willtheorangeguy/2018-WAN-Show-Transcripts

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[323.60 --> 330.32] Ikea couch that we bought for the WAN show was sort of like not really the right proportions for me
[330.32 --> 336.20] like the the cushions were just not comfortable for my okay I was being kind I was being kind so
[336.20 --> 340.84] maybe they're not comfortable for anyone because Alex doesn't look like it right now because he's
[340.84 --> 345.68] slouching a lot and it's the chair maybe it's more in his legs but he's a lot taller than me
[345.68 --> 349.90] so if it doesn't work for me and it doesn't work for you it probably doesn't work for most people
[349.90 --> 357.42] so I would always have this cushion behind me and I'm a bit of a back sweater so that cushion was
[357.42 --> 364.86] never washed and for literally years once a week I would I would soak back sweat into it so it had
[364.86 --> 372.20] like this kind of you know that musky smell that like attracts the ladies no not that kind of mask
[372.20 --> 381.14] no the really gross mask um Luke's out this week for those of you who are asking thank you for asking
[381.14 --> 387.42] let's appreciate let's appreciate new new Luke because James is new Luke so you don't get to be
[387.42 --> 392.28] new Luke you're like you can be new James except that I think you were hired at the same time
[392.28 --> 400.40] um all right what topic do you want to jump into you want to talk about AMD's 64 core epic processors
[400.40 --> 409.92] uh sure they're 64 cores seven nanometer awesome uh and this is why you were kicked off tech linked
[409.92 --> 419.12] so AMD is really really turning the turning the what are they what are they called thumb screws yeah
[419.12 --> 424.36] turning the thumb screws on intel that that's a torture device thumb screws no not that kind of
[424.36 --> 430.16] thumb screws they just go in your case no no thumb screws are a thing hold on a minute
[430.16 --> 437.00] no no we're gonna use my screen to google it because okay thumb screws uh torture
[437.00 --> 445.92] okay thumb screw torture thank you thumb screw there you go oh that looks horrible yeah I really
[445.92 --> 451.18] don't want that on my thumbs so it's bad so you twist you put the thumbs in there is my understanding
[451.18 --> 457.72] actually here this one looks pretty brutal and then you you twist this thing a wing nut and it uh I
[457.72 --> 464.08] think just like shatters the bones in your thumb um simple vice with protruding studs victims thumbs
[464.08 --> 472.66] fingers or toes replaced in the vice and slowly crushed um so uh that's what AMD is doing to intel
[472.66 --> 479.50] basically putting a lot of pressure on them right now to figure out how to respond to the onslaught
[479.50 --> 485.32] because last year with the launch of their Ryzen processors and the launch of their epic processors
[485.32 --> 495.78] AMD got competitive now it's starting to look a little more interesting it's not like it's not like
[495.78 --> 502.42] watching an exciting horse race where you know which horse is gonna win but the other one is giving her the
[502.42 --> 509.12] old college try this is like watching a race where sometimes horse one wins and sometimes horse two wins
[509.12 --> 518.72] um so with zen 2 we are expecting to see ipc improvements to the desktop chips meanwhile intel
[518.72 --> 524.20] hasn't managed to do anything other than bump core counts in the last couple of years and on the
[524.20 --> 528.10] server side of things because remember this is where the big money is made this is where intel has
[528.10 --> 534.50] products in their lineup that cost anywhere between two thousand to ten thousand dollars per chip and we
[534.50 --> 540.28] talk about like expensive consumer cpus like when you're reviewing a laptop and i say okay it's got a
[540.28 --> 551.98] 500 or 500 hq uh excuse me hk processor in it yeah you're going that's not a whole lot sometimes but in this
[551.98 --> 559.60] a lot i think typically you would say that's expensive yeah okay i don't know it depends you usually whine
[559.60 --> 566.36] about them well yeah but that's not only because they're not cooled okay yes oh okay so in those
[566.36 --> 572.16] cases you're paying the extra for it and you aren't getting extra performance because they run really
[572.16 --> 578.42] quite warm and they end up throttling um but anyway so in the context of something like a 1500 laptop
[578.42 --> 586.98] a 500 cpu is really expensive in the context of a server you know you could easily spend thousands of
[586.98 --> 594.84] dollars on a cpu like they kind of start where the high-end consumer level chips end and the craziest
[594.84 --> 604.66] thing about it is we're not talking you know alex clark and his one laptop and one desktop or linus
[604.66 --> 612.36] sebastian his one laptop and handful of desktops we're talking gigantic data centers like what was that
[612.36 --> 618.68] place you checked out how many cpus did they have that um 6 000 at ligo at ligo right and so was that
[618.68 --> 626.62] 6 000 cpus or 6 000 boxes with two cpus each um i don't remember exactly but it was a whole bunch of
[626.62 --> 633.34] blade servers that were set up with a bunch of zeons in them like i think they had a bunch of 24 and 16
[633.34 --> 640.48] core processors so in an installation like that yeah 24 and 16 core processors so in an installation like
[640.48 --> 650.08] that all of a sudden amd is now competitive in the lucrative data center market and with epic
[650.08 --> 658.32] i don't think anyone even amd really expected their epic processors to come in and like immediately
[658.32 --> 663.12] steal half of intel's market share because the reality of it is that the data center market doesn't
[663.12 --> 671.50] move that quickly the way that these products get validated is over a much longer period of time and
[671.50 --> 677.58] the planning that goes on for these kinds of installations just means that even if amd had
[677.58 --> 685.44] the world's best supercomputer processor today it is unlikely you'd actually see the like an actual
[685.44 --> 692.58] supercomputer built with them for another 12 18 or even 24 months that's the way that it works for
[692.58 --> 699.86] those kinds of things so amd got competitive when they launched epic and when they launched ryzen
[699.86 --> 709.62] now they're saying zen 3 and zen 4 are on track they demonstrated a 7 nanometer epic rome codename rome
[709.62 --> 719.08] processor with 64 cores and they've had some time for the industry to get used to the idea that they might
[719.08 --> 727.36] want to plan on using amd for these installations so you have to have the jab and the hook so the first one was the jab
[727.36 --> 733.24] hey by the way we're here pay attention to us this is the hey you've got us in the back of your mind hey guess what
[733.24 --> 739.08] it gets even better boom 64 core processor oh by the way did we mention we're cheaper oh by the way did we mention
[739.08 --> 744.52] that we support these massive amounts of memory oh by the way remember all those pci express lanes that we have and our
[744.52 --> 750.42] competitor doesn't they're still there and then like i think that the real like deadpool like crotch to the
[750.42 --> 757.54] face is the fact that it's also infinitely scalable like they can just as intel would say just glue on
[757.54 --> 764.64] the course and just keep on doing it there was such a there was such a jelly vibe from that jab from intel
[764.64 --> 768.88] when they were talking about amd gluing cores together yes okay technically gluing cores together
[768.88 --> 775.10] is a more technical term than it sounds like but it's still it just had this like it had this salty
[775.10 --> 781.58] vibe to it that they were just like kind of petulant about it like well their core their cpus aren't real
[781.58 --> 787.96] because they're just they just got toothpicks and and bottle caps and glue and they put them together
[787.96 --> 794.12] like that well they still are working pretty well so watch out in this context i think it makes a lot of
[794.12 --> 800.72] sense because right now intel is also just like putting two cpus on a board yeah so that was on
[800.72 --> 809.28] just monday that intel announced their 48 core xeon which appears to be two cpus on like a on a
[809.28 --> 813.56] substrate is that is that what it looked like or i think so yeah you'll have to it's not a ton of
[813.56 --> 818.44] details in our notes i actually didn't look that closely at it because it requires a new socket
[818.44 --> 826.64] um i think it has like 12 channel memory but it's my understanding again don't quote me on this
[826.64 --> 832.76] uh i might as well just look it up 48 core xeon but my understanding is it has 12 channel memory in
[832.76 --> 838.36] big quotes uh multi-chip package yeah here it is okay so original article then is from a non-tech and
[838.36 --> 845.40] i'm basically going to read it with you guys here scaling up to 48 cores per cpu oh no no no oh what
[845.40 --> 851.40] where did that mute button go oh wow wow i'm sorry everyone there we go battlefield 5
[851.40 --> 859.14] blah blah blah yep here we go typical oh no that's a four socket something or other okay two socket
[859.14 --> 865.84] system until yeah here we go so yeah technically there's these 12 memory channels but that's just
[865.84 --> 870.66] because we are basically looking at two cpus on a single package and then this is where it gets
[870.66 --> 877.88] really crazy these things get a new socket that is going to have uh hold on oh wow current 24 core
[877.88 --> 884.44] uh platinum runs at 205 watts we don't know what frequency they're going to run at 24 cores per die
[884.44 --> 894.46] oh wow pcie lanes oh wait okay so pcie lanes anywhere between 48 24 per die or 96 48 per die which
[894.46 --> 900.64] again would be identical to just running four cpus in a quad socket board i'm trying to find
[900.64 --> 910.02] the memory channels bit just it's just nuts i wish i could find the socket socket server 12 ddr channel
[910.02 --> 915.22] wow that ad played again as i scrolled back up whatever it doesn't really matter the point is this
[915.22 --> 923.60] thing is redonkulous and amd instead of launching like a new platform so new socket new chipset weird cpus
[923.60 --> 929.58] that are like actually more literally glued together amd is refreshing an existing socket
[929.58 --> 936.32] which like i said in the data center space in the enterprise space matters because these kinds of
[936.32 --> 944.16] deployments take time to plan and just because they plan things over a long period of time doesn't mean
[944.16 --> 950.18] that they can't leverage the most up-to-date components if the supplier has a roadmap that makes
[950.18 --> 958.18] any sense so if amd says okay look here's our epic platform i still kind of called it that here's our
[958.18 --> 967.92] epic platform epyc here's our epic platform here's the servers that are based on this oh hey we're a
[967.92 --> 973.20] month from your deployment you haven't actually cut your po yet by the way we just doubled the core
[973.20 --> 977.80] count or we have a higher frequency part that it's at the same price in the same tdp
[977.80 --> 985.04] go ahead and chuck those in instead great whereas when you're rolling out an all new platform well
[985.04 --> 991.08] that that throws a complete wrench you can't just swap that into a deployment it doesn't work that way
[991.08 --> 999.00] so amd looks to be firing on all cylinders right now and intel is still
[999.00 --> 1006.14] yeah and it's already on what amazon web services and 10 percent cheaper than intel based solutions
[1006.14 --> 1015.78] and while we're at it i guess amd announces the radeon instinct which seems like it should be
[1015.78 --> 1019.54] awesome but i think it's mostly for blockchain and cryptocurrency

[323.60 --> 330.32] Ikea couch that we bought for the WAN show was sort of like not really the right proportions for me

[330.32 --> 336.20] like the the cushions were just not comfortable for my okay I was being kind I was being kind so

[336.20 --> 340.84] maybe they're not comfortable for anyone because Alex doesn't look like it right now because he's

[340.84 --> 345.68] slouching a lot and it's the chair maybe it's more in his legs but he's a lot taller than me

[345.68 --> 349.90] so if it doesn't work for me and it doesn't work for you it probably doesn't work for most people

[349.90 --> 357.42] so I would always have this cushion behind me and I'm a bit of a back sweater so that cushion was

[357.42 --> 364.86] never washed and for literally years once a week I would I would soak back sweat into it so it had

[364.86 --> 372.20] like this kind of you know that musky smell that like attracts the ladies no not that kind of mask

[372.20 --> 381.14] no the really gross mask um Luke's out this week for those of you who are asking thank you for asking

[381.14 --> 387.42] let's appreciate let's appreciate new new Luke because James is new Luke so you don't get to be

[387.42 --> 392.28] new Luke you're like you can be new James except that I think you were hired at the same time

[392.28 --> 400.40] um all right what topic do you want to jump into you want to talk about AMD's 64 core epic processors

[400.40 --> 409.92] uh sure they're 64 cores seven nanometer awesome uh and this is why you were kicked off tech linked

[409.92 --> 419.12] so AMD is really really turning the turning the what are they what are they called thumb screws yeah

[419.12 --> 424.36] turning the thumb screws on intel that that's a torture device thumb screws no not that kind of

[424.36 --> 430.16] thumb screws they just go in your case no no thumb screws are a thing hold on a minute

[430.16 --> 437.00] no no we're gonna use my screen to google it because okay thumb screws uh torture

[437.00 --> 445.92] okay thumb screw torture thank you thumb screw there you go oh that looks horrible yeah I really

[445.92 --> 451.18] don't want that on my thumbs so it's bad so you twist you put the thumbs in there is my understanding

[451.18 --> 457.72] actually here this one looks pretty brutal and then you you twist this thing a wing nut and it uh I

[457.72 --> 464.08] think just like shatters the bones in your thumb um simple vice with protruding studs victims thumbs

[464.08 --> 472.66] fingers or toes replaced in the vice and slowly crushed um so uh that's what AMD is doing to intel

[472.66 --> 479.50] basically putting a lot of pressure on them right now to figure out how to respond to the onslaught

[479.50 --> 485.32] because last year with the launch of their Ryzen processors and the launch of their epic processors

[485.32 --> 495.78] AMD got competitive now it's starting to look a little more interesting it's not like it's not like

[495.78 --> 502.42] watching an exciting horse race where you know which horse is gonna win but the other one is giving her the

[502.42 --> 509.12] old college try this is like watching a race where sometimes horse one wins and sometimes horse two wins

[509.12 --> 518.72] um so with zen 2 we are expecting to see ipc improvements to the desktop chips meanwhile intel

[518.72 --> 524.20] hasn't managed to do anything other than bump core counts in the last couple of years and on the

[524.20 --> 528.10] server side of things because remember this is where the big money is made this is where intel has

[528.10 --> 534.50] products in their lineup that cost anywhere between two thousand to ten thousand dollars per chip and we

[534.50 --> 540.28] talk about like expensive consumer cpus like when you're reviewing a laptop and i say okay it's got a

[540.28 --> 551.98] 500 or 500 hq uh excuse me hk processor in it yeah you're going that's not a whole lot sometimes but in this

[551.98 --> 559.60] a lot i think typically you would say that's expensive yeah okay i don't know it depends you usually whine

[559.60 --> 566.36] about them well yeah but that's not only because they're not cooled okay yes oh okay so in those

[566.36 --> 572.16] cases you're paying the extra for it and you aren't getting extra performance because they run really

[572.16 --> 578.42] quite warm and they end up throttling um but anyway so in the context of something like a 1500 laptop

[578.42 --> 586.98] a 500 cpu is really expensive in the context of a server you know you could easily spend thousands of

[586.98 --> 594.84] dollars on a cpu like they kind of start where the high-end consumer level chips end and the craziest

[594.84 --> 604.66] thing about it is we're not talking you know alex clark and his one laptop and one desktop or linus

[604.66 --> 612.36] sebastian his one laptop and handful of desktops we're talking gigantic data centers like what was that

[612.36 --> 618.68] place you checked out how many cpus did they have that um 6 000 at ligo at ligo right and so was that

[618.68 --> 626.62] 6 000 cpus or 6 000 boxes with two cpus each um i don't remember exactly but it was a whole bunch of

[626.62 --> 633.34] blade servers that were set up with a bunch of zeons in them like i think they had a bunch of 24 and 16

[633.34 --> 640.48] core processors so in an installation like that yeah 24 and 16 core processors so in an installation like

[640.48 --> 650.08] that all of a sudden amd is now competitive in the lucrative data center market and with epic

[650.08 --> 658.32] i don't think anyone even amd really expected their epic processors to come in and like immediately

[658.32 --> 663.12] steal half of intel's market share because the reality of it is that the data center market doesn't

[663.12 --> 671.50] move that quickly the way that these products get validated is over a much longer period of time and

[671.50 --> 677.58] the planning that goes on for these kinds of installations just means that even if amd had

[677.58 --> 685.44] the world's best supercomputer processor today it is unlikely you'd actually see the like an actual

[685.44 --> 692.58] supercomputer built with them for another 12 18 or even 24 months that's the way that it works for

[692.58 --> 699.86] those kinds of things so amd got competitive when they launched epic and when they launched ryzen

[699.86 --> 709.62] now they're saying zen 3 and zen 4 are on track they demonstrated a 7 nanometer epic rome codename rome

[709.62 --> 719.08] processor with 64 cores and they've had some time for the industry to get used to the idea that they might

[719.08 --> 727.36] want to plan on using amd for these installations so you have to have the jab and the hook so the first one was the jab

[727.36 --> 733.24] hey by the way we're here pay attention to us this is the hey you've got us in the back of your mind hey guess what

[733.24 --> 739.08] it gets even better boom 64 core processor oh by the way did we mention we're cheaper oh by the way did we mention

[739.08 --> 744.52] that we support these massive amounts of memory oh by the way remember all those pci express lanes that we have and our

[744.52 --> 750.42] competitor doesn't they're still there and then like i think that the real like deadpool like crotch to the

[750.42 --> 757.54] face is the fact that it's also infinitely scalable like they can just as intel would say just glue on

[757.54 --> 764.64] the course and just keep on doing it there was such a there was such a jelly vibe from that jab from intel

[764.64 --> 768.88] when they were talking about amd gluing cores together yes okay technically gluing cores together

[768.88 --> 775.10] is a more technical term than it sounds like but it's still it just had this like it had this salty

[775.10 --> 781.58] vibe to it that they were just like kind of petulant about it like well their core their cpus aren't real

[781.58 --> 787.96] because they're just they just got toothpicks and and bottle caps and glue and they put them together

[787.96 --> 794.12] like that well they still are working pretty well so watch out in this context i think it makes a lot of

[794.12 --> 800.72] sense because right now intel is also just like putting two cpus on a board yeah so that was on

[800.72 --> 809.28] just monday that intel announced their 48 core xeon which appears to be two cpus on like a on a

[809.28 --> 813.56] substrate is that is that what it looked like or i think so yeah you'll have to it's not a ton of

[813.56 --> 818.44] details in our notes i actually didn't look that closely at it because it requires a new socket

[818.44 --> 826.64] um i think it has like 12 channel memory but it's my understanding again don't quote me on this

[826.64 --> 832.76] uh i might as well just look it up 48 core xeon but my understanding is it has 12 channel memory in

[832.76 --> 838.36] big quotes uh multi-chip package yeah here it is okay so original article then is from a non-tech and

[838.36 --> 845.40] i'm basically going to read it with you guys here scaling up to 48 cores per cpu oh no no no oh what

[845.40 --> 851.40] where did that mute button go oh wow wow i'm sorry everyone there we go battlefield 5

[851.40 --> 859.14] blah blah blah yep here we go typical oh no that's a four socket something or other okay two socket

[859.14 --> 865.84] system until yeah here we go so yeah technically there's these 12 memory channels but that's just

[865.84 --> 870.66] because we are basically looking at two cpus on a single package and then this is where it gets

[870.66 --> 877.88] really crazy these things get a new socket that is going to have uh hold on oh wow current 24 core

[877.88 --> 884.44] uh platinum runs at 205 watts we don't know what frequency they're going to run at 24 cores per die

[884.44 --> 894.46] oh wow pcie lanes oh wait okay so pcie lanes anywhere between 48 24 per die or 96 48 per die which

[894.46 --> 900.64] again would be identical to just running four cpus in a quad socket board i'm trying to find

[900.64 --> 910.02] the memory channels bit just it's just nuts i wish i could find the socket socket server 12 ddr channel

[910.02 --> 915.22] wow that ad played again as i scrolled back up whatever it doesn't really matter the point is this

[915.22 --> 923.60] thing is redonkulous and amd instead of launching like a new platform so new socket new chipset weird cpus

[923.60 --> 929.58] that are like actually more literally glued together amd is refreshing an existing socket

[929.58 --> 936.32] which like i said in the data center space in the enterprise space matters because these kinds of

[936.32 --> 944.16] deployments take time to plan and just because they plan things over a long period of time doesn't mean

[944.16 --> 950.18] that they can't leverage the most up-to-date components if the supplier has a roadmap that makes

[950.18 --> 958.18] any sense so if amd says okay look here's our epic platform i still kind of called it that here's our

[958.18 --> 967.92] epic platform epyc here's our epic platform here's the servers that are based on this oh hey we're a

[967.92 --> 973.20] month from your deployment you haven't actually cut your po yet by the way we just doubled the core

[973.20 --> 977.80] count or we have a higher frequency part that it's at the same price in the same tdp

[977.80 --> 985.04] go ahead and chuck those in instead great whereas when you're rolling out an all new platform well

[985.04 --> 991.08] that that throws a complete wrench you can't just swap that into a deployment it doesn't work that way

[991.08 --> 999.00] so amd looks to be firing on all cylinders right now and intel is still

[999.00 --> 1006.14] yeah and it's already on what amazon web services and 10 percent cheaper than intel based solutions

[1006.14 --> 1015.78] and while we're at it i guess amd announces the radeon instinct which seems like it should be

[1015.78 --> 1019.54] awesome but i think it's mostly for blockchain and cryptocurrency