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AMD booking 2028 Venice CPU supply

AMD may already be taking orders for 2028 production of its next-generation EPYC Venice server CPUs, according to industry tipster Jukan.

Jukan said he had initially doubted AMD’s 2027 booking figures, given that earlier orders had reportedly been cut after overbooking. After speaking to several industry contacts, he said he was told AMD was already selling 2028 volume.

That is a striking claim, but it comes from a tipster citing unnamed contacts, so what can go wrong? AMD has not confirmed that 2027 supply is fully booked, or that it is taking 2028 orders.

Venice is AMD’s sixth-generation EPYC family, built around Zen 6 and TSMC’s 2nm process. The top-end model is expected to offer up to 256 Zen 6c cores and 512 threads, aimed squarely at data centre workloads.

AMD is pitching its EPYC range for several jobs in AI data centres, from running agent sandboxes to hosting AI systems and handling general server workloads. That gives CPUs a larger role in the build-out, alongside the GPUs that get most of the attention.

The timing could work in AMD’s favour if demand for server CPUs keeps rising as AI workloads spread. But a booking is not the same as a shipped processor, and the tipster’s own comments recall how earlier volume expectations were later cut.

For now, the 2028 claim is an intriguing sign of possible demand, not a confirmed sales milestone. Venice still has to make it through production and into customers’ racks before anyone can count the chips.

 

 

TOPICS:
agentic ai  ·  ai data centres  ·  AMD  ·  AMD processors  ·  CPU demand  ·  epyc venice  ·  server CPUs  ·  tsmc 2nm  ·  zen 6

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