NuAxi
NuAxiSemiconductor trade intelligence

Naver Cloud Operates 35,000 AMD EPYC Servers, to Adopt 144-Core CPUs This Year

What happened

Park Young-hee, head of Naver Cloud's IaaS Center, said at the AMD Advancing AI Seoul 2026 event held at the Westin Seoul Parnas in Samseong-dong on Nov. 4 that the company currently operates about 35,000 servers powered by AMD EPYC processors and plans to adopt the fifth-generation, 144-core EPYC Turin (9005) processors in the second half of this year. Naver Cloud operates approximately 250,000 servers across 13 data centers in South Korea and adds tens of thousands of servers annually. The company began adopting AMD EPYC CPUs in 2023, purchasing 13,000 units that year, 18,000 in 2024 and 36,000 last year, bringing the total to approximately 67,000, and has transitioned from third-generation EPYC Milan (7003) processors to fourth-generation EPYC Genoa (9004) processors. The main reason for selecting AMD EPYC was its lower total cost of ownership (TCO); Park said EPYC reduces rack space requirements by 20% to 25% compared with Intel CPUs. Naver Cloud previously relied primarily on Intel's Xeon server CPUs and, as data center space became constrained, needed higher core density, but Intel's high-core-density Xeon processors were expensive. Measurements conducted by Naver Cloud last year showed an Intel dual-socket, 144-core platform consumed 800 watts while a single-socket AMD EPYC 9825 platform consumed approximately 700 watts. AMD's Early-Ship program, which provides next-generation CPUs to major customers before their official launch, also influenced the decision.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

AMD EPYC server CPUsfifth-generation 144-core EPYC Turin (9005) processorsthird-generation EPYC Milan (7003) processorsfourth-generation EPYC Genoa (9004) processorsIntel Xeon server CPUsAMD EPYC 9825
Naver CloudAMDIntel
Naver CloudAMD EPYC144-coreTurin 9005data centerTCO

Source and time

Source: The Elec · 11/4/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders