First to address the expectations of a MT matchup between NVL and Zen 6 24c/48t:
Intel's "mont" cores are weak with vector operations. Very weak compared to Zen 5. They may get better, but don't expect miracles. In engineering you don't get something for nothing, and their small size has come at the expense of good vector operations and SMT. I don't expect "mont" AVX10 to be even close to Zen 6 AVX512.
Also, as stated, ARL is really a 48c product. The 4 LPE will likely be intentionally idled in the scheduler in heavy MT workloads.
Still, it is not reasonable to expect that Zen 6 24c/48t will win all MT benchmarks over a 48c NVL.... but I expect it will win some.
@OneEng2 I wouldn't be so sure that consumer Zen7 is going to have the same, wide data paths of Zen5. There's a lot of rumor traffic that the DC CCDs will be different from the consumer desktop/mobile ones. While I expect full instruction compatibility, I do NOT expect that the consumer desktop CCDs will get the full fat avx512 pathways. Instead, I think that they will get the 256 but wide ones like Strix Point and Kraken have. It'll make the costs of those 12 core CCDs more manageable by keeping their size down.
Remember, there was a recent strong leak that Medusa point is going to be essentially a regular monolithic die from the bottom of the stack, with the top of the stack having a single 12 core CCD added on in a larger package. No way are they having different core logical topologies between the two.
I don't think you get DC CCDs until you get to Threadripper and above. It makes sense from a throughput point of view as the limited memory bandwidth on desktop/mobile will certainly hold AVX512 throughput back anyway.
I am assuming you meant Zen 6, and yes, I fully expect AMD to maintain its full 512b AVX path.
The monolithic die will likely have a combination of P and E cores for Zen 6 along with some LPE.
As for the memory bandwidth, I think that a new IOD and support for DDR8000 will certainly keep Zen 6 fed just fine even with AVX512.
And you may well be correct. Or they may have misinterpreted data, as was the case with the Zen5 40%+ claim. They're not going to change their tunes in the face of counter-arguments.
It seems reasonable that AMD would prioritize a newer, expensive node for high-margin products. But, up until now, even their premium products have shared CCDs with consumer desktop (exceptions being Turin dense and Bergamo). Zen6 may change things a bit.
Oh, I was mostly kidding. I should have put an indicator. I could easily be wrong and MLID could be right.
It just doesn't make sense to me, and it didn't make sense to AMD with Zen 5.
Just a note to all.....
Just because a companies COST goes up does NOT mean that they can raise their price. Price is determined by the market demand and the supply.
Right now, there is plenty of supply of CPU's. People are getting squeezed by inflation, and a "fast CPU" is definitely a luxury item. Luxury items are not purchased by the masses when times are tough.
I don't expect to see the price for the top end processors go up in the next generation.