Let's just say it's a bigger upgrade than GNR wasWhy would DMR be anything special if Panther/Coyote Cove in NVL looks like ass?
Let's just say it's a bigger upgrade than GNR wasWhy would DMR be anything special if Panther/Coyote Cove in NVL looks like ass?
Why would DMR be anything special if Panther/Coyote Cove in NVL looks like ass?
Any specifics? What bottlenecks have been alleviated?Let's just say it's a bigger upgrade than GNR was
Pretty much everything.What exactly looks like "ass" in NVL??
In other words, the full-scale shipment will start in 2027. In 2026, we will start shipping in the second half, Or, in the form of pre-deploymentMi400 is for the future, but, interestingly, in a leaked TSMC document, there will be N2 Mi400 wafers being processed in late 2025. Meaning, among the first N2 wafers being processed.
The production cycle of AMD "Mi" products is long. From 1st wafers to final product. I forgot the exact time but somewhere between 6 months and 1 year. So, to sell Mi400 in 2026, its wafers have to go into the oven long time before the product shipments.
WonderfulPretty much everything.
Deciphering and decoding your mind is a seriously arduous task, man.Pretty much everything.
Yeah, unless Intel decides to go kamikaze and put a massive dent in AMD's gaming marketshare by pricing their bLLC chips too aggressively.
No.Panther Lake is an improved version of Lunar Lake
Yes.just without MoP
No it eschews BL goodies to hit less miserable price points/margins.So it's gotta be good too, right?
We're talking -S.And Nova Lake has similar or slightly better core architecture than Panther Lake so it should be good too, no?
LNL is a unique one-off ULT product that has no successor.So how did you go from "Lunar Lake not bad" to "NVL is pretty much everything ass"?
LBT needs to hope that there are enough AMD-allergic Intel fans in the market to pay $700 to $800 for their bLLC Nova Lake chips.Just comes to cold hard cash, how to extract most of it from the market place, so that Intel can survive to fight another day.
Panther Lake has XE3, it's interestingDeciphering and decoding your mind is a seriously arduous task, man.
You were impressed with Lunar Lake or considered it good at least.
Panther Lake is an improved version of Lunar Lake, just without MoP. So it's gotta be good too, right? And Nova Lake has similar or slightly better core architecture than Panther Lake so it should be good too, no? So how did you go from "Lunar Lake not bad" to "NVL is pretty much everything ass"?
WonderfulNo.
Yes.
No it eschews BL goodies to hit less miserable price points/margins.
We're talking -S.
LNL is a unique one-off ULT product that has no successor.
PTL and NVL are more of the same Intel stuff, just with the big core being worse-than-ever.
Most consumers in the market aren't into technical merits so Intel will do just fine I think. Not stellar. Just enough to get by. That's why they are still limping along despite everything.PTL and NVL are more of the same Intel stuff, just with the big core being worse-than-ever.
I am pretty sure that the server division will always be a number one goal for AMD. It is what has taken them where they are today. And the client CPUs use the server chiplets, the CPU ones. The IOD I am sure is quite different.
If you wanted your competitor to panic, wouldn't you leak FAKE roadmaps that scare them more than the real plans would?
Well, that's right, it's still difficult to overturn that system...Most consumers in the market aren't into technical merits so Intel will do just fine I think. Not stellar. Just enough to get by. That's why they are still limping along despite everything.
They have been that way since Meteor Lake at least.I was thinking about the morale inside Intel, being "resistance is futile" after they see the Zen 6 roadmap.
I see, thank you very much But
In other words, the full-scale shipment will start in 2027. In 2026, we will start shipping in the second half, Or, in the form of pre-deployment
Well, I think it's similar to NVIDIA.
Well, that's true, but NVIDIA also updates it every one year. However It takes a while for a lot of it to actually be distributedAMD is talking about 1 year cadence with Instinct product. Mi355 was pulled in from H2 2025 to mid 2025, so 1 year cadence dictates 2026, not 2027
Without a course correction, without firing Gelsinger, Intel would simply run out of cash.
NVL-S 54C + bLLC for $700 (or somewhat above) sounds like a good dealThis NVL with big cache will probably well > $700