BROADCASTS.com

Jon Peddie joins to discuss Intel Xe\u2019s past, ARC\u2019s future, and RADEON vs GeForce Competition. \nSPON: Get 10% off Tasty Vite Ramen with Code \u201cbrokensilicon\u201d at: https://bit.ly/3oyv4tR\nSPON: brokensilicon = -25% off Windows, dieshrink = -3% off Everything: https://biitt.ly/shbSk\n\n\n0:00 Jon Peddie Intro \u2013 What\u2019s changed since we last talked in early 2020?\n7:30 The Cyclical nature of Availability \u2013 Why do people keep forgetting?\n12:20 The Difficulty and Alchemy of Modern Chip Design\n16:33 Why is Intel having so much trouble building discrete GPUs?\n22:31 Jon Confirms Alchemist was a Multi-Tile Design \u2013 what went wrong?\n25:57 Comparing Intel Alchemist to the i740 \u2013 Is ARC doomed for the same reasons?\n33:00 Why there\u2019s no chance Alchemist will be fully ready for at least another month\u2026\n37:43 Jon Confirms ARC tried to compete w/ the 3070 - Now what do we expect?\n45:27 Should Intel cut AXG? Should Intel cancel Discrete Gaming ARC?\n56:36 Could Intel spin-off AXG to another company?\n1:03:51 AMD RDNA 3 vs Nvidia Lovelace (Start of Discussion)\n1:12:17 AMD vs Nvidia Mindshare \u2013 Is RADEON ready to take Market Share?\n1:19:59 If Nvidia Blackwell is Monolithic, can it compete with RDNA 4?\n1:25:13 Will Gamers keep upgrading if Midrange cards can do 4K240 in 2024? \n\nhttps://www.linkedin.com/in/jpeddie/\nhttps://www.linkedin.com/company/jon-peddie-research/\nhttps://www.jonpeddie.com/editorials/will-axg-survive-gelsingers-axe\nPrevious Broken Silicon Episode: https://youtu.be/VK_PNzmlEYA\nMLID ARC Cancellation Leak: https://youtu.be/DH2s5HeZzs8\nMLID ARC Update: https://youtu.be/AVdG-4a6FB4?t=1035\nhttps://www.investors.com/news/technology/intel-stock-falls-after-chipmaker-badly-misses-q2-targets/\nhttps://www.tomshardware.com/news/intel-kills-optane-memory-business-for-good\nGamers Nexus Driver Issues: https://youtu.be/MjYSeT-T5uk\nNvidia Rumored to stay Monolithic again: https://www.hardwaretimes.com/nvidia-delays-the-move-to-chiplet-gpus-rtx-50-series-blackwell-to-leverage-monolithic-die-rumor/\nhttps://videocardz.com/newz/nvidia-geforce-rtx-3090-has-been-tested-with-custom-20gb-320b-and-12gb-192b-memory-bioses\nhttps://www.jonpeddie.com/store/market-watch-quarterly1\nhttps://en.wikipedia.org/wiki/Intel\nhttps://en.wikipedia.org/wiki/Intel740\nhttps://en.wikipedia.org/wiki/Advanced_Micro_Devices\nhttps://www.techpowerup.com/297482/intel-meteor-lake-reportedly-delayed-until-end-of-2023-will-have-knock-on-effects-for-tsmc