I agree. Much of what AMD does, or doesn't do will likely depend on how competitive Nova Lake ends up being.We're still talking about double stack X3D? I can believe it was tested, but I'll say that the only way it would ever launch is if Intel just blows the top off with Nova Lake and AMD needs it to maintain / tie for the gaming crown. I doubt thats the case, but we'll see.
Double 3D cache, and lots of skews built on N2 are (IMO) dependent on if AMD NEEEDS to do it or not. If Intel is in the rearview mirror with AMD's Zen 6 on N3P and single stacked X3D, then it is unlikely AMD will spend the cash on COGS when they can just pocket the profit.
Well, based on what we have today, Zen5 outperforms ARL in multimedia in general, but I wonder how much of that is due to AVX512.Lets talk media engines, Nova Lake will excel in this. Industry leading.
Will AMD match or come close here with Zen6? ( This is important for CPU only setups)
Given more cores (48 vs 24) and support for at least a 256 bit AVX path in Nova Lake, I think it likely NVL will hold an advantage over Zen 6 in multimedia.
Of course, Thread ripper will completely dominate these workloads which are, after all, professional level applications for the most part.