this is discussion of amd advertising, so grain of salt and all of that, blah blah about them stopping starving processors. the interesting part is on page 12 about mext
The premise starts with how badly DRAM is used. AMD cited published work from Meta and Microsoft showing that 50-80% of memory pages tend to go cold, 25% of total DRAM is stranded, and half of all VMs never access 50% of the DRAM assigned to them. Meanwhile DRAM has become the most expensive component in a server.
MEXT’s answer is prediction. A Linux kernel driver transparently moves cold pages to flash, and an AI engine predicts which pages will be needed soon and pulls them back into DRAM before the access happens. AMD describes the engine as an ensemble of models including transformer-based LLMs, trained the same way a language model predicts the next word, except the tokens are page accesses.
EDA—Synopsys PrimeTime held 95% of performance with half the DRAM removed (1.9x perf per DRAM dollar), 90% at 62.5% removed (2.4x), and 80% at 75% removed (3.2x). Spark—a TPC-DS-derived SQL workload on a three-node Azure cluster held 99% of performance at 50% DRAM plus 50% MEXT. Throughput—a four-job PrimeTime run on Azure HX-series finished in 6.6 hours against a 9.3-hour baseline, using 2.6 TB of effective capacity against 1.4 TB of real DRAM.
maybe mr. ram will become cheaper when corpos buy amd (or nand becomes more expensive, because those operations probably chew through resources, like those macbooks)
Imma be honest: I’ll care when I can buy one, and afford the ram I need for it to be useful.
oh, it’s a server (epyc) part, the relevant consumer thingies are 12 cores on the ccd, some scheduling and operations info, but mainly this advertised memory shenanigans thingy, which might reduce server demand for ram, and thus make ram cheaper (on 2 year horizon). also amd directly states that currently memory is the biggest pain point for a server (which is just funny), so we might see further memory optimizations everywhere, cause they can’t afford 1.5 tb server to run music production or scientific simulation.
I was actually talking about server deployments, not personal. But there’s no way I can get any of these chips, even the lower spec ones. From the little I’ve read, they are basically all pre-sold. So no CPU for you unless you’re a hyperscaler.
In addition, the budget I might get green lit for the server(s) we kinda need would let’s me buy no (relevant amount of) RAM at all.
which might reduce server demand for ram
I doubt it. If there’s an impact it would be impossible to tell that this is what it’s from anyway. Either the bubble bursts or new fabs come online. Nothing else makes a dent.
there is also “asteroid strikes cxl conference” 🤞



