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Reader Mail for "October" Loose Ends (Patreon)

Published:
2023-11-16 00:29:07
Imported:
2023-12
Tags:

Content

In the next 24 hours Tom will be doing the monthly Livestream!  Within this episode you should expect more details about Nvidia SUPER, Blackwell, RDNA 4...and whatever you all ask him! 

You have ~16 hours to write in below with your questions and thoughts, but be sure to be as concise and grammatically sound as possible to have your submissions considered.  For completionism's sake, here is a list of the major stories from the past 4 weeks:

  • Nvidia RTX 4090 Price Increases
  • Nvidia 40 SUPER full Specs, Pricing, and Performance Leaked
  • AMD's APU Roadmap for 2024-2025 Leaked
  • Tons of Intel Meteor Lake Benchmarks Leaked
  • Updates on Arrow Lake, Lunar Lake, and Panther Lake Release Dates
  • AMD RDNA 4 Performance and Pricing Targets Leaked


Comments

Nicholas Buckner

Where do you see non-AI development in the coming months or years? It appears many things are being sacrificed at the altar of AI. AMD is dropping CoWoS supply for high-end RDNA4, in favor of solely using it for AI. AMD dropped Vega driver support for products like the 5700G released late 2021, and still being sold new today.(1) Nvidia did not have day one drivers for Starfield. Nvidia is finally adjusting prices (and price to performance) of GPUs as part of their SUPER branding, even though the 4080 has been the worst selling high-end GPU for a year.(2) And the AI development doesn't appear to be that great for AMD. Only a couple high-end consumer GPUs support ROCm (3). MI350X was cancelled (4). Projected Data Center AI revenue is promised to average above 500 Million a quarter in 2024 (5). That looks like a rounding error compared to Nvidia quarterly numbers. Are AMD and Nvidia going to moderate their singular focus on AI, or will more be sacrificed? If so, what? --- supplemental references and quotes: (1) https://www.tomshardware.com/pc-components/gpus/its-curtains-for-polaris-and-vega-as-amd-reduces-driver-support https://en.wikipedia.org/wiki/Radeon_RX_Vega_series https://www.amazon.com/AMD-Ryzen-5700G-16-Thread-Processor/dp/B091J3NYVF?th=1 (2) https://www.techpowerup.com/gpu-specs/geforce-rtx-4080.c3888 Release Date Sep 20th, 2022 Availability Nov 16th, 2022 (3) https://community.amd.com/t5/ai/amd-extends-support-for-pytorch-machine-learning-development-on/ba-p/637756 from 10-16-2023 11:00 AM “We are excited to offer the AI community new support for machine learning development using PyTorch built on the AMD Radeon RX 7900 XTX and Radeon PRO W7900 GPUs and the ROCm open software platform." https://rocm.docs.amd.com/en/latest/release/gpu_os_support.html (4) https://www.semianalysis.com/p/nvidias-plans-to-crush-competition from Oct 10, 2023 : "Due to competitive pressures from Google, Amazon, Microsoft, AMD, and Intel, we believe Nvidia accelerated their plans for B100 and “X100”. In response to this accelerated time schedules for Nvidia, we hear AMD completely cancelled their MI350X plans. Going back to the technical specifications we exclusively detailed for the configurations of MI300. The modular XCD building block is 40CUs and on TSMC’s 5nm process technology. AMD used to have the MI350X which had the same AIDs, but different XCDs, that were on TSMC’s 3nm. That part was cancelled for a variety of reasons, including that it would be completely uncompetitive with B100, when you compare the two’s on paper specs." (5) https://seekingalpha.com/article/4645677-advanced-micro-devices-inc-amd-q3-2023-earnings-call-transcript Lisa Su: "Based on the rapid progress we are making with our AI road map execution and purchase commitments from cloud customers, we now expect Data Center GPU revenue to be approximately $400 million in the fourth quarter and exceed $2 billion in 2024 as revenue ramps throughout the year. This growth would make MI300 the fastest product to ramp to $1 billion in sales in AMD history. I look forward to sharing more details on our progress at our December AI event." "December AI event" is a reference to Dec 6th event: https://www.amd.com/en/corporate/events/advancing-ai.html

Anonymous

Hi Tom, A hypothetical. Could Intel take a leaf out of Arm's book and operate something like a license model for x86, reasoning being their own design team seem to always be behind so why not outsource effectively?