AMD's Dirk Meyer has presided over many chip development teams, including two of Digitals Alpha processors and AMD's seventh-generation Athlon XP processors. But as senior vice president of AMD's Computation Products Group, lately his job has meant more time spent in front of airport security screeners than processor designers as he travels around evangelising AMD's eighth-generation Opteron and Athlon 64 processors.
One year after Opteron's introduction in New York, Meyer was back in the city talking up Opteron for a group of financial services customers. However, he took some time while there to talk to us about the progress of Opteron from the breathless hype of the pre-launch marketing to the steady progress the chip has made with server manufacturers and customers in the enterprise world over the past year.
Q: What do you need to do to make sure Opteron builds upon the toehold it has taken in the enterprise this year?
Much of the initial adoption was in the high-performance technical computing clusters, and as we look forward, we aim to continue to be strong in that space, but also grow across the breadth of the enterprise. Interestingly, whats required there isnt so much more of a different technology beyond that which we are delivering today, but rather the right sorts of relationships with OEMs (original equipment manufacturers) who will put Opteron in enterprise class boxes.
Were fortunate in that we now have those sorts of relationships, and youll be seeing some of those products out in the market. In fact, HP is out there now with enterprise-class (four-processor) systems. So, the near-term objective is to broaden our relationship with our tier one OEM customers to get the Opteron platform available (in servers) that are more suited to the general needs of the enterprise.
The next step of course, is the software ecosystem around AMD64, although the good news there is that thats not immediately required because Opteron is such a good 32-bit product.
Q: How important is Intels decision to enter the market in building out that ecosystem?
I think its going to accelerate the rate at which AMD64s ecosystem gets developed. Now that Intel is there with the same instruction set, essentially, the business case is even more clear to the ISVs (independent software vendors). I think that decision by Intel only serves to accelerate adoption of AMD64.
Q: How many customers are currently running 64-bit applications on their Opteron boxes?
Actually, in the HPC (high performance computing) space, on top of Linux, thats where we see it mostly today. In the enterprise, the pickup is a little slower, largely because they have such long certification cycles. We see 64-bit Linux out there that people are playing with, and some of the databases people are looking at. Outside of that, its more a 32-bit world with everybody starting to plan their direction toward 64-bits.
Q: Do you think the delay in the Windows availability has retarded that development a little bit?
Well, it certainly doesnt help. But honestly, the movement toward 64-bits pervasively across the enterprise isnt something we expected to happen over the course of small single-digit quarters. These big enterprises are pretty conservative; they have long certification and qualification cycles. A lot of them have already been playing for quite some time with the Windows OS (operating system) from a beta perspective. So yeah, thats slowed it down a little bit, but I wouldnt say fatally or fundamentally.
Q: Is the availability of a 64-bit Windows operating system a key buying decision with some of the potential customers out there? Are people delaying their purchases until that arrives?
You know, honestly not. And the reason for that is, for example, I was in New York today, talking to customers from financial institutions, and they all understand the value proposition Opteron has as a 32-bit machine. And the adoption of Opteron in the enterprise today has been more limited by the availability of enterprise class systems from OEMs, which of course are now starting to show up from Sun and HP. Next, these guys need to get the boxes out in their environments; qualified and running the applications they are running today. Opteron delivers such phenomenal performance in todays 32-bit environment that there is huge demand for those boxes today, independent of 64-bits. So from what Im seeing, the 64-bit play is really the icing on the cake.
Q: From an architectural standpoint, is the chip as it is today something that will be able to work on a majority of enterprise workloads?
First of all, its interesting to note from the server volume perspective that theres a huge volume inside the enterprise represented by (two-processor) and (four-processor) servers. In particular, the (two-processor) servers are often the 2U (3.5-inch) boxes with redundant power supplies. And thats a configuration that we dont have on the marketplace yet.
A lot of the work we need to do in the near term is to broaden our product mix with the OEMs to get enterprise-class boxes out there. So thats more of a system configuration story than an electronics story in terms of any given feature in our CPUs (central processing units) or chipsets.
Q: When you say near term, are you talking about the next year?
I mean over the next 12 months the focus will be to work with OEMs to get those class of machines into the marketplace and also to get work on our partners, our ISV partners, to get 64-bit solutions out into the market, and finally to continue to evangelize the technology with end users in the enterprise.
Over the next 12 months, well of course have more speeds and feeds on processors, but our focus is more on the customer relationships and ecosystem development.
Q: As you look toward the end of the decade, will AMD focus on getting Opteron into large SMP (symmetric multiprocessing) servers?
In the near term, thats a non-focus area. Theres so much volume in the server space that we can grow into in the kind of configurations I outlined earlier. Clearly, over time as we get deeper and deeper into the enterprise and more and more important to the OEMs with whom were partnering, those sort of bigger SMP systems are going to be of interest. But generally, those are the sorts of things we would only engineer in pretty close partnership with the big OEMs.
And of course, the tensions there already, now that the global tier one (vendors), outside of Dell who doesnt really have big SMP systems, those that do have their own proprietary architectures. My view is that AMD64 is as well suited for big SMP machines as it is for scale-out environments, and its just a matter of time. But, of course, thats something well do in concert with our OEM partners.
Its all about opportunity cost from an engineering side. Right now, as we look to broaden our portfolio across both servers and low-power mobile devices, clearly development in big scale-up machines isnt a priority today. But as we grow and broaden I expect it will become more of an active priority for us.
Q: Why do you think Dell has thus far declined to jump in?
Well, one thing to observe is that Dells not really a market maker, theyre a market taker. So we didnt expect Dell to lead the charge, and theyre fulfilling our expectations.
Q: Do you have any sense of when that market-taking opportunity for Dell might come?
I think that as Opteron grows across the enterprise and starts taking business from them that theyll respond.
Q: What would have done differently over the last year, in regards to Opteron?
Not to say Im drawing a complete blank, but Id say the last 12 months have been pretty darn successful compared to the goals we had lined up for ourselves. Given how quickly the product is being adopted, with perfect hindsight, I would have chosen to invest a little more aggressively than we have, relative to our server product line. But Im pretty satisfied with the past year.
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