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    Question What will the CPU industry marketshare look like in the future? The Rise of ARM?

    The classic story of the half empty glass... First, The efficiency I mentioned is true and measured. I didn't twisted anything. Second, the NPU will have it's dedicated power island. It's obvious. Third, Vmax (1760MHz) is only to know how the circuit reacts at it's limit. Final speed of...
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    Discussion AMD's Future CPU-APU Gone ARM !!!

    That's what I did in the dedicated thread: You're welcome
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    Discussion AMD's Future CPU-APU Gone ARM !!!

    I may be wrong but I feel these messages totally inappropriate. By definition, a forum is a place where you exchange ideas, confront opinions and in Anandtech case, also discuss the technical solutions and merits from different parties, with courtesy and respect. A forum is not a single sided...
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    Discussion Qualcomm Snapdragon Thread

    You wrote exactly: Where did you say "CPU" systems? None. But yeah I know, it's your typical Goal Post Moving tactic when you (often) loose the argument You know very well what I mean. The Epyc puny bandwidth to the accelerator with the garbage tiers PCIe Gen5 x16 at 128 GB/s vs 900GB/s on...
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    Discussion AMD's Future CPU-APU Gone ARM !!!

    Yes it's huge. They are in the infancy but they put lot of resources in this division. BTW Boston Dynamics was a research project with no real revenue down the road (they were focused on military application first). Google took over and in their typical fashion, had no idea what to do with it...
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    Discussion Qualcomm Snapdragon Thread

    One can apply the same reasoning and say that Epyc is a "funny toy with no bandwidth capacity"
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    Discussion Qualcomm Snapdragon Thread

    it's coming https://www.dell.com/en-us/blog/power-the-enterprise-ai-experience/ BTW last quarter Nvidia sold more Grace CPUs in DC than AMD Epyc. But Grace2 is where the fun really starts...
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    Discussion AMD's Future CPU-APU Gone ARM !!!

    I forgot to reply this part. Obviously AMD know their weakness and they are working hard to fill the (huge) gap. No question. But they are not fighting a standing still target like complacent Intel was in CPUs. NV was already moving fast and yet they accelerate the pace with the announcement of...
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    Discussion AMD's Future CPU-APU Gone ARM !!!

    The market is more fragmented than you say, even in IT industry. Memory: Sk Hynix, Micron, Samsung Storage: WD, Samsung, Seagate, Kioxia, Micron Phones: Apple, Samsung, OPPO (inc VIVO and 1+), Xiaomi CPU SoC: Intel, AMD, Apple, QC, Mediatek and soon Nvidia and so on Sorry but your argument...
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    Discussion AMD's Future CPU-APU Gone ARM !!!

    I removed the emotional rage from my quote and focus on the interesting points: 1. Like it or not, ARM bring competition and that's already a lot. Unless you are happy with 2 players monopolizing the CPU PC space status quo. Competition brings innovation and better value for money. The same...
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    Discussion AMD's Future CPU-APU Gone ARM !!!

    1. Size comparison then and now: In 2015, AMD Market Cap was $2.2B with $4B Revenue and $660M net income in 2015 NVDA market cap was $17.7B with $4.7B Revenue and $663M net income And now in 2024: AMD: $269B market cap / ~$20B revenue / less than $3B profit NVDA: $2.5 trillion market cap /...
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    Question What will the CPU industry marketshare look like in the future? The Rise of ARM?

    INT4 needs very low bandwidth but yes it's LPDDR6 on package marketing slides I saw says 10+ times efficiency gain but I guess they don't compare with same precision...
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    Discussion AMD's Future CPU-APU Gone ARM !!!

    Blackhawk performance is on part with Oryon 2 but that's not the selling point of the NV SoC. GPU Optix/Tensor ecosystem for creators (Adobe suite on ARM optimized for NV + Blender, Maya, Dassault, Siemens, etc) and new NPU for CoPilot+ AI assistant are what MS will push to fight Apple
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    Discussion AMD's Future CPU-APU Gone ARM !!!

    The past is one thing but what about now? NV2024 is a totally different beast than NV2015. In fact Nvidia with ARM is doing extremely well currently. Automotive business is on the rise with 5 billion turnover in the pipeline (Thor is a huge success). BlueField-4 DPU has a fast ramp up due to...
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    Discussion AMD's Future CPU-APU Gone ARM !!!

    Yep. I put the details in the "Nvidia enters the game. The rise of ARM" topic
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    Question What will the CPU industry marketshare look like in the future? The Rise of ARM?

    I was talking about next Nvidia N3P SoC for these new shiny Microsoft AI PCs. And sorry my memory failed me (a bit) after checking. So let me explain quickly: Test chip was on TSMC 5nm and reached nearly 100 TOPS/W (see attached slides). On next N3P SoC, efficiency should be 30% higher, thus my...
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    Question What will the CPU industry marketshare look like in the future? The Rise of ARM?

    And that's trashcan level NPU. New NV NPU block does 130 TOPS/W/nm2 on N3P for the basic CoPilot redacted app and AI PC moniker. Serious AI will be one on Blackwell Tensor no profanity in tech esquared Anandtech Forum Director
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    Discussion Nvidia Blackwell in Q4-2024 ?

    5080 and 5090 will be announced at same time. Availability will be separated by few weeks...
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    News Nvidia 2Q23 Earnings

    Very true. A few more points to show the ocean of difference right now between Nvidia and everybody else and how they will stay ahead: - Nvidia DataCenter revenue is 2 times higher than AMD and Intel combined ! - Nvidia total quarter revenue ($13.5B) is higher than intel total quarter revenue...
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    Question 4070ti vs 7900xt

    Go for the RTX 4070Ti. It's the best product overall. Performance is very similar but: - DLSS3 + Reflex are killer features, without any equivalent from AMD, especially if your CPU is not last gen, DLSS3 is game changer. More than 50 games are coming with DLSS3 in a short time. That's a big...
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    4070TI reviews thread

    Try the INNO3D X3, the smallest RTX 4070 Ti to my knowledge. Les than 300mm and only 2 slot https://www.inno3d.com/en/PRODUCT_INNO3D_GEFORCE_RTX_4070_Ti_X3_OC
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    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    TPU screwed up. They use a 5800X CPU. Most reviews show 70~80% uplift over 3090 (Full Ada vs Full Ampere will probably be the same)
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    Discussion Ada/'Lovelace'? Next gen Nvidia gaming architecture speculation

    Games don't use yet all features like SER, DMM and OMM. but still the performance is already excellent. Instead of looking at the half empty glass, maybe you should also look at the half full one... RT perf (5 times faster than RDNA2) And in rendering, it's another huge generational leap (6...
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    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    This is what Grace Superchip was until using NVLink-C2C. And Hopper had also this feature but it was canceled/postponed (the fused dies solution was called GH202)
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    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    From own AMD financial number, their CDNA sales is insignificant compared to A100 (not even 10%). So no, except the exascale government deals and one EU supercomputer, AMD GPUs have zero presence in HPC (yet). CDNA3 may change it tho
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    Discussion Ada/'Lovelace'? Next gen Nvidia gaming architecture speculation

    A100 is also on a custom N7 node and Nvidia didn't lie after some people posted the die analysis. Hopper/Lovelace are really on a custom N5/N4 process that is basically a preview of N4X
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    Discussion Ada/'Lovelace'? Next gen Nvidia gaming architecture speculation

    That's one way to think about it. But the die was bigger and more important Nvidia was taking care of all R&D cost for this custom SoC, including tape out. It was a good deal in my opinion but you are free to disagree.
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    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    Add $40 to 45 for ~600mm2 substrate, interconnect process, extra packaging (6 vs 1) and extra process/test. At the end, it's a draw in cost. Difference will be from yields but with TSMC D0 at 0.07 and die harvesting, it's another mood point. So let's say they cost the same and call it a day
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    Discussion Ada/'Lovelace'? Next gen Nvidia gaming architecture speculation

    Nothing was really disclosed until the deal was approved but yes, the goal was to replace Mali with GeForce. Regarding Nvidia graphics IP, it scales very well at low power. In fact, the GPU part of NV SoCs were never a problem on the Tegra line. On the contrary. Finally, a small story about the...
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    Discussion Ada/'Lovelace'? Next gen Nvidia gaming architecture speculation

    I don't know if it's sarcastic but the ARM acquisition was to ditch MALI and license GeForce GPUs instead and develop new CPUs cores for HPC and datacenter markets
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    Discussion Ada/'Lovelace'? Next gen Nvidia gaming architecture speculation

    19k for Time spy extrm is Kimi sandbagging on cut down low frequency AD102. Full die (SM and all L2 cache activated) equivalent to AIB OC models will be above 25k at less than 600W (can't be more specific for obvious reasons)
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    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    Current TSMC D0 on N4 is 0.07 and you get more than 90% yields on AD102-300 (the rumored cut down 126SM out of 144) due to dark silicon, redundancy measures and natural disabling of unused SMs To say that the price in a mood point on AD102 vs Navi31 due to the high cost of 3D stacking, MCM...
  33. X

    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    So you fight a ~600mm2 N4 AD102 with 500mm2 6N + 500mm2 5N + 3D stacking + substract N31 :eek: Better for AMD to be much much faster than AD102 because this thing is way more expensive ! PS: I don't have any source at AMD so I don't have any idea if the leak is possible. However, one thing is...
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    Discussion Ada/'Lovelace'? Next gen Nvidia gaming architecture speculation

    Kopite has good source but what he says is non sense. Lovelace architecture was frozen 10 months ago and nothing has changed since. It's not a trivial task to get these multi billion transistors dies and you can't update a design in the middle of the road, unless you want to delay the product by...
  35. X

    Real-time reflections being done in 1998...no ray tracing needed

    nowadays RT is bit more complex than square shapes, a thousand polygons and screen space reflection. maybe you should look at what Nvidia presented last month:
  36. X

    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    That's right. it's the same but technically every customer will use N6 as it's cheaper and better suited for cache than N7 (N6 is just a refined N7 optimized for cost)
  37. X

    Discussion Ada/'Lovelace'? Next gen Nvidia gaming architecture speculation

    Yep, the target is 2.5GHz boost. Let's see how good is their new AI EDA toy in circuit layout optimization...
  38. X

    News Intel GPUs - Battlemage officially announced, evidently not cancelled

    At this point it's really alarming and it will end up fighting against Lovelace. Good luck with that ! Basically, it looks like Alchemist is just a (very costly) beta test for Battlemage. Let's hope Pat won't sack this Gaming GPU division. We need competition...
  39. X

    News Intel GPUs - Battlemage officially announced, evidently not cancelled

    Agree ! They must continue their journey in their highly competitive GPU market. They can't give up now Agree again, except that their 2.5G network PHY has been plagued with huge bugs and they revised the silicon 3 times before it's really usable in pro environment. But that's the exception...
  40. X

    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    As a reminder, TSMC N7 and N6 use same equipment and same production lines. N5 use different line that is shared with N4
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