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本帖最后由 BetaHT 于 2022-10-24 21:45 编辑
好像是讲服务器CPU？
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TPM: Are you having fun? It sure looks like it.
TPM: 你玩得开心吗？它确实看起来像它。
Forrest Norrod: [Laughter] You know, it’s been an interesting time. We are certainly not taking any victory laps or anything like that, so don’t get me wrong. But we do reflect on how far we’ve come. It is gratifying. You and I have talked about it over the years. You are one of the people that have enough of the inside baseball to know that we did exactly what the hell we said were going to do.
福雷斯特·诺罗德：（笑声）你知道，这是一个有趣的时刻。我们当然不会拿任何胜利圈或类似的东西，所以不要误会我的意思。但我们确实反思了我们已经走了多远。这是令人满意的。这些年来，你和我一直在谈论它。你是那些有足够的棒球内线的人之一，知道我们做了我们所说的地狱般要做的事情。
I knew, from being on the other side of the bargaining table, the terrible AMD execution history before. We had to re-establish credibility. We had to do it in a systematic way. We had to build out a competitive roadmap, one step at a time. We couldn’t go from zero to a leadership product in every dimension in one fell swoop.
我知道，从谈判桌的另一边，以前可怕的AMD执行历史。我们必须重新建立信誉。我们必须以系统的方式做到这一点。我们必须一步一步地制定一个有竞争力的路线图。我们无法一举从零到每个维度的领先产品。
The systematic approach we took on the CPU is exactly the same thing that we’re trying to do now on the on the GPU, and you should anticipate the same thing with networking.
我们在CPU上采用的系统方法与我们现在在GPU上尝试做的事情完全相同，您应该在网络上预料到同样的事情。
“Naples” was the part to begin re-establishing ourselves to a very narrowly targeted set of HPC and storage applications and scale out applications where the core count in a power limited situation was a winning proposition. “Rome” was the real inflection point where we started to build significant credibility with the cloud. And then “Milan” was the no-excuses part designed to be at parity or better against “Sapphire Rapids.” That was the original design point. Rome was targeted at “Ice Lake” and “Genoa” was targeted for “Granite Rapids.”
“那不勒斯”是开始重新建立自己的一部分，以一组非常狭隘的目标HPC和存储应用程序以及横向扩展应用程序，其中在功率有限的情况下，核心数量是一个成功的主张。“罗马”是我们开始用云建立重要可信度的真正转折点。然后“米兰”是无借口的部分，旨在与“蓝宝石急流”平价或更好。这是最初的设计点。罗马的目标是“冰湖”，“热那亚”是“花岗岩急流”的目标。
We have pretty much kept the original cadence, although I made the decision to slide Genoa for two quarters because we wanted to intercept CXL. I remember Mark Papermaster and I sat down and I said that Sapphire Rapids was going to slip out into 2022, and probably the beginning of 2022, and we can come out within a couple of quarters of Sapphire Rapids and it will be OK for Genoa.
我们几乎保持了原来的节奏，尽管我决定将热那亚滑行两个季度，因为我们想拦截CXL。我记得马克·帕皮马斯特和我坐下来，我说蓝宝石急流将滑到2022年，可能是2022年初，我们可以在蓝宝石急流的几个季度内出来，这对热那亚来说是可以的。
I never, in my wildest dreams, thought that Genoa would beat Sapphire Rapids to the post. But the team has done a hell of a job with Genoa, and it looks fantastic and it is going to launch later this year. We are very pleased with the derivatives of Genoa – “Genoa-X” and “Bergamo” and “Sienna” – too.
在我最疯狂的梦想中，我从未想过热那亚会击败蓝宝石急流。但是这支球队在热那亚做了一件非常了不起的工作，它看起来很棒，它将在今年晚些时候推出。我们对热那亚的衍生品 -“热那亚-X”和“贝加莫”和“锡耶纳”也非常满意。
We always intended to start broadening once we passed 20 percent market share. If you are at 20 percent or lower, you have to focus narrowly. But if you want to take the next 80 percent share, then you have to broaden out to address more of the market.
我们一直打算在超过20%的市场份额后开始扩大。如果你处于20%或更低，你必须狭隘地关注。但是，如果你想获得下一个80%的份额，那么你必须扩大范围，以解决更多的市场。 |
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发表于 2022-10-24 21:36
