Why AMD is Spending $1.9B to Buy Pensando for DPUs

We discuss AMD's acquisition of Pensando for $1.9B. We go into the market forces driving AMD's move and why AMD likely picked Pensando over Fungible. We have a quick primer on what is a DPU, why is P4 important, and what makes Pensando's technology different. We also discuss how this helps AMD's data center business compete against NVIDIA, AMD, Marvell, and others.

Check out the chapters to learn about whichever part you want. This is one long video.

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Other STH Content Mentioned in this Video
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Tyan's AMD EPYC GPU Tower -    • Tyan's AMD EPYC Powered GPU Tower Server  
ASRock Rack 1U GPU Server -    • ASRock Rack 1U 4x GPU AMD EPYC Server...  
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Timestamps
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00:00 Introduction to AMD Milan-X
00:40 What is a DPU? A brief primer
04:28 What is Pensando?
09:19 Intel IPU and other Competition
10:56 Why did AMD buy Pensando?
20:18 Is $1.9B for Pensando Worth it?
21:25 Wrap-up