We discuss Nvidia’s Pivot to AI, AMD’s ability to compete long term, and the future of Intel!
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0:00 How do Jim & Tom describe their job to strangers?
11:23 RTX 4060 Ti, RX 7600, GPUs in 2023
20:30 Nvidia AI & Q1 Earnings
45:42 Has Intel missed ANOTHER key market?
52:57 Is AI a bubble?
1:03:35 Nvidia’s AI Software Strategy vs AMD’s AI Chiplet Strategy
1:21:39 RTX 5000 vs RDNA 4 – Competition, or more gamer snubbing?
1:42:04 Will AMD Zen 5 take market share from Intel Meteor Lake?
2:02:02 Is Intel Arrow Lake enough to save Intel?
2:09:27 PlayStation 5 Pro, XBOX Elite, PS6, Game Optimization
2:29:25 ARM, AI in Medicine
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https://www.tomshardware.com/news/intel-xe-hpc-ponte-vecchio-examined
https://d1io3yog0oux5.cloudfront.net/_decad72055e831bd2560ebeaeffa399e/amd/db/812/6836/presentation/FAD+2022_Victor_Peng_Final+Post.pdf
https://www.youtube.com/live/fHwmLOYJU_w?feature=share
https://videocardz.com/newz/intel-shows-off-16-core-22-thread-meteor-lake-cpu-in-generative-ai-content-demo
https://www.anandtech.com/show/18878/intel-discloses-new-details-on-meteor-lake-vpu-block-lays-out-vision-for-client-ai
https://www.techpowerup.com/review/amd-hd-7770/