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  1. T

    Discussion RDNA4 + CDNA3 Architectures Thread

    AMD is guilty of the same thing however. Look at Linustech tips. Linus is crazy different for his tone for the RX 7600 review compared to the RTX 4060 review. While I agree the RTX 4060 was not a great value or anything, the RX 7600 with essentially the same value considering the...
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    News Nvidia 4Q23 Results

    The time for this datacenter boom is likely short and every quarter where AMD doesn't not have amazing revenue is a lost opportunity for revenue which it needs to counteract the decline in consoles and client products. 3 billion dollars seems like a lot of money but puny compared to the 80...
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    News Nvidia 4Q23 Results

    IF AMD is only ramping up in 2nd of of this year, that's sign of trouble. MI300 was supposed to be a Q1, 2023 product according to some here. If AMD can only deliver these product in high number 18 months later, any super large company would be hesitant on purchasing MI300 simply because...
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    News Nvidia 4Q23 Results

    Impressive beat again. Freakish profits worthy of a company worth a trillion dollars(perhaps not two trillion). What adds to this feat is they beat outlooks that appeared to be generous to begin with and they have done this quarter after quarter. What impresses me with the strong Q1 outlook is...
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    Discussion Nvidia Blackwell in Q4-2024 ?

    Impossible if they use GDDR7. New memory is expensive when it comes out and when you add in, you want 50% more combined a selling price of 50 dollars less than current pricing of the RTX 4060 makes it impossible unless they want to sell at cost...
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    NV Super refresh reviews

    I don't think any company which is R and D heavy wants to deal with such poor margins for a product and would rather not sell the product in general. They would rather maintain prices and let the product stay on shelves. AMD CPU's are a far worse culprit when it comes to fat margins and even...
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    News AMD 4Q23 Earnings

    As far as GPU launches which Nvidia generally does slip very much if at all....AMD on the other hand has been doing it quite a bit lately. Most of their delays as of late has mostly been a result of excessive Amphere product and trying to clear it out. Ask any here even with the generally...
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    News AMD 4Q23 Earnings

    The question is, what roadmaps will slip to keep AMD's most important roadmaps on track or accelerated? This is the most pragmatic choice with the smallest gamble. From AMD's Q1 projections and 2023's overall revenue and profit, AMD doesn't quite have the resources to keep every road map on...
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    NV Super refresh reviews

    Disappointing performance held back as a result of the l2 cache cripple. It also demonstrates how much gains could have been made in the RTX 4090 ti if actually was released. The lack of scaling between the RTX 4080 and 4090 confirm l2 cache is the culprit. The RTX 4090 only has 72mb of cache...
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    Discussion RDNA4 + CDNA3 Architectures Thread

    No way is RDNA 4 launching at CES 2024. Way too soon after the launch of RDNA3 and not enough solid leaks to indicate it is just a month close to launch. Board partners would have the card and we would be getting more leaks. People are way way too optimistic on AMD release cadence. Just look...
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    Discussion RDNA4 + CDNA3 Architectures Thread

    If Navi 48 is indeed less than 250 mm2, along with it being monolithic and made on 4nm, don't expect a big cu bump and clock speed bump. I think similar CU and 10% higher clocks along with a architecture improvements would be something more realistic. Something like this might yield a 20%...
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    Discussion Tom's Hardware top 5 AMD and Nvidia GPUs

    AMD was known as the good guys and generally this good will allowed them to sell cards just a little under Nvidia's msrp to sell well. You remembering it as simply a good card, just shows the bias of this forum but financially it was a poor showing from AMD. The 7970 in terms of business and...
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    Discussion Tom's Hardware top 5 AMD and Nvidia GPUs

    The 7970 and 7870 were mediocre cards when they launched. Looking at techpowerups reviews, they represented a 10% increase in performance over what was already in the market for 10% more money. It was AMD's greed moment and it shattered their goodwill with customers. People may remember...
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    Discussion NVIDIA Q3 2024 results thread

    Their previous guidance for this quarter was 16 billion. They pummeled that forecast again...
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    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    So much for that chipandcheese article about RDNA3 being just a better architecture for Starfield. From a 8% loss to a 23% win for the RTX 4090 in 2 months. AMD bucks definitely crippled Lovelace at launch. These gains were the result of not drivers but an update from Bestheda, thus the...
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    News AMD 3Q23 Results

    Su is reporting 2024 revenue from mi300 to be 2 billion for the year. Probably conservative but not terribly exciting for growth for Amds overall revenue for such a huge market. E.g If all else stays the same Amd becomes a 24 billion dollar company vs the 22 billion revenue company it is today...
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    News AMD 3Q23 Results

    Disappointing outlook. Amd outlook should be higher since this is where some of mi300 revenue should be coming in. What is the limiting factor for mi300 revenue? Just for comparison, Nvidia data center revenue is going to be 12 to 14 billion in q3(not total revenue). The total addressable...
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    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    The layoffs make sense when you see most of the biggest tech companies are doing layoffs with healthier financials than AMD and AMD current headcount and cashflow. AMD headcount exploded in 2022 with 25k employees. A 61% increase in employees vs 2021. This is near Nvidia levels...
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    Discussion RDNA4 + CDNA3 Architectures Thread

    MI300 is coming out too late. Particularly if you look at Nvidia latest roadmap. I suspect most of the mi300 this year is going to EL Capitan. Meaning most of the MI300 being sold is being done in 2024. This is going to be compared against Blackwell which is being unveiled in March of 2024...
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    Starfield CPU & GPU limited, once again DX12/Vulkan fails to deliver

    AMD would rather you buy a graphics card and CPU than a console. With the rumored cost of the PS5 and Xbox APU and the margin, you are looking at $20 dollars in profit per console chip sold. The fact that AMD can throw in a $60-100 dollar game with a CPU or GPU sale(they get a discount...
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    Discussion [WCCFTech] What’s Up With The Missing NVIDIA DLSS Support In AMD Sponsored FSR Titles?

    It could be AMD simply back tracking on their policy as a result of the criticism. It would not be the first time and changed their tune as a result of criticism. E.g Ryzen 5000 support on x470 Motherboards. What makes this more like this time around is AMD could have easily said they do not...
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    Discussion RDNA4 + CDNA3 Architectures Thread

    I think when you consider the rumors of H100 being sold out for 2024(2 million x $30-40000), we are looking at a 80 to 100 billion dollar market in 2024. This makes you realize how trash the gaming market is for AMD and Nvidia. A 10 billion dollar annual market with low margins and almost no...
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    News Nvidia 2Q23 Earnings

    Outrageous beat and in some ways, a crazier outlook. Nvidia's initial 11 billion dollar forecast seemed high but they beat it by 2.5 billion dollars. With these type of numbers, Nvidia can throttle AMD in the supply chain to keep them out of datacenter and cripple their ability to make money...
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    Discussion RDNA4 + CDNA3 Architectures Thread

    I think AMD one potential strategy AMD will use is utilize 5nm for Navi 43. This has been a poor year for AMD in general and with AMD likely using less 5nm than they originally intended throughout 2023, I think take into account cost, the low performance bar set by Navi 33, a last gen node...
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    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    This card look if we go by it's specs performs 25-33% more than a 6700xt. Basically a 6800xt. That's improvement is similar to the RTX 4070 which is a meh card gen on gen. The problem is in the naming. The problem lies that this card is being called a 7800xt and will bring about 0% performance...
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    Discussion RDNA4 + CDNA3 Architectures Thread

    I think this is sensible for AMD. Make one or two SKU and make it good. When AMD didn't focus on the highend they had 30-40% marketshare. Lower margins but the volume made up for it. 300-400 million a quarter is a lot better than they are doing now for discrete. The idea AMD didn't get...
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    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    The leaked card card does not deserve the 7800xt name. It's a 7700xt at best. Where the 6700xt was close to Nvidia last gen high end, the RTX 2080 ti, this rebranded 7700XT will barely match a 6800xt or RTX 3080. This is a bad 7700XT and an awful 7800xt. It makes the RTX 4070, 25%...
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    Question AMD 2Q23 Earnings

    AMD keeping prices high to increase margins is showing losing potentially more marketshare than it is worth. If we consider AMD console revenue grew while their overall revenue shrunk for gaming, AMD discrete graphic revenue may be less than 100 million dollars this quarter. That is not enough...
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    Discussion RDNA4 + CDNA3 Architectures Thread

    How about the popular term on here Ngreedia? AMD and Nvidia have been both equally greedy this generation but no one is calling AMD AMGREED. The only thing that has been well priced from AMD this generation is last generation's clearance. Everything else has been Nvidia like. Considering AMD...
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    Discussion Ada/'Lovelace'? Next gen Nvidia gaming architecture speculation

    I could see 512bit being true. The very highest end market is the one thriving the most at the moment and Nvidia generally wants the crown at all costs. In addition, Nvidia has the professional market to branch off into which makes the investment generally worth it. They can attack the high...
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    Question Speculation: RDNA3 + CDNA2 Architectures Thread

    I think most people are overcomplicating things. Navi 31 isn't a bust or failure requiring fixes. I think it is performing with it's design parameters considering the spec increase. The 20% increase in CU was never going to turn into 100 percent performance increase. The double FP was never...
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    Rumor: NV pressuring AIBs not to work with Intel

    The intel and AMD case made more sense at the time because during the years the Dell bribes were going on, AMD launched Athlon/athlon 64 which was a better product than Intel which had launched Pentium 4 during that time. Intel would have likely bled significant more market share hences the...
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    Rumor: NV pressuring AIBs not to work with Intel

    I think why this thread is not picking up traction is because the evidence is weaker and the actual reasons to block out intel are simply not there, particularly not from Nvidia. Intel current graphic performance, lack of performance at launch and long term outlook on continued support are...
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    Rumor: NV pressuring AIBs not to work with Intel

    This does not make sense unless AMD and Nvidia are price fixing videocards. Intel is too weak in videocards and Nvidia is potentially manufacturing on Intel in the future. Just a waste of resources and would cause negative relations with their partner. Genuinely stupid except to ruin a price...
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    NV 4060 / 4060TI reviews

    It could be worse. The next generation could be slower than the previous generation(overall not a game or two). https://www.techpowerup.com/review/his-radeon-hd-6850/28.html
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    Discussion [WCCFTech] What’s Up With The Missing NVIDIA DLSS Support In AMD Sponsored FSR Titles?

    Emotions cause people to act and think irrationally. Hardware unboxed and Gamers nexus are impartial to both companies with actually more bias towards AMD. Being able to remove emotions from the equation, a person is generally able to make better and more concise decisions. With emotions...
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    Discussion [WCCFTech] What’s Up With The Missing NVIDIA DLSS Support In AMD Sponsored FSR Titles?

    https://www.pcgamer.com/starfield-partners-with-amd-and-oh-boy-the-internet-is-not-happy/ "Update June 30, 2023: We've had a back and forth with representatives from AMD and so far AMD has chosen not to comment on whether Bethesda is completely free to add in support for other upscalers...
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    NV 4060 / 4060TI reviews

    What this reviews show is how double standards the media is for AMD. HUB should be admired for crapping on both products. But to praise the RX7600 and crap heavily on the RTX 4060 just shows bias(linus tech tips). The RTX 4060 is a better product everywhere than the RX7600 which is easily...
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    Discussion [WCCFTech] What’s Up With The Missing NVIDIA DLSS Support In AMD Sponsored FSR Titles?

    Buying season starts when both cards vendors drop pricing. Buying at AMD's high pricing simply justifies Nvidia's high pricing. Would you rather prices stay high for both vendors? If AMD pricing at MSRP fails and they lower pricing, Nvidia's will fail as well at their MSRP and they will be...
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    Discussion [WCCFTech] What’s Up With The Missing NVIDIA DLSS Support In AMD Sponsored FSR Titles?

    That is mostly a myth now. Look at the launch pricing of these cards and really the only card to launch with significantly better bang for the buck is AMD's flagship vs Nvidia's flagship card. Compare launch prices of AMD cards since RDNA2 and you will realize AMD deserves none of this good...
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