Broken Silicon: GPU Rollouts, Nvidia's Strategy, AMD's Response, and More

• 0:00:47 Podcast Introduction: Tom introduces Vix, a returning guest to discuss GPU news from AMD and Nvidia.
• 0:01:12 Current GPU Market: Nvidia faces little top-end competition, allowing them to set high prices due to low stock.
• 0:01:57 Generational Performance Concerns: The 50 series' performance is underwhelming due to limited innovation from Nvidia.
• 0:03:50 Ray Tracing vs. Rasterization: 5090 has a regression in RT vs raster performance; performance increase is only 30% from prior gens despite almost doubling the bandwidth
• 0:04:47 Nvidia's Focus on AI: The priority at Nvidia was to ensure the release of their AI-focused product, as the company wanted to ensure that other companies, especially AMD, do not catch up to them in that market.
• 0:07:20 Influence of Negativity: Being negative about products can attract more attention than being positive.
• 0:08:14 AMD's Potential: Discusses opportunity AMD has with 970 XT if price is right and leaked benchmarks of the 9070 XT.
• 0:08:57 Blackwell's data center specs were released early, indicating it was mainly AI driven, not focused on graphics.
• 0:10:46 AMD's Advantage: AMD could undercut Nvidia by accepting lower profit margins (50% vs. Nvidia's 60-100%).
• 0:12:15 AMD's 970 XT: Discussing leaks about 970 XT
• 0:14:51 9070 to use GDDR6 vs Nvidia's GDDR7, likely used so that AMD can push volume
• 0:15:56 Discussing rdna4 Pro console benchmarks
• 0:17:51 The 9070 XT is designed to be better in heavy Ray Tracing environments and AMD may need to make the card driver
• 0:19:59 listener questions
• 0:20:21 Listener question: Will AMD make it?
• 0:21:27 Reason why people aren't buying AMD's cards right now is they have the feature or Nvidia.
• 0:23:21 Discussing the current AMD line
• 0:25:58 In order to sway people to buy AMD, needs have great flagship
• 0:26:51 if they don't beat Nvida in performance or features, it has to be cheap
• 0:29:00 Delaying RDNA4 last minute, can the negative impression from NVIDIA help AMD have more success?
• 0:29:56 AMD wants launch at the right time. If Nvidia fails, maybe delaying can save money on marketing.
• 0:30:06 There will be a period of time when the discourse is over, let Nvidia have the bad launch
• 0:31:06 Sponsor Break: Surf Shark VPN
• 0:32:47 Listener questions
• 0:32:50 listener questions and their Vindication of their NVIDIA pricing leaks
• 0:33:50 Listener question: Why are Nvidia prices too high?
• 0:34:52 5000 Series to have lower wattage
• 0:35:10 Internal NVIDIA problems?
• 0:36:38 Low inventory as well
• 0:37:40 Most of the supply to AI to try to be ready to market.
• 0:40:44 The card that people most want, does not sell well
• 0:41:16 Most content creators are going to have NVIDIA
• 0:41:54 There needs to be increased performance
• 0:44:46 A big mistake was made on the 3 the fact that they didn't need to optimize.
• 0:45:26 Discussion: What's more important for Gaming performance for hardware?
• 0:46:41 It is really all about Hardware.
• 0:47:52 R tracing should not cause issues.
• 0:51:15 They should use APU and the games are not being played right now.
• 0:53:12 Most have the hardware.
• 0:53:27 Next game should be better quality wise.
• 0:56:27 Listener questions
• 0:56:30 Listener questions: Do any info on the release of blackw?
• 0:56:58 If the cor suck as the efficiency.
• 0:57:15 I think originally wanted the higher end on 3nm.
• 0:58:28 AMD was not meeting the demand they don't need to and is I think we're in
• 0:59:37 All was not good.
• 1:00:24 The focus was to send to China.
• 1:00:44 5000 series will sell lots.
• 1:02:18 The gpus will be cheaper.
• 1:02:34 Listener question: overclockability of 5080?
• 1:02:55 Overclocking can help make up for lack of performance
• 1:03:25 4090 used market can be a good option if supply of 5090 is low
• 1:04:45 49 prices skyrocketed.
• 1:05:40 Limited supply
• 1:06:40 Did AMD create the new card in 4 years to compete with the 90 since they improve Ray Trac?
• 1:07:01 Yes, but it has made made make us wonder like we
• 1:08:21 Then, the focus to get what was going on has not that.
• 1:08:31 They could to what is better this is more.
• 1:08:58 They need the 5080 to match it but AMD can.
• 1:09:44 They don't have to release as to how bad has.
• 1:10:52 Are saying make OneNote at least maybe would have
• 1:11:54 All the time I would just spend my guy and what did make that out they don't get.
• 1:12:18 What they was that what all this they knew.
• 1:13:13 In Line queue and all a lot does you're paying.
• 1:14:11 So what is that was this was that was some 90?
• 1:15:25 We have was in that for you by so you've got to pay
• 1:17:15 Listener question: Hardware req?
• 1:17:40 want and is easy to be able to I have
• 1:22:47 Hardware a 4 I that much for you yeah there have you.
• 1:24:17 If to but also is and are are able you so and or
• 1:24:32 Listener question: best r trace?
• 1:24:53 Then this there more was just some I what more is if was so.
• 1:25:10 Then has that and of it was at that it better in it
• 1:26:08 Sponsor spot: surf shark.