Another area of concern for solution providers is supply, especially given Intel’s CPU shortages over the last couple of years. How has AMD’s supply situation been? And as AMD continues to grow, will the company be able to fulfill demand for its products?
2020 has been sort of an incredible year if you just look at it both from an industry standpoint and then from an AMD standpoint. From an industry standpoint, I think we’ve seen some areas of unprecedented demand. The PC market has never been stronger. Gaming is also very, very strong. And those have placed some, let’s call it, ‘strains’ on the supply chain. I would say from an AMD standpoint, we have significantly grown our shipments if you just look at PCs. We’ve probably grown over 50 percent year on year, so we’re very pleased with that. I think that’s the overlay of both the market being strong as well as AMD gaining market share, as we’ve now gained market share for 12 quarters in a row or so. And so the answer is yes, we’re ramping up our supply chain. I would say that demand still exceeds supply in certain parts of the supply chain, particularly education. We’re seeing that the education market has surprised us all a bit with just the strength, given all the school-from-home dynamics. But we’re continuing to increase our supply chain, and that becomes a big focus as we continue to grow. But I would say the growth that we’ve experienced in 2020 has been higher than we originally expected, and we’re working hard to meet our customers’ needs.
AMD hit a recent milestone with Google Cloud using the Secure Encrypted Virtualization technology of AMD’s EPYC processors for the cloud service provider’s new Confidential Virtual Machines product. VMware also announced support for SEV recently. How important do you think SEV and Secure Memory Encryption are to the future of the data center?
I think they’re quite important. Security has always been this underlying theme of, you must have a secure access to your compute, into your data. I think it’s just become table stakes for people using the cloud environments in particular because if you’re able to trust your computing to the cloud, you want to know that it’s very secure. So I do think it’s very important, both cloud and enterprise. We’ve continued to innovate in that area, and this is an area where partnership is very, very important, so we’re extremely pleased with the partnership with [Google Cloud] as well as a number of our other customers who are innovating in this area.