Nvidia could absolutely make a stellar budget GPU, they just have ZERO desire to do so because the margins are so low. Nvidia just made $14.51 billion from DC sales, and ‘only’ $2.86 billion on gamer, which is a lower margin segment.
Nvidia is predicting an insane 75% profit margin in 2024.
Jensen isnt going to stop to pickup a penny $10 bill in a parking lot.
Huang is talking about complete independence, not just leading edge node production like i’ve seen many people assume based on the headline. Achieving this in 10-20 years with the volume of components needed is actually pretty optimistic.
Huang explained that Nvidia’s products rely on countless components from around the world, not just Taiwan, although Nvidia’s most important components are made in Taiwan.
“We are still 10 to 20 years away from achieving supply chain independence,” Huang said.
The truth is, the U.S. and other countries dont really want to create (and spend) for complete chip independence, they just dont want to depend on Taiwan and China. Outside of wartime production, chips would just be sourced from the U.S. and trading partners like Korea, Vietnam, Japan, Ireland, Germany.
They should focus on fixing the egregious 80ms response time on MacBook screens before thinking about a ‘privacy screen’. Average response time for the industry is around 20ms, while some are under 1ms. Apple is leading the pack for some of the worst response rates in laptops.
It’s not even a drop in the bucket for Tim Cook to personally do. His net worth fluctuates more than a million dollars a day.
It’s not that they can’t make a 5G modem, they can, it’s just that it won’t be as good as the Qualcomm modems Apple is already licensing. Qualcomm is the gold standard for modems, and when manufacturers use someone else, like Google’s Pixel using Samsung’s modems, you get tons of complaints about lower battery life/abnormal heat, and poor reception.
Rapidus was created last year and only started clearing the plot of land to build their first fab in September. Talking about 1nm production is putting the cart before the horse, they aren’t expecting their first 2nm node to be in production until 2027. Let’s not forget that GloFo had decades of experience, bought IBMs fabs, and had an EUV machine and still called it quits on pursuing the leading edge after years of failing. Intel had numerous issues with 10nm, and TSMC and Samsung are now struggling with 3nm. Point being, talk is cheap and execution is extremely hard in the industry.
Mostly due to Valves aggressive pricing. Take that out of the mix and Steam Deck falls down the list, but obviously pricing is one of the biggest factors.
I think Apple knows this as well, that’s why everyone is getting it free for another year.
It also comes less than a week after Qualcomm ends its deal with Iridium to offer a similar emergency SOS satellite feature. This extra free year has likely been in consideration for a long time, but the timing of this announcement is likely Apple rubbing salt in Qualcomms wound.
They would need to completely revamp the branding if they want to market towards younger non-tech interested individuals. Simplify the hardware/software and boost marketing with a cool and luxury focus.
That’s impossible, as Google cant control what people do with Android. If some OEM wants to make a $50 Android phone, they cant stop them.
As you pointed out, Android still outsells Apple globally, but it should be obvious that most of those phones are budget devices, not flagships.
Android will never be a premium brand, but there can be premium brands or lineups within Android. This is probably why Google completely killed the Nexus brand, which used to sell very cheap decent devices, now Pixel is more of a mid-high end brand.
CacheWarp was discovered earlier this year and AMD was informed in APRIL.
The researchers gave AMD 8 months to come up with a patch before publication.
You can’t blame the researchers for publishing their work, they gave AMD plenty of time to address it.
You’re overlooking the context of that situation. The whole reason Intel hit a wall with CPU performance was because they were overzealous with the improvements being done with 10nm, and as we know Intel couldn’t make it happen on time or as planned. Meanwhile TSMC and Samsung moved to EUV, which paid off big time. AMD soon moved to TSMC and rode on their curtails. Intel has now learned from that mistake and is why they are open to using TSMC not only for additional capacity but to make sure they are never stuck on a node while everyone else isn’t.
So Nvidia wouldn’t get stuck like Intel did, as Nvidia hops around to whatever fab they feel is best for them in terms of performance and pricing. Now could Nvidia hit a wall with architectural designs? Sure, but so could AMD, but considering this is Nvidia’s core business, they have a ton more money and engineers and are far more desirable to work for, it’s probably less likely Nvidia will have issues and more likely AMD will.
I have so many questions to the point I feel like it’s not even worth asking any.
For those that are inevitably too lazy to click
The vulnerability affects first through third generation EPYC CPUs (Naples, Rome, and Milan), but AMD has only made a microcode patch for third generation Milan chips.
Not sure why is so pessimistic about future support after seeing all the effort Intel has put into Arc drivers, which are obviously manual tuning too. APO will never ever come to every game, most games wont even benefit much from it, and it would be far too much work, but all they would need to do is look at like the top 100 games played every year, quickly go through them and see which are under performing due to scheduling issues (not hard to do), then hand tune the ones they expect to find performance left on the table.
Finding an additional 30% performance, and lower power consumption is definitely worth the effort, its far cheaper for Intel to go down this route than it is to get these gains in silicon. And its not like Intel has any plans to move away from heterogeneous designs anytime soon, even AMD is now doing them and they have their own scheduler issues (X3D on 1/2 CCDs and Zen4+Zen4c).
I’d obviously like to see support on 13th gen and the midrange SKUs too, and ideally not have a separate APO app.
Nothing for you, they aren’t intended for client sales these are B2B products that businesses would slap into various proprietary machines.
The 5800x3D which is the best AM4 gaming CPU comes out behind a 13600k in gaming, significantly in multi-thread, and even pricing. The 5800x3d is even behind the 7600.
None of these chips really target 13th/14th gen or Zen 4 performance.
unless they want a repeat of XeSS, they will cut their losses and decide not to invest resources into a feature that barely anyone uses.
XeSS is in close to 100 games now, more users are using XeSS than people even own Arc GPUs, as it has better quality than FSR and works on AMD and Nvidia GPUs too. Also Intel has already marketed Meteor Lake + XeSS, which they are expecting around 100 million people to buy MTL in 2024.
If anything XeSS has been the most successful part of Intels consumer GPU push.
Context of that generational leap makes it far less impressive, and its clear that Apple wont be able to pull this off again in the next 2 years unless there are major changes.
Apple used to have M silicon trail A silicon architecture by a generation, this is the first year Apple has put them on the same level, its essentially 2 generations of architecture leap this year.
M2 was on N5P, M3 is on N3B, that node difference alone can account for half of the uplift.
I’d actually argue that M3 is underwhelming for what went into it, it also wasnt ‘one year’, but 16 months.
No chance this is happening, this is not even remotely in Apples wheelhouse and it’s a crowded market where Apple really has little uniqueness to offer.
There are plenty of easier, more profitable ventures for Apple than this.
Tim Fapple