Td Synnex Corporation · NYSE:SNX

Td Synnex — Investor Presentation (March 2023)

47 slides from Td Synnex's investor presentation, March 2023

  1. Slide 1: Project Dell NVIDIA AMD

    Project Dell NVIDIA AMD D@LL Technologies PARTNER PROGRAM

  2. Slide 2: Explaining the A of DNA

    Explaining the A of DNA Tim Carlson, Dell AMD Lead

  3. Slide 3: Dell PowerEdge AMD 4th Gen EPYC Performance

    Dell PowerEdge AMD 4th Gen EPYCTM Performance • 50% more cores • Up to 121% increased performance • Up to 55% CPU Performance per Watt improvements • Up to 60% more storage 3 Copyright © Dell Inc. All Rights Reserved.

  4. Slide 4: All roadmaps are subject to change

    All roadmaps are subject to change. 4 |

  5. Slide 5: AMD EPYC 9004 Processors - Genoa

    AMD EPYC™ 9004 PROCESSORS – “GENOA” EXTENDING COMPUTE LEADERSHIP © AMD Inc | All Rights Reserved * Projected performance based on AMD internal testing and subject to change. AMD EPYC™ 9004 CPU Sales Training | NDA Only See endnotes: SP5-001 ** with 256GB DIMMs and 2DPC in a 2P server

  6. Slide 6: AMD EPYC 9004 Genoa - At a Glance

    AMD EPYC™ 9004 “GENOA” - AT A GLANCE SP5 PLATFORM COMPUTE • New socket, increased power delivery and VR • Up to 4 links of Gen3 AMD Infinity Fabric™ with speeds of up to • AMD “Zen4” x86 cores (Up to 12 CCDs / 96 cores / 192 threads) 32Gbps • 1MB L2/Core, Up to 32MB L3/CCD • Flexible topology option

  7. Slide 7: EPYC 9554P CPU Product Family

    Generation EPYC 9554P CPU Product Family ™ Feature Modifier • “P” = 1P OPNs Product Series • “F” = Performance / Core Optimized Core Count • Indicates Core Count within the Series 100s Performance 0 1 2 3 4 5 6 Digit 10s digit - Perf Cores 8 16 24 32 48 64 84-96 ➢ Relative Performance w/in core coun

  8. Slide 8: AMD EPYC 9004 CPU Models

    AMD EPYC™ 9004 CPU MODELS 9654/P HPC, Cloud, VM Density ALL-IN FEATURE SET 9634 Cost sensitive HPC-perf/watt optimized INCLUDES 9554/P HPC/VM-perf/thread optimized • 12 Channels of DDR5-4800 9534 HPC/VM-perf/watt optimized • 6TB memory capacity Technical Computing/Cloud 9474F • 128 lanes PCIe®5 9454

  9. Slide 9: SPEC benchmark results

    SPECrate®2017_int_base SPECrate®2017_fp_base SPECjbb®2015 MultiJVM max-jOPS 165,211 critical-jOPS 356,204 critical-jOPS 9 | See endnotes: SP5-001C, -002C, -005C.

  10. Slide 10: 4th Gen ~2.3x

    4TH GEN ~2.3x Results may vary. See Endnotes SP5-009A. OEM published scores will vary based on system configuration and determinism mode used (400W cTDP default performance profile).

  11. Slide 11: Est. SPECrate2017_int_base

    1800 1600 Est. SPECrate®2017_int_base 1400 1200 1000 800 3rd Gen Intel Xeon Platinum 8380 (40c) : 602 600 Platinum 8362 (32c) : 526 400 200 0 EPYC Model: 9654 9634 9554 9534 9474F 9454 9374F 9354 9334 9274F 9254 9224 9174F 9124 9654 9634 9554 9534 9474F 9454 9374F 9354 9334 9274F 9254 9224 9174F 912

  12. Slide 12: EPYC Savings

    10,000 SPECrate®2017_int_base EPYC SAVINGS FEWER PROCESSORS FEWER CORES LESS POWER LOWER 3yr TCO1 2P Intel Platinum 40c 8380 1P AMD EPYC 64c OF US FOREST ANNUALLY2 of equivalent carbon sequestration 1,360 Cores 9554P 212k kWh per Year 1088 Cores 602 integer score 143k kWh per Year 611 est integer sc

  13. Slide 13: Thank You

    Thank You 13 Copyright © Dell Inc. All Rights Reserved.

  14. Slide 14: Data Center Workloads EMEA HPC & AI

    Data Center Workloads EMEA HPC & AI

  15. Slide 15: Copyright © Dell Inc. All Rights Reserved.

    15 Copyright © Dell Inc. All Rights Reserved.

  16. Slide 16: NVIDIA Datacentre grade GPUs

    NVIDIA Datacentre grade GPU’s

  17. Slide 17: Copyright © Dell Inc. All Rights Reserved.

    17 Copyright © Dell Inc. All Rights Reserved.

  18. Slide 18: Copyright © Dell Inc. All Rights Reserved.

    18 Copyright © Dell Inc. All Rights Reserved.

  19. Slide 19: Copyright © Dell Inc. All Rights Reserved.

    19 Copyright © Dell Inc. All Rights Reserved.

  20. Slide 20: Copyright © Dell Inc. All Rights Reserved.

    20 Copyright © Dell Inc. All Rights Reserved.

  21. Slide 21: Copyright © Dell Inc. All Rights Reserved.

    21 Copyright © Dell Inc. All Rights Reserved.

  22. Slide 22: Copyright © Dell Inc. All Rights Reserved.

    22 Copyright © Dell Inc. All Rights Reserved.

  23. Slide 23: Compute GPUs: H100 / A100 / A30

    Compute GPU’s H100 / A100 / A30

  24. Slide 24: Available today on R750, R750XA and R7525

    Available today on R750, R750XA and R7525 Available soon on 16G AMD and Intel Poweredge servers 24 Copyright © Dell Inc. All Rights Reserved.

  25. Slide 25: Copyright © Dell Inc. All Rights Reserved.

    25 Copyright © Dell Inc. All Rights Reserved.

  26. Slide 26: Copyright © Dell Inc. All Rights Reserved.

    27 Copyright © Dell Inc. All Rights Reserved.

  27. Slide 27: 16G PCIe, 15G PCIe, 16G SXM

    16G PCIe 15G PCIe 16G SXM 28 Copyright © Dell Inc. All Rights Reserved.

  28. Slide 28: H100 and A100 Tensor Core GPUs

    H100 and A100 Tensor Core GPUs Both available to meet your data center needs H100 A100 & Ampere PERFORMANCE SECURITY SCALABILITY FOR ALL OTHER NEEDS The Highest Performance The Most Secure The Most Scalable • Best for CNN models (RESNET- 50, R-CNN…) Confidential Computing Mainstream LLM HP Non-Trans

  29. Slide 29: NVIDIA H100 Supercharges LLMs

    NVIDIA H100 Supercharges LLMs Hopper architecture addresses LLM needs at scale Supercharged LLM Training High Performance P-Tuning 30X Real-Time Inference Throughput 5 5 Training Time (Weeks) Lower is better 4K A100 4 3 X 300 1 Concurrent 1 month Users to 2 1 week 1 Days to hours X 10 Concurrent Use

  30. Slide 30: H100 Performance Training

    H100 Performance Training Performance and scalability for the next generation of AI and HPC breakthroughs TRAINING SURROGATE MODELS HPC Speedup over A100 Speedup over A100 7.0X 3.4X 2.4X 2.3X 1.6X 1.7X 1.7X 2.1X 1.9X Weather Quantum Gravitational Fusion Plasma (FourCastNet) Chemistry Wave Detection

  31. Slide 31: Copyright © Dell Inc. All Rights Reserved.

    32 Copyright © Dell Inc. All Rights Reserved.

  32. Slide 32: Copyright © Dell Inc. All Rights Reserved.

    34 Copyright © Dell Inc. All Rights Reserved.

  33. Slide 33: Graphics/Compute GPUs

    Graphics/Compute GPU's PARTNER PROGRAM

  34. Slide 34: Copyright © Dell Inc. All Rights Reserved.

    36 Copyright © Dell Inc. All Rights Reserved.

  35. Slide 35: Copyright © Dell Inc. All Rights Reserved.

    37 Copyright © Dell Inc. All Rights Reserved.

  36. Slide 36: Copyright © Dell Inc. All Rights Reserved.

    38 Copyright © Dell Inc. All Rights Reserved.

  37. Slide 37: Copyright © Dell Inc. All Rights Reserved.

    39 Copyright © Dell Inc. All Rights Reserved.

  38. Slide 38: Copyright © Dell Inc. All Rights Reserved.

    40 Copyright © Dell Inc. All Rights Reserved.

  39. Slide 39: Copyright © Dell Inc. All Rights Reserved.

    41 Copyright © Dell Inc. All Rights Reserved.

  40. Slide 40: Copyright © Dell Inc. All Rights Reserved.

    42 Copyright © Dell Inc. All Rights Reserved.

  41. Slide 41: Backup & Use Cases

    Backup & Use Cases D@.LTechnologies PARTNER PROGRAM

  42. Slide 42: Copyright © Dell Inc. All Rights Reserved.

    44 Copyright © Dell Inc. All Rights Reserved.

  43. Slide 43: Copyright © Dell Inc. All Rights Reserved.

    45 Copyright © Dell Inc. All Rights Reserved.

  44. Slide 44: Copyright © Dell Inc. All Rights Reserved.

    46 Copyright © Dell Inc. All Rights Reserved.

  45. Slide 45: Copyright © Dell Inc. All Rights Reserved.

    47 Copyright © Dell Inc. All Rights Reserved.

  46. Slide 46: Copyright © Dell Inc. All Rights Reserved.

    48 Copyright © Dell Inc. All Rights Reserved.

  47. Slide 47: Backup Slides AMD

    Backup Slides AMD 49 Copyright © Dell Inc. All Rights Reserved.

TD SYNNEX — Investor Presentation (March 2023) on 6ix