All articles tagged with #epyc
AMD delivered a record 2025 data-center quarter driven by EPYC and Instinct GPUs, with broad strength across gaming and client segments; while Q1 guidance was seen as a temporary ceiling, management signaled a strong second half as new MI350 and Venice CPUs ship, supporting a bullish view as 2026–27 earnings rise and the stock remains attractively valued for an AI compute leader.
AMD posted Q4 2025 revenue of $10.27B with GAAP gross margin 54% (57% non-GAAP) and GAAP operating income of $1.75B (non-GAAP $2.85B); Q4 diluted EPS was $0.92 (non-GAAP $1.53). For the full year 2025, revenue reached $34.64B with GAAP gross margin 50% (52% non-GAAP) and net income of $4.34B (non-GAAP $6.83B) and EPS of $2.65 (non-GAAP $4.17). The company highlighted strong data-center demand driven by EPYC CPUs and Instinct GPUs, raised its outlook for Q1 2026 to about $9.8B in revenue with ~55% non-GAAP gross margin, and noted one-time items related to export controls on MI308 inventory and some China sales; it cited record operating income, free cash flow and growth across its AI-enabled product portfolio.
AMD has secured a significant market share win in Q3 2023 with its EPYC server CPUs and Ryzen mobile CPUs, according to statistics from Mercury Research. The company's EPYC CPUs for servers saw a 5.8-point share increase compared to last year, bringing them closer to their goal of achieving a 40% server market share by the end of 2024. The mobile segment also experienced growth, thanks to the latest Ryzen 7000 and increased Ryzen 6000 volume. AMD's desktop CPUs saw a slight increase in market share, and the company is expected to continue gaining market share in the coming months. AMD plans to unveil its next-gen Zen 5 architecture at CES 2024.
AMD has released the EPYC 9754 processor, part of the Bergamo lineup, which offers up to 128 cores and 256 threads per socket. The processor, built on the Zen 4C core architecture, aims to maximize core density and power efficiency, making it appealing to cloud service providers. With the ability to provide up to 16 cores per CCD, Bergamo offers improved performance compared to previous Genoa processors. The EPYC 9754 has a base clock of 2.25GHz, an all-core boost speed of 3.1GHz, and a maximum boost clock of 3.1GHz, with a configurable TDP of 320 to 400 Watts. The processor is priced at $11,900 USD.
AMD has announced the availability of its Genoa-X EPYC processors, which feature up to 1.1GB of L3 cache. The processors use cache die stacking to add further L3 cache to otherwise regular Genoa Zen 4 CCDs, giving AMD a novel way to produce a high-cache chip design without having to actually lay out and fab a complete separate die. These high-cache SKUs are aimed at a niche market segment of workloads that benefit specifically from the additional cache, which AMD terms their “technical computing” market.
AMD has announced the release of its high-density "Bergamo" server CPUs, based on the Zen 4c architecture, offering up to 128 CPU cores and shipping now. The Zen 4c architecture is designed to maximise the number of vCPUs that can run on top of a single, physical CPU, making it ideal for the cloud computing market. The new chips are more energy-efficient than AMD's current-generation flagship EPYC 9004 "Genoa" chips, making them a strong competitor to Arm-based rivals. The Bergamo chips are also socket compatible with the rest of the EPYC 9004 series, using the same SP5 socket.
AMD EPYC 7002 "Rome" series core can hang after just under 3 years of uptime, or around 1044 days, due to a bug mentioned in the official AMD Errata 1474. The suggested workaround is to either disable CC6 or reboot the system before the projected time of failure. No fix is planned. This bug may impact admins who have a server up for around three years.
An AMD engineer inadvertently leaked the first details about the Zen 6 Morpheus CPU, including its codename and the fact that it will be based on a 2nm process. The engineer's LinkedIn profile also revealed that he has been working on Zen 4 and Zen 5, with Zen 5 expected to be released later this year. Zen 5 is rumored to bring a hybrid big-little design to Ryzen, while Zen 6 is expected to be a refinement of the technology.
Linux 6.3-rc3 has been released as the latest weekly test candidate for the upcoming Linux 6.3 kernel. The release includes a lot of fixes and changes, with drivers for networking, GPU, and sound being the usual big ones. One notable change is the addition of throttling protection for AMD EPYC server customers to protect against potentially malicious guests. The stable version of Linux 6.3 is expected to be released at the end of April.