and when we look at it, you know, we had good adoption in the first generation of

of epic with Naples, you know including

Microsoft Azure and Amazon and

You know Baidu and $0.10

I think what we see in the second generation of epic as it relates to both cloud and om is

For those customers who were originally involved in the first generation of Naples

They're actually doubling down and they're increasing the number of instances

You know you heard from HP Enterprise yesterday that they're tripling

you know their portfolio and then for some of the the newer names like for example, we're very proud of Google and

Their announcement. I think you know Google is, you know, just a marquee

Environment for you know, let's call it tough tough data center problems

and so to be able to be a part of that is a real honor for us and

What you heard from Google is you know

They have us in their production environments for internal workloads as well as plans for

For Google, you know cloud platform later on in the year

You know, we're also very excited about the announcement with Twitter

You know again that's a you know, that's called an internal platform as it relates to you know

Cloud environments and I think we have both so it's your question of internal versus external

We have the external facing instances that you heard of from for Microsoft Azure

And then we have you know

Some of the internal stuff that you've heard from Google and Twitter along similar lines

Given that the cloud Giants tend to be faster when it comes to adopting new silicon than like traditional enterprises

what portion of

AMD's room sales

Do you expect like in the next say 2 or 3 quarters to come from the cloud Giants relative to the enterprise clients?

I think the two largest segments for us over the next

You know, let's call it a couple quarters to the you know, the the the end of the year will be cloud

yeah, that's cloud, you know sort of the the tier one, you know sort of the Super seven as well as some of the

next wave of cloud

companies as well as

HPC we've done very very well with HPC a number of wins with a number of OMS and

these tend to ramp faster because you know

They're highly technical in their decision-making and once they they make the decision they move quickly

Enterprise tends to take a little bit longer, you know Fortune 1000 CIOs take a bit longer in their evaluation cycle

We love the platform that we have, you know if you look across

HPE del, you know Lenovo Super Micro

The ODMs I think we have all the right platforms

It just takes a bit more time for them to complete their evaluations

How do you see average selling prices for um trending relative to Naples going forward?

Yeah, so we do see so the way we think about this is look we want to provide

Value to the data center operator and you know at the end of the day there needs to be something in it for everyone

Right it is work

To switch from you know our competitor to AMD there's work to be done. There's optimization to be done

And so, you know, we believe we're pricing it. Let's call it excellent performance at a fair price and as it relates to

From our standpoint, you know because the technology capability is going up. We do expect, you know a SPS for us to increase

As we go from Naples to Rome as well and that should reflect in our you know

forward-looking financials

AMD as

Over the last couple years talked up its efforts to offer a lot of the features that Intel is traditionally reserved for dual socket servers

On a single socket servers and it seems what they're room. You're doubling down on that

Is there an estimate you can give for how much of AMD's second genetic revenue could?

potentially involve single socket servers relative to dual socket servers and are there are particular types of customers that you feel are especially

Interested in them. Yeah, so we do feel strongly about this. We do feel strongly about this idea that

Customers should be able to decide

Whether they want, you know, all processor performance, or they want, you know, sort of the balance between processor

And i/o you know I think single socket is still?

new to many in the industry and so, you know, we see more interest but I would say it's still

It's still one of those areas where you know people have to get used to it. So I don't have an exact percentage today

I would say I expect it to grow as we go into

The second generation epoch compared to the first generation

But you know, the other thing about Rome is, you know, the the dual socket performance is just incredible as well

and so, you know, we think both single socket and dual socket will be will do well AMD as I talked about

Achieving a double-digit service CPU share within four to six quarters of achieving the mid single did share which I'm you believe you achieved that

by the end of 2018

Given how diverse the server CPU market is all the different types of customers and workloads there are there are particular market segments

Where you feel like AMD might be able to achieve say a 15 percent market share, you know in relative near future. Yeah, so

So as it relates to market share targets, I think we are

you know, we feel well positioned to

You know achieve those those targets that we previously talked about that would put you know

sort of the double-digit mark somewhere between sort of end of this year middle of next year and

A lot of work has to happen for that, but we feel good about that as it relates to you know

Look what I say is look 10% share is not a destination, right? It's a point in time and

There are segments where we think our market share will be substantially higher than that

we certainly think an HPC the value proposition is very very strong and we see that with

You know both

You know sort of all of sort of the HPC providers and we think in cloud

our value proposition is very very strong and I

Frankly, I think in enterprise. It's also quite strong. So it's really a matter of

Sort of time to market and time to ramp and

As I said earlier, I think

Cloud and HPC move a little bit faster than traditional enterprise

Rome will be launching about two years after AMD launched Naples at the same time aim DS I indicated

It's a next-gen epic platform a codenamed

Milan will be available around mid 2020 and

Intel for its parts that suggested it once launched new server CPU platforms once every four to five quarters

Does AMD have a target going forward regarding how frequently to launch new service API platforms, you know?

I think we we aim to be competitive. So if I if I put that stake in the ground

You know, I think you know whether it's four or five or six quarters

It's in that range, but we aim to be very competitive

You know, it's early right now

But are there any details AMD can share about a Millan's expected performance gains are relative to Rome any?

Like pretend what the potential improvements could be instructions per clock

Or in what particularly as you AMD especially wants to build on Rome's advances

Well, I think it's a little early to talk about details of Milan

What I will say is that our Xen three core design is complete. We like how it looks

We have plenty of ideas

our engineers have plenty of ideas populating Xen 3 and Zen 4 based on some of our learnings off of

Naples and Rome and so, you know, we'll continue to push the envelope but you know

We'll talk more about it as we get closer

Ok, those products, you know one desk was about graphics intensive workloads and particular things like cloud gaming virtual desktops

Amy has had some traction there. And obviously I'm AMD has you know

Large GPU business is aimed interesting and potentially are developing service ap use with integrating GPS

How great question look I first of all I think the market around

You know, we love all things gaming. So when you think about gaming you think about, you know PC gaming console gaming

You know cloud gaming. They're all

They all need very powerful graphics as well

As you know processor capability as it relates to, you know cloud gaming in particular

We have had some success with you know, Google and their stadia launch. I think we were engaged across the industry

I wouldn't I wouldn't count anything out, you know in terms. We already have integrated graphics on our

PC processors, you know in server. It's not so much whether it's integrated on the same chip that's important

What's really important is the connectivity between CPUs and GPUs?

And so, you know, we're very focused on our Infinity architecture and how do we ensure that that connectivity?

Is as efficient as it can possibly be earlier this year AMD announced deal with Cray

To supply cpus and gpus for the Department of Energy's Frontier supercomputer, and I thought it was interesting

You know that there's a that the CPU

Supercomputer will feature a nerds that contain one custom AMD CPU that's connected to four GPUs through the Infinity

Fabric is AMD. I'm open to offering something like that on an off-the-shelf basis rather than just on a custom basis

Yeah, so a great great point. So we're extremely proud of

The the frontier design win

I think it's one of those, you know, really big tough problems that you have to put your best innovation together

To make it happen and it is a customized, you know CPU and some custom GPU

Efforts for frontier to get to the you know over one and a half exa flops

I do think though you're gonna see many of those technologies

come into standard products, you know as we go forward, you know, our goal is to push the envelope in HPC and so

You know for you know general-purpose

HPC applications, you'll see some of those technologies come into play wouldn't ask about IMD's thoughts about time on 75 nanometers manufacturing process

I know you mentioned Milan will use 7 nanometre plus process

But TSMC will be a certain volume production for the 5 nm process in the first half of 2020

How is AMD broadly thinking about adopting 5 nanometer for example?

Would it node that I would first deploy for like pcs CPUs or GPUs rather than server CPUs?

Well, so we look at sort of technology intercepts very carefully, you know

We want to be early but not too early. You want to be make sure that you can do a volume ramp

We haven't talked in detail about our five nanometer plans just yet

I think you know tsmc is a great partner

We continue to work closely with them and you know, we'll talk more about you know, our future technology plans later on one ask

um a little bit about on AMD some like

Plans for addressing the enterprise market like Nvidia is you know enter the hardware space, you know, but there are a dgx supercomputers

They've created you know their own systems given that AMD's about this has but server CPUs and GPUs

Would it be open to like launching its own hardware systems and would have preferred to just work with OEM partners, you know

We work really closely with OEM and odm partners and that has been our go-to-market strategy

I think it's the right strategy, you know, we believe in this idea of an open ecosystem

so you get the best of the best and

You know we continue to work on how do we specify those systems?

So they take the best advantage of our hardware and ease wellness to support next-gen memory technologies

Like Intel's talked up its support for its opti next-gen or memory

It relies on 3d crosspoint and I'm not 3d crosspoint was co-developed with micron

Which on plans to launch its own?

Crosspoint product soon is that AMD like open to a partnering but the company like micron does support next gen memory

Yeah, so we are opening to partnering across the ecosystem

so especially in memory, you know, it's so important to bring memory closer to the CPU and

And we know that that's one of the key things, you know, we have a great partnership with you know micron

you know Samsung as well as Hynix and

You know, we think pushing the envelope on that connection between CPU and memory is very important going forward

Well the AMD be open to supporting something like HP avx-512 gone for well

so we did a tremendous amount of work around the floating point in Xen to so we actually you know

Sort of doubled our floating-point capability and then once you look at the number of cores

we've added we've actually

You know, the the the Rome architecture compared to Naples is about four times the floating-point

We're always gonna look at how do we keep pushing on floating-point? And

And that you know again, that's that's one of the mantras of leadership. Well nest like bad

IMD is a partnership with SCI links, you know

You've been partnering with them for a while a companies have a common competitor at Intel

Could you talk a little bit about them how you see that partnership?

potentially evolving and what types of workloads and customers you frequently see, I'm using both AMD CPUs and silences FPGAs

Yeah, so we are

Pleased with the partnership with Xilinx, I think the teams are very technically engaged and you know

Most importantly we want to make sure that the interoperability, you know, we're both

Pushing the edge on the interconnect and so on, you know PCI Gen 4

You know all these things we're very well aligned in terms of you know, early applications

Certainly, there are some cloud environments that are looking at, you know CPU plus FPGA environments

and so we have some joint engagements in that area, you know thinking about you know, how you know some of these

You know edge, you know computing applications, you know move forward, you know, we have some engagements in those areas as well

you know given that AMD's resources have been growling gum is

Investing more in software developers and and in like just a building out your engagements with third-party