-Fran- "Should we add an extra minute or two to announce this?" "NAH, we're better off adding MORE AI!" "MOAR AI AI AI AI!" Execs at a meeting, probably. Regards. Reply
A Stoner The next push is to span a single super massive cache between both CCDs. Reply
CerianK It has already been logged twice (by the same person) on PassMark. The only two significant improvements are related to Prime Numbers and Physics, which are memory bandwidth dependent, and thus potential proxies for gaming improvements. Reply
SonoraTechnical Yeah.. the CES event for AMD was all about how cozy they are with other large technocrats and data center giants over AI… There was almost nothing for consumers… No Ryzen R9-9950X3D2 announcements… Nothing new on Radeon Video Cards… No Ryzen AI Max+ 495 with it's a128GB either…So, no generational bump for the flagship Ryzen AI Max+ 395. With no treats from Intel on the consumer space… AMD feels no need to innovate here this year… It's all AI and 7000lb boxes for data centers.. Reply
usertests SonoraTechnical said: There was almost nothing for consumers… No Ryzen R9-9950X3D2 announcements… Nothing new on Radeon Video Cards… No Ryzen AI Max+ 495 with it's a128GB either…So, no generational bump for the flagship Ryzen AI Max+ 395. With no treats from Intel on the consumer space… AMD feels no need to innovate here this year… 9950X3D2 wasn't announced, but it's launching soon, as we can see from Alienware. And it's going to do almost nothing for most consumers/gamers anyway. It's best suited for budget workstations or people who want the best of the best. AMD isn't always going to jump nodes to make new products in time for CES. The timing was too early for something generationally better than RDNA4 or Zen 5. A refresh of the 395 isn't needed. The lower cost 392, and especially the 388 with 8 cores, 40 CUs, are needed to make Strix Halo remotely interesting for gaming. Actually, the Strix Halo models with 32 CUs are already pretty good, but it's the pricing that counts. If they aren't leading, and everyone's bleeding from memory prices, they can compete better by lowering the prices of their chips. If AMD deserves criticism for something, it's their mishandling of the FSR4 rollout, with no official support on RDNA2 and especially RDNA3, despite the accidental code release allowing modders to make it work. Software has long been their Achilles' heel. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/amds-heavily-rumored-ryzen-9-9950x3d-continues-to-leak-despite-ces-no-show-alienware-china-teases-the-chip-for-its-area-51-desktop#main
- https://www.tomshardware.com
- Commodore 64 floppy drive has the power to be a computer — bulky 1982 Commodore 1541 5.25 inch drive packs a 1 MHz MOS 6502 CPU
- Asus launches two new ROG Zephyrus laptops at CES — 14 and 16-inch models come with latest AMD and Intel CPUs, and up to RTX 5090 GPU
- Broadcom announces two dual-band Wi-Fi 8 chips — performance bifurcation introduced with Wi-Fi 7 lives on with the next gen
- Phison's new SSD controller sips a mere 2.3W and runs at 14.7 GB/s, addressing PCIe 5.0's power concerns — more affordable and power-saving PCIe 5.0 drives are
- Nvidia says H200 demand in China is 'very high' as export licenses near completion — a month after the green light, Huang has high hopes for China buy-in despit
Informational only. No financial advice. Do your own research.