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      tajoh111 replied to the thread News Nvidia 4Q23 Results.
      The time for this datacenter boom is likely short and every quarter where AMD doesn't not have amazing revenue is a lost opportunity for...
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      tajoh111 replied to the thread News Nvidia 4Q23 Results.
      IF AMD is only ramping up in 2nd of of this year, that's sign of trouble. MI300 was supposed to be a Q1, 2023 product according to...
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      tajoh111 replied to the thread News Nvidia 4Q23 Results.
      Impressive beat again. Freakish profits worthy of a company worth a trillion dollars(perhaps not two trillion). What adds to this feat...
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      Impossible if they use GDDR7. New memory is expensive when it comes out and when you add in, you want 50% more combined a selling...
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      tajoh111 replied to the thread NV Super refresh reviews.
      I don't think any company which is R and D heavy wants to deal with such poor margins for a product and would rather not sell the...
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      tajoh111 replied to the thread News AMD 4Q23 Earnings.
      As far as GPU launches which Nvidia generally does slip very much if at all....AMD on the other hand has been doing it quite a bit...
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      tajoh111 replied to the thread News AMD 4Q23 Earnings.
      The question is, what roadmaps will slip to keep AMD's most important roadmaps on track or accelerated? This is the most pragmatic...
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      Those are way different parts. It is true, Turing, which was lobotomized Volta, bloated the dies iso node to an immense degree. Free...
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      tajoh111 replied to the thread NV Super refresh reviews.
      Disappointing performance held back as a result of the l2 cache cripple. It also demonstrates how much gains could have been made in...
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