Telegrams for "September" Loose Ends
Added 2023-10-19 16:32:44 +0000 UTCToday AMD finally announced Zen 4 Threadripper, surprisingly including non-Pro models, and also the RX 7900M. Meanwhile there has also been the following news over the past 4 weeks:
- Bombshell Microsoft XBOX Leaks
- Microsoft Successfully Closing their Acquisition of Activision-Blizzard
- Confirmation that Intel will NOT be launching a true Desktop Meteor Lake Generation
- Revelations that Intel only has a Raptor Lake Refresh to compete with Zen 5 initially
- Revelations that Arrow Lake will end up competing with Zen 6
- A mountain of Zen 5, Zen 6, and EPYC Leaks
- The Release of the A580
So we have a lot to discuss - let's get on with it! You have ~4 hours to submit questions and comments below. Tom will be conducting the Loose Ends today in order to address the latest news, and the non-premium Broken Silicon will drop tomorrow!
P.S. We apologize over here for how delayed these Livestreams have been lately, but it has been quite a chaotic couple of months for the MLID team, so we hope you understand.
Comments
So, with Nvidia super coming, should we expect RDNA3+ 7X50 desktop cards?
FloridaMan
2023-10-19 21:45:06 +0000 UTCIt's becoming clear today with the threadripper 7000 announcement that AMD slapped 96 big cores at up to 5.3 ghz onto the smaller "SP6" socket (same size as previous generation epyc SP3/sTRX4). Still with up to 8 channel DDR5 and 128 lane PCIe gen5. https://images.anandtech.com/doci/21092/AMD%20Ryzen%20Threadripper%207000%20Pro%20and%20Non%20Pro%20Slides%20%287%29.jpg https://images.anandtech.com/doci/21092/AMD%20Ryzen%20Threadripper%207000%20Pro%20and%20Non%20Pro%20Slides%20%286%29.jpg If they had that 12 chiplets on small socket trick up their sleeve, what do you think they built the giant SP5 socket for? Is there some mega SKU with >400w or more than 12 chiplets coming next gen for that socket?
Crast
2023-10-19 21:00:32 +0000 UTCHi Tom. When Microsoft assesses Game Pass, how much do you think Office 365 is taken into account? From what I've seen, the revenue of Office 365 last year was about 63.36 billion and they have about 345 million paid seats.
Bassern
2023-10-19 20:24:49 +0000 UTCWith Zen 5 on the Horizon, do you think they'll keep mixing 3D V-Cache with "regular" CCDs, like on the 7950X3D? If so, do you think they'll fix the issues with games not using the correct CCD? Instead of relying on the Game Bar (if I recall correctly). Maybe even crazy combos like 3D V-Cache plus a high density-die? oO
Dave Scholze
2023-10-19 20:12:48 +0000 UTCWhat hardware is left to release this year? MI300 and Meteor Lake spring to mind but that's about it. A laptop equivalent of the 7800X3D would be nice but I've not seen any rumours.
Chris Rijk
2023-10-19 19:03:21 +0000 UTCDo you have any updates for OEM support for strix halo? I believe there was a leak Asus was putting it in a Tuf model which is concerning because while pricing should be decent, they're definitely a step below rog or their creator laptops in build quality & materials.
B. Fish
2023-10-19 17:47:35 +0000 UTCSo finally, the 7900m comes to a laptop: an 18inch Alienware for $2800. I can't imagine they're going to sell a ton of these given the size and price, did AMD just give Dell a deal to get this into something and/or do you have any other details?
B. Fish
2023-10-19 17:45:18 +0000 UTCI mean, I guess if you want to make Linus happy from LTT, but he's lost some credibility anyway, so I don't think anyone will care
FloridaMan
2023-10-19 17:23:58 +0000 UTCLet's assume that AMD doesn't hold back in Zen 5 desktop. How will 8+16 Arrow Lake look compared to the possible 8 Zen 5X3D vs 16 Zen 5C CPU
Benjamin Cannon
2023-10-19 17:08:05 +0000 UTCAny update on the layout of the Strix Halo, it can have 2 different Zen 5 CCDs but will the IO and GPU be on one chiplet or will there be 2 separate ones?
Benjamin Cannon
2023-10-19 17:04:30 +0000 UTCThey are far to pro-AMD biased.
Jen-Hsun Huang
2023-10-19 17:01:36 +0000 UTCIs Zen 5's client IOD the same one as the Zen 4 IOD or is it a new IOD entirely, maybe with some Zen #C cores to improve light workload power consumption on Fire Range?
Benjamin Cannon
2023-10-19 17:01:31 +0000 UTCDon't forget the pernicious efforts of Userbenchmark.
KingHarkinian
2023-10-19 16:59:54 +0000 UTCAs we advance towards Zen 5 (more corner cases, AVX 512, etc), it seems that AMD focuses their designs more and more on servers. Zen 4 was already very good for laptops and enjoyed only mild success, while it seems servers is where it really goes hard. Do you think that the stronger success in enterprise/server is pushing AMD to focus more and more on server oriented designs as time goes on? Will they at some point stagnate in value as consumer CPUs while they keep growing for server?
KingHarkinian
2023-10-19 16:58:41 +0000 UTCI suspect that Pat Gelsinger had RPL-R released out of peer pressure, whether from AIBs or from the board. The generation brings no goodwill to Intel, and gives them nothing that they didn't already have (except more memes). Do you think Pat, or Intel's management broadly, may be under quite a bit of pressure?
KingHarkinian
2023-10-19 16:54:17 +0000 UTCWith Arrowlake having to fight with Zen 6, do you expect intel pushing even more power on desktop platform, especially the 40 core die?
Dark Side of the Force
2023-10-19 16:49:55 +0000 UTCNo, it loses to grace Superchip anyways.
Jen-Hsun Huang
2023-10-19 16:48:41 +0000 UTCIs it a coincidence, a sign of fate, or some engineer at the end of his rope that decided to create the "Repeller" generation for Intel?
KingHarkinian
2023-10-19 16:46:45 +0000 UTCIntel didn't bother to sample Sapphire Rapids Xeon W to any reviewers, do you think AMD will follow suite? If not, do you think AMD getting a lot of Threadripper reviews could pressure intel into getting Xeon W into reviews too?
qhfreddy
2023-10-19 16:46:10 +0000 UTCMS never cared to have a hand in how their studios' games are made. Kotick leaving Activision doesn't mean the board or any amount of higher level employees leave. Activision is financially extremely successful. Please tell me that I'm not crazy in shooting down this idea that "MS buying Activision is a good thing". MS's goal was always to establish a large monopolistic position in every market. They have no reason to change much at the successful Activision, no reason to move anything. Activision will stay exactly as it was under Kotick until something goes south hard.
KingHarkinian
2023-10-19 16:45:39 +0000 UTCThanks for the update on Intel's progress with their graphics drivers for Arc. Not all is well with Intel in general but at least they've not given up and Meteor Lake might turn out to be a viable low end gaming processor. It was nice to hear something more positive as I think there's been a bit too much pessimism in the tech community lately - a lot of nit-picking and "glass half empty" takes.
Chris Rijk
2023-10-19 16:44:18 +0000 UTCWill there be a large delay in the launch of Threadripper for Zen 5/6 like there was for Zen 4?
CompressedAIBlocks
2023-10-19 16:44:03 +0000 UTCShould AMD retroactively release zen3 to TRX40?
qhfreddy
2023-10-19 16:42:57 +0000 UTCWhile it is a pleasant surprise to see AMD "try" to reach down into the lower price segment with Threadripper, I can't help but think they've put an awful lot of artificial segmentation into the lineup... Do you think this is just the product of a lack of competitiveness in Intel's offerings?
qhfreddy
2023-10-19 16:42:37 +0000 UTCRegarding the XBOX...river (that ain't a leak anymore ma'am), Phil Spencer mentioned that "if things didn't go the way they were planned, XBOX would have to make a decision regarding their future in gaming". Care to hazard a guess as to when's the red line for MS to make a decision and why?
KingHarkinian
2023-10-19 16:42:18 +0000 UTCWill we get a new chipset for Zen 5, or will it be a repeat of X570 handling Zen2 and Zen3?
AdanFS
2023-10-19 16:39:45 +0000 UTCAnswered Assuming that Zen 5 desktop can use Zen 5, Zen 5X3D, and Zen 5C chiplets, do you think that the 8950X3D would use a 5X3D and a 5C chiplet or would they call it a 8960X3D as you mention in one of your videos. I guess my question is how much extra will they charge over a 8950X/X3D
Benjamin Cannon
2023-10-19 16:38:54 +0000 UTCTom. Ignoring how bad RPL-R or ADL++ if you prefer that term will be against Zen 5, how bad will Arrow Lake be against Zen 6? Will it be an even larger gap? Is this effecting their reputation at all with OEMs/SIs?
CompressedAIBlocks
2023-10-19 16:37:22 +0000 UTCAMDumb make 7900M can’t even beat 4080 $2800 If we could have 100% marketshare we could lower prices and still make more profit. AMD is only kept alive because Intel and Moore Threads subsidize them.
Jen-Hsun Huang
2023-10-19 16:35:03 +0000 UTC
