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Discussing Zen 5 Segmentation, Arrow Lake, and Next-Gen GPU Launches with James Prior (Guest Telegrams)

The next episode of Broken Silicon will see us be joined by James Prior once again! James has a wealth of knowledge when it comes to ANYTHING having to do with Gaming Hardware, the business behind launching said hardware, and the semiconductor and gaming industries in general. After all, he is one of the people that was part of creating the Threadripper brand at AMD!

For this episode we plan to at least discuss how AMD handled the Zen 5 launch, what AMD needs to change in the future, the state of Arrow Lake and Intel, and Next-Gen GPU strategy! In all honesty though - you could ask this guy just about anything!  You have ~24 hours to submit below!

Last time James was on: https://youtu.be/I9KTrPHkg-s?si=tfa7KRH_H0NNSnT9

Guest's LinkedIn: https://www.linkedin.com/in/jamesdprior/

Comments

Was HEDT as separate platform a temporary phenomenon? Today, I believe HEDT is filled with R9, i9, or Ultra 9 products on desktop platforms. A separate platform was only needed due to Intel's unwillingness and AMD's inability to bring high corecounts to desktop. Counterargument is often expandability, but every time I asked for specifics, it became clear this is needed for a WORK computer - in other words, a workstation, not high end desktop!

KarbinCry

Do we know the PCIe bandwidth of Kraken Point yet? Could Kraken Point be used in sub $130 CPUs?

TechnoLadz

Is it cheaper?

Nathan Schied

Set the brightness to half and don't worry about it. It's like with hearing, car battery discharge, etc. the harder you push it, you take exponentially more life out of it, but you also get exponentially more with less stress on it. A contributing factor to it being a problem before is that older oleds weren't as bright as other displays so people would run them harder all the time, plus fewer mitigation strategies at the time, like dimming static elements. One thing to consider is that with burn in, should you get it, it is because you always have the same thing showing, but whenever that IS showing, you won't see it. Imo, if you have other things on screen often enough that burn in would bother you, you don't have to worry about burn in

Nathan Schied

Hi James and Tom, IIRC the last time James came here was like exactly 1 yr before and I still remember the discussion on AMD being afraid on cannibalism. There are rumours from this channel and other pages said that AMD postpone the RDNA4 launch despite the readiness to "hope and clean up the RDNA3 stocks". Do u think this is another example of the "cannibalism" issue? And do u think they should accept the loses and just release the product before NV's 50 series especially rumours on the performance, cost and power consumption flying around? Cheers

MinG3825

Should AMD have released their Zen 5 x3D products first and then release their standard products?

PCDog

I approve of this message.

Jen-Hsun Huang

Hey Tom and James, What would be your wishlist of games to see Intel highlight in their Battlemage debut that would signal that they're actually trying to get this launch right? By that I mean, games that aren't obviously something the GPU vendor partnered on for PR purposes, like Forespoken.

Cleansweep

Do you foresee APU replacing low to mid-range desktops? Would this hurt add-in gpu profit margins?

Felix Huang

Hi Tom and James how do you view AMD's pivot to the UDNA? To me it seems like AMD's choosing similar strategy that worked with ZEN where they focus on server first and RYZEN being basically just successful byproduct of that development. How will it differ from RDNA?

QuickJumper

Are OLED monitors good for people that do a lot with static elements (taskbar constantly showing, task manager always up, minimaps in games that can't be turned off, etcetera) for many years, or are burn-in and pixel degradation still prevalent? I'm looking for either 27" 1440P or 32" 2160P at 240+ Hz, hate curved, and it feels like every good monitor is OLED. I use 2 monitors and can't handle different sizes, resolutions, nor display types (LCD vs OLED) for them, while the secondary one is almost always displaying the desktop and taskbar. I do many 16+ hours straight sessions and try to have my monitors last a decade or more.

Trevor Renfro

I highly doubt it. AMD doesn't want bad reviews period and they have a history of badly presenting and marketing new products. This was just another blunder.

Question Generated By JensenGPT

There have been reports that AI (non-gaming) Blackwell is having issues with overheating when put into racks, which degrades performance heavily. This is allegedly the reason Blackwell was delayed. Is this rumor actually true or is it just over-exaggerated, and do you think this is a sign that Nvidia is moving too fast and can't keep their breakneck pace forever? Will these development woes potentially lead to issues in their Blackwell (and later) gaming products?

Question Generated By JensenGPT

Do you think what Intel is doing in dgpu is even a serious consideration at NVIDIA and AMD or are they ignoring Arc like everyone else? Other than enthusiasts that buy weird, shitty hardware for the hell of it, I don’t think anybody cared about Alchemist.

Lucas

Should we follow Intel’s brave move to make their Pentium chips into “Intel processors” and simply call all our products “RTX Nvidia GPU”?

Jen-Hsun Huang

Is it possible that AMD in a 4D-Chess Move launched Zen5 early knowing its mediocre performance would lure Intel into releasing Arrowlake also early and unfinished as they did? Just to then release the 9800X3D to utterly destroy Intel once and for all in Desktop Gaming?

Zander K.

Any news on Zen5 TR? Will it have 3D cache variant?

Sakosha

How is AMD's 2D packaging arguably better and more effective than Intel's 2.5D packaging and chiplets?

Benjamin Cannon

Do you have any insights into how AMD decides to forecast and allocate wafer supply across products lines? I've long assumed it was margin based but that desktop consumer could have higher volume because of sharing chiplets with data center but that was just an assumption.

B. Fish

It seems like everyone is eating each other’s lunch in the semiconductor industry. With Intel, AMD, Qualcomm, and Nvidia all producing GPUs and CPUs from smart phones to desktops and in many cases data centers, who is best positioned to come out on top in 5 years?

Frobozz

Hi Tom & James, it seems to me AMD's desktop lineup is named and segmented well. Do you have any insights as to what on earth they are thinking on laptop?

B. Fish

When, if ever, will we see flagship CPU’s or GPU’s manufactured on US soil? Will the CHIPS act really achieve what it was designed to achieve?

Frobozz

Hey Tom and Guest, Do we continue to see truncated groupings of price and performance in the gpu market. With a top tier, close to top tier, better than mid tier, mid tier, below mid alignment. This appears to be Nvidias GPU strategy to say as many cards as possible are better than what gamers think of as mod range / 70 tier. Will CPUs start to look this way with increasing X3D price premiums.

BaconHouse Collective

How are multi-generation product roadmaps defined and how do these change over time? For example, RDNA4 appears to be a midrange focused iteration of prior generations, while the future shift to UDNA looks like more of a 'reset'. What market factors and timescales drive these roadmaps in general?

transpose1195

With X3D CPUs now allowing for better productivity performance than non X3D given the same core count, how should AMD product segment their chips for Zen 6? Where should simplifications be made if any?

FloridaMan

What improvements does Microsoft need to make to Windows to support upcoming AMD and Nvidia ARM ventures?

FloridaMan

Would you agree that the gaming industry will eventually move to all path tracing? How would render pipelines and architectures need to change to adapt to support primarily path-traced games?

FloridaMan

Hair brained thought incoming. Recently I've been learning the complete boot flow of any given UEFI supporting platform, and have come to the conclusion that without UEFI and mass support of the legacy x86 boot process, the OS support for x86 would be just like a random no-name ARM or RISC-V SBC. And then I combined that thought with the knowledge that GPUs have internal processors and a VBIOS. Do you think it would it be possible to bring up EDK2 to support a GPU and boot Linux on it?

prick

What circumstances would need to be present for AMD to start adding two layers of cache to the X3D CPUs?

FloridaMan

if AMD made a new IOD for zen 5+, would it make sense to also launch zen 4+ parts with it?

shea


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