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Broken Silicon 260: Intel Lunar Lake Analysis, Arrow Lake IPC, AMD Zen 5 Strix, Nvidia AI Computex

Lion Cove is only getting a 14% IPC increase, and we discuss all Computex 2024 News!

00:00 Tom needs Sleep, but he saw Modest Mouse! (Intro Banter)

3:44 Onshoring Silicon Misconceptions (Corrections)

9:30 Midrange GPU Pricing's INSANE, AMD Rebaits Backfires

19:39 Should you sell your 4090? How strong can RDNA 4 be?

25:52 Nvidia Unveils Vera Rubin & Snubs Gamers at Computex

33:44 Is Nvidia overhyped? Is the Copilot+ TOPs requirement arbitrary?

36:03 AMD Reveals EPYC Turin, MI325X, MI350X, and more!

45:40 Zen 5 Architecture & Ryzen 9000 Granite Ridge Detailed!

56:45 Should you wait for B850 or buy a 7800X3D w/ B650 now?

58:39 AMD AI 9 300 Strix Unveiled!

1:05:00 Does AMD know how to be #1? What’s the point of Sound Wave?

1:13:53 Qualcomm Snapdragon X Elite gains TONS of OEM Support

1:20:43 Intel Lunar Lake Analysis – Red Flags Galore!

1:35:12 5090 28GB, 17.6 Gbps DDR6, EPYC 4004, GT 710 GDDR6 (Wrap-up)

1:38:04 Economic Bubbles, Public Perception of AI, Hot Chips Sponsors (Final RM)

https://youtu.be/o_qlPl58qcY?si=Cy4Xy2yWifd_42d8

https://amzn.to/4eb1Qsj

https://www.youtube.com/live/pKXDVsWZmUU?si=qmpygSerkontpjAd

https://blogs.nvidia.com/blog/computex-2024-jensen-huang/

https://www.nvidia.com/en-us/geforce/news/g-assist-ai-assistant/

https://videocardz.com/newz/nvidia-unveils-vera-rubin-as-next-gen-gpu-architecture-patron-rubin-ultra-to-sport-12-hbm4-stacks

https://www.youtube.com/live/MCi8jgALPYA?si=eJ6SRFpx8ExKPxBW

https://www.amd.com/en/newsroom/press-releases/2024-6-2-amd-accelerates-pace-of-data-center-ai-innovation-.html

https://www.amd.com/en/newsroom/press-releases/2024-6-2-amd-unveils-next-gen-zen-5-ryzen-processors-to-p.html

https://www.amd.com/en/newsroom/press-releases/2024-6-2-amd-unveils-next-gen-zen-5-ryzen-processors-to-p.html

https://www.youtube.com/live/5R3QpKMciEw?si=EqoIImjaJ13rhFn0

https://www.qualcomm.com/news/releases/2024/06/qualcomm-computex-2024-keynote-unveils--the-pc-reborn--with-snap

https://signal65.com/wp-content/uploads/2024/05/NewSurfaceLaptop2024_Signal65LabInsights_r1.01.pdf

https://www.intel.com/content/www/us/en/events/computex.html

https://www.anandtech.com/show/21425/intel-lunar-lake-architecture-deep-dive-lion-cove-xe2-and-npu4/6

https://twitter.com/thraxbert/status/1797809739138728240

https://videocardz.com/newz/nvidia-rtx-5090-new-rumored-specs-28gb-gddr7-and-448-bit-bus

https://videocardz.com/newz/next-gen-lpddr6-memory-to-hit-up-to-14-4-gbps-data-rate-ddr6-up-to-17-6-gbps

https://videocardz.com/newz/amd-launches-epyc-4004-cpus-on-am5-package-up-to-16-zen4-cores-3d-v-cache-for-699

https://www.techpowerup.com/gpu-specs/radeon-rx-6800.c3713

https://www.microcenter.com/product/674503/amd-ryzen-7-7800x3d-raphael-am5-42ghz-8-core-boxed-processor-heatsink-not-included

https://youtu.be/YywHyv66If4

Broken Silicon 260: Intel Lunar Lake Analysis, Arrow Lake IPC, AMD Zen 5 Strix, Nvidia AI Computex

Comments

I agree it will be great for thin and light - but seeing LNC only deliver a 14% boost spells very bad news for high performance products over the next few years...and I don't think AMD will have any trouble competing in thin and light efficiency.

Moore's Law Is Dead

AI software features from OEMs for Strix laptops will be even more telling if the software isn't even offered on Intel laptops...

Lo_Res_Gamer

Have you looked into any of architectural breakdowns of lunar lake? It actually looks impressive for thin and lights which is a market they need to hang on to. so I think it helps them there if performance pans out. Also from what I understand lion cove could be an umbrella term, meaning the cores can be tweaked depending on the application. Like I heard server variants might have hyper threading. It seems like a shift in the right direction for actual change.

Mark Mitchell


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