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Broken Silicon

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165. Future of Intel’s AXG, AMD Market Share, Nvidia Blackwell v RDNA 4 | Jon Peddie Jon Peddie joins to discuss Intel Xe’s past, ARC’s future, and RADEON vs GeForce Competition.
SPON: Get 10% off Tasty Vite Ramen with Code “brokensilicon” at: https://bit.ly/3oyv4tR
SPON: brokensilicon = -25% off Windows, dieshrink = -3% off Everything: https://biitt.ly/shbSk


0:00 Jon Peddie Intro – What’s changed since we last talked in early 2020?
7:30 The Cyclical nature of Availability – Why do people keep forgetting?
12:20 The Difficulty and Alchemy of Modern Chip Design
16:33 Why is Intel having so much trouble building discrete GPUs?
22:31 Jon Confirms Alchemist was a Multi-Tile Design – what went wrong?
25:57 Comparing Intel Alchemist to the i740 – Is ARC doomed for the same reasons?
33:00 Why there’s no chance Alchemist will be fully ready for at least another month…
37:43 Jon Confirms ARC tried to compete w/ the 3070 - Now what do we expect?
45:27 Should Intel cut AXG? Should Intel cancel Discrete Gaming ARC?
56:36 Could Intel spin-off AXG to another company?
1:03:51 AMD RDNA 3 vs Nvidia Lovelace (Start of Discussion)
1:12:17 AMD vs Nvidia Mindshare – Is RADEON ready to take Market Share?
1:19:59 If Nvidia Blackwell is Monolithic, can it compete with RDNA 4?
1:25:13 Will Gamers keep upgrading if Midrange cards can do 4K240 in 2024?

https://www.linkedin.com/in/jpeddie/
https://www.linkedin.com/company/jon-peddie-research/
https://www.jonpeddie.com/editorials/will-axg-survive-gelsingers-axe
Previous Broken Silicon Episode: https://youtu.be/VK_PNzmlEYA
MLID ARC Cancellation Leak: https://youtu.be/DH2s5HeZzs8
MLID ARC Update: https://youtu.be/AVdG-4a6FB4?t=1035
https://www.investors.com/news/technology/intel-stock-falls-after-chipmaker-badly-misses-q2-targets/
https://www.tomshardware.com/news/intel-kills-optane-memory-business-for-good
Gamers Nexus Driver Issues: https://youtu.be/MjYSeT-T5uk
Nvidia Rumored to stay Monolithic again: https://www.hardwaretimes.com/nvidia-delays-the-move-to-chiplet-gpus-rtx-50-series-blackwell-to-leverage-monolithic-die-rumor/
https://videocardz.com/newz/nvidia-geforce-rtx-3090-has-been-tested-with-custom-20gb-320b-and-12gb-192b-memory-bioses
https://www.jonpeddie.com/store/market-watch-quarterly1
https://en.wikipedia.org/wiki/Intel
https://en.wikipedia.org/wiki/Intel740
https://en.wikipedia.org/wiki/Advanced_Micro_Devices
https://www.techpowerup.com/297482/intel-meteor-lake-reportedly-delayed-until-end-of-2023-will-have-knock-on-effects-for-tsmc
Newest Audio
165. Future of Intel’s AXG, AMD Market Share, Nvidia Blackwell v RDNA 4 | Jon Peddie Jon Peddie joins to discuss Intel Xe’s past, ARC’s future, and RADEON vs GeForce Competition.
SPON: Get 10% off Tasty Vite Ramen with Code “brokensilicon” at: https://bit.ly/3oyv4tR
SPON: brokensilicon = -25% off Windows, dieshrink = -3% off Everything: https://biitt.ly/shbSk


0:00 Jon Peddie Intro – What’s changed since we last talked in early 2020?
7:30 The Cyclical nature of Availability – Why do people keep forgetting?
12:20 The Difficulty and Alchemy of Modern Chip Design
16:33 Why is Intel having so much trouble building discrete GPUs?
22:31 Jon Confirms Alchemist was a Multi-Tile Design – what went wrong?
25:57 Comparing Intel Alchemist to the i740 – Is ARC doomed for the same reasons?
33:00 Why there’s no chance Alchemist will be fully ready for at least another month…
37:43 Jon Confirms ARC tried to compete w/ the 3070 - Now what do we expect?
45:27 Should Intel cut AXG? Should Intel cancel Discrete Gaming ARC?
56:36 Could Intel spin-off AXG to another company?
1:03:51 AMD RDNA 3 vs Nvidia Lovelace (Start of Discussion)
1:12:17 AMD vs Nvidia Mindshare – Is RADEON ready to take Market Share?
1:19:59 If Nvidia Blackwell is Monolithic, can it compete with RDNA 4?
1:25:13 Will Gamers keep upgrading if Midrange cards can do 4K240 in 2024?

https://www.linkedin.com/in/jpeddie/
https://www.linkedin.com/company/jon-peddie-research/
https://www.jonpeddie.com/editorials/will-axg-survive-gelsingers-axe
Previous Broken Silicon Episode: https://youtu.be/VK_PNzmlEYA
MLID ARC Cancellation Leak: https://youtu.be/DH2s5HeZzs8
MLID ARC Update: https://youtu.be/AVdG-4a6FB4?t=1035
https://www.investors.com/news/technology/intel-stock-falls-after-chipmaker-badly-misses-q2-targets/
https://www.tomshardware.com/news/intel-kills-optane-memory-business-for-good
Gamers Nexus Driver Issues: https://youtu.be/MjYSeT-T5uk
Nvidia Rumored to stay Monolithic again: https://www.hardwaretimes.com/nvidia-delays-the-move-to-chiplet-gpus-rtx-50-series-blackwell-to-leverage-monolithic-die-rumor/
https://videocardz.com/newz/nvidia-geforce-rtx-3090-has-been-tested-with-custom-20gb-320b-and-12gb-192b-memory-bioses
https://www.jonpeddie.com/store/market-watch-quarterly1
https://en.wikipedia.org/wiki/Intel
https://en.wikipedia.org/wiki/Intel740
https://en.wikipedia.org/wiki/Advanced_Micro_Devices
https://www.techpowerup.com/297482/intel-meteor-lake-reportedly-delayed-until-end-of-2023-will-have-knock-on-effects-for-tsmc
164. Intel Earnings, ARC Cancellation Update, AMD R5 7600X Launch, Lovelace w/ GDDR7 We have NEW ARC Cancellation info, Zen 4 release dates, and updates on Nvidia 4000 Series.
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0:00 AMD 7950 Products, Bot Armageddon, Jensen’s Kitchen (Intro Banter)
7:39 Intel Badly Misses Second-Quarter Targets, Cancels Optane
22:38 Are there signs that Intel can fix its issues?
28:49 Leaked Roadmaps prove Intel missed ARC Goals, ARC may get Cancelled
45:35 ARC Cancellation Update, Raja Tweets concerning Response to Rumors
55:18 Will Intel spin off their foundries?
1:02:50 AMD is launching a FULL Zen 4 Lineup in September, Zen 4 Threadripper Pro in 2023
1:17:54 Meteor Lake and Arrow Lake Launch Competitiveness
1:21:45 AMD Noise Suppression and Massive OpenGL Boost Added in RADEON Drivers
1:26:03 MTL getting a VPU…like MLID leaked a year ago…
1:30:40 U.S. Congress passes Bill to boost Chipmakers, compete with China
1:37:28 RX 6500 XT 8GB, Raptor Lake QS Benchmarks, PS5 1440p Support (Wrap-Up)
1:45:08 ARM Innovation, GDDR7 in Lovelace, Switch 2 Leak (Final RM)

https://www.investors.com/news/technology/intel-stock-falls-after-chipmaker-badly-misses-q2-targets/
https://www.tomshardware.com/news/intel-kills-optane-memory-business-for-good
https://youtu.be/DH2s5HeZzs8
https://www.jonpeddie.com/editorials/will-axg-survive-gelsingers-axe
https://twitter.com/RajaXg/status/1553167858053484544
https://videocardz.com/newz/intel-arc-desktop-cards-to-gradually-launch-between-august-5th-and-september-29th
https://www.igorslab.de/en/possible-launch-date-for-intels-arc-a5xx-and-a7xx-graphics-cards-leaked-exclusively/
https://twitter.com/mooreslawisdead/status/1539169406118506496
https://videocardz.com/newz/amd-confirms-ryzen-9-7950x-7900x-ryzen-7-7700x-and-ryzen-5-7600x-processors
https://explore.amd.com/mte/aug-2022-component/register
https://videocardz.com/newz/amd-ryzen-5-7600x-6-core-raphael-cpu-is-up-to-22-faster-than-core-i9-12900k-in-leaked-single-core-test
https://videocardz.com/newz/amds-new-driver-features-noise-suppression-technology-and-up-to-92-better-opengl-performance-in-minecraft
https://www.reddit.com/r/Amd/comments/w4hw4f/amd_noise_suppression_teaser_video/
https://videocardz.com/newz/amds-opengl-optimizations-boost-ryzen-6800u-unigine-heaven-performance-by-12
https://twitter.com/mooreslawisdead/status/1553490581309079552
https://www.phoronix.com/news/Intel-VPU-Driver-Linux
https://www.tomshardware.com/news/intel-announces-ai-boosting-vpu-for-meteor-lake
https://www.reuters.com/technology/us-congress-poised-pass-long-awaited-bill-boost-chipmakers-compete-with-china-2022-07-28/
https://www.techpowerup.com/297304/micron-announces-intent-to-bring-leading-edge-memory-manufacturing-to-the-u-s
https://videocardz.com/newz/geforce-rtx-3050-for-oems-reportedly-features-2304-cuda-cores
https://www.newegg.com/sapphire-11314-03-20g/p/N82E16814202425
https://wccftech.com/samsung-3nm-gaa-chips-shipping-on-july-25/
https://videocardz.com/newz/intel-meteor-lakes-redwood-cove-and-crestmont-architectures-confirmed
https://videocardz.com/newz/intel-core-i5-13600k-and-i7-13700k-pre-production-samples-have-been-tested-in-games
https://wccftech.com/intel-13th-gen-raptor-lake-mobile-cpus-confirmed-for-late-2022-launch/
https://www.tweaktown.com/news/87675/playstation-4-lifecycle-ends-as-sony-stops-reporting-sales-figures/index.html
https://www.techradar.com/news/the-ps5-feature-weve-been-waiting-on-since-launch-is-finally-here
https://store.steampowered.com/news/app/1675200/view/3413183219974913051
https://www.newegg.com/p/pl?d=Intel+LGA+1700+motherboard&Order=1
https://www.newegg.com/p/pl?d=AMD+AM4+Motherboard&Order=1
163. Intel's Alchemist Problems: Bad Drivers or Hardware Flaw? Is Battlemage Doomed? Bryan Heemskerk, Art Director at Massive Damage, joins to dissect ARC problems and upcoming GPUs.
SPON: Get 10% off Tasty Vite Ramen with Code “brokensilicon” at: https://bit.ly/3oyv4tR
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0:00 Who is Bryan?
3:12 Is GPU scarcity still an issue for developers?
10:11 The importance of Stability & Frametimes
22:18 Will Alchemist age like AMD Vega?
24:35 Intel had a decade to perfect their drivers – Why are they so bad?
35:45 Intel’s Xe Odyssey – Going from a “1000w 2080 Ti” to a “225w 3060 Ti”
46:44 Is DirectX 12 Support actually an issue? Will Devs bother to optimize for Alchemist?
1:00:14 What went wrong with Alchemist?
1:21:59 Does Alchemist have a Fundamental Hardware Flaw?
1:38:34 Is Battlemage doomed if Alchemist fails?
2:02:40 AMD RDNA 3 & Nvidia Lovelace – How are developers preparing?

Follow Bryan on Twitter: https://twitter.com/bryanheemskerk?lang=en
Bryan is the Art Director at Massive Damage, Inc.: https://www.linkedin.com/in/bryan-heemskerk-a111b351/
Previous Bryan Episode: https://youtu.be/Fj-oW-FKBmQ
Important Review looking at ARC's issues: https://www.igorslab.de/en/intel-arc-a380-6gb-in-test-gunnir-photon-total-benchmarks-detail-analysis-and-extensive-teardown/4/
Roundup of Reviewers Stating Issues: https://videocardz.com/newz/intel-arc-a380-discrete-gpu-reviews-its-like-living-in-the-middle-of-a-minefield
https://youtu.be/QxbHznw4XEY
https://www.techpowerup.com/gpu-specs/arc-a380.c3913
Intel has over 120K Employees: https://en.wikipedia.org/wiki/Intel
AMD has over 15K Employees: https://www.macrotrends.net/stocks/charts/AMD/amd/number-of-employees
Emergency Broken Silicon 35.5 discussing AMD’s Driver Problems: https://youtu.be/IjI6Hkg0g7g
162. Nvidia’s AIB Revolt, A380 Frame Pacing, Intel’s ARC Disaster, AMD Kills HEDT Ampere prices are collapsing, Alchemist is failing, and AMD is killing TRX40 & non-Pro Threadripper.
SPON: Support MLID with code “MOORESLAW” for 83% off AtlasVPN: https://atlasv.pn/MOORESLAW
SPON: brokensilicon = -25% off Windows, dieshrink = -3% off Everything: https://biitt.ly/shbSk

0:00 Reesie Health Update, Roller Coaster Requirements (Intro Banter)
6:53 x86 vs ARM Advantages (Corrections)
9:33 Nvidia’s AIBs Revolt – Price cuts before used GPUs flood the market!
19:23 Are used Ampere cards going to replace the low end?
25:06 RTX 4070 10GB Pricing, Lovelace Segmentation, RX 7600 XT Pricing
35:22 Nvidia RTX 4090 gets 450w TDP and an October Launch
43:21 What determines Max GPU Memory Speeds?
46:10 Why did AMD warn Power Consumption is going up?
52:22 Intel A380 Frame Pacing Issues surface in Reviews…
1:04:26 Intel A770, A750, A580, A310 Specs Leaked by MLID, A780 Not Launching
1:17:25 Intel’s ARC Disaster & Bizarre PR Campaign
1:26:23 Leaked Raptor Lake & Zen 4 Engineering Sample Benchmarks
1:37:22 AMD Announces Threadripper is Pro-Only
1:49:23 RADEON’s Driver Initiative, AMD APU Efficiency, Sony Buys Bungie, Apple M2 (Wrap-Up)
2:01:47 PS5 Handheld, DLSS vs FSR Adoption, Death DIY, Old Silicon (Final RM)

https://www.techpowerup.com/296824/nvidia-to-introduce-official-high-end-rtx-30-series-price-cuts
https://www.techpowerup.com/296778/nvidia-gives-away-ghostwire-tokyo-and-doom-eternal-in-latest-bundle
https://www.bestbuy.com/site/nvidia-geforce-rtx-3090-ti-titanium-and-black/6502626.p?skuId=6502626
https://www.newegg.com/sapphire-radeon-rx-6700-11321-02-20g/p/N82E16814202424
https://www.evga.com/products/ProductList.aspx?type=0&family=GeForce+30+Series+Family&chipset=RTX+3090+Ti
https://youtu.be/l9Bv52ZYp-E
https://youtu.be/La-dcK4h4ZU
https://game.intel.com/story/intel-arc-a750-graphics-performance-preview/
https://twitter.com/iKorneychuk/status/1547627285670289410
https://twitter.com/ryanshrout/status/1548430503644057605?t=g4RdYVXO-J3fFH4br2q2qA&s=19
https://www.pcbuildersclub.com/en/2018/12/intel-xe-arrives-2020-as-high-end-graphics-card-for-consumers/
https://www.extremetech.com/computing/297864-intel-is-suddenly-very-concerned-with-real-world-benchmarking
https://www.shroutresearch.com/research
https://www.principledtechnologies.com/Intel/PC_gaming_processor_study_101218.pdf
https://youtu.be/Uw0ZzA9wTFE
https://youtu.be/eINDw7zH5dk
https://adoredtv.com/intels-disgraceful-marketing-gets-worse/
https://www.techspot.com/article/1722-misleading-core-i9-9900k-benchmarks/
https://wccftech.com/intel-core-i9-13900k-raptor-lake-5-5-ghz-cpu-benchmarks-leak-out-10-faster-than-core-i9-12900k-in-single-core-a-massive-35-gain-in-multi-threaded-tests/
https://www.techpowerup.com/296863/alleged-6-core-ryzen-7000-series-tested-in-basemarks-gpu-rendering-tests
https://videocardz.com/newz/intel-core-i9-13900k-engineering-sample-tested-in-games-shows-improvement-in-minimum-framerate
https://community.amd.com/t5/business/design-build-accelerate-on-the-ultimate-workstation-processor/ba-p/530661
https://community.amd.com/t5/gaming/stability-performance-and-great-experiences-with-amd-software/ba-p/530424?sf258519940
https://videocardz.com/newz/intel-14th-gen-core-meteor-lake-h-p-u-to-feature-new-low-power-efficient-cores-xe-lpg-gpu-archiecture#disqus_thread
https://www.techpowerup.com/296858/intel-to-hike-core-and-xeon-cpu-pricing-by-up-to-20
https://www.youtube.com/watch?v=rHBLFVZAc7I&ab_channel=ThePhawx
https://twitter.com/kepler_l2/status/1547689919564300289?s=21&t=8ZJv8X-65xQu83-0r97cng
https://www.techspot.com/news/95324-bungie-officially-becomes-part-sony-interactive-entertainment-family.html
https://www.techpowerup.com/296812/samsung-launches-industrys-first-24gbps-gddr6-memory
https://comicbook.com/gaming/news/ps5-ps3-playstation-games-sony-patent/
https://youtu.be/FWfJq0Y4Oos
https://youtu.be/oQC_KW3IGug
https://www.techspot.com/review/2354-intel-core-i5-12600k/
161. Nvidia Lovelace Pricing, RDNA 3 Supply, PlayStation 5 Pro, Nintendo Switch 2 Meyer Tech Rants joins to discuss the current landscape of Gaming Hardware.
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0:00 Remembering Console SSD Hype and Nvidia RTX IO
5:32 Who is Meyer?
7:41 GPU Oversupply - How worried is Nvidia? Why are people surprised?
15:42 Nvidia RTX 4000 Series Pricing – Can Nvidia charge more for next gen?
23:13 Did people buy Ampere because it was impressive? Or because Turing sucked?
39:17 Will the RTX 4080 use AD103? What will it cost?
43:33 Will Nvidia Lovelace sell for MSRP? Will Nvidia save the 4090 Ti for later?
47:32 What will the RTX 4070 cost? Does it makes sense for the 4080 to use 400w?
54:08 RDNA 3 Supply & Pricing - Can AMD take Market Share?
1:08:00 Can RDNA 3 win mindshare? Does Nvidia Blackwell stand a chance?
1:14:22 Intel Raptor Lake vs AMD Zen 4, Z790 vs X670E
1:24:03 Does Z790 need to cost less than X670? Is Intel in trouble?
1:32:36 Is Intel running out of time to raise margins?
1:43:02 PlayStation 5 Pro & Vita 2 – What makes sense?
1:57:45 Nintendo Switch 2 - Insider whispers, specs, features, pricing...
2:22:34 XBOX Series S Pro
2:37:00 VR, x86 vs ARM, RISC-V, Apple Silicon

https://twitter.com/MeyerRants
meyertechrants.blogspot.com
Previous MTR episode: https://youtu.be/Ups8FrRFNR0
Nvidia Oversupply Leak: https://youtu.be/PHZbgaAoFHI
https://www.digitimes.com.tw/tech/dt/n/shwnws.asp?cnlid=1&id=0000638859_23P7Q8BU6YQGPN8X7TLNT
https://arstechnica.com/gaming/2022/02/how-sonys-new-patent-filing-could-speed-up-playstation-ray-tracing/
https://www.techpowerup.com/review/diamond-hd-4870/3.html
https://www.techpowerup.com/review/sapphire-hd-4890/
https://www.nvidia.com/en-us/autonomous-machines/embedded-systems/jetson-orin/
https://www.nintendo.com/switch/oled-model/
https://www.techpowerup.com/gpu-specs/amd-rembrandt.g1004
160. Intel A380 Reviews, Nvidia Cuts Lovelace Supply, AMD Zen 4 & Phoenix Economics Intel A380 & GTX 1630 Reviews, RTX 4090 Ti Supply, Zen 4, 5950X3D, and Phoenix all get discussed!
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0:00 Reesie Health Update, YouTube PSA (Intro Banter)
6:44 Early Intel Alchemist A380 Review
13:40 How should reviews treat ARC?
18:32 Nvidia GTX 1630 Reviews - You thought the 6500 XT was bad, huh?
25:46 RTX 4090 Ti Engineering Sample Cooler Discussion
37:00 Nvidia (tries to) cut Lovelace Supply as GPU Prices Crash
44:52 Will Lovelace be easier to buy than Ampere? Is Rembrandt Oversupplied?
54:47 Intel Z790 to be Revealed in 1 Month
58:01 Zen 4 on AM4? R9 5950X3D on AM4? Zen 3 on AM5?!
1:03:00 Zen 3 on AM5 Economics – AMD’s secret budget weapon?
1:13:26 Does Zen 4 have Overkill Bandwidth? Are Modern interconnects Overkill?
1:17:12 AMD Phoenix Economics - will it come to AM5?
1:21:38 Valve Deckard VR with Little Phoenix?
1:24:23 The Synergy of Developing a Valve Phoenix Brick
1:34:09 Tensor Core-like Capabilities referenced in RDNA 3 Libraries
1:42:01 SPR Delays, 5.5GHz Raptor Lake, PCIe 7.0, RDNA 3 Efficiency (Wrap-Up)
1:52:12 ARM Laptops, Tech Friends (Final Reader Mail)

https://wccftech.com/exclusive-intel-arc-a380-gpu-official-benchmarks-specs-and-positioning/
https://wccftech.com/intel-arc-graphics-driver-improves-synthetic-benchmark-performance-but-leaves-gaming-performance-in-the-dust/
https://www.techpowerup.com/review/gainward-geforce-gtx-1630-ghost/26.html
https://www.pcworld.com/article/796635/nvidias-latest-budget-gtx-card-leaves-a-lot-to-be-desired.html
https://youtu.be/ZVwmVz2KVoE
https://twitter.com/chiakokhua/status/1542733213730508800
https://www.tomshardware.com/news/graphics-card-prices-july-2022
https://www.ebay.com/itm/295064838047?hash=item44b33c1f9f:g:2X0AAOSweAxiuKLW
https://www.bestbuy.com/site/nvidia-geforce-rtx-3070-8gb-gddr6-pci-express-4-0-graphics-card-dark-platinum-and-black/6429442.p?skuId=6429442
https://youtu.be/lmKAHol7yV0
https://youtu.be/_EZ7184qPL4
https://videocardz.com/newz/amd-allegedly-preparing-new-zen3d-and-low-end-am4-processors
https://twitter.com/Kepler_L2/status/1541905092395388933
https://www.coelacanth-dream.com/posts/2022/06/29/gfx11-wmma-inst/
https://reviews.llvm.org/D128756
https://www.phoronix.com/scan.php?page=news_item&px=AMD-ROCm-5.2-Released
https://twitter.com/9550pro/status/1542003665975709696?s=21&t=rM6NZ-JY27dvAp2XA4eJqQ
https://twitter.com/IanCutress/status/1542829444037058561
https://videocardz.com/press-release/pci-sig-announces-pcie-7-0-specifications-up-to-128-gt-s-data-rate
https://wccftech.com/amd-instinct-mi300-apus-with-cdna-3-gpu-zen-4-cpus-power-el-capitan-supercomputer-up-to-2-exaflops-double-precision/
https://twitter.com/mooreslawisdead/status/1540232764544401413
https://www.viewsonic.com.cn/products/lcd/VX2720-4K-PRO.php
https://youtu.be/GNF2YMuITr0
https://videocardz.com/newz/ayaneo-next-ii-is-worlds-first-handheld-gaming-console-with-discrete-intel-arc-or-amd-radeon-6000-gpu
https://www.techpowerup.com/296415/aokzoe-announces-the-a1-pc-based-handheld-console-powered-by-ryzen-7-6800u
https://www.pcworld.com/article/796784/arm-promises-powerful-new-pcs-with-cortex-x3-immortalis-gpus.html
https://www.androidauthority.com/arm-2023-cpu-gpu-smartphones-3178096/
159. AMD Phoenix for Valve Deckard, Zen 4 AM4, Apple VR vs Quest 3 | SadlyItsBradley Tom & Brad discuss Quest Pro, PlayStation VR2, Lovelace, RDNA 3, Zen 4, and more!
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0:00 Who is Bradley? What was it like following the swings in VR market share?
8:34 Samsung & Google Cardboard
10:57 PlayStation VR2 vs Quest 3 vs VALVE Deckard
21:07 What will make VR mainstream? Lower prices? Better hardware?
30:14 Does VALVE need to compete with Meta on pricing?
38:57 AMD Phoenix in Holo Deck, Steam Deck 2, and Deckard
49:32 Is "Little Phoenix" strong enough to do VR well?
1:06:13 Is AMD ever going to make Mega APUs for Desktop?
1:09:04 Can Intel keep up with Apple & AMD APUs?
1:10:49 When will the GTX 1060 stop being the GPU standard?
1:16:05 Nvidia Lovelace & RDNA 3 Pricing Expectations
1:19:35 What's the max GPU Power Consumption we would tolerate?
1:21:19 Could Zen 4 come to AM4?
1:25:59 Will Nintendo get into VR? Will XBOX?
1:30:39 Micro OLED, OLED on Silicon, Movement in VR Games
1:39:50 Augmented Reality Development

Check out Bradley’s Channel: https://www.youtube.com/c/SadlyItsBradley
Check out Bradley’s Website: https://sadlyinreality.com/
MLID Phoenix Leak: https://youtu.be/JN0ygfN0-go
Bradley Valve Deckard Leak Video: https://youtu.be/ovlbXVwoN8s
Broken Silicon Episode with Oculus Engineer: https://youtu.be/8UGMeV5O7I0
https://www.notebookcheck.net/Meta-Quest-2-Pro-Noted-analyst-offers-features-and-price-prediction-list.631444.0.html
https://vr-compare.com/headset/valveindex
https://www.anandtech.com/show/15624/amd-details-renoir-the-ryzen-mobile-4000-series-7nm-apu-uncovered/2
https://www.tomshardware.com/news/amds-6nm-ryzen-6000-rembrandt-chips-have-zen-3-rdna2-and-ddr5
https://www.maximintegrated.com/en/products/power/switching-regulators/MAX17480.html
https://www.picoxr.com/us/neo3.html
https://www.macrumors.com/2022/06/24/apple-headset-rumored-to-launch-in-january-2023/
158. Lovelace & Raptor Lake Launch October, AMD Little Phoenix APU, ARC A380 Pricing AMD, Nvidia, and Intel all seem to be targeting Quarter 4 for their big releases…
SPON: Get 10% off Tasty Vite Ramen with Code “brokensilicon” at: https://bit.ly/3oyv4tR
SPON: brokensilicon = -25% off Windows, dieshrink = -3% off Everything: https://biitt.ly/shbSk

0:00 Zebra vs Hoarse Voice, Bonus 6G Episode is LIVE
4:44 Reesie Health Update
10:33 Ionizing Radiation, First OLED TVs (Corrections)
16:34 Intel 4 Node Doubles Density or brings +20% Performance
21:50 Intel Sapphire Rapids Delayed to Q2 2023 - Next to Bergamo
31:31 Raptor Lake likely Launches October...after Zen 4
42:14 Wait for Raptor Lake or Zen 4 with Vcache? Will 170w be enough for Zen 6?
49:02 AMD Phoenix, Dragon Range, Mendocino, and Sonoma Valley Discussion
1:00:19 Little Phoenix for Steam Deck 2 Leak
1:10:09 Will Phoenix & Raptor Lake Mobile actually have good supply?
1:14:16 Nvidia Lovelace Launches Q4 due to Oversupply Issues
1:22:33 Alchemist Performance & Pricing Update
1:26:44 Late 2022 Building Advice – Used Cards, OLED Monitors, RDNA 3
1:31:16 Apple M2 Announced with 8-core CPU and 10-core GPU
1:35:54 AMD Game Bundle, Intel 3 Node, Loongson CPUs (Wrap-Up)
1:47:27 Metaverse, Bitcoin, XBOX June Showcase (Final Reader Mail)


https://www.techpowerup.com/295809/intel-4-process-node-detailed-doubling-density-with-20-higher-performance
https://medium.com/@mingchikuo/intels-sapphire-rapids-shipment-delay-to-2q23-is-detrimental-to-intel-and-its-server-supply-chain-a1de691bd093
https://twitter.com/mooreslawisdead/status/1538622486258008070
https://youtu.be/MYJ_9zfqWUg
https://youtu.be/rIN3IbA3vCY
https://twitter.com/wxnod/status/1537824618613833728
https://youtu.be/JN0ygfN0-go
https://www.techpowerup.com/295926/amd-phoenix-point-zen-4-mobile-processor-powered-up
https://www.techpowerup.com/295850/amd-ryzen-3-7320u-surfaces-possibly-the-mendocino-soc
https://wccftech.com/nvidia-geforce-rtx-4090-october-rtx-4080-november-rtx-4070-december-rtx-4060-ces-2023-launch-rumor/
https://videocardz.com/newz/nvidia-geforce-gtx-1630-delayed-rtx-40-series-launch-slips-by-a-month
https://youtu.be/ARjeBywF7uo
https://twitter.com/SkyJuice60/status/1537031000970371073
https://twitter.com/3dcenter_org/status/1537435073774907394?s=21&t=oMgVBvr5ST4LeAiiAP2ztQ
https://videocardz.com/newz/first-review-of-intel-alchemist-acm-g10-gpu-is-out-arc-a730m-is-outperformed-by-rtx-3060m-in-gaming
https://videocardz.com/newz/intel-quietly-changes-official-arc-a380-memory-specs-its-15-5-gbps-not-16
https://www.notebookcheck.net/Apple-M2-GPU-outdoes-its-own-hype-with-up-to-45-faster-performances-than-the-M1-in-GFXBench-and-up-to-13-5-in-Cinebench-R23.629517.0.html
https://videocardz.com/press-release/apple-announces-next-gen-m2-silicon-with-8-core-cpu-and-10-core-gpu?s=03
https://videocardz.com/newz/amd-raise-the-game-bundle-goes-live-after-a-month-saints-row-sniper-elite-and-forspoken-are-out-for-grabs
https://www.tomshardware.com/uk/news/nvidia-arm-intel-alder-lake-expert
https://www.techspot.com/review/2478-amd-ryzen-5600-upgrade/
https://www.amd.com/en/products/graphics/amd-radeon-rx-6700
https://www.techspot.com/news/94919-preview-core-i9-13900-engineering-sample-performance-looks.html
https://videocardz.com/newz/intel-14th-gen-core-meteor-lake-p-die-shot-with-6-performance-and-8-efficient-cores-has-been-revealed
https://twitter.com/iancutress/status/1536471424654778372?s=21&t=nKekRs5AxVEX3154QCA6SQ
https://youtu.be/he6xyl_MHXY
https://www.techspot.com/news/94921-chinese-chipmaker-claims-upcoming-cpus-feature-similar-ipc.html
157. Raptor Lake vs Zen 4, Genoa vs Sapphire Rapids, Nvidia Lovelace | Level1Techs Wendell from Level1Techs joins to discuss the long term competitiveness of AMD, Intel, & Nvidia.
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SPON: Get 10% off Tasty Vite Ramen with Code “brokensilicon” at: https://bit.ly/3oyv4tR

0:00 Who is Wendell?
8:12 How is Intel doing? Is Pat succeeding?
21:09 Why can't Intel launch anything on time?
31:27 Raptor Lake vs Zen 4 Raphael - Does this matchup matter?
45:50 Why AMD doesn't care if they lose desktop performance by 5-10%
50:37 AMD Financial Investor Day Thoughts
57:02 Balancing Compute & Gaming Performance in GPUs
1:10:36 Steam Deck & Linux Gaming
1:23:25 Intel Fishhawk Falls, Threadripper, Siena
1:39:38 AMD Software
1:47:33 How will AI Engines help the average user?
1:56:55 Nvidia Lovelace Power Draw - A sign of the future?
2:07:52 What do AMD, Intel, and Nvidia each need to focus on for success?

Level1Techs: https://www.youtube.com/channel/UC4w1YQAJMWOz4qtxinq55LQ
Previous Level1Techs Episode: https://youtu.be/Lm1IGCb2KH8
Low Latency Developer Tom Mentioned: https://youtu.be/B-Nti0FhRb8
Dave Eggleston CXL/Optane/Memory Expert Episode: https://youtu.be/mCxHcvtpfAk
https://ir.amd.com/news-events/analyst-day
https://en.wikipedia.org/wiki/Ice_Lake_(microprocessor)#Xeon_Platinum_series
https://www.tomshardware.com/news/intel-delays-xeon-scalable-sapphire-rapids-again
https://www.amd.com/en/corporate/pensando-acquisition
https://www.intel.com/content/www/us/en/products/sku/212287/intel-xeon-platinum-8380-processor-60m-cache-2-30-ghz/specifications.html
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