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AMD Telco Leadership - Kumaran Siva (AMD at MWC 2025)
AMDAMD(US:AMD) AMDยท2025-07-16 18:22

AMD's EPYC CPU in Telecommunications - AMD focuses on telecommunications with its EPYC CPU product line, showcasing innovations in packet core and RAM [1] - AMD has been collaborating with Ericsson and Nokia for over two years on multiple CPU generations [1] Value Proposition - AMD's EPYC CPUs offer a high core count, enabling significant throughput and reduced power consumption in the packet core [2] - Lower power consumption is particularly important for European carriers focused on sustainability [2] - AMD's fourth-generation product, Sienna, is an optimal edge platform that supports software-only RAM [3] - Sienna eliminates the need for accelerators, simplifying the Bill of Materials (BOM) [4] - This simplified BOM aligns with the goals of open RAN and NFV (Network Functions Virtualization) [4] Market & Partnership - Telecommunications industry regulations and testing certifications cause slow deployment [5] - AMD is starting to see real network deployments with major carriers, underpinned by partnerships with TEMs (Telecom Equipment Manufacturers) [5]