 From around the globe, it's theCUBE with digital coverage of IBM Think 2021, brought to you by IBM. Welcome back to theCUBE coverage of IBM Think 2021. I'm John Furrier, the host of theCUBE here for virtual event. Kumaran Siva who's here with corporate vice president with AMD CBP and business development. Great to see you. Thanks for coming on theCUBE. Nice to be here. It's an honor to be here. I mean, I love AMD, love the growth, love the processors. Epic 7003 series was just launched and it's out in the field. Give us a quick overview of the processor, how it's doing and how it's going to help us in the data center and the edge. For sure. No, this is an exciting time for AMD. This is probably one of the most exciting times to be honest. And in my 20 plus years of working in the semiconductor industry, I think I've never been this excited about a new product as I am about the third generation Epic processor that we just announced. Since the Epic 7003 is what we're calling it's a series processor. It's just a fantastic product. We not only have the fastest server processor in the world with the AMD Epic 7763, but we also have the fastest CPU core. So the processor being the complete package, the complete socket. And then we also, the fastest core in the world with the Epic 72F3 F4 frequency. So that one runs super fast on each core. And then we also have 64 cores in the CPU. So it's addressing both kind of what we call scale up and scale out. So it's overall just an enormous product line that I think will be amazing with an IBM cloud. The processor itself includes 256 megabytes of L3 cache. And you know, cache is super important for a variety of workloads in the large cache size we have shown or we have seen scale in particular cloud applications, but across the board, you know, database, Java, a whole source of things. This processor is also based on the Zen 3 core which is basically 19% more instructions per cycle relative to our Zen 2. So that was the prior generation, the second generation Epic cores, which are called ROM. So this new CPU is actually quite a bit more capable. It runs also at a higher frequency with both the 64 core and the frequency optimized device. And finally, we have what we call all-in features. So rather than kind of segment our product line and charge you for every little thing you turn on or off, we actually have all-in features which includes, you know, really importantly, security, which is, you know, becoming a big, big team and something that we're partnering with IBM very closely on. And then also things like 128 lanes of PCIe, Gen4, are RAM interfaces that go up to four terabytes. So you can do these big large, large in-memory databases. The PCIe interfaces gives you lots and lots of storage capability. So all in all super products and we're super excited to be working with IBM on this. Well, let's get into some of the details on this impact because obviously it's not just one place where these processors are going to live. You're seeing a distributed surface area, core to edge, cloud and hybrid is now in play. It's pretty much standard, now multi-cloud on the horizon. Companies are going to start realizing, okay, I got to put this to work and I want to get more insights out of the data. And there's a zillion applications that are evolving on this. But you guys have seen some growth in the cloud with the epic processors. What can customers expect and why are cloud providers choosing epic processors? You know, a big part of this is actually the fact that AMD delivers upon our roadmap. So we kind of do what we say and say what we do and we deliver it on time. So we actually announced, I think was back in August of 2019, their second generation epic part. And then now in March, we are now in the third generation, very much on schedule, very much in thin expectations and meeting the performance that we had told the industry and told our customers that we're going to meet back then. So it was a really super important piece is that our customers are now learning to expect performance gen on gen and on time from AMD, which is I think really a big part of our success. The second thing is I think we are a leader in terms of the core density that we provide and cloud in particular really values high density. So the 64 core is absolutely unique today in the industry and that it has the ability to be offered both in bare metal as we have been deployed in IBM cloud and also in virtualized type environments. So it has that ability to span a lot of different use cases and you can run each core really fast but then also have the scale out and then be able to take advantage of all 64 cores. Each core has two threads up to 128 threads per socket. It's a super powerful CPU and it has a lot of value for the cloud provider. There are actually about over 400 total instances by the way of AMD processors out there and that's of all the flavors of course not just the third generation but still it's starting to really proliferate and we're trying to see AMD epic all across the cloud. More cores, more threads, all goodness. I got to ask you, I interviewed Arvin, the CEO of IBM before he was CIO at a conference and he's always been, I know him, he's always loved cloud, right? So but he sees it a little bit differently than just being like copying the clouds. He sees it as we see it unfolding here I think hybrid. And so I can almost see the playbook evolving. Red has an operating system, cloud and edge is a distributed system. It's got that vibe of a system architecture and almost got processors everywhere. Could you give us a sense of an overview of the work you're doing with IBM cloud and what AMD's role is there? I'm curious, could you share for the folks watching too? For sure, for sure. Well, by the way, IBM cloud is a fantastic partner to work with. So first off, you talked about the hybrid. Hybrid cloud is a really important team for us and that's an area that we are definitely focused in on. But in terms of our specific joint partnerships and we did an announcement last year, so it's somewhat public, but we are working together on AI where IBM is an undisputed leader with Watson and some of the technologies that you guys bring there. So we're bringing together, kind of this real hard work goodness with IBM's prowess and know-how on the AI side. In addition, IBM's also known for really enterprise grade security and working with some of the key sectors that need and value reliability, security, availability in those areas. And so I think in that partnership we have quite a strong relationship and partnership around working together on security and doing confidential compute. Tell us more about the confidential computing. This is the joint development agreement. Is it a joint venture or joint development agreement? Give us more detail on this. Tell us more about this announcement with IBM cloud and AMD confidential computing. So that's right. So there's some key pillars to this. One of us is being able to work together and define open standards, open architecture. So jointly with an IBM and also pulling in some of the assets in terms of Red Hat to be able to work together and pull together a confidential compute. That can, so it's some key ideas here. We can work within a hybrid cloud. We can work within the IBM cloud and to be able to provide you with, provide our joint customers, our end customers with unprecedented security and reliability in the cloud. What's the future of processors? What should people think when they expect to see innovation? Certainly data centers are evolving with core features to work with hybrid operating model in the cloud. People are getting that edge relationship but basically the data center is a large edge. Now you've got the other edges. We've got industrial edges. You've got consumers, people, wearables. You're going to have more and more devices big and small. What's the roadmap look like? How do you describe the future of AMD in the IBM world? Well, I think our IBM-AMD partnership is bright. Future is bright for sure. And I think there's a lot of key pieces there. I think IBM brings a lot of value in terms of being able to take on those upper layer, upper layers of software and the full stack. So IBM's strength has really been as a systems company and as a software company. So combining that with AMD's silicon and CPU devices really is a great combination. I see growth in, obviously in deploying kind of this scale out model where we have these very large core count CPUs. I see that trend continuing for sure. I think that is sort of the way of the future that you want cloud-native applications that can scale across multiple cores within the socket and then across clusters of CPUs within the data center. And IBM is in a really good position to take advantage of that and to drive that within the cloud. That in combination with IBM's presence on-prem. And so that's where the hybrid cloud value proposition comes in. And so we actually see ourselves playing in both sides. So we do have a very strong presence now and increasingly so on-premises as well. We partner, we're very interested in working with IBM on-premises with some of the key customers and then offering that hybrid connectivity onto the IBM cloud as well. IBM and AMD, great partnership. Great for clarifying and sharing that insight. You more appreciate it. Thanks for coming on the queue. I do want to ask you while I got you here, kind of a curveball question, if you don't mind. As you see hybrid cloud developing, one of the big trends is this ecosystem play, right? So you're seeing connections between IBMs and their partners being much more integrated. So, you know, cloud has been a big API kind of model. You connect people through APIs. There's a big trend that we're seeing and we're seeing this early in our reporting on SiliconANGLE, the rise of a cloud service provider within these ecosystems where, hey, I could build on top of IBM cloud and build a great business. And as I do that, I might want to look at an architecture like an AMD. How does that fit into your view as doing the business development over at AMD? I mean, because people are building on top of these ecosystems. They're building their own clouds on top of cloud. You're seeing data clouds, you're seeing these kinds of clouds, specialty clouds. So, I mean, we could have a cube cloud on top of IBM maybe someday. So, I might want to build out a whole, I might be a cloud. So, that's more processors needed for you guys. So, how do you see this enablement? Because IBM's going to want to do that. It's kind of like, I'm kind of connecting the dots here in real time, but what's your take on that? What's your reaction? No, I think that's right. And I think AMD is in a pretty good position with IBM to be able to enable that. We do have some very significant OSB partnerships. A lot of which that are leveraged into IBM such as Red Hat, of course, but also like VMware and Nutanix. These OSB partners provide kind of the base level infrastructure that we can then build upon and have that API and be able to build the multi-cloud kind of environments that you're talking about. And I think that's right. I think that is one of the kind of future trends that we will see. The services that are offered on top of IBM Cloud that take advantage of the capabilities and the platform that come with it. And the bare metal offerings that IBM offer on their cloud is also quite unique and very performant. And so this actually gives, I think the kind of the, I've already called it a meta-cloud, a unique ability to kind of go in and take advantage of the AMD hardware at a performance level and to take advantage of that infrastructure better than they could in other cloud environments. I think that's actually very key and one of the features of the IBM Cloud that differentiates it. So much headroom there. Come on, I really appreciate you sharing that. I think it's a great opportunity, as I say, if you want to build and compete, finally there's no, with a white space with no competition or be better than the competition. So as they say in business, thank you for coming on and sharing. Great, great future ahead for all builders out there. Thanks for coming on theCUBE. Thanks, thank you very much. Okay, IBM ThinkCube coverage here. I'm John Furrier, your host. Thanks for watching.