Discussion Zen 7 speculation thread

[adroc_thurston]

A lot of that is going on.

In fairness, some of that is needed, because there is not enough awareness in the industry (financial and other) how far AMD has come.

But as far as roadmap has been extremely vague so far.

2022 FAD was the same.

 

[Josh128]

These FADs are all the same, stupendously little new info. Whats up with the low quality/resolution slides?? Anyhow, according to FAD, they didnt differentiate between classic and dense for Venice but clearly showed it for 4th and 5th gen, interesting. They also showed Venice is coming in 2026 (nothing more specific than that), Medusa Point coming in 2027, and zero mention of desktop Olympic Ridge. Anyone here still hanging onto hope that desktop is coming before enterprise? Seems like it would at least been worth a mention? It could be that they dont want to rock the boat of their current desktop momentum, e.g. Osborne effect worries. Also zero mention of double / new X3D SKUs or desktop GPU stuff coming.

 

[adroc_thurston]

Medusa Point coming in 2027, and zero mention of desktop Olympic Ridge

Who cares the growth there is tiny.

Also zero mention of double / new X3D SKUs or desktop GPU stuff coming

Wait you really thought they're gonna dangle irrelevant client toys on moneyboyz FAD of all things?

 

[gdansk]

Only had a chance to hear the finance guru speak of maximizing investment into products which have highest margin. Well, duh. I didn't expect any info on products, just a confirmation Zen 7 is real. But what do financial analysts get out of it either?

I guess it's just an opportunity to speak of big numbers. Lots of CAGR. Infinite TAM.

 

[Josh128]

Who cares the growth there is tiny.

Wait you really thought they're gonna dangle irrelevant client toys on moneyboyz FAD of all things?

Laptop is the largest TAM for client, which is still dominated by Intel. Client GPU is not irrelevant when Nvidia have 95% marketshare that they could possibly make inroads in. The correct answer is, they still have no answer to these problems, I guess.

 

[adroc_thurston]

Laptop is the largest TAM for client, which is still dominated by Intel.

Good news, they're aiming for >40% rev share.

Client GPU is not irrelevant when Nvidia have 95% marketshare that they could possibly make inroads in

You really think investors gaf about toys for (man)children?

The correct answer is, they still have no answer to these problems, I guess.

The correct answer is "watch the FAD and maybe figure out the primary talking point there".

 

[regen1]

Are you suggesting that DMR will be the last Intel CPU with AMX and future ones will move to ACE?

DMR could be last or if there's some derivative/refresh based on its core(like SKL-SP to Cascade Lake-SP or Sapphire Rapids to Emerald Rapids) then that could be. Beyond that any completely new u-arch stuff obviously will move to ACE.

 

[Josh128]

You really think investors gaf about toys for (man)children?

The correct answer is "watch the FAD and maybe figure out the primary talking point there".

Yeah, they do. Money is money, investors dont gaf where it comes from. Considering Nvidia's gaming division made 4.3 billion last quarter and AMD's only did 1.3 billion, there is plenty of room for growth there. As an investor myself, I aint keen on putting all the eggs in the one big beautiful AI basket. When the AI shat inevitably cools down, I'd like them to be competitive in other areas as well, as should anyone with skin in the game.

 

[adroc_thurston]

Money is money, investors dont gaf where it comes from.

Yeah they do.

Considering Nvidia's gaming division made 4.3 billion last quarter and AMD's only did 1.3 billion

NV DC is like 10 times their gaming rev.

I aint keen on putting all the eggs in the one big beautiful AI basket. When the AI shat inevitably cools down, I'd like them to be competitive in other areas as well, as should anyone with skin in the game

GOOD NEWS EVERYONE
Server CPU capex is healthy.

You just want AMD to talk about toys. Unfortunately, no one at AMD likes toys. Especially not their CFO lmao.

 

[511]

They even ruined AVX 10.2/ACE with AI rip