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  • S_x96x_S

    addikt

    válasz Petykemano #9818 üzenetére

    > Pontosan milyen előnyt/képességet nyer ezzel az AMD?

    AI STD (Speed-to-Deploy)

    legalábbis a
    https://www.servethehome.com/amd-buys-zt-systems-in-a-surprise-move/
    szerint.

    "AMD buying ZT’s engineering resources gets it that type of acceleration. When AMD talks about $4-5B of AI server revenue this year, it is important to think of that only as 1-2 clusters worth of GPUs. A company like Supermicro on the NVIDIA side can deliver a full $4-5B cluster now in less than a month. If AMD is going to scale, it needs not just the technology and pricing to justify the investment over NVIDIA, it also needs to be available in the same windows. GPU clusters are now so big that a cluster taking a year to come online is not acceptable. Three years (or more) for a HPE-Cray government Exascale supercomputer feels like a laughable paleolithic pace of project planning."
    ...
    "AMD is really getting the ability to scratch the AI STD (Speed-to-Deploy) needs of its customers, not trying to compete directly with its partners. If it does not address the AI STD metric, then it will not be able to compete in the future. That is a massive deal for any AI startup outside hyper-scalers, NVIDIA, AMD, Cerebras, and maybe Intel.
    "

  • S_x96x_S

    addikt

    válasz Petykemano #9818 üzenetére

    (ZT Systems)
    A miért -re ez talán egy jobb cikk[1]

    pár gondolat:
    - kevés a jelenlegi 500 rendszer mérnök és a Supermicro túl drága.
    - Az nVidia DGX -re kell alternativa.
    - A ZT Systems jelenlegi főnöke együtt dolgozott Forest Norod -al még a Dell-nél.

    [1] "Why AMD Spent $4.9 Billion To Buy ZT Systems"
    https://www.nextplatform.com/2024/08/19/why-amd-spent-4-9-billion-to-buy-zt-systems/

    "What AMD is going to do is up its game in systems architecture and engineering. At the moment, AMD has somewhere around 500 system engineers, Norrod estimates, but ZT Systems has 1,100 people that do this work. And given that AMD doesn’t just build systems to one standard, but multiple standards, it needs that many more people to help it design and build to test – but not manufacture for production – the future GPU accelerated systems that are going to be a challenge for it. It is not clear what AMD will get as it spins off that ZT Systems manufacturing business, but amassing 1,100 system engineers with deep, real-world experience would not only cost billions and billions of dollars, but it may not be possible to get it any other way than acquiring a boutique high performance system manufacturer like ZT Systems.

    It’s cheaper than acquiring Supermicro. . . . and probably with the same level of system engineers.
    "

    "
    This is really about time to market and upping the system design and engineering game. AMD has done a great job putting together excellent CPUs and now GPUs, but it needs to put together a networking stack and system boards, and have it all fit in rackscale and cluster-wide system designs that are tested and validated at scale. This is why Nvidia created the DGX line, and AMD agrees that it needs to do this but it is not going to build systems for customers and it is not going to be a prime contractor for HPC or AI clusters. Unlike Intel tried to be and failed at pretty badly.

    Doug Huang, who was a director of engineering of the Data Center Solutions division at Dell under Norrod, was hired to be vice president of platform engineering at ZT Systems in January 2013, when it pivoted to rackscale systems. Huang rose through the ranks to head up engineering and global manufacturing at ZT Systems and was named president of the company in January 2023. Huang is going to stay on at AMD and run the combined team of around 1,600 system designer and engineers.
    "

  • S_x96x_S

    addikt

    válasz Petykemano #9818 üzenetére

    > Pontosan milyen előnyt/képességet nyer ezzel az AMD?

    ( ahogy én látom )

    A honlap alapján tényleg értenek a hw-hez - és még több epyc,Mi300, Xilinx gyorsítót tudnak eladni:
    - Compute
    - Storage
    - GPU/Accelerator
    - Integrated racks
    - High-performance compute (HPC)
    - 5G/telecommunications
    - Edge computing
    - Open compute project
    https://ztsystems.com/solutions/

    > Ők is olyan kész megrakott tepsiket akarnak árulni, mint az nvidia?

    optimalizált - tepsiket és szekrényeket. :R
    ( És ez olyan mint a szállításban a konténerek - felgyorsítanak sok mindent. )

    A piac gyors megoldást akar,
    és ha ezzel 3-6 hónapot lehet nyerni a megrendelés és a beüzemelés között, akkor megéri.

    pl. A ZTsystems eléggé rástartolt a Microsoft’s Project Olympus szerver szabványra -ra,
    ami segithet a Microsoft Cloud ( Azure) - val gyorsabb termékelhelyezésnél.
    és az IDŐ = PÉNZ !

    "XPO200 Server Solutionsbased on Microsoft’s Project Olympus
    We’ve combined the groundbreaking energy efficiency, performance, versatility and cost-effectiveness of Microsoft’s Project Olympus platform with our hyperscale-focused design, manufacturing and deployment capabilities to create our XPO200 server solutions.
    These solutions allow you to benefit from our unique experience deploying platforms that feature these technologies into real-world, hyperscale environments."

    Ha az AMD tud olyan tervet, adni, amikor az EPYC és több MI300 egybe van optimalizálva, akkor kevésbé fordul az elő ( vagy kevésbé éri meg ) ,
    hogy Intel CPU -val csomagolják az MI300-at, mint a Microsoft felhőben.

    A mások probléma, hogy jelenleg házon belül
    a meglévő EPYC és az RDNA mérnökök végzik ezt a feladatot.
    És ha lesz erre egy dedikált új csapat, akkor kevésbé vesznek el erőforrásokat p. Gaming csapattól.

    Vagyis indirekte ( áttételesen ) szerintem ez jó hír a gaming és a consumer vonalnak is.
    Persze kell 2-3 év mire meglátszik a hatása-.

  • Devid_81

    félisten

    válasz Petykemano #9818 üzenetére

    Ehhez kepest lenne egy ingyenes otletem nekik, mindenkit rugjanak ki a tsaba a marketing osztalyrol akinek valaha is koze volt a kamu diak kesziteseben. :K

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