sPC1990sNetworking2000sDesktop Internet2010sMobile Internet201

2、5-2020Cloud/SaaS2025+Gen AIHuman influence Human Q&AHuman ProductivityAutonomous,RoboticsTrue Human Assistance20242025202620272028$45B$500BData Center AI Accelerator TAMInference Growing at 80%CAGRTrainingInference 202360%CAGRSource:AMD Internal Data4|AI Is Driving Unique Challenges For ComputeSourc

3、e:AMD Internal Data4x Chip Power15x Rack Power32x POD size100 x Cluster size10 x Data Center Power16x Networking BandwidthAI InfrastructureSolution ComplexityMoving from Node(s)to Rack(s)to Data Center(s)Source:AMD Internal Data6|Implications Insatiable demand for compute(Performance)Energy efficien

4、cy(Performance/Watt,Perf/Watt/$)CAPEX pressure(Performance/$)Data Center is unit of compute(space,power,liquid cooling)Ease of adoption(compatibility,open source)Networking matters(Scale-up&Scale-out)Pace of Innovation(Profit/Hr)AI StrategyLeadershipCompute EnginesOpenEcosystemFull StackSolutionsOpe

5、n Development Drives Value&InnovationOpen HardwareOpen SoftwareOpen EcosystemChoiceRapid Co-InnovationPortabilityProvenFlexibilityx86 Ecosystem Advisory Group Open Compute Project goals of fostering an open ecosystem aligns with AMDs strategy of promoting open standards and collaborative innovation9

6、|Platform OCP MHS is core to AMDs strategy of open development Reducing friction and accelerating technology adoption Open collaboration AMD server reference designs are in DC-MHS form factors Utilizing DC-MHS,M-CRPS,DC-SMC,OCP-NIC.“Turin”today and future“Venice”products OCP platform enablement has