AMD’s first Financial Analyst Day since 2017 has just wrapped up. In the last three years AMD has undergone a dramatic change, launching its Zen CPU architecture, and greatly improving the trajectory of a company that was flirting with bankruptcy a few years ago. And now that AMD’s foundation is once again secure, the company has gathered to once again talk to its loyal (and looking at stock prices, now much richer) investors and how it’s planning to use this success to push

As part of AMD’s Financial Analyst Day 2020, the company gave the latest updates for its CPU and GPU roadmap. A lot of this we have seen before, with the company talking out to Zen 4 and Genoa on its datacenter CPU product line, out to Zen 3 and Ryzen 4000 with the consumer product line, and now with the RDNA/CDNA split between consumer and compute graphics. In previous graphs of a similar nature, AMD used the term ‘7nm+’

Everyone is interested in roadmaps – they give us a sense of an idea of what is coming in the future, and for the investors, it gives a level of expectation as to where the company might be in a year to five years. Today at AMD’s Financial Analyst Day, the company gave the latest updates on the CPU side of the business, for consumer and for enterprise.

AMD stated that its CPU roadmaps for its enterprise portfolio are going to offer more vision into the future than its consumer side for

While AMD’s Financial Analyst Day is first and foremost focused on the company’s financial performance – it’s right there in the title – this doesn’t stop the company from dropping a nugget or two of technical information along the way, to help excite investors on the future of the company.

One such nugget this year involves AMD’s forthcoming RDNA 2 family of client GPUs. The successor to the current RDNA (1) “Navi” family, RDNA 2 has been on AMD’s roadmap

As has become something of a tradition for AMD, this year’s Financial Analyst Day included a high level update to the company’s GPU roadmap. The last roadmap we saw from AMD, unveiled back at the Radeon RX 5700 XT launch last summer, went as far as RDNA 2. Now with RDNA 2 (Navi 2X) set to launch this year, AMD has extended the roadmap to include what’s next. And what’s next is RDNA 3.

The successor to RDNA

Over the last decade, the industry has seen a boom in demand for GPUs for the data center. Driven in large part by rapid progress in neural networking, deep learning, and all things AI, GPUs have become a critical part of some data center workloads, and their role continues to grow with every year.

Unfortunately for AMD, they’ve largely been bypassed in that boom. The big winner by far as been NVIDIA, who has gone on to make billions of dollars in the field. Which is not

Another element to AMD’s Financial Analyst Day 2020 was the disclosure of how the company intends to evolve its interconnect strategy with its Infinity Fabric (IF). The plan over the next two generations of products is for the IF to turn into its own architectural design, no longer just between CPU-to-CPU or GPU-to-GPU, and future products will see a near all-to-all integration.

AMD introduced its Infinity Fabric with the first generation of Zen products, which was