xpea

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    xpea reacted to Aapje's post in the thread Discussion RDNA4 + CDNA3 Architectures Thread with Like.

    Apparently this is based on RDNA3 or 4, so has the same dual issue WGPs. So I predict that we get the same huge deflation when RDNA3...

    Mar 15, 2024
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    xpea reacted to Aapje's post in the thread Discussion Nvidia Blackwell in Q4-2024 ? with Like.

    Just because they are shipping some 32Gbps GDDR7 doesn't mean that they are shipping it in sufficient volume for Nvidia. The higher the...

    Mar 12, 2024
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    xpea reacted to tajoh111's post in the thread News Nvidia 4Q23 Results with Like.

    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...

    Mar 8, 2024
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    xpea reacted to tajoh111's post in the thread News Nvidia 4Q23 Results with Like.

    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...

    Mar 8, 2024
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    xpea reacted to tajoh111's post in the thread News Nvidia 4Q23 Results with Like.

    Impressive beat again. Freakish profits worthy of a company worth a trillion dollars(perhaps not two trillion). What adds to this feat...

    Mar 8, 2024

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