Jensen Huang: Even if competitors' AI products were free, Nvidia's chips would still be...

[mrSister]

Dude has to milk it as much as possible before the really big AI companies start using their own designed hardware and stop buying from him.

 

[Disiw]

You are sleeping on the cpu front. Ryzen 4 is not bulldozer. If anything this is Intel's Bulldozer moment.

AMDs biggest problem is memory compatibility really.

Don't answer unless you watch the entire video. Tons of people are literally having memory issues with AM5 (as he says) and run their EXPO memory on lower clockspeeds because instability occures. Just like tons of people had memory issues with AM4 and sacrificed clockspeeds to ensure stability.

Memory compatibility has been Ryzens biggest problem from day one, and still is + Slow boot times. Intel systems boot in like 5 seconds and has zero problems with memory comp and can run memory at much higher speeds.

Intel is launching Arrow Lake on TSMC 3nm later this year. Lets see what AMD will do. Hopefully AMD did not skimp on process node and went for 4/5nm for Zen 5. Or AMDs run will be over. AMDs node advantage is gone now. AMD relies 100% on TSMC yet they can't afford to use the best TSMC nodes. Apple is king, 2nd comes Nvidia and Intel, then AMD.

Apple owns 3nm till they are done with it. They are going 2nm next. Nvidia is the next big 3nm customer. Intel too.

Intel has no problem matching AMDs performance. Intels problem is watt usage, which will be fixed by going 3nm TSMC.

Intel Core i9-14900K Review - Reaching for the Performance Crown

Core i9-14900K is Intel's new flagship with clock speeds of up to 6 GHz. It's actually clocked even higher than the 13900KS, thanks to an extra 100 MHz when more than two cores are active. Our review confirms that Raptor Lake Refresh is amazing for both applications and gaming, if you can live...

www.techpowerup.com

"Faster in productivity than any other AMD CPU"
"Incredible gaming performance"

Like I said, Intel has absolutely no issues matching AMD while using an inferior node. Intel 7 is worse than TSMC 7nm and 7950X3D uses TSMC 5nm - with Intel going 3nm TSMC for high-end Arrow Lake chips, their power issues should disappear completely.

Intel + Node advantage = Huge problems for AMD. Always been the case.

MILD speaks about 25-35% performance gain for Arrow Lake over Meteor Lake meaning ~30% over Raptor Lake and Zen 5 is only rumoured to gain 10-20% in comparison.

Arrow Lake vs Zen 5 is going to be a true next gen battle.
A battle where AMD is no longer having no advantage.

Hopefully AMD will use 3nm instead of the cheaper 4/5nm node, or I could see AMD end up in a bad situation.

 

[Disiw]

You can cherrypick benchmarks if you want, showing MI300X is impressive - but it's not in actual AI workloads.

Even Intel is competitive in AI cherrypicked workloads - https://www.techpowerup.com/320228/...beats-nvidia-h100-at-stable-diffusion-3-by-55

In reality tho, AI companies want Nvidia and Nvidia only. The software stack is the magic and both Intel and AMD lacks this, badly.

CUDA and Nvidias software stack is why Nvidia AI cards are being sold faster than Nvidia can make them. Lisa Su can only dream of this scenario.

 

[Endymio]

H100 was released one year ago. March 2023.

H100 actually dropped Oct 2022. ChatGPT was using H100 products by end of year '22.

 

[erickmendes]

"I can poop in your mouth and you would still thank me" - Jensen Huang, the Humble one.

 

[poohbear]

Has nothing to do with arrogance, its just reality really and it was funny too.

Its not "only" about building the chips which on paper can compete, but also the entire software ecosystem behind which Nvidia spent years and billions on, THIS is why all the big AI companies want Nvidia right now

Even if, lets say AMD could actually beat Nvidia on raw AI compute power, it would not be enough without the software ecosystem behind to support it - I doubt AMD can afford this development and even if they can, it will take years and take away from their CPU progress (which will lack R&D funds)

Nvidia has AI money coming in fast RIGHT NOW which all can be used for R&D, hard to see anyone catch up anytime soon

AMD might be a smaller player in AI market in some years, Nvidia will remain king

Who should be able to compete with Nvidia? If AMD truly wants to go this route, it would eat all their R&D funds and they will loose CPU marketshare

The issue with AMD is they're also doing CPUs. Nvidia doesn't have that burden. You can do 2 things at 50%, or 1 thing at 100%.

 

[Disiw]

The issue with AMD is they're also doing CPUs. Nvidia doesn't have that burden. You can do 2 things at 50%, or 1 thing at 100%.

AMD could just change focus if they knew they had something really great, but they don't. CPUs are their main business and always will be.

 

[HardReset]

MILD speaks about 25-35% performance gain for Arrow Lake over Meteor Lake meaning ~30% over Raptor Lake and Zen 5 is only rumoured to gain 10-20% in comparison.

Yeaaah? Zen5 is rumored to gain 10-20% IPC, whereas Arrow Lake vs Meteor Lake is "with same core count". Basically that means just that Arrow Lake has small single digit IPC gain and higher clock speeds.

Therefore Zen5 will trounce Arrow Lake with no problems. That means Intel will go bankrupt next year.

 

[colemar]

Nvidia will remain king

Remember Nokia and BlackBerry.

 

[Endymio]

Therefore Zen5 will trounce Arrow Lake with no problems. That means Intel will go bankrupt next year.

Great! I'll purchase as many INTC call options from you then as you can afford, and you'll make a guaranteed fortune. Deal?

 

[HardReset]

Great! I'll purchase as many INTC call options from you then as you can afford, and you'll make a guaranteed fortune. Deal?

Sounds good to me.

(Just making similar statements one user makes on every post written.)

 

[Disiw]

Yeaaah? Zen5 is rumored to gain 10-20% IPC, whereas Arrow Lake vs Meteor Lake is "with same core count". Basically that means just that Arrow Lake has small single digit IPC gain and higher clock speeds.

Therefore Zen5 will trounce Arrow Lake with no problems. That means Intel will go bankrupt next year.

Intel go bankrupt hahahaha

Intel Is The Top Chip Company Again But The Semiconductor Market Is In Shambles

Intel regained the top spot after settling for second place the past two years, though NVIDIA could be considered the biggest winner.

hothardware.com

Canalys on LinkedIn: #lenovo #amd #hp #asus #chromebooks #windows #processor #semiconductor…

In Q4 2023, Intel Corporation maintained its leading position in PC (excluding tablets) processor shipments, with a market share of 78%, showing a stable…

www.linkedin.com

Keep dreaming

Intel could afford to go TSMC 3nm for Arrow Lake. AMD could not and went with optimized 5nm for Zen 5 instead, they cheaped out, which will bite them in the *** real soon.

AMD made a big mistake skimping on process, giving Intel node advantage. You will see later this year. AMD will be battling on price this time. AMD as we know them. This is what they do in the GPU market, and still loose big.

Lets just hope AMD fixed memory compatibility issues with Zen 5 and new boards. 7000 series still is a mess when it comes to memory. If in doubt, go look at amazon user reviews, verified buyers and see how many screams about memory issues ... and slow booting.

Most AMD systems boot 5-10 times slower than Intel. Some are waiting for minutes upon pressing the power button still, using newest firmwares. Tons of beta firmwares. Tons of AGESA fixes, many 7000 owners feel like guinea pigs. They paid to be a betatester. Even 1½ years after release, soon to be 2 years, this is not fixed.

AMD should revamp entire AM5 for Zen 5, brand new boards without beta firmwares. No slow booting. No memory issues. EXPO memory should work out of the box, which is not the case today. Even EXPO memory fails to run the stated clocks and timings.

 

[Bamda]

Open mouth and insert foot. Just another Billionaire ***** on display. LOL