Discussion RDNA 5 / UDNA (CDNA Next) speculation

[luro]

?

Nvm, I misunderstood.

 

[jpiniero]

Have it ever started?
PS1/2/4 were dang cheap boxes.

Oh they've always been subsidized.

But they were able to cut the prices of the consoles too later in the lifecycle because Moore's Law wasn't dead then.

 

[adroc_thurston]

Oh they've always been subsidized.

No, PS1 and PS4 were built to be cheap AF from the get-go.

 

[ToTTenTranz]

they never had them.

This is false. Unless you're accusing both companies of lying to their shareholders.
Home console hardware from Microsoft and Sony were always subsidized at launch, with Sony claiming very openly when they stop losing money with each console.

Sony CEO Kaz Hirai says PS4 is already profitable

www.polygon.com

Microsoft would like to remind you the Xbox definitely makes money

Xbox consoles are sold at a loss

www.theverge.com

A Microsoft executive has admitted that the company doesn’t earn any profit on sales of Xbox consoles alone. The admission came as part of the Epic v. Apple trial yesterday, confirming what we’ve known for years: Microsoft sells Xbox consoles at a loss. Asked how much margin Microsoft makes on Xbox consoles, the company’s head of Xbox business development, Lori Wright, said, “We don’t; we sell the consoles at a loss.”

Sony’s $499 PS5 is no longer selling at a loss

The PS5 won’t be costly like the PS3.

www.theverge.com

Sony’s $499 PlayStation 5 console is no longer selling at a loss. Bloomberg reports that Sony chief financial officer Hiroki Totoki shared the news just a week after the company announced it had sold 10 million PS5 consoles.

The only exception to this was probably the PS5 Pro.

 

[adroc_thurston]

This is false. Unless you're accusing both companies of lying to their shareholders.
Home console hardware from Microsoft and Sony were always subsidized at launch, with Sony claiming very openly when they stop losing money with each console.

Sony CEO Kaz Hirai says PS4 is already profitable

www.polygon.com

Microsoft would like to remind you the Xbox definitely makes money

Xbox consoles are sold at a loss

www.theverge.com

Sony’s $499 PS5 is no longer selling at a loss

The PS5 won’t be costly like the PS3.

www.theverge.com

The only exception to this was probably the PS5 Pro.

Loss here means not per-unit costs, but stuff to account for NRE paid.

 

[eek2121]

Won't happen... AI is here to stay

What will burst is meaningless investment into meaningless "startups"

Then the only bubble burst re hardware will be when performance requirements plateau

Oh the AI bubble will burst, eventually. The economics of it all don’t work. More money has been spent than will ever be regained through subscription revenue, LLM development will plateau, and open source models will mean nobody has a monopoly.

This is false. Unless you're accusing both companies of lying to their shareholders.
Home console hardware from Microsoft and Sony were always subsidized at launch, with Sony claiming very openly when they stop losing money with each console.

Sony CEO Kaz Hirai says PS4 is already profitable

www.polygon.com

Microsoft would like to remind you the Xbox definitely makes money

Xbox consoles are sold at a loss

www.theverge.com

Sony’s $499 PS5 is no longer selling at a loss

The PS5 won’t be costly like the PS3.

www.theverge.com

The only exception to this was probably the PS5 Pro.

IIRC On a per unit basis consoles were almost never sold at a loss. The actual losses Sony and others were talking about are things like Marketing, R&D, legal, etc.

 

[soresu]

OpenAI validated AMD Mi450, and now other can also follow.

They validated much more than MI450. They validated the things that come after MI450..

I feel like this is the wrong word to use given what validation usually means in the context of nascent silicon in enterprise markets.

My first reaction to this was to assume you both meant that OpenAI had literally tested their models on MI450 engineering samples until I read "after MI450".