
229. Nvidia 40 SUPER, Intel & Taiwan, Zen 5 Threadripper, Meteor Lake | Leo, KitGuru
Broken Silicon
Intel's Challenges and Partnership with TSMC
Discussion on Intel's difficulties with latest nodes, success with TSMC funding, and the partnership between Intel and TSMC.
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
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