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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. STH Main Site Article: https://www.servethehome.com/amd-acqu... STH Merch on Spring: https://the-sth-merch-shop.myteesprin... STH Top 5 Weekly Newsletter: https://eepurl.com/dryM09 STH Forums: https://forums.servethehome.com ---------------------------------------------------------------------- Where to Find STH ---------------------------------------------------------------------- STH Forums: https://forums.servethehome.com Follow on Twitter: / servethehome ---------------------------------------------------------------------- Other STH Content Mentioned in this Video ---------------------------------------------------------------------- STH NIC Continuum - • DPU vs SmartNIC vs Exotic FPGAs A Gui... What is a DPU? - • What is a DPU - A Quick STH Primer to... Ultimate Cluster in a Box with 7x NVIDIA BlueField-2 DPUs - • Ultimate Cluster in a Box w/ x86 and Arm Logging into a NVIDIA BlueField-2 DPU - https://www.servethehome.com/a-quick-... Fungible F1 DPU Hands-on - • Fungible F1 DPU Powered Storage Hands... AMD EPYC 7773X Milan-X Review - • Crazy! AMD's Milan-X Delivers 1.5GB o... AMD EPYC 7003 Milan Launch - • AMD EPYC 7003 Milan Performance, Feat... AMD Announces Milan-X and MI250X - • AMD Just Rocked the Data Center World... GB era of Server CPUs - • Why Server CPUs Are Going from MB to ... Testing accelerators using AWS M6i - • STOP burning money on AWS and start u... All about server power efficiency - • How To Save $$$ Powering Your Servers Dual AMD EPYC 8x NVIDIA A100 Server - • Top-End AI Training Inspur NF5488A5 8... Liquid cooling AMD EPYC and NVIDIA A100 Servers - • Liquid Cooling High-End Servers Direc... 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... 32 core Intel Ice Lake Xeon versus AMD EPYC Milan - • 1-Socket 32-Core Showdown: Intel Xeon... ---------------------------------------------------------------------- Timestamps ---------------------------------------------------------------------- 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