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Broken Silicon 144: Nvidia Lovelace vs AMD RDNA 3 Economics, Nintendo Switch 2, Apple M1 Ultra

New Nvidia GeForce, Intel Alchemist, and AMD RDNA 2 & 3 GPUs are all on the horizon...as well as the Nintendo Switch 2!  Plus Apple launched a Multi-Die APU!


0:00 Tim Apple Impressions, Elden Ring Performance Corrections

7:13 Nvidia Hack – 2 Weeks Later

15:15  Nintendo Switch 2 Specs Leak

28:06 Nvidia Lovelace AD102 and Early Lineup Leaked

33:35 Why 600w almost literally has to be the limit for practical reasons

43:58 GDDR7 – Why it might be ready within a Year

50:26 RDNA 3 vs Lovelace Segmentation

1:00:45 Lovelace & RDNA 3 Economics - Who has the pricing advantage? 

1:07:42 Apple M1 Ultra Multi-Die APU Revealed

1:17:21 RTX 3090 Ti Planned to Launch March 29th

1:20:06 Intel Alchemist might be months away – when is it too late?

1:25:49 How do sources know performance of chips 2 years before they launch?

1:31:39 R7 5800X3D, Threadripper Zen3, Milan-X, and Low End Ryzen launching by April

1:38:10 Nvidia Blackwell, TSMC 3nm, FSR 2.0 (Wrap Up)

1:45:05 GPU Inflation, AMD’s War Chest, VALVE’s Console Future (Final Reader Mail)


https://www.techpowerup.com/292781/elden-ring-pc-stuttering-issues-fixed-but-only-on-valves-steam-deck

https://www.eetimes.com/hack-of-nvidia-a-national-disaster/

https://wccftech.com/nvidia-under-attack-by-hacker-group-seeking-1-million-for-lhr-ethereum-bypass/

https://en.wikipedia.org/wiki/PlayStation_4_technical_specifications

https://www.techpowerup.com/292479/nvidia-dlss-source-code-leaked

https://www.techpowerup.com/292690/malware-on-the-prowl-using-stolen-nvidia-code-signing-certificates

https://www.techadvisor.com/news/game/nintendo-switch-2-3806401/

https://www.inverse.com/gaming/nintendo-switch-2-nvidia-leak-release-timeline

https://wccftech.com/nintendo-switch-2-next-gen-console-nvidia-ampere-dlss-2-2-ray-tracing-leak/

https://twitter.com/NWPlayer123/status/1498701174609899521

https://twitter.com/NWPlayer123/status/1498714482448777216

https://developer.nvidia.com/embedded/jetson-agx-orin#:~:text=NVIDIA%C2%AE%20Jetson%20AGX%20Orin,the%20latest%20high%20speed%20interfaces

https://youtu.be/c--1_0HqB3w

https://youtu.be/FgUiQmr0p4c

https://www.anandtech.com/show/17306/apple-announces-m1-ultra-combining-two-m1-maxes-for-even-more-performance

https://videocardz.com/press-release/apple-announces-m1-ultra-chip-with-20-core-cpu-an-64-core-gpu

https://www.techspot.com/review/2357-apple-m1-pro/

https://www.techpowerup.com/gpu-specs/geforce-gtx-1650.c3366

https://videocardz.com/newz/confirmed-geforce-rtx-3090-ti-launches-on-march-29th-reviews-coming-on-the-same-day

https://www.techspot.com/news/93727-alleged-picture-galax-geforce-rtx-3090-ti-boomstar.html

https://wccftech.com/nvidia-ampere-ga102f-gpu-support-added-to-aida64-is-this-the-chip-powering-the-geforce-rtx-3090-ti/

https://www.igorslab.de/en/the-geforce-rtx-3070-ti-16gb-doesnt-come-into-arc-promises-again-and-the-gddr6x-is-itching/

https://www.techpowerup.com/292776/intel-plans-may-june-2022-launches-of-arc-alchemist-desktop-graphics-cards

https://videocardz.com/newz/intel-arc-alchemist-high-end-desktop-skus-rumored-to-launch-between-week-18-and-22-may-8-june-5

https://www.techpowerup.com/292782/amd-asks-motherboard-makers-to-remove-overclocking-options-for-ryzen-7-5800x3d

https://videocardz.com/newz/amd-also-preparing-ryzen-5700-5100-and-4700-10-new-am4-cpus-planned-in-april

https://www.techpowerup.com/292835/amd-readies-even-more-ryzen-5000-series-desktop-skus-for-april

https://twitter.com/CapFrameX/status/1501544449503072261

https://videocardz.com/press-release/amd-announces-ryzen-threadripper-pro-5000-series-available-now-with-lenovo-thinkstation-p620

https://videocardz.com/newz/amd-ryzen-7-5800x3d-to-cost-449-launches-april-20

https://videocardz.com/newz/nvidia-hopper-successor-likely-named-after-david-blackwell

https://www.techpowerup.com/292572/italy-creating-eur4-billion-chipmaking-fund-trying-to-attract-intel

https://wccftech.com/tsmc-exceeds-3nm-yield-expectations-production-can-start-sooner-than-planned/

https://videocardz.com/newz/amds-upcoming-radeon-rx-6950xt-reference-card-might-feature-an-all-black-cooling-solution

https://videocardz.com/newz/amd-to-discuss-next-generation-image-upscaling-at-gdc-2022

https://twitter.com/CapFrameX/status/1502375332829188097

https://videocardz.com/newz/xfx-china-website-shuts-down-after-chinese-customs-office-seizes-5840-illegally-mislabeled-xfx-graphics-cards-worth-3m-usd

https://www.tomshardware.com/news/amd-cpus-see-less-than-10-performance-drop-from-revised-spectre-v2-mitigations

Broken Silicon 144: Nvidia Lovelace vs AMD RDNA 3 Economics, Nintendo Switch 2, Apple M1 Ultra

Comments

Switch 2 SoC is on Global Foundries 12-FDSOI ordered by us through AMD in order to ensure AMD fulfills their minimum order with GloFo. This way any leaks can be easily pinned down to AMD. If this was a tweet would wccf make it an article?

Jen-Hsun Huang

Always enjoy episodes with Dan. I love the guests, but with Dan its just so consistent that a breadth of topics will be covered and I just enjoy hearing your takes on the what the latest hardware/software news is.

j Steez

Love it.

Simon Moon


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