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The ideal Ryzen 9 8950X design, Intel Rentable Units, Arrow Lake, and Nvidia Blackwell.


0:00 Who is Max? What made him start High Yield?

5:02 Will Nvidia use Chiplets w/ Blackwell? Was RDNA 3 a mistake?

13:05 Nvidia’s Brand Power, AMD Double Standards

25:49 Why’d AMD design N41 to be so complex? Why was it cancelled?

34:34 Navi 4CX’s Packaging Bottleneck, AMD waiting to Catch-Up in Software

42:47 Did AMD use Chiplets too Early? Are Chiplets Bad Business for Nvidia?

1:01:15 Will consumers be happy with "just" an RX 8700 XT?

1:15:46 The Cost to Manufacture Modern GPUs

1:32:08 Intel using Nvidia Tiles, Nvidia using Intel Foundries

1:44:14 Intel Meteor Lake

1:53:03 Arrow Lake & Panther Lake w/ Rentable Units

2:07:47 Configuring the Perfect Ryzen 9 8950X

2:23:30 What could Intel and AMD learn from each other?


Check out High Yield’s YouTube Channel: https://www.youtube.com/@HighYield

HY Video on if Nvidia can Stay Monolithic: https://youtu.be/TMLNdl9OT3E

MLID Leak on Nvidia Chiplet Strategy: https://youtu.be/l44xorRKHfk

MLID Intel Rentable Units & Roadmap Leak: https://youtu.be/ZuriVO-s26k

MLID Intel RU Explanation Leak: https://youtu.be/NDEka3tBE1g

MLID GPU Pricing has roughly bottomed: https://youtu.be/laoZhtk1qgk

MLID Nvidia Halts Lovelace Production: https://youtu.be/3o4U8RTMBxA

MLID Navi 41 Cancellation Leak: https://youtu.be/siG6TJtLztc

MLID RDNA 4 Early Navi 43/44 Leak: https://youtu.be/7cEKTr70YBY

https://www.reuters.com/technology/intel-walk-away-54-bln-acquisition-tower-semiconductor-sources-2023-08-16/

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The ideal Ryzen 9 8950X design, Intel Rentable Units, Arrow Lake, and Nvidia Blackwell. 0:00 Who is Max? What made him start High Yield? 5:02 Will Nvidia use Chiplets w/ Blackwell? Was RDNA 3 a mistake? 13:05 Nvidia’s Brand Power, AMD Double Standards 25:49 Why’d AMD design N41 to be so complex? Why was it cancelled? 34:34 Navi 4CX’s Packaging Bottleneck, AMD waiting to Catch-Up in Software 42:47 Did AMD use Chiplets too Early? Are Chiplets Bad Business for Nvidia? 1:01:15 Will consumers be happy with "just" an RX 8700 XT? 1:15:46 The Cost to Manufacture Modern GPUs 1:32:08 Intel using Nvidia Tiles, Nvidia using Intel Foundries 1:44:14 Intel Meteor Lake 1:53:03 Arrow Lake & Panther Lake w/ Rentable Units 2:07:47 Configuring the Perfect Ryzen 9 8950X 2:23:30 What could Intel and AMD learn from each other? Check out High Yield’s YouTube Channel: https://www.youtube.com/@HighYield HY Video on if Nvidia can Stay Monolithic: https://youtu.be/TMLNdl9OT3E MLID Leak on Nvidia Chiplet Strategy: https://youtu.be/l44xorRKHfk MLID Intel Rentable Units & Roadmap Leak: https://youtu.be/ZuriVO-s26k MLID Intel RU Explanation Leak: https://youtu.be/NDEka3tBE1g MLID GPU Pricing has roughly bottomed: https://youtu.be/laoZhtk1qgk MLID Nvidia Halts Lovelace Production: https://youtu.be/3o4U8RTMBxA MLID Navi 41 Cancellation Leak: https://youtu.be/siG6TJtLztc MLID RDNA 4 Early Navi 43/44 Leak: https://youtu.be/7cEKTr70YBY https://www.reuters.com/technology/intel-walk-away-54-bln-acquisition-tower-semiconductor-sources-2023-08-16/

Comments

Anonymous

I hadnt heard of this guy before amd he was a great guest! I'll check out his channel and look forward to another appearanc of his on Broken Silicon

Jeff R.

I loved this episode. Have him on again.