AMD-Xilinx and AI Updates on AMD Financial Analyst Day 2022

AMD FAD 2022 Integrated Roadmap

At AMD Financial Analyst Day 2022, the company provided an update on its Xilinx business. We have already covered Zen roadmap in AMD Technology Roadmap from AMD Financial Analyst Day 2022, EPYC Genoa update, Genoa-X, Bergamo, Siena and new MI300 and Pensando update.

This is done very quickly live, so please excuse typos.

AMD-Xilinx Update on AMD Financial Analyst Day 2022

AMD provided an update on the business that was previously Xilinx. Something Xilinx brings to AMD is a set of clients in the embedded space. Selling an FPGA is very different from a sales move to customers than server or desktop processors. Likewise,

Integrated Leadership AMD ADF 2022
Integrated Leadership AMD ADF 2022

On-board 7nm EPYC processors, if anyone has any, let us know. We haven’t heard of AMD releasing an update to the EPYC 3000 series. It looks like AMD will move to 5nm next. Xilinx moves to 3nm after 7nm, so it will take a few years to see the next generation after Versal.

AMD FAD 2022 Integrated Roadmap
AMD FAD 2022 Integrated Roadmap

Our best guess, based on the embedded part of the next slide for the embedded EPYC, is that it’s Rome/Milan at 7nm based on the package shown with the SP3 key.

AMD ADF 2022 AMD Xilinx Opportunities
AMD ADF 2022 AMD Xilinx Opportunities

Now the big part, the AI. AMD is starting to take AI seriously. We have already covered the AMD MI300 APU. AI is going to be a huge cutting-edge use case, and that’s the market Xilinx was aiming for.

AMD FAD 2022 Ubiquitous AI
AMD FAD 2022 Ubiquitous AI

Perhaps the biggest announcement today is that AMD is making an AI push. The first is the AMD XDNA. Part of that is not just the FPGA, but also the new AI engine. The AI ​​engine was part of Versal which are the ACAPs being rolled out. AI engines combine local memory with the AI ​​processing engine into tiles that can be scaled.

AMD ADF 2022 AMD XDNA
AMD ADF 2022 AMD XDNA

This is AMD’s accelerator block for AI. It also has an adaptable interconnect that can reconfigure the layout of the different motors.

AMD FAD 2022 AMD XDNA DNN on Adaptive Data Stream Processor
AMD FAD 2022 AMD XDNA DNN on Adaptive Data Stream Processor

AMD explains that by adding the AI ​​engines to processors and with next-generation products, it will have a portfolio ranging from cutting-edge AI inference to training.

AMD FAD 2022 XDNA AI Application Coverage
AMD FAD 2022 XDNA AI Application Coverage

AMD’s challenge with having a full stack pictured above is that it has software silos today. NVIDIA’s big win with CUDA ranges from small embedded parts like Jetson’s to data center GPUs.

AMD FAD 2022 AMD AI Software Stacks Today
AMD FAD 2022 AMD AI Software Stacks Today

AMD is looking to start unifying the AI ​​stack so developers can start developing once and then work with any number of the company’s products.

AMD FAD 2022 AMD Unified AI Stack 1.0
AMD FAD 2022 AMD Unified AI Stack 1.0

This will continue to push further down the stack in the future.

AMD FAD 2022 AMD Unified AI Stack 2.0
AMD FAD 2022 AMD Unified AI Stack 2.0

This is in many ways similar to the OneAPI approach where Intel tries to abstract the hardware from developers so that applications can be written and take advantage of hardware acceleration on different types of devices. AMD is just beginning this journey and that’s a good sign.

Last words

It’s an interesting strategy, but it also requires AMD to perform well on the software side and people to start using it. Many of these markets are Xilinx territory, but in certain areas like AI, people think of NVIDIA first.

AMD needs an AI story, but its position is that AI is still a newer market, so there’s still time to catch up now that it has a broader portfolio.

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