229. Nvidia 40 SUPER, Intel & Taiwan, Zen 5 Threadripper, Meteor Lake | Leo, KitGuru

Leo Waldock from KitGuru joins to discuss Threadripper, Xeon WS, Nvidia, and Geopolitics!
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0:00 Who is Leo Waldock?
7:12 The Insane Power Consumption of Sapphire Rapids Workstation
18:53 Retrospective on the Pre-Zen era and Post-Zen Launch
33:37 Qualcomm Snapdragon X Elite, High-End ARM, Apple Silicon
53:00 Meteor Lake, Arrow Lake, and Intel Tile Tech
1:08:15 War Over Taiwan, Intel's Fab Advantage, Geopolitics
1:33:20 Intel's Future if they "Pull an IBM", Zen 4 Threadripper
1:53:22 Intel SPR-R Workstation, Zen 5 Threadripper
2:05:25 Meteor Lake Timing, Zen 5 Strix, AMD's Future in Laptops
2:37:08 Nvidia 40 SUPER – How aggressive could Jensen get?
2:41:10 AI Market Softening, Cloud Gaming
2:49:26 Nvidia Mindset & Margin Lust, 2023 AAA Game Perf, GPU Prices

Leo’s Twitter: https://twitter.com/leowaldock
Leo on KitGuru: https://www.kitguru.net/author/leo-waldock/
Leo’s Work: https://anewstip.com/media/journalist/dv2-efee7ddf/leo-waldock/?tab=tweets
Leo’s SPR Workstation Review: https://youtu.be/FfH2uKL-3nY?si=tt4cI0gSocOXqm_X
https://www.kitguru.net/lifestyle/mobile/laptops/leo-waldock/leo-says-69-say-hello-to-intel-core-ultra/
https://www.kitguru.net/lifestyle/mobile/laptops/leo-waldock/pcspecialist-fusion-14-13700h-rtx-3050-laptop-review/
MLID SUPER Leak: https://youtu.be/8l6CsPzIZFw?si=NybU6cQsKFsT03L4
https://www.kitguru.net/components/cpu/anton-shilov/amds-zen-may-enable-company-to-be-a-viable-competitor-to-intel-analyst/
MLID Threadripper / Xeon Update from 1 Year Ago: https://youtu.be/IpkGYTypOyc
https://www.anandtech.com/show/21092/amd-unveils-ryzen-threadripper-7000-family-zen-4-for-workstations-and-hedt
MLID Arrow Lake Refresh & SPR-R Leak: https://youtu.be/FrS5tJ6mfkg
MLID Strix Halo Leak: https://youtu.be/-pQEdpMCrdU?si=itvnCmZPINaGyyZU
https://m-yicai-com.translate.goog/news/101885751.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp
https://www.qualcomm.com/news/releases/2023/10/qualcomm-unleashes-snapdragon-x-elite--the-ai-super-charged-plat
https://bestvaluegpu.com/history/new-and-used-rtx-4080-price-history-and-specs/
https://www.reddit.com/r/intel/comments/12ttcv8/best_vs_best_13980hx_vs_7945hx/
https://www.notebookcheck.net/Asus-ROG-Zephyrus-Duo-16-Notebook-Review-Multitasking-monster-with-AMD-Zen4-RTX-4090-Mini-LED.701152.0.html