The move toward cloud computing and webscale computing has helped Intel drive its earnings higher. Meanwhile, a number of startups clearly see an opportunity to redesign servers and try new chip architectures to deliver more power efficient performance for different types of workloads. But in this mix of new silicon for webscale businesses and the cloud, AMD hasn’t made much noise. So I went over to AMD’s Austin offices to chat with Margaret Lewis, the director of server software product marketing, about AMD’s strategy for the cloud, low-power computing and how it planned to react to its rivals moves.
As you can see in the video above, AMD doesn’t seem to have a lot up its sleeve other than expressing some doubt about the features available on rival’s Atom-based or ARM-based chips or the reason why Nvidia is building a GPU chips that will use an ARM-based CPU. She also emphasized the promise of GPU clouds as a means of offering a better media or gaming experience on a mobile device or any device with a less capable processor. The trip didn’t inspire me with confidence about AMD’s forward vision for tomorrow’s cloud and webscale computing needs, but maybe the cloud doesn’t need whiz-bang servers or fancy architectures when there are plenty of decent x86 processors around to do the job.