Discussion RDNA4 + CDNA3 Architectures Thread

[DisEnchantment]

With the GFX940 patches in full swing since first week of March, it is looking like MI300 is not far in the distant future!
Usually AMD takes around 3Qs to get the support in LLVM and amdgpu. Lately, since RDNA2 the window they push to add support for new devices is much reduced to prevent leaks.
But looking at the flurry of code in LLVM, it is a lot of commits. Maybe because US Govt is starting to prepare the SW environment for El Capitan (Maybe to avoid slow bring up situation like Frontier for example)

See here for the GFX940 specific commits

History for llvm/lib/Target/AMDGPU - llvm/llvm-project

The LLVM Project is a collection of modular and reusable compiler and toolchain technologies. - History for llvm/lib/Target/AMDGPU - llvm/llvm-project

github.com

Or Phoronix

More AMD "GFX940" Enablement Work Landing In LLVM - Phoronix

www.phoronix.com

There is a lot more if you know whom to follow in LLVM review chains (before getting merged to github), but I am not going to link AMD employees.

I am starting to think MI300 will launch around the same time like Hopper probably only a couple of months later!
Although I believe Hopper had problems not having a host CPU capable of doing PCIe 5 in the very near future therefore it might have gotten pushed back a bit until SPR and Genoa arrives later in 2022.
If PVC slips again I believe MI300 could launch before it

This is nuts, MI100/200/300 cadence is impressive.



Previous thread on CDNA2 and RDNA3 here

Question - Speculation: RDNA3 + CDNA2 Architectures Thread

Man I have been dying to make this one for a while now. First rumours for RDNA3 are here so new thread time! Just going to start off with this one for now: kopite7kimi on Twitter: "@VideoCardz Ah, I mean a simple mcm design with 10240 cores is not enough. Because the lift from RDNA2 to RDNA3...

forums.anandtech.com

 

[PJVol]

If they don't counter the biggest feature of Blackwell (fake MSRP technology)

Is it really? (or to put it another way, are people so dumb to give it any weight?)
On a serious note, I think FSR should be their first and foremost priority.

 

[ToTTenTranz]

They can lower prices once stock normalizes.

Useless. The release reviews will all be negative and no one will care about the new price.


Negative jebaited is going to be even worse than the original jebaited.

Is it really? (or to put it another way, are people so dumb to give it any weight?)
On a serious note, I think FSR should be their first and foremost priority.

Biggest feature of Blackwell in gaming is transformer-based upscaling, where the advantages far surpass the disadvantages compared to the older CNN model and the latter are bound to be mostly solved as well.

DLSS4 gets about the same image quality with 50% horizontal base resolution as DLSS2 did with 66%, and this is pretty huge.

 

[GodisanAtheist]

You do still have to pay the piper with fake MSRPs.

When someone with $750 in their account goes to buy your card and discovers that it is, in fact, $1100 on store shelves something has to give.

Either the brand is damaged, the product is damaged, or in the absolute worst case scenario the customer goes and buys something different with their $750 especially your competitor's product.

 

[GTracing]

Useless. The release reviews will all be negative and no one will care about the new price.

They can do fake MSRP, sell the bulk of the GPUs at market value, and then lower prices again once stock normalizes.

 

[adroc_thurston]

Are you saying they had no margins on the 9070 series before they decided to delay the cards to hike the price?

Why have less margin when you can have more margin? It's not like they can drive any volume without the halo part.

 

[gaav87]

They can do fake MSRP, sell the bulk of the GPUs at market value, and then lower prices again once stock normalizes.

This worked great in the past. FIRE SALE FIRE SALE mss >10%

 

[gaav87]

Why have less margin when you can have more margin? It's not like they can drive any volume without the halo part.

No sane/normal person in EU is even looking at the 5090 and care about it. Most 5090 reviews have half the views of 5080 reviews on most review channels... And 99% of them are cause 5090 launched first.
Your HALO and Shotgun is wrong in the current market sorry. Most people want 9070xt at 649$ or lower and will buy it at this price in masses.
Look how well 7800xt 7900xt 7900xtx is selling atm... Most ppl got tired of waiting on march and just went with what u can get.
1600-2200euro 5080 or 650euro 7900xtx ?!?

 

[gdansk]

are people so dumb to give it any weight

Yes, it seems so. B580 are selling at prices where they do not make sense.
Why? I suggest the very positive initial reviews are a large part of it.

 

[coercitiv]

I suggest the very positive initial reviews are a large part of it.

Nah., people just want the Intel GPU driver experience.

 

[lucasworais]

Y’all acting like AMD is not allowed to change their strategy LMAO. Nvidia effed up and now they have an opportunity to profit more, that’s it. Move on. Y’all ain’t gon buy no novideo card for cheap this generation.

 

[gaav87]

Found it fake so im editing.
Its rumor based on rumor based on another rumor

 

[Ranulf]

Nvidia should respond to the Always Marketing Disaster with
"Always Melting Dude"

Hah, I'm stealing those.

 

[coercitiv]

Frank reponse to the 9070xtx 32gb comedy gold.

At this point all they can do is joke. They lost control over their own launch narrative, AMD marketing is now reduced to rumor denials on Xitter. I hope they'll have FSR4 in very good shape by the time of the announcement, so they can hype it with tech demos for the press. This should help them stabilize a bit.

 

[inquiss]

Deepseek might have lowered the orders for AI-only chips. The effect for that should take months, but will be there.

Why would deepseek reduce the demand for AI chips? Why would AI progress reduce the need for more compute?

 

[adroc_thurston]

No sane/normal person in EU is even looking at the 5090 and care about it

Oh indeed. But it's a brand statement. Wanna win? Build one.

 

[jpiniero]

Why would deepseek reduce the demand for AI chips? Why would AI progress reduce the need for more compute?

Kill the hype. The hype is what's driving demand.

 

[maddie]

Y’all acting like AMD is not allowed to change their strategy LMAO. Nvidia effed up and now they have an opportunity to profit more, that’s it. Move on. Y’all ain’t gon buy no novideo card for cheap this generation.

If your strategy changes on a short timeframe, it isn't strategy. We have misused words for so long, we've forgotten the original meanings. I'm convinced there is no true strategy at work, outside of some wishy-washy public announcements.

 

[In2Photos]

Y’all acting like AMD is not allowed to change their strategy LMAO. Nvidia effed up and now they have an opportunity to profit more, that’s it. Move on. Y’all ain’t gon buy no novideo card for cheap this generation.

Why didn't AMD do this on the CPU side of things with Intel effing up? Pricing for Ryzen has remained rather competitive despite Intel dropping the ball.

 

[ToTTenTranz]

Why have less margin when you can have more margin? It's not like they can drive any volume without the halo part.

That's what they've been doing for the last 10 years and their mind and marketshare has never been worse.
All the margins in the world will be useless if they don't sell enough units to increase marketshare and brand recognition.

No units sold means there's no reason for devs to implement their features and optimize for their hardware. The notion that Always Marketing Disaster is a sub-optimal brand will keep being perpetuated with this price hike.


I've bought only Radeon cards for my main setup for 20 years now, mostly because I think supporting Nvida's monopoly means I'm shooting myself in the foot on the long run.
But honestly, if AMD is skipping this chance for a homerun, I guess I don't really care anymore. I'm not supporting a company who refuses to help themselves. I'll just buy Nvidia.

Y’all acting like AMD is not allowed to change their strategy LMAO. Nvidia effed up and now they have an opportunity to profit more, that’s it.

More like Nvidia effed up big, but AMD is making sure they eff up small or suffer no consequences to their failure at all.

Why would deepseek reduce the demand for AI chips? Why would AI progress reduce the need for more compute?

Less VRAM and tensor performance needed to reach the same results -> lower hardware requirements for established roadmaps -> lowered order numbers.

The RTX5090 and even the 4090 can now run local models with the same output quality as GPT o1-mini which is already spectacular for 99.9% of corporate use. Before deepseek, such a feat was only available on the much more expensive H100.

If I am to implement LLM agents in my company with $5k worth of GPUs instead of $70k, I will (quite literally, I am probably pushing for this in my company).
And so will many other companies.

 

[coercitiv]

If your strategy changes on a short timeframe, it isn't strategy. We have misused words for so long, we've forgotten the original meanings. I'm convinced there is no true strategy at work, outside of some wishy-washy public announcements.

Allow me to complement your post with a short refresher for everyone in this thread. Straight from the horse's mouth:

So, my number one priority right now is to build scale, to get us to 40 to 50 percent of the market faster. Do I want to go after 10% of the TAM or 80%? I’m an 80% kind of guy because I don’t want AMD to be the company that only people who can afford Porsches and Ferraris can buy. We want to build gaming systems for millions of users.

AMD’s Jack Huynh to Tom’s Hardware

We've been building momentum with Radeon. Our strategy is similar to Ryzen—focus on value, listening to the community, and providing features they care about. We want to ensure that Radeon graphics deliver excellent capabilities for gamers at reasonable price points.

AMD's David McAfee to TechPowerup

build scale, 80% TAM, millions of users, strategy, reasonable price points. They said it, nobody forced them.

 

[ToTTenTranz]

Allow me to complement your post with a short refresher for everyone in this thread. Straight from the horse's mouth:



build scale, 80% TAM, millions of users, strategy, reasonable price points. They said it, nobody forced them.

The people here who are celebrating the price hike will tell you these guys have no decision power and they just lie to get points in the interview.
Thing is, the internet is forever and all of these statements will be promptly remembered when the first reviews are being written and filmed.

All this hypocrisy will be called out and their reputation dragged through the mud.


Always a Marketing Disaster.

 

[blckgrffn]

The people here who are celebrating the price hike will tell you these guys have no decision power and they just lie to get points in the interview.
Thing is, the internet is forever and all of these statements will be promptly remembered when the first reviews are being written and filmed.

All this hypocrisy will be called out and their reputation dragged through the mud.


Always a Marketing Disaster.

Nah.

They’ll give it 3.5 stars for not having dlss4, MFG, not using a transformer model, or whatever else is the marketing manual. Tom’s, etc. are going to downplay it for features Nvidia has and they don’t, as always, full stop.

AMD’s reputation at large is still “hold your nose and by a card with more raw specs at a lower price with inferior software”. Given likely MSRPs of Nvidia AIB cards this should remains true. AMD just needs to make sure Sapphire or someone has a handful of basic Pulse type cards available at launch of whatever the MSRP actually is.

Outside of some hardcore spots (hi, we’re trapped here together) this changing marketing narrative is going to be water under the bridge the day there is stock of the 9070 and no stock of whatever Nvidia is selling - even if Nvidia starts out with 3x or more stock on hand. Price points and all that be damned.

Also, they’d be fools to price it low now and then get slammed with tariffs and take and even worse step of increasing their prices. The way I see it we are now getting the tariff premium - which may or may not even happen - baked into the price.

 

[adroc_thurston]

That's what they've been doing for the last 10 years and their mind and marketshare has never been worse.

That's because they suck at making halo parts.

No units sold means there's no reason for devs to implement their features and optimize for their hardware.

they own home consoles bro. They are video games.

But honestly, if AMD is skipping this chance for a homerun, I guess I don't really care anymore. I'm not supporting a company who refuses to help themselves. I'll just buy Nvidia.

good. acceptance.
They exist not to save the market or force NV pricecuts. It's all about making that sweet ass cash.

 

[jpiniero]

they own home consoles bro. They are video games.

But... the Switch...

 

[Win2012R2]

Its rumor based on rumor based on another rumor

Beats MLID...