woah. voice reveal o.O skimmed through the video, it's not the type of stuff I'm interested in, but i like the format. runs kind of like a slideshow or presentation. subbed :D
Intel screwed up by insisting on its own 10nm and now on its fab. They're losing money fast due to their fab but they're hoping to make that all back when it goes live. Will it? I think it's a gamble. I think it's more like it won't work because Nvidia is so strong and they're always innovating. They may make some money by producing chips for others but it's already hard for them to compete with TSMC. I don't know if they will have the same lithography quality compared to TSMC when it goes live. Unlikely. If they take any more risks, Intel might go out of business, even though I think their CPUs are a much better bang for buck for multithreaded workflows. AMD is also doing pretty terrible at the moment. I don't know why they grow but gaming/small business GPU market has been a complete disaster for them with only like 13% share, and in the AI side they're only like 2%. And it's likely Nvidia will go first towards 5T and 10T cap in the next few years. I find it more likely to see a competition from elsewhere. Like why is that Groq thing not a thing still?
Intel basically has to do the following to regain their full competitive position - > Arrow Lake and Lunar Lake need to live upto expectations > Battlemage should be around 4070 at least while being significantly cheaper > Xeon 6 should be able to at least slightly beat EPYC Turin > 18A and further nodes should be successful and not be delayed, integrated with BPD(Backside Power Delivery) If Intel manages to achieve their goals and increase their profit margins, they will most likely be able to regain their dominant position that they once had(potentially again overtake AMD in market cap). They missed the AI revolution, and didn't invest in GPUs soon enough. Now, they have to suffer the consequences of catching up, which caused their earnings to tank, and their stock to plummet. At least, they are doing something, and from what it seems, they seem to be quite successful in doing so. Hopefully Intel does catch up again with NVIDIA and AMD, we really need more competition. And considering they have Fab technology, they have an advantage by that regard.
I am anti NVIDIA, pro intel and somewhat AMD (I got a 7900 XTX with a common cooling block issue) Intel GPUS should drive down the market, if NVIDIA made CPUS they'd all have competing cpu/gpu offerings. We need something to prevent expensive gpus and anti consumer pricing, distribution.
You don't want something that prevents the pricing, it occurs over time. Your not going to pay for something that's out of your price range or just not worth the performance. Nvidia and other companies will choke themselves out until they are forced to lower their prices by themselves.
woah. voice reveal o.O
skimmed through the video, it's not the type of stuff I'm interested in, but i like the format. runs kind of like a slideshow or presentation.
subbed :D
Thanks very much!
Intel screwed up by insisting on its own 10nm and now on its fab. They're losing money fast due to their fab but they're hoping to make that all back when it goes live. Will it? I think it's a gamble. I think it's more like it won't work because Nvidia is so strong and they're always innovating. They may make some money by producing chips for others but it's already hard for them to compete with TSMC. I don't know if they will have the same lithography quality compared to TSMC when it goes live. Unlikely. If they take any more risks, Intel might go out of business, even though I think their CPUs are a much better bang for buck for multithreaded workflows.
AMD is also doing pretty terrible at the moment. I don't know why they grow but gaming/small business GPU market has been a complete disaster for them with only like 13% share, and in the AI side they're only like 2%. And it's likely Nvidia will go first towards 5T and 10T cap in the next few years. I find it more likely to see a competition from elsewhere. Like why is that Groq thing not a thing still?
Intel basically has to do the following to regain their full competitive position -
> Arrow Lake and Lunar Lake need to live upto expectations
> Battlemage should be around 4070 at least while being significantly cheaper
> Xeon 6 should be able to at least slightly beat EPYC Turin
> 18A and further nodes should be successful and not be delayed, integrated with BPD(Backside Power Delivery)
If Intel manages to achieve their goals and increase their profit margins, they will most likely be able to regain their dominant position that they once had(potentially again overtake AMD in market cap). They missed the AI revolution, and didn't invest in GPUs soon enough. Now, they have to suffer the consequences of catching up, which caused their earnings to tank, and their stock to plummet. At least, they are doing something, and from what it seems, they seem to be quite successful in doing so. Hopefully Intel does catch up again with NVIDIA and AMD, we really need more competition. And considering they have Fab technology, they have an advantage by that regard.
I am anti NVIDIA, pro intel and somewhat AMD (I got a 7900 XTX with a common cooling block issue)
Intel GPUS should drive down the market, if NVIDIA made CPUS they'd all have competing cpu/gpu offerings.
We need something to prevent expensive gpus and anti consumer pricing, distribution.
You don't want something that prevents the pricing, it occurs over time. Your not going to pay for something that's out of your price range or just not worth the performance. Nvidia and other companies will choke themselves out until they are forced to lower their prices by themselves.
Praying that Battlemage lives up to the hype. Might be about time to retire my 1080ti at 1440p