EPYC and its customers.
AMD
When AMD launched its 1st Generation EPYC processor, it had a very narrow focus on where it would land—the cloud. While the CPU had many features that made it attractive to the enterprise, the company was measured in its approach. Of course, the company wouldn’t turn away other opportunities, but its theme, “born in the cloud,” left no ambiguity about where the company wanted to play. Further, the company lacked the hardware and software ecosystem support to compete in the enterprise in a meaningful way.
With the launch of its 2nd Generation CPU, a shift in the target markets could be seen. While the company was still winning in the cloud, enterprise IT organizations I spoke with were starting to take notice and the stigma of Opteron was quickly fading. Under Dan McNamara’s leadership (ex-Intel), the company took a couple of quick steps to make a more vigorous run at the enterprise. Namely, it was the release of…
