The Circuit
Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems
Aug 26, 2024
Forrest Norrod, Executive Vice President of Datacenter Solutions at AMD, dives into the strategic acquisition of ZT Systems, a leader in customized server design for hyperscalers like Microsoft and AWS. He discusses how this move aims to enhance AMD's position in the data center and AI market, leveraging ZT’s expertise for optimized AI solutions. Norrod also touches on AMD's plan to divest ZT's manufacturing side while boosting collaboration with partners. The conversation highlights the evolving landscape of hyperscalers and AMD's competitive strategies against rivals like Nvidia.
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Quick takeaways
- AMD's acquisition of ZT Systems aims to enhance its AI and data center capabilities by integrating customized design expertise with its silicon technology.
- The strategic partnership emphasizes collaboration with ODMs like ZT to deliver tailored solutions amidst the increasing demands of hyperscaler clients.
Deep dives
Understanding ZT Systems' Role
ZT Systems is identified as a substantial yet relatively unknown player in the server manufacturing arena, generating over $10 billion in annual revenue. Operating as an original design manufacturer (ODM), ZT specializes in designing custom infrastructure for hyperscale clients like Microsoft and AWS. Their work includes creating tailored servers and rack-level systems that cater to the unique operational needs of their customers, reflecting a deep understanding of various data center environments globally. This capacity for customization is critical in managing the operational challenges specific to each hyperscale company.
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