165. Future of Intel’s AXG, AMD Market Share, Nvidia Blackwell v RDNA 4 | Jon Peddie

Jon Peddie joins to discuss Intel Xe’s past, ARC’s future, and RADEON vs GeForce Competition. SPON: Get 10% off Tasty Vite Ramen with Code “brokensilicon” at: https://bit.ly/3oyv4tR SPON: brokensilicon = -25% off Windows, dieshrink = -3% off Everything: https://biitt.ly/shbSk 0:00 Jon Peddie Intro – What’s changed since we last talked in early 2020? 7:30 The Cyclical nature of Availability – Why do people keep forgetting? 12:20 The Difficulty and Alchemy of Modern Chip Design 16:33 Why is Intel having so much trouble building discrete GPUs? 22:31 Jon Confirms Alchemist was a Multi-Tile Design – what went wrong? 25:57 Comparing Intel Alchemist to the i740 – Is ARC doomed for the same reasons? 33:00 Why there’s no chance Alchemist will be fully ready for at least another month… 37:43 Jon Confirms ARC tried to compete w/ the 3070 - Now what do we expect? 45:27 Should Intel cut AXG? Should Intel cancel Discrete Gaming ARC? 56:36 Could Intel spin-off AXG to another company? 1:03:51 AMD RDNA 3 vs Nvidia Lovelace (Start of Discussion) 1:12:17 AMD vs Nvidia Mindshare – Is RADEON ready to take Market Share? 1:19:59 If Nvidia Blackwell is Monolithic, can it compete with RDNA 4? 1:25:13 Will Gamers keep upgrading if Midrange cards can do 4K240 in 2024? https://www.linkedin.com/in/jpeddie/ https://www.linkedin.com/company/jon-peddie-research/ https://www.jonpeddie.com/editorials/will-axg-survive-gelsingers-axe Previous Broken Silicon Episode: https://youtu.be/VK_PNzmlEYA MLID ARC Cancellation Leak: https://youtu.be/DH2s5HeZzs8 MLID ARC Update: https://youtu.be/AVdG-4a6FB4?t=1035 https://www.investors.com/news/technology/intel-stock-falls-after-chipmaker-badly-misses-q2-targets/ https://www.tomshardware.com/news/intel-kills-optane-memory-business-for-good Gamers Nexus Driver Issues: https://youtu.be/MjYSeT-T5uk Nvidia 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/ https://videocardz.com/newz/nvidia-geforce-rtx-3090-has-been-tested-with-custom-20gb-320b-and-12gb-192b-memory-bioses https://www.jonpeddie.com/store/market-watch-quarterly1 https://en.wikipedia.org/wiki/Intel https://en.wikipedia.org/wiki/Intel740 https://en.wikipedia.org/wiki/Advanced_Micro_Devices https://www.techpowerup.com/297482/intel-meteor-lake-reportedly-delayed-until-end-of-2023-will-have-knock-on-effects-for-tsmc