amd bridges the x86 and arm ecosystems for the data center

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AMD BRIDGES THE X86 AND ARM ECOSYSTEMS FOR THE DATA CENTER October 29, 2012

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Presentation by Lisa Su, senior vice president and general manager, Global Business Units, AMD regarding AMD’s announcement that it will design and build 64-bit ARM technology-based processors.

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Page 1: AMD Bridges the X86 and ARM Ecosystems for the Data Center

AMD BRIDGES THE X86 AND ARM ECOSYSTEMS FOR THE DATA CENTER

October 29, 2012

Page 2: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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FORWARD-LOOKING STATEMENT

This presentation contains forward-looking statements, concerning among other things: AMD’s strategy and future products, including the features and timing of production of these products, which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are commonly identified by words such as “would,” “may,” “expects,” “believes,” “plans,” “intends,” “projects,” and other terms with similar meaning. Investors are cautioned that the forward-looking statements in these presentations are based on current beliefs, assumptions and expectations, speak only as of the date of these presentations and involve risks and uncertainties that could cause actual results to differ materially from current expectations.  The material factors that could cause actual results to differ materially from current expectations include, without limitation, the following: that Intel Corporation’s pricing, marketing and rebating programs, product bundling, standard setting, new product introductions or other activities may negatively impact our plans; that we may be unable to develop, launch and ramp new products and technologies in the volumes that are required by the market at mature yields on a timely basis; that our third party foundry suppliers will be unable to transition our products to advanced manufacturing process technologies in a timely and effective way or to manufacture our products on a timely basis in sufficient quantities and using competitive process technologies; that we will be unable to obtain sufficient manufacturing capacity or components to meet demand for our products or will not fully utilize our projected manufacturing capacity needs at GFs microprocessor manufacturing facilities; that our requirements for wafers will be less than the fixed number of wafers that we agreed to purchase from GF in 2012 or GF encounters problems that significantly reduce the number of functional die we receive from each wafer; that we are unable to successfully implement our long-term business strategy; that customers stop buying our products or materially reduce their operations or demand for our products; that we inaccurately estimate the quantity or type of products that our customers will want in the future or will ultimately end up purchasing, resulting in excess or obsolete inventory; that we are unable to manage the risks related to the use of our third-party distributors and add-in-board (AIB) partners or offer the appropriate incentives to focus them on the sale of our products;  that we may be unable to maintain the level of investment in research and development that is required to remain competitive; that there may be unexpected variations in market growth and demand for our products and technologies in light of the product mix that we may have available at any particular time; that we will require additional funding and may be unable to raise sufficient capital on favorable terms, or at all; that global business and economic conditions will not improve or will worsen; that demand for computers will be lower than currently expected; and the effect of political or economic instability, domestically or internationally, on our sales or supply chain. Because our actual results may differ materially from our plans and expectations today, we encourage you to review in detail the risks and uncertainties in our filings with the Securities and Exchange Commission, including but not limited to the Quarterly Report on Form 10-Q for the quarter ended June 30, 2012.

Page 3: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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AMDsolves the most important

problems facing data centers:power, space, and bandwidth bringing choice to customers

3

THE DATA CENTER IS THE FOUNDATION OF CLOUD COMPUTING

| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

Page 4: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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THE DATA CENTER IS UNDERGOING UNPRECEDENTED CHANGE

The demand for compute is growing at unprecedented rates

Raw data is growing exponentially and we are at the very beginning of the big data revolution

Our appetite for information is insatiable - instant access in our pocket, at the coffee table, in the kitchen, at the office…

Where does the compute chewing through this data live? In the data center

Zettabyte is 1 million petabytes

| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

*Source: Cisco Global Cloud Index: Forecast and Methodology, 2011–2016http://www.cisco.com/en/US/solutions/collateral/ns341/ns525/ns537/ns705/ns1175/Cloud_Index_White_Paper.html

Annual global data center IP traffic will reach 6.6 zettabytes by the end of 2016

Page 5: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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AMD Opteron™launchedfirst x86

64-bit processor

Direct Connect architecture introduced

First x86 native dual-core processor launched

First x86 super-

computer to reach a petaflop

20052003

2012

2008

5

AMD HAS A HISTORY OF INNOVATION IN DATA CENTER TECHNOLOGY

AMD acquired SeaMicro and the

industry’s premier fabric

technology

| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

Page 6: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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CPU APU Fabric

The AMD Advantage:Differentiation and Choice

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TODAY’S ANNOUNCEMENT: AMD WILL DEVELOP 64-BIT ARM PROCESSORS FOR SERVERS

Production of ARM technology-based AMD Opteron™ processors for servers in 2014

ARM technology-based processors will embed the AMD SeaMicro Freedom™ Fabric, the industry’s premier supercompute fabric

AMD will continue to design x86 CPUs and APUs for client and server markets

| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

Page 7: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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THE RISE OF CHOICE: THE IMPORTANCE OF TODAY’S ANNOUNCEMENT

For the past two decades there has been only one choice for industry-standard servers–x86

In the era of few workloads, the “one size fits all” server design matched the homogeneity of the workload

| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

Page 8: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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THE RISE OF CHOICE: THE IMPORTANCE OF TODAY’S ANNOUNCEMENT

8| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

The last 5 years have exploded the one size fits all model

Workloads have changed, and continue changing at unprecedented rates

The fastest growing are small and highly parallelized workloads

ARM CPUs are particularly well suited for these workloads

Page 9: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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ARM technology-based CPUs can revolutionize the data center by providing disruptive compute/$ and compute/watt

Lower compute/$ and compute/watt drive hyper dense compute clusters

These new workloads drive massive datacenter growth

Massive data centers require lower compute/$ and compute/watt

New business models drive highly parallelized workloads$

WHY ARM?

| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

Page 10: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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10 years of server CPU leadership shipping in millions of systems

Enterprise class IP portfolio – memory, I/O, RAS, design methodologies, tools, platforms

Fabric technology for data center-level scalability

World-class 64-Bit microprocessor technology leadership

WHY AMD + ARM IN SERVERS?

AMD is the only company bringing world-class server and systems expertise to the ARM ecosystem

| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

Page 11: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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EXPLOITING EFFICIENT PROCESSOR CORES REQUIRES A LEADING-EDGE FABRIC

ARM CPUs have many advantages but some tradeoffs

ARM CPUs cannot fill network links as well as large CPUs do

If each ARM CPU is linked directly to the network, you have efficient compute but inefficient networking

Fabrics solve this problem—they link together efficient CPUs into a cluster, and then the cluster is linked to the network

| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

Page 12: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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AMD SeaMicro Freedom Fabric is the industry’s premier fabric

Deployed for more than 2 years and in production for millions of hours

Links small cores and large cores, regardless of CPU ISA

Only fabric that supports Ethernet and storage traffic

Extends outside the server enclosure to support up to 5 petabytes of storage

The Freedom Fabric provides AMD-based ARM CPUs unique and enduring advantage

AMD-BASED ARM CPUS EMBED THE PREMIER FABRIC IN THE INDUSTRY

| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

Page 13: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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Virtual Desktop Streaming Media Remote Gaming Facial Recognition Video Encoding DRM

STREAMING | MOBILE

Media ClustersAPU

Public and private cloud Hosting Big Data Analytics Hadoop/Cassandra Caching/Memcached Linux/Apache/PHP

CLOUDS | MEGA DATA CENTERS

Web/EnterpriseARM / x86 CPU

Machine Learning Commercial CAE Oil & Gas Exploration Biosciences Rendering

HPC | SIMULATION

Compute Clustersx86 CPU / APU

AMD OFFERS THE RIGHT SOLUTIONS FOR LEADING WORKLOADS

Power efficiency and Open Source ecosystemARM Performance and

established workloadsx86| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

Page 14: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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64-BIT ARM ECOSYSTEM GAINING MOMENTUM

Extraordinarily vibrant client ecosystem driving the demand for data center compute

Large end-customers driving demand for more efficient compute

Server ecosystem taking shape with more workto be done

AMD intends to be a major driver of the ecosystem together with our partners

| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center

Page 15: AMD Bridges the X86 and ARM Ecosystems for the Data Center

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Data Center Inflection Point Opens Door for Innovation

Only AMD Can Deliver 64-bit ARM Server Processorswith an Ultra Low-power, Dense Compute Fabric

Only AMD Can Deliver Choice to Data Centers

AMD Will Be a Disruptive Force in Servers

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Differentiation and Choice – Advantage, AMD

SUMMARY

| October 29, 2012 | AMD Bridges the x86 and ARM ecosystems for the Data Center

Page 16: AMD Bridges the X86 and ARM Ecosystems for the Data Center

16| October 29, 2012 | AMD Bridges the x86 and ARM Ecosystems for the Data Center16

DISCLAIMER

The information presented in this document is for informational purposes only and may contain technical inaccuracies, omissions and typographical errors.

The information contained herein is subject to change and may be rendered inaccurate for many reasons, including but not limited to product and roadmap changes, component and motherboard version changes, new model and/or product releases, product differences between differing manufacturers, software changes, BIOS flashes, firmware upgrades, or the like.  AMD assumes no obligation to update or otherwise correct or revise this information.  However, AMD reserves the right to revise this information and to make changes from time to time to the content hereof without obligation of AMD to notify any person of such revisions or changes.

AMD MAKES NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE CONTENTS HEREOF AND ASSUMES NO RESPONSIBILITY FOR ANY INACCURACIES, ERRORS OR OMISSIONS THAT MAY APPEAR IN THIS INFORMATION.

AMD SPECIFICALLY DISCLAIMS ANY IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE.  IN NO EVENT WILL AMD BE LIABLE TO ANY PERSON FOR ANY DIRECT, INDIRECT, SPECIAL OR OTHER CONSEQUENTIAL DAMAGES ARISING FROM THE USE OF ANY INFORMATION CONTAINED HEREIN, EVEN IF AMD IS EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

ATTRIBUTION

© 2012 Advanced Micro Devices, Inc.  All rights reserved.  AMD, the AMD Arrow logo, SeaMicro, the SeaMicro logo, and combinations thereof are trademarks of Advanced Micro Devices, Inc. Other names and logos are used for informational purposes only and may be trademarks of their respective owners.