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.
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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