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AMD CEO: The Next Challenge Is Energy Efficiency

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Re: AMD CEO: The Next Challenge Is Energy Efficiency

#51
post #43

AMD is having some challenges at the moment. In particular, the RDNA3 graphics card line launch has been a dud. The Nvidia 4090 turned out to be far ahead of the AMD 7900XTX. Then there turned out to be an overheating issue on the AMD cards. And now it just looks like both Nvidia and AMD are price gouging GPU buyers instead of competing with each other. They are deliberately keeping prices high and creating artificia…

> They are deliberately keeping prices high and creating artificial shortages of GPUs you've seen evidence for this, or it's your opinion? > AMD had a chance to really pull ahead of Nvidia with a graphics card line that you just told us is far behind Nvidia's?

>you've seen evidence for this, or it's your opinion?

Probably alluding to the under-shipping of GPUs; stated by Lisa Su during the recent investor call[0]

[0]https://www.fool.com/earnings/call-transcripts/2023/02/01/ad...

Re: AMD CEO: The Next Challenge Is Energy Efficiency

#52
post #43

AMD is having some challenges at the moment. In particular, the RDNA3 graphics card line launch has been a dud. The Nvidia 4090 turned out to be far ahead of the AMD 7900XTX. Then there turned out to be an overheating issue on the AMD cards. And now it just looks like both Nvidia and AMD are price gouging GPU buyers instead of competing with each other. They are deliberately keeping prices high and creating artificia…

> They are deliberately keeping prices high and creating artificial shortages of GPUs you've seen evidence for this, or it's your opinion? > AMD had a chance to really pull ahead of Nvidia with a graphics card line that you just told us is far behind Nvidia's?

> with a graphics card line that you just told us is far behind Nvidia's?

Cheap and good enough can absolutely be a way to win.

Re: AMD CEO: The Next Challenge Is Energy Efficiency

#53
post #43

AMD is having some challenges at the moment. In particular, the RDNA3 graphics card line launch has been a dud. The Nvidia 4090 turned out to be far ahead of the AMD 7900XTX. Then there turned out to be an overheating issue on the AMD cards. And now it just looks like both Nvidia and AMD are price gouging GPU buyers instead of competing with each other. They are deliberately keeping prices high and creating artificia…

> They are deliberately keeping prices high and creating artificial shortages of GPUs you've seen evidence for this, or it's your opinion? > AMD had a chance to really pull ahead of Nvidia with a graphics card line that you just told us is far behind Nvidia's?

They had a chance to meet a much better price to performance but IMO nvidia showed that the market is willing to pay a premium for GPUs and both major players are exploiting that.

Nvidia relaunched the 4080 12gb as the 4070ti reducing the price by $100. There has to be one hell of a profit margin on the high end cards.

Re: AMD CEO: The Next Challenge Is Energy Efficiency

#54

AMD is having some challenges at the moment. In particular, the RDNA3 graphics card line launch has been a dud. The Nvidia 4090 turned out to be far ahead of the AMD 7900XTX. Then there turned out to be an overheating issue on the AMD cards. And now it just looks like both Nvidia and AMD are price gouging GPU buyers instead of competing with each other. They are deliberately keeping prices high and creating artificia…

> They are deliberately keeping prices high and creating artificial shortages of GPUs,

I'm not sure if you're referring to AMD "undershipping", but if you read how they use that word it's pretty clearly a bad thing. AMD has been shipping less (to retailers) than what they could, or would like to.

Re: AMD CEO: The Next Challenge Is Energy Efficiency

#55
post #52
post #43

Earlier quoted context omitted.

> They are deliberately keeping prices high and creating artificial shortages of GPUs you've seen evidence for this, or it's your opinion? > AMD had a chance to really pull ahead of Nvidia with a graphics card line that you just told us is far behind Nvidia's?

> with a graphics card line that you just told us is far behind Nvidia's? Cheap and good enough can absolutely be a way to win.

Yup.

If AMD actually competed on price then they'd be shifting the GPU market away from Nvidia.

They seem content however just be second best but making bank.

Re: AMD CEO: The Next Challenge Is Energy Efficiency

#56

AMD is having some challenges at the moment. In particular, the RDNA3 graphics card line launch has been a dud. The Nvidia 4090 turned out to be far ahead of the AMD 7900XTX. Then there turned out to be an overheating issue on the AMD cards. And now it just looks like both Nvidia and AMD are price gouging GPU buyers instead of competing with each other. They are deliberately keeping prices high and creating artificia…

> The Nvidia 4090 turned out to be far ahead of the AMD 7900XTX.

7900XTX is on par or better than 4090 in alot of games, as well as some games favouring nvidia more than amd... (obviously not talking about Ray Tracing)

Coupled with a lower price...

I'm not quite sure what you're talking about since you're saying the oppisite is all reviews I've seen.

Re: AMD CEO: The Next Challenge Is Energy Efficiency

#57
post #12

Put another way: if AMD (and especially Intel) don't do something about this they're going to get completely eaten alive by ARM. The amount of processing power available in a modern smartphone is truly mind-boggling. I'd love to see a chart showing the chip cost and energy cost of the power on an M1 chip in each previou syear. I would guess that 30+ years ago you'd be in the millions of dollars and watts of power but…

> Put another way: if AMD (and especially Intel) don't do something about this they're going to get completely eaten alive by ARM. AMD’s latest parts are actually quite close to M1/M2 in computing efficiency when clocked down to more conservative power targets. They crank the power consumption of their desktop CPUs deep into the diminishing returns region because benchmarks sell desktop chips. You can go into the BIO…

People keep repeating that Zen4 and M1 are close in efficiency but what is the source with actual benchmarks and power measurements?

At any rate, using single points to compare energy efficiency isn't a good comparison, unless either the performance or power consumption of the data points comparable. Like, the M1's little cores are 3-5x even more efficient when operating in an incomparable power class, and Apple's own marketing graphs show the M1's max efficiency is also well below its max performance [1]

Those perf/power curves are the basis of actually useful comparisons; has anyone plotted some outside of marketing materials? It might even be possible under Asahi.

[1] https://www.apple.com/newsroom/2021/10/introducing-m1-pro-an...

Re: AMD CEO: The Next Challenge Is Energy Efficiency

#58
So.... that means an Apple M1 killer is in the works? Anybody? That's the type of energy efficiency everyone can get onboard with.

Also, IMO software needs to take a lot of responsibility for energy efficiency, we just pawn that off on the hardware vendors. I wonder what the carbon cost of javascript is, I don't think I'd want to see the results, or python for that matter.

Re: AMD CEO: The Next Challenge Is Energy Efficiency

#59
post #43

AMD is having some challenges at the moment. In particular, the RDNA3 graphics card line launch has been a dud. The Nvidia 4090 turned out to be far ahead of the AMD 7900XTX. Then there turned out to be an overheating issue on the AMD cards. And now it just looks like both Nvidia and AMD are price gouging GPU buyers instead of competing with each other. They are deliberately keeping prices high and creating artificia…

> They are deliberately keeping prices high and creating artificial shortages of GPUs you've seen evidence for this, or it's your opinion? > AMD had a chance to really pull ahead of Nvidia with a graphics card line that you just told us is far behind Nvidia's?

AMD said it themselves. They're "undershipping" to "reduce downstream inventory". [1]

The take from multiple[2][3][4] journalists on that call is they're trying to avoid a "supply glut" and maintain high prices.

[1] https://seekingalpha.com/article/4574091-advanced-micro-devi...

[2] https://www.pcgamer.com/amd-undershipping-chips-to-help-prop...

[3] https://gamerant.com/amd-undershipping-graphics-cards/

[4] https://www.extremetech.com/computing/342781-amd-ceo-says-it...

Re: AMD CEO: The Next Challenge Is Energy Efficiency

#60
post #30

Earlier quoted context omitted.

In my experience talking to semiconductors folks, ARM is just not a concern anymore. The future is RISC-V, and ARM is already being seen as legacy tech. ARM's progress in the server space has stalled, the ARM Windows ecosystem is dead, Android has laid the groundwork for a move to RISC-V, and ARM has never and will never touch the desktop market.

> ARM has never and will never touch the desktop market That’s a bold statement as I type all day on an M1 Mac. My FT100 company just made the leap to them as dev machines.

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