PC Perspective Podcast #484 – 01/25/18
Join us this week for a recap of news and reviews including new SSDs from Samsung, updates on Spectre and Meltdown, and building the ultimate Plex server, and more!
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Hosts: Ryan Shrout, Jeremy Hellstrom, Josh Walrath, Allyn Malventano
Peanut Gallery: Ken Addison
Program length: 1:28:56
Podcast topics of discussion:
Week in Review:
0:41:30 Thanks to Casper for supporting our channel. Save $50 on select mattresses at http://www.casper.com/pcper code: pcper
News items of interest:
1:14:10 Picks of the Week:
Allyn: Solid yet flexible TV mount
OMG Ryan. What is the deal
OMG Ryan. What is the deal with those pictures? 😀 Asleep at work again? xD
On the title pic of PCPer Mailbag #27 you look like somebody overran your cat/dog.
I think they pick them on
I think they pick them on purpose lol.
Now the jedi edition is oos
Now the jedi edition is oos
What an insane market.
What an insane market.
Hmm, I may have been tweeting
Hmm, I may have been tweeting about it since a little after 2pm MT…
Who the fudge uses Twatter or
Who the fudge uses Twatter or Farcebook, Put a story up on PcPer. Intel gets it’s news posted PDQ on PCper, what’s up with that!
P.S. Lisa Su needs to stop spinning about F-ing GPUs and consumer gaming crap and get to talking up Epyc and getting AMD back to that 20%+ server market share that had AMD’s stock valued in the $90-$95 range on CPU(Opteron) sales alone. AMD’s had that stock share price high market value at a time before AMD purchased ATI! So Epyc is where AMD can get out of its stock market share price and share price volatility doldrums with a better share of the server market.
AMD can not exist as a stable business worring mostly about any consumer gaming markets only as that’s where AMD’s stock value and stability problems come from in the very fickle consumer gaming markets. Lisa Su needs to be focusing on Epyc like she has mentioned the 7nm Vega 20 based AI variant that will be a GPU for the compute/AI markets where the proper markups will be paid with no complaints from the businesses that need CPUs and PRO GPUs for that professional Compute/AI market usage.
Conusmer gaming only is not going to make AMD a wholly viable company so AMD needs to focus on Epyc/Pro GPUs and that higher margin business and not worry about any gaming markets that AMD does not currenty have a very large share of compared to Nvidia. Nvidia has too much money to invest in many comoute/gaming focused GPU base die tape-outs and AMD needs those Epyc/Radeon Pro WX/Radeon Instinct revenues if AMD ever hopse that it can compete head to head with GP102 and whatever newer Nvidia variants are next.
Epyc/Pro Compute/AI GPUs are where AMD can get back to the days where its stock value and market cap are closer to Nvidia’s stock value and market cap. Nvidia tapes-out 5 different base die variants(GP100, GP102, GP104, GP106, GP108) compared to AMD’s only one Vega 10 base die variants that has to do double duty as a compue and gaming focused SKUs. And Vega 10 is really more focused towards compute with that complement of shader cores on Vega 10. So until AMD can get that stock value back up to $90 to $95 there is no way that AMD can match Nvidia for numbers of base die tape-outs where GP102 has 96 ROPs available for Nvidia to spin up a GTX 1080Ti with 88 ROPs to keep Nvidia in the gaming FPS leadership spot.
AMD will do well in comsumer Graphics indide of APUs as that’s the larger per unit share of the Graphics market anyways but AMD can not beat Nvidia in the base die tape-out contest becaues that cost billions that AMD currenly does not have. So not much focus on any top Flagsip GPUs from AMD until AMD can get its stock price above $90 a share.
That Flagshop GPU business is not worth it for AMD until AMD can get a larger enough war chest to do battle with Nvidia base die tape-out to base die tape-out, or maybe with that Scalable Navi, using the Vega GPU micro-arch with tweaks. AMD does not need any newer GPU micro-arch AMD just needs Vega with more available ROPs to match any GP102 variants with up to 96 ROPs.
ROPs are where AMD is getting beat by Nvidia and ROPs are the thing that fills the frame buffer that fastest, the fore ROPs the more FPS. GPU clock speed alone can not take the place of more ROPs.
Epyc and Pro GPUs will get AMD back in a position to compete for flagship GPUs and Vega the GPU Micro-Arch in not to be confused with the Vega 10 base die tape-out because the Vega GPU micro-arch is actually very efficient if one looks at the Raven Ridge mobile CPU/Vega GPU variants. So AMD’s Mobile/Desktop Raven Ridge APUs(or what ever AMD calls it now) and some Mobile Vega discrete laptop variants are just where AMD can partly focus on the consumer CPU/GPU side of its markets with any Flagship GPU competition with Nvidia some ways off. Epyc and Pro Compute/AI GPUs need the most love because their sales produces the most revenues. AMD needs that mid $90 share price and that market cap that comes with that $90 per share valuation.