Wendell from Level1Techs joins to discuss the long term competitiveness of AMD, Intel, & Nvidia.
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0:00 Who is Wendell?
8:12 How is Intel doing? Is Pat succeeding?
21:09 Why can't Intel launch anything on time?
31:27 Raptor Lake vs Zen 4 Raphael - Does this matchup matter?
45:50 Why AMD doesn't care if they lose desktop performance by 5-10%
50:37 AMD Financial Investor Day Thoughts
57:02 Balancing Compute & Gaming Performance in GPUs
1:10:36 Steam Deck & Linux Gaming
1:23:25 Intel Fishhawk Falls, Threadripper, Siena
1:39:38 AMD Software
1:47:33 How will AI Engines help the average user?
1:56:55 Nvidia Lovelace Power Draw - A sign of the future?
2:07:52 What do AMD, Intel, and Nvidia each need to focus on for success?
Level1Techs: https://www.youtube.com/channel/UC4w1YQAJMWOz4qtxinq55LQ
Previous Level1Techs Episode: https://youtu.be/Lm1IGCb2KH8
Low Latency Developer Tom Mentioned: https://youtu.be/B-Nti0FhRb8
Dave Eggleston CXL/Optane/Memory Expert Episode: https://youtu.be/mCxHcvtpfAk
https://ir.amd.com/news-events/analyst-day
https://en.wikipedia.org/wiki/Ice_Lake_(microprocessor)#Xeon_Platinum_series
https://www.tomshardware.com/news/intel-delays-xeon-scalable-sapphire-rapids-again
https://www.amd.com/en/corporate/pensando-acquisition
https://www.intel.com/content/www/us/en/products/sku/212287/intel-xeon-platinum-8380-processor-60m-cache-2-30-ghz/specifications.html
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