The Future of Computing: AMD Vision

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1 The Future of Computing: AMD Vision Tommy Toles AMD Business Development Executive

2 Agenda Celebrating Momentum Years of Leadership & Innovation Current Opportunity To Delight Customers AMD Strategy & Enterprise Value Proposition Leveraging AMD knowledge for Better Selling Competitive Environment Anticipating the Years Ahead Key technologies to watch Q&A

3 The Smarter Choice for IT In 1999, AMD announced a long-term vision that customers could grow with. In 2003, AMD permanently changed the IT landscape with the intro of the AMD Opteron processor. In 2005, AMD showed the industry how to make the transition from single-core to native dual-core. Fusion Native Quad-Core Accelerated computing Native Dual-Core (Torrenza & Stream) Trinity Raiden AMD Turion 64 x64 Integrated Memory Controller HT AMD64 Direct Connect Architecture AMD Opteron AMD Athlon 64 Performance Per/watt Virtualization In 2007, the launch of Barcelona will have an even greater impact 3 January 2007 Q107 Server Update

4 AMD History Customer Centric Innovation Cost reduction of server platforms Image Stability (1P, 2P, 4P, 8P with common socket/chipset) Reduction of power consumption/heat generation (full load) Dynamic Power Scaling (when not at full load) Performance increase on existing 32-bit code Invention of x86-64 as industry standard Memory capacity expansion to 64GB+ for x86 Enablement of DDR/DDR2 as industry standard Fully integrated Multi-Core processing (single chip) Commoditization of virtualization Enabling a truly competitive market

5 Customer Response AMD Opteron Server Market Share WW total WW x86 WW x86 2-way WW x86 4-way US x86 US x86 2-way US x86 4-way Source: Gartner, IDC, Q4-06 results % 12.8% 13.6% 28.2% 20.8% 21.2% 36.0% % 17.1% 18.2% 40.1% 27.4% 27.9% 56.2%

6 Selling AMD Value Feature Integrated Memory Controller, HyperTransport Bus, Integrated multi-core Extensive memory capacity, support for 64-bit software Key Selling Point High performance = better server response now, less need to upgrade later Allows your server to grow with your business Low power consumption, PowerNow! dynamic scaling, use of DDR2 memory Expandable Socket 1207 A cooler server means higher reliability Ability to upgrade to a more advanced CPU if additional computation is needed

7 AMD Architecture Performance Dual Core (mid-06) Quad Core (mid-07) DDR-2 (667+) Memory Opteron x16 1 GHz Opteron 800 DDR2 W/Online Spare Virtualization AMD-V optimization Opteron 800 Opteron 800 Reliability/Availability Memory Online Sparing PCI-X 16x16 1 GHz Gigabit Ethernet CPU 1M L2 CPU 1M L2 Socket 1207 pin (QC upgrade in 07) PCI-E PCI-E PCI-E Chipset Clustering HDD RAID Virtualization DDR2 Expansion Bus PCI-e as main bus PCI-X for legacy South Bridge

8 Architecture Comparison

9 AMD PowerNow! P-State P0 2600MHz 1.40V ~95watts P1 2400MHz 1.35V ~90watts P2 2200MHz 1.30V ~76watts P3 2000MHz 1.25V ~65watts P4 1800MHz 1.20V ~55watts P5 1000MHz 1.10V ~32watts HIGH PROCESSOR UTILIZATION LOW EXAMPLE ONLY Utilizes AMD PowerNow! technology with Optimized Power Management Multiple performance states for optimized power management Dynamically reduces processor power based on workload Lowers power consumption without compromising performance Leverages industry standards Up to 75% CPU power savings at idle

10 Quad-Core Architecture True quad-core die Optimum for 65nm SOI and beyond Expandable shared L3 cache IPC enhanced CPU cores Enhanced Direct Connect Architecture and Northbridge 32-bit instruction fetch Enhanced branch prediction Out-of-order load execution Dual 128-bit SSE dataflow Up to 4 dual precision FP OPS/cycle Dual 128-bit loads per cycle Bit Manipulation extensions SSE extensions HyperTransport links (Up to 8GB/sec) Enhanced crossbar design Enhanced AMD PowerNow! Technology with Optimized Power Management DDR2 support Enhanced RAS

11 Quad-Core vs. Dual-Die AMD s design is a TRUE quad-core processor without compromising performance, power or heat Intel may rush a dual die architecture to market in order to claim first to market, only to change the design to true quad-core later - more churn and increased customer TCO Native Quad-Core Design Optimum performance Same power & thermal envelopes as dual-core Dual Die (Dual Cavity) Can hinder performance (FSB design) Publicly known thermal design power ranges higher than dual-core products

12 AMD Roadmap Memory Power CPU Single Core Registered DDR-1 Dual Core Quad Core Maximum Performance: 120W (Special Edition) Mainstream: 95W Blades/Rack Dense: up to 68W DDR-3 Registered DDR-2 Interconnect HyperTransport - 1 GHz HT 2.6 GHz

13 Torrenza Strategy The shortest An Open Platform route between two points is a Direct Connect Direct Path Architecture Gaming AMD Opteron TM XML Physics Direct Connect Architecture Accelerator Accelerator Native Dual-Core SRQ Crossbar Mem.Ctrlr HT 8 GB/S Native Dual-Core SRQ Crossbar Mem.Ctrlr HT 8 GB/S 8 GB/S Imagine It, Build It when computing or innovating. Partner Optimized Silicon Silicon 8 GB/S PCI-E PCI-E Bridge Bridge I/O I/O Hub Hub USB USB PCI PCI Partner FLOPs Media Optimized HTX Solution Processor Accelerator Partner Community Innovation Innovation

14 Adoption Model HTX PCI-E Chipset AMD Opteron Socket AMD Opteron Socket CPU C o r e C o r e NB AMD Opteron Socket Extensible System Bus Highly Integrated Solution Packaging is an Economic Option

15 AMD Virtualization Virtualized environments require both security and performance The key value in AMD-V lies in how efficiently we address these needs Security Performance AMD Approach Hardware-based DEV enforces security between VMs with less overhead than software methods Direct Connect Architecture provides superior memory and CPU scaling Tagged TLBs reduce memory reads required to load a new VM, improving performance when switching between VMs In 2007 Nested Page Tables will further improve efficiency of switching between VMs Other Guy s Approach Slower, less-efficient softwarebased security Front-side bus based architecture delays memory accesses Must flush memory buffers each time control passes from one VM to another, reducing efficiency of switching (no comparable feature) 15 November 2006 Global Industry Analyst Next Day Generation Utility Computing & Hosting Solutions.

16

17 Sales Review & Role Play Feature Integrated Memory Controller, HyperTransport Bus, Integrated multi-core Key Selling Point High performance = better server response now, less need to upgrade later Extensive memory capacity, support for 64-bit software Allows your server to grow with your business Low power consumption, PowerNow! dynamic scaling, DDR2 memory Expandable Socket 1207 A cooler server means higher reliability Ability to upgrade to a more advanced CPU if additional computation is needed

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