AMD Scores EPYC Win Capturing Google And Twitter With Zen 2 Server CPUs, Stock Soars 15%

Last night, AMD officially launched its second-generation EPYC 7002 processors for the enterprise market (you can read our deep dive here). Based on the new Zen 2 architecture that underpins the newly released Ryzen 3000 desktop processor family, EPYC 7002 chips bring a significant performance and density improvements over their EPYC 7001 predecessors.

AMD EPYC

Two companies that have been paying close attention to AMD’s strength in the data center market with the first-generation EPYC and early samples of the new Rome-based EPYC chips are Google and Twitter. Both companies have been impressed enough with what AMD brings to the table they have signed up to use the EPYC 7002 processors in their data centers.

On the Google side of things, the company will use EPYC 7002 for its internal data centers, and will in addition will make hardware resources available to developers through Google Cloud Compute Engine before the close of 2019. 

As for Twitter, it will use EPYC 7002 processors “across its data center infrastructure” in the next few months. “Using the AMD EPYC 7702 processor we can scale out our compute clusters with more cores in less space using less power, which translates to a 25% lower TCO for Twitter,” said Jennifer Fraser, who serves as Twitter’s Senior Director of Engineering.

Not surprisingly, AMD stock is up dramatically today following the news of landing two big, high-profile customers. The stock is up over 15% as of this writing to $33.60.

AMD’s share of the server market is currently sitting at around 3 percent, which is up from close to 0% before EPYC arrived on the scene in 2017. Some analysts, however, believe that AMD is in a position to triple that figure to nearly 10 percent thanks to the strong performance of EPYC 7002, which tops out in 64-core/128-thread configurations.

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