172. RTX 4000 Performance Claims, DLSS 3 Analysis, Raptor Lake & ARC Pricing, RDNA 3

We discuss the segmentation, performance, and margins of Nvidia Lovelace…and Intel ARC & RDNA 3!
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0:00 It’s been a hard week for Tom & Reesie, MLID Plug from Jensen (Intro Banter)
6:26 Leather Jacket Effect, MEMS, Chiplet Power Costs (Corrections)
11:40 EVGA quits Nvidia due to Shrinking Margins and Disrespect
34:39 RTX 4000 Series Reveal, Performance Claims, Segmentation
54:44 Has Nvidia actually damaged their Mindshare?
1:03:58 DLSS3 Looks Insane…is it too good to be true?
1:16:55 RDNA 3 Competitiveness
1:23:27 AMD Cuts MSRPs of Radeon RX 6000 and Announces RDNA 3
1:26:27 ARC and Lovelace Profit Margins Leaked by MLID
1:33:36 Intel ARC Officially Missed it's Promised Summer Launch
1:42:54 Raptor Lake Pricing Leaked by MLID
1:48:14 Rockstar Hacked - How bad is it?
1:55:09 TSMC’s distrust of Nvidia, AMD Phoenix AIE, RDNA 3 in APUs (Wrap-Up)

https://www.barrons.com/amp/articles/nvidia-graphic-card-prices-moores-law-51663778838
https://www.jonpeddie.com/news/evga-wont-offer-nvidia-next-gen-series
https://www.tomshardware.com/news/nvidia-reveals-secrets-of-ada-lovelace-gpus
https://twitter.com/RyanSmithAT/status/1573190256492711936
https://www.techpowerup.com/299096/nvidia-details-geforce-rtx-4090-founders-edition-cooler-pcb-design-new-power-spike-management
https://youtu.be/qyGWFI1cuZQ
https://twitter.com/ctnzr/status/1572328438354292736?s=20&t=DdMxCeW4VXuMsLqx8mrbAQ&fbclid=IwAR3MJwW12VcWdMbxrtiYPiwD9INQa6A1fj4yoFRmdcVkvbfe_zRO5rBYf8E
https://www.techpowerup.com/299148/amd-cuts-msrps-of-radeon-rx-6000-series-graphics-cards
https://twitter.com/sherkelman/status/1572208858252156928
https://twitter.com/mooreslawisdead/status/1573340740830502912
https://twitter.com/TheMalcore/status/1573459620856741888
https://twitter.com/mooreslawisdead/status/1573340740830502912
https://youtu.be/MH8J-u2Sui0
https://youtu.be/JtLfN_lpr08
https://www.gamingbible.co.uk/news/grand-theft-auto-6-leaks-confirm-setting-protagonists-20220919
https://www.digitaltrends.com/gaming/rockstar-grand-theft-auto-6-announce/
https://www.pcgamer.com/busted-uk-police-arrest-17-year-old-hacker-in-connection-with-gta-6-leaks/
https://m.mydrivers.com/newsview/805332.html
https://wccftech.com/amd-already-has-next-gen-ryzen-phoenix-cpus-with-xilinx-ai-engine-running-in-labs/
https://videocardz.com/newz/intel-core-i9-13900k-raptor-lakes-premium-packaging-design-leaks-out
https://en.wikipedia.org/wiki/List_of_Nvidia_graphics_processing_units#GeForce_40_series