AMD Ryzen (Summit Ridge) Benchmarks Thread (use new thread)

[swilli89]

I think the discussion is valid vis-a-vis Zen, but needs it's own thread (Zen Server prognosis?).

The new zen bm today.
Amd $9.45
Looks good
Edit:...unfortunately its probably the presumed Intel gpu licensing deal.
http://www.investors.com/news/techn...intel-rumors-ahead-of-zen-preview/?yptr=yahoo
A 6 year high btw. Glad all the daily amd is dead stuff is gone.

What's sort of entertaining is I called this back in April. Specifically I said $10-12 by March 2017 back when the stock was around $3.50.

A few posters mocked that statement with @Arachnotronic even going so far as to make my statement his signature quote for a little while. I saved that screen cap for this day but looks like I lost the file LOL. Feels pretty validating to be right AMD was the stock pick of the year with Zen and other GPU products impending. AMD doesn't have to beat Intel to be successful, they just need 10-15% of their business which is doable with their new uArch.

This stock will be +$15 by July and +$20 by December next year if Zen performs up to snuff. Nvidia has probably topped out as Intel likewise has, if you want to invest and want to invest in tech AMD is a great option.

I'm excited for December 13th! Hopefully we get some good data on Zen.

 

[jpiniero]

AMD only ever got to 20%, and that was with clearly better chips. 10 to 15% at this point is just not happening.

 

[frozentundra123456]

What's sort of entertaining is I called this back in April. Specifically I said $10-12 by March 2017 back when the stock was around $3.50.

A few posters mocked that statement with @Arachnotronic even going so far as to make my statement his signature quote for a little while. I saved that screen cap for this day but looks like I lost the file LOL. Feels pretty validating to be right AMD was the stock pick of the year with Zen and other GPU products impending. AMD doesn't have to beat Intel to be successful, they just need 10-15% of their business which is doable with their new uArch.

This stock will be +$15 by July and +$20 by December next year if Zen performs up to snuff. Nvidia has probably topped out as Intel likewise has, if you want to invest and want to invest in tech AMD is a great option.

I'm excited for December 13th! Hopefully we get some good data on Zen.

You really think AMD will hit 60% of intel's price (your 20.00 per share prediction, while intel is 35.00)? With 0 earnings right now, and even if they get 15% of intel's business, that would make their P/E ratio what, three or four times that of intel? I will be amazed if they can hold their current price. Reminds me of the tech bubble: huge run up in stock price with no earnings.

 

[Arachnotronic]

You really think AMD will hit 60% of intel's price (your 20.00 per share prediction, while intel is 35.00)?

Careful, Intel has 5x the number of shares outstanding. AMD at $20 would not be worth 60% of Intel's market value.

 

[frozentundra123456]

Careful, Intel has 5x the number of shares outstanding. AMD at $20 would not be worth 60% of Intel's market value.

Ahh, didn't think of that. In any case though, the stock is amazing. Jumps up on every rumor, and never drops back if it doesn't pan out. Obviously it is worth much more that it was at its low, but seems overpriced now, especially considering how uncompetitive they are in the dgpu market and that most of their revenue is from low margin products.

 

[sirmo]

Ahh, didn't think of that. In any case though, the stock is amazing. Jumps up on every rumor, and never drops back if it doesn't pan out. Obviously it is worth much more that it was at its low, but seems overpriced now, especially considering how uncompetitive they are in the dgpu market and that most of their revenue is from low margin products.

The stock is still cheap. They have a lot of stuff going for them. They gained GPU marketshare, Apple deal, and Polaris has actually been pretty succesful, despite how it looks. IMO if you're buying a monitor and a sub $300 GPU today, AMD is a much better choice due to FreeSync, FreeSync is amazing. AMD's drivers have been improving at such a pace, rx480 is surpassing 1060 for instance even if FreeSync isn't your thing.

Then there are other things, like Thatic Joint Venture for the 2nd largest datacenter market in the world China. PS4 Pro, Xbox One Slim mid refreshes.. Scorpio in the future. They did a second offering few months back and paid down the 7nm GloFo, secured 2nd sourcing via Samsung and paid $1B of their short term debt.

They have an exciting product pipeline with Vega and Zen and all its derivatives.. they seem to be firing on all cylinders again. If anything we potentially haven't seen anything yet.

Kyle over at HardOCP even thinks Intel dropped Nvidia for the iGPU licensing and signed with AMD?! Hell is freezing over or what?

 

[Lepton87]

Uncompetitive? Only on the high-end, in the midrange segment they are very competitive, while RX480 was slower than GF 1060 now it has surpassed it in performance. In DX12 games it's no contest while in DX 11 the cards are on par. Launch reviews are now out-dated, AMD always had more forward-looking architectures than NV. Unfortunately most people make their mind from launch articles and never bother to revise their opinion. Some people still think that GTX 680 is faster than 7970 because it was at launch.

 

[sirmo]

Uncompetitive? Only on the high-end, in the midrange segment they are very competitive, while RX480 was slower than GF 1060 now it has surpassed it in performance. In DX12 games it's no contest while in DX 11 the cards are on par. Launch reviews are now out-dated, AMD always had more forward-looking architectures than NV. Unfortunately most people make their mind from launch articles and never bother to revise their opinion. Some people still think that GTX 680 is faster than 7970 because it was at launch.

The leaked new driver appears to have another perf boost. If true it will be faster than 1060 even in a lot of DX11 titles.

 

[swilli89]

The stock is still cheap. They have a lot of stuff going for them. They gained GPU marketshare, Apple deal, and Polaris has actually been pretty succesful, despite how it looks. IMO if you're buying a monitor and a sub $300 GPU today, AMD is a much better choice due to FreeSync, FreeSync is amazing. AMD's drivers have been improving at such a pace, rx480 is surpassing 1060 for instance even if FreeSync isn't your thing.

Then there are other things, like Thatic Joint Venture for the 2nd largest datacenter market in the world China. PS4 Pro, Xbox One Slim mid refreshes.. Scorpio in the future. They did a second offering few months back and paid down the 7nm GloFo, secured 2nd sourcing via Samsung and paid $1B of their short term debt.

They have an exciting product pipeline with Vega and Zen and all its derivatives.. they seem to be firing on all cylinders again. If anything we potentially haven't seen anything yet.

Kyle over at HardOCP even thinks Intel dropped Nvidia for the iGPU licensing and signed with AMD?! Hell is freezing over or what?

Excellent post!

And yes AMD secured a deal to license Intel GPU PATENTS that Intel needs to continue making their iGPUs. This will bring about $85 million in revenue per quarter for doing absolutely no work. A 5% boost in total revenue for doing nothing is a huge win. Lisa Su has been beating the drum of leveraging their IP and things are starting to materialize. Again, AMD is about to launch to the moon once it gets a full cycle of product development finished with its upcoming increased R&D budget. A win for all!

 

[Ajay]

Excellent post!

And yes AMD secured a deal to license Intel GPU PATENTS that Intel needs to continue making their iGPUs. This will bring about $85 million in revenue per quarter for doing absolutely no work. A 5% boost in total revenue for doing nothing is a huge win. Lisa Su has been beating the drum of leveraging their IP and things are starting to materialize. Again, AMD is about to launch to the moon once it gets a full cycle of product development finished with its upcoming increased R&D budget. A win for all!

Source pls. This is amazing, if true - $340M/yr. for a GPU licence!

 

[frozentundra123456]

Uncompetitive? Only on the high-end, in the midrange segment they are very competitive, while RX480 was slower than GF 1060 now it has surpassed it in performance. In DX12 games it's no contest while in DX 11 the cards are on par. Launch reviews are now out-dated, AMD always had more forward-looking architectures than NV. Unfortunately most people make their mind from launch articles and never bother to revise their opinion. Some people still think that GTX 680 is faster than 7970 because it was at launch.

Off topic in this thread, but as for gpus they have two competitive products, the 470 and the 480. And actually even for those, they are so close in performance they also compete with each other, as well as not being clearly superior to the 1060. nVidia has the high end (1080, Titan), mid-high (1070), more efficient products in the low end (1050Ti and 1050) pretty much the entire laptop market to themselves except for the Apple deal, and the vast majority of the extremely profitable professional market.

 

[frozentundra123456]

Source pls. This is amazing, if true - $340B/yr. for a GPU licence!

Yea, we have heard this rumor before. I remain skeptical until we see more documentation.

 

[swilli89]

Source pls. This is amazing, if true - $340B/yr. for a GPU licence!

I think if they made $340 billion a year they would surpass Apple and become the most valuable company in the world

I was basing that off the widely reported numbers that show Intel paid nvidia $1.5 Billion over 5 years for their gpu patent licenses.

 

[beginner99]

This does make sense but also raises the obvious question...how long will it take for those companies to make sure ZEN is good enough for them to trust them in such products?

Exactly. And is it faster than the old server? On par with the new Intel server? I doubt you will just buy a Dell, HP,... Server and not at least check if it is faster than the old one or at least better performance/watt.

I was looking for a specific example.

The point is they are secret and hence on Intel and the customer knows.

Well, it's very well known that at least Google has a proper, own Linux fork, which is internally maintained. Microsoft... is A BIT closed source.

The same thing can happen with other big vendors which have proper, internal infrastructures, which run their customized software.

The software can be even GPL, but if it's not distributed, the company cannot be forced to release its changes. Fortunately...

Exactly. You can fork any GPL protected software and use it in-house without having to share your changes. This is something that very often gets forgotten and for example the reason the AGPL license exists, which prevents exposing your changed software for example as a web service.

And as you said Google is big enough to merge the chances from public branch into their fork. And yeah, not a job I would like to do...

 

[Ajay]

I think if they made $340 billion a year they would surpass Apple and become the most valuable company in the world

I was basing that off the widely reported numbers that show Intel paid nvidia $1.5 Billion over 5 years for their gpu patent licenses.

Yeah, typo Wasn't the $1.5B part of a lawsuit settlement with Nvidia?

 

[Arachnotronic]

Yeah, typo Wasn't the $1.5B part of a lawsuit settlement with Nvidia?

http://investor.nvidia.com/secfiling.cfm?filingid=1193125-11-5134&cik=1045810

 

[Ajay]

http://www.anandtech.com/show/4122/intel-settles-with-nvidia-more-money-fewer-problems-no-x86

Now, I wonder what happens to any CPU patents that NV may have x-licensed with Intel? Hopefully they are covered by being an ARM licensee.

 

[Dresdenboy]

Careful, Intel has 5x the number of shares outstanding. AMD at $20 would not be worth 60% of Intel's market value.

Huh? According to Yahoo Finance it's currently at 5.3%. At $20, it would reach 11.3%. BTW I think, $20 is rather high for 2017. Current prices are at levels based on future expectations, thus including next year effects with a risk discount.

 

[superstition]

Excellent post!

And yes AMD secured a deal to license Intel GPU PATENTS that Intel needs to continue making their iGPUs. This will bring about $85 million in revenue per quarter for doing absolutely no work. A 5% boost in total revenue for doing nothing is a huge win. Lisa Su has been beating the drum of leveraging their IP and things are starting to materialize. Again, AMD is about to launch to the moon once it gets a full cycle of product development finished with its upcoming increased R&D budget. A win for all!

The more AMD relies on Intel for its profits the less competitive it might be in terms of pricing.

(We certainly didn't see the rise of the value-priced Apple after the Microsoft cash infusion.)

 

[simas]

"

I can keep listing software all day but i need to go to work most things that revolve around users are licensed per user, most things that support that are licensed per proc.
Its only really when you get to things like Oracle, MS SQL etc it becomes per Core.
"

As person who spend good amount of time negotiating with such vendors specifically and 'conversions' from Processor to Core and diving very deep not only into enterprise contracts but also all of the licensing collateral and various programs vendors published over time -I see almost nothing licensed per proc anymore. i.e. Microsoft stopped mentioning it anywhere in the documentation post year 2012, and now has to deal with enterprises that own the licenses bought outright, still valid under software assurance

major software companies are not stupid - selling something per 'processor' and then seeing processor going from 4 cores to 20 plus is a major loss of revenue for them. Also add to it virtualization as a layer , what defines a 'core' (real? HT? ) and how it all mixes together -> management consultants have their field date and earn their fees in helping large corporations work through this.

Regarding 'per user', it is also very treacherous - who exactly is the user? how are consultants handed? how are remote services (i.e. Infosys of the word) with off shore in India handled if we give them access to our systems (which is required for them to be of any use). whenever possible we try to avoid per user licenses and if not possible, severely control it through both procurement and deployment phases.

of cause all of this have nothing to do with CPUs, so sorry for off topic.

 

[krumme]

"

I can keep listing software all day but i need to go to work most things that revolve around users are licensed per user, most things that support that are licensed per proc.
Its only really when you get to things like Oracle, MS SQL etc it becomes per Core.
"

As person who spend good amount of time negotiating with such vendors specifically and 'conversions' from Processor to Core and diving very deep not only into enterprise contracts but also all of the licensing collateral and various programs vendors published over time -I see almost nothing licensed per proc anymore. i.e. Microsoft stopped mentioning it anywhere in the documentation post year 2012, and now has to deal with enterprises that own the licenses bought outright, still valid under software assurance

major software companies are not stupid - selling something per 'processor' and then seeing processor going from 4 cores to 20 plus is a major loss of revenue for them. Also add to it virtualization as a layer , what defines a 'core' (real? HT? ) and how it all mixes together -> management consultants have their field date and earn their fees in helping large corporations work through this.

Regarding 'per user', it is also very treacherous - who exactly is the user? how are consultants handed? how are remote services (i.e. Infosys of the word) with off shore in India handled if we give them access to our systems (which is required for them to be of any use). whenever possible we try to avoid per user licenses and if not possible, severely control it through both procurement and deployment phases.

of cause all of this have nothing to do with CPUs, so sorry for off topic.

Then how is price defined?

 

[Atari2600]

Then how is price defined?

Per thread for most HPC software that I'd use. But that is a vanishingly small snapshot of the overall market!

 

[sirmo]

Here is a story officially confirming Kyle's rumor: http://www.pcworld.com/article/3147...d-gpus-to-challenge-nvidias-rising-power.html

I would however take it with the grain of salt. Kyle was also spreading the RTG sell off rumor a few months back, which turned out to be false. We've known for awhile that Intel - Nvidia cross licensing has been heading for a cliff, and that AMD filling this role for Intel was a strong possibility. But I don't think we have enough to call it official. The agreement I think expires in Feb of 2017 and we'll know for sure by then, unless it's a part of the next earnings reports.

 

[Phynaz]

^ What does that have to do with Zen benchmarks??

 

[Arachnotronic]

Here is a story officially confirming Kyle's rumor: http://www.pcworld.com/article/3147...d-gpus-to-challenge-nvidias-rising-power.html

I would however take it with the grain of salt. Kyle was also spreading the RTG sell off rumor a few months back, which turned out to be false. We've known for awhile that Intel - Nvidia cross licensing has been heading for a cliff, and that AMD filling this role for Intel was a strong possibility. But I don't think we have enough to call it official. The agreement I think expires in Feb of 2017 and we'll know for sure by then, unless it's a part of the next earnings reports.

Officials PCWorld contacted at both companies declined to comment.

I don't see any official confirmation here.