Intel's Epyc Battle, AMD heads to the Moon

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Intel's server struggles and AMD's stock heads towards the moon.
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13 сен 2024

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Комментарии : 528

@NotRealNamesAgain 6 лет назад

My tiny little IT company isn't much to go on, but we just sold 2 Epyc powered HP servers- and they're outperforming EVERYTHING else we've sold out in the world. This isn't a hype train, this is the "top dog" for the last 10 years being handed its lunch.

@MissMan666 6 лет назад

Awesome, keep spreading the word.

@shirshanyaroy287 6 лет назад

What about the latest news of Intel instructing vendors to offer "heavy discounts" on Xeons whenever a customer asks about Epyc? Do you know anything about that?

@NotRealNamesAgain 6 лет назад

I will test the theory next time I'm working a quote to find out, but there's no way- hell or high water- that I'm building Intel from here out.

@seylaw 6 лет назад

There was a threshold of 50-100 sold servers mentioned in that Servethehome article. I guess everything under this threshold is too small for Intel salespeople to bother.

@lazybeastz182 6 лет назад

so epyc is better than xeon even at 14nm? then 7nm is gonna kick some asshole

@2987ms 6 лет назад

So wait, Intel is gluing together Xeons? Wha? I thought that's why I wasn't supposed to buy EPYC...

@peterjansen4826 6 лет назад

Marketing and spinning. :) That glue-story might have backfired a bit: for AMD it became a reappropriation (a sociology term, in this concrete case Intel meant it as an insult but AMD used the word superglue with pride).

@michelvanbriemen3459 6 лет назад

not all glues are equal

@peterjansen4826 6 лет назад

Michiel, unfortunately the glue which AMD uses still is a passive one without any 'intelligence'. Infinity Fabric is great but it is pretty much just like a highway for the CPU. For now...as Jim explained.

@kal9001 6 лет назад

Aye but don't forget that AMD... either officially, or maybe it was just the fanboys, used the term to discredit the dual core P4's back in the day as they were "merely" two vanilla dies stuck onto the same FSB, this resulted in appaling memory performance and latency if both cores were getting whipped. Sadly even back then they still had "the gaming crown" simply because every single game was single core, so you had one core taking the game, the other was hardly doing anything just idling the background stuff. It was then apparent that even the single core Athlon64 was designed with considerations for moving to multi core designs if they needed to, but I think it was a case of neither AMD nor intel wanted to push too fast due to software and OS's being behind the curve at that point (still Windows XP days). Because multicore was a consideration in the design right from the first 64 bit CPU's, this meant when AMD landed with the Opterons, and the Athlon X2's a little later on they were FAR superior due to not suffering the same FSB bandwidth sharing - or at least to less of a degree. The issue is Intel didn't spin its wheels for long, and the core and core2 architectures were vastly superior the P4's and AMD didn't have anything else up their sleeve, and the whole Dresden thing was biting them hard in the ass. It's easy to forget just how long ago that all was now...jeez... glad to see AMD back on it's feet and kicking intels ass, keep it up mama su, I couldn't afford Zen or Zen+ due to personal issues... but this ol' FX system feels about ready for an upgrade about this time next year with Zen2 ;)

@RyTrapp0 6 лет назад

@@kal9001 Core 2 Duo is a far, FAR cry from AMD's current HEDT/server offerings, the critical statements between the two not at all being comparable. The limitations of the old C2D were quite dramatic compared to the complete non-issue criticism that Intel levied at the 'Infinity Fabric' based chiplet architecture. You can't just remove the context and say "...well, they both said the same thing about each other, so..."

@valiktoma2542 6 лет назад

I bought 600 shares so far and its made me 2,000$ in 6 days. Thanks alot for the info, I know the risks, but I also know your track record. You have practically forseen everything, from arhitecture to stocks. Continue making both type of videos, they help alot, thanks again and keep up the amazing work!

@erlienfrommars 6 лет назад

I love this AMD being shaped by dr Su. Going for the kill, leave nothing behind. Now I hope they bring this caliber of fight with the GPU as well, perhaps in a way we observers would not see coming.

@R3lay0 6 лет назад

The problem at the GPU front is that nVidia isn't sleeping like Intel was. I think they're gonna be able to close the gaps for the datacenter parts but there's gonna be a long way to even get close to nVidia for gaming cards.

@erlienfrommars 6 лет назад

She had to because if not for Zen, AMD would be history. AMD is on a tight budget afterall and Raja's idea to spinoff Radeon from AMD would mean AMD's semicustom business would be ruined. Unlike Consumer gamers, Microsoft and Sony are more stable clients. we already know that nvidia holds tremendous mindshare that regardless of what superiority AMD holds in the past people never seem to care. so if you were Lisa Su would you not do what she had done?

@R3lay0 6 лет назад

A Radeon spinoff would probably already be bankrupt

@erlienfrommars 6 лет назад

@R3lay that's what I meant by "a way we observers would not see coming." AMD was so behind Intel in the CPU space that they have practically nothing to match beyond i5 while Intel is sitting on a 22 core broadwell and yet they were able to pull off such performance. compared to that, the Gap between Vega and Pascal isn't that much tbh. and seriously RTX is not ready for the prime time yet. the market adoption would take time despite their efforts accelerating it.

@R3lay0 6 лет назад

While Vega isn't that far away from Pascal I just see no way AMD could "outresearch" nVidia. Keep in mind that AMD would realistically need to be ~20% faster than nVidia so that gamers would even buy it. Until they don't get IF working for gaming without special sw optimisation I don't think AMD could do this.

@Doom2pro 6 лет назад

AMD anticipated an F35 fighter jet in Intel's 10nm, they planned accordingly, instead Intel sent out an old 80s Cessna. It's going to be a slaughter.

@iforgotmyusername0 6 лет назад

LOL!!!

@yottaXT 6 лет назад

Thats a good analogy, as you said AMD was ready for the best Intel could do, thats why they mention everytime, as more our competitor struggles to get their shit out, the worst it will look for them, i'm not a fanboy but AMD actual stance is like "come with whatever you have, because i will have an answer for anything" pretty badass.

@markvietti 6 лет назад

its Intels military contracts that do not let it sub out there fabs.

@MrWillypanda88 6 лет назад

AMD probably was preparing for another Conroe-like combo breaker, I remember when Conroe came out and it stopped everything AMD threw at Intel before, what followed is a grueling 10 years of Intel dominance. I guess Lisa Su is the first one to be suprised that Intel failed to come up with an answer for Zen

@ytfakemail 6 лет назад

Actually, Intels 10nm is quite a F35: over budget, behind schedule and lots of technical issues and design flaws.

@xpgx1 6 лет назад

Bullshit Jim, you're not neglecting anything here. Period. These topics are totally part of the joy I get from watching these fact-based, educated guess videos. Your old master plan videos were frickin' magic for me - and the only thing that prevented them from becoming reality was probably AMDs obvious issue linking gpus together. They just did it with cpu - boom. I really don't get why there is always some outrage about your videos tho - you CLEARLY state, at all times, that this is what you BELIEVE - COULD happen for xzy reasons. So... thanks man, really apprechiate this still fresh perspective on all things AMD, Intel and Nvidia =)

@ajc-th5ei 6 лет назад

Bit of info on the multi-die GPUs - they are planned, just not for mainstream. www.pcgamesn.com/amd-navi-monolithic-gpu-design In that article, you will see the CTO say directly that independent software vendors not adopting NUMA for games is the reason that they are going monolithic die for gamers, but on the commercial side, where NUMA doesn't matter, they will be doing multi-die quicker. Nvidia also has an MCM design they are working on, but that likely will not be out for a generation or two at earliest, and Nvidia could force NUMA programming on ISVs. But, if this is true with the control chip, and seeing how they can use the HBCC as a gateway to the memory, I wonder how hard it would be to turn the HBCC into a controller chip like the proposed design here, so that the multi-die GPU has an uncore, but also utilizing an interposer with that so that it is easier to get around the NUMA programming requirement (or how to fake it in driver). The issue of linking the multi-die GPUs together isn't a technical one that they are having issue with, but a practical one of trying to get software support for their architecture.

@ahmataevo 5 лет назад

Pro Tip - Trade opposite of Jim Cramer's recommendations. I remember when he said to buy AMD at $42 in late 2005/early 2006, at its very height. This is also the "don't sell Bear Stearns!" guy, FYI. Just like most financial guys, he's hoping people take the opposite side of his trades.

@JanghanHong 6 лет назад

GF: "Hey, AMD, can you make something at 14nm so we can keep our lights on in 2020?" AMD: "Ugh, fine, go make some uncores."

@andljoy 6 лет назад

Intel , we are working on 10nm ..... Lisa Su, hold my beer!

@seercasimir2734 6 лет назад

and keep holding it till 2020..

@buddmann2008 6 лет назад

They be making the 28nm A12 & FX 7th gens for a while longer

@Jooglesberry 6 лет назад

Lol that Intel joke about AMD gluing dies together is aging very poorly.

@sutyomatic 6 лет назад

It ain't no joking matter now, that Infinity Fabric connection is there for a reason. :) Expect it to be the backbone of AMDs 7nm product line ups, CPU and GPU as well.

@daviddebroux4708 6 лет назад

Nothing ages well with Intel. Cheers, Not Jim

@larrygall5831 6 лет назад

The funny thing is Intel did this already.. One of the quad-core Q series (Q6600) had 2 dual core dies. Here's a few pictures: drive.google.com/open?id=1N_n8eBWRUTMHP7SQbvg1s2EvfCmvVkck

@mauriceakamoefortin2510 6 лет назад

especially when Intel did EXACTLY that much sooner then AMD did..shame people who buy stocks do not support companies whose ethics are worthy of supporting.

@TrueThanny 5 лет назад

@@larrygall5831 Intel's very first "dual-core" CPU (Smithfield, or Pentium D) was two Pentium 4 dies on the same package. There was no communication between the "cores" on the CPU package. They talked to each other through the damn socket. It was, quite literally, a dual-CPU setup where both CPU's were on the same package, sharing the same socket. The "glued together" slur was used against Intel as a consequence, pretty much from the start, which is why they used the same slur on AMD. But AMD has a boatload of communication between dies on the package. Those dies were designed from the start to share a package with each other. They weren't existing complete CPUs thrown together on the same package, just so they could compete with a small company that had been cleaning their clock in innovation (viable 64-bit x86 architecture, multiple cores on a single CPU, better IPC) for a while.

@bakadeshi_aunstudios 6 лет назад

Su did the right thing for AMD as a company concentrating on battling Intel instead of nvidia. As much as gamers hate it, its where AMD could win with their minor resources. I expect AMD to come back in graphics once they secure the CPU side, but I kind of expect it to be a keep up with Nividia rather than try to overtake them going forward. AMD will be content to just offer a good GPU for the price on desktop while they put all their real eggs in the CPU and datacenter GPU markets. If chiplets on CPUs for rome does happen, I wouldn;t be surprised if a new GPU architecture just for the datacenter comes out next using t he same technology, while they keep Navi monolithic for gaming just good enough to compete with Nvidia in the gaming midrange market.

@nbell5050 6 лет назад

Well considering they dominate consoles from Sony Microsoft and the new Chinese console company I'd say they are at the fore with gaming just not the PC side which I'd say is fine offering one tear lower but making buckets.

@TheXev 6 лет назад

I feel this is strategy is currently in progress. Rehiring David Wang to RTG will result in great things, unfortunately those great things likely won't really be seen until post-Navi when David has finally had the time to build a complete non-GCN architecture from the ground up. Hopefully the patchwork in the mean time by moving some CPU engineers over to RTG to help make Navi clock scale pay off. AMD needs another R300 style jump like ATI had back in the day, and David Wang was the one who delivered that. I just wish we didn't have to wait so long.

@Arjun-eb1yc 6 лет назад

When an AMD GPU architecture doesn't meet expectations they go back and try again. Navi is the next shot in 2019, and then there is the gcn replacement in 2020. However if the Zen core architecture had failed after that 5 year development AMD would now be bankrupt. They are making profits now thanks to x86-64 CPUs. It's overall a much bigger market than discrete GPUs when you consider it across laptops, desktops, consoles, servers.

@paul1979uk2000 6 лет назад

It was the right move and more so in the server market because they are far less likely to be fanboy then consumers are, the sad reality is that because Nvidia have the mindshare, the gaming market at least on the PC is less important to AMD and I doubt that will change unless AMD comes up with a gpu that blows Nvidia away, thats unlikely or that consumers wisen up and stop being such fanboys which only harm the industry in the long run. Now even thought AMD is doing well with consoles, the real money is with higher end gpu's on the PC and thats where Nvidia dominate, AMD needs to change tack with PC gamers, levrage what they have with consoles to turn that into a advantage on the PC and become more aggesive in targeting mid range gamers, maybe even pushing hard with IGPU performance as thats an area that Nvidia can't compete in for now.

@bear5016 6 лет назад

+Kareef Huggins - Lisa and Jensen are cousins once removed. I think. Lisa's grandfather is Jensen's mothers brother. So whatever that makes them, theyre related. We'll see with Navi coming next year. Might be a bit of the ol sibling rivalry =P

@xXAngelmlXx 6 лет назад

Jim please keep on making these financial videos. They are very important and interesting, I love them, and they are just as important as the gaming ones. Of course some people will not like them but that’s all right, one can’t just please everyone at the same time. Amazing video Jim, I hope to watch the next one very soon!

@tigerd7528 6 лет назад

The important question is, will AMD make enough money to reinvest into R&D and marketing to stay competitive for the foreseeable future? If Intel can somehow stifle AMD's gains, it could be really bad news for the long term future of technology.

@BigHeadClan 6 лет назад

I kind of hope he doesn't it's a cruel reminder to me on when I decided not to buy stocks in AMD when they were $3 a share a few years ago. lol Although with that said from a technical perspective and understanding how companies are beholden to shareholders it is very interesting.

@johnm2012 6 лет назад

The tech stuff is much more interesting but the financial aspect is critical to the survival of the different companies involved. Jim has got the balance just right.

@J0elPeters 6 лет назад

I posted your content to PCMR and got downvoted to hell. Glad I got banned from that sub. Keep it up, Jim!

@TheRguru1 6 лет назад

PCMR is absolute garbage. All they do is poke fun at consoles and console gamers or anyone who doesn't conform to their own product choices. Probably the worst page I ever subscribed to.

@Herkulbos 6 лет назад

Cuz muh speculation right?

@AQDuck 6 лет назад

himynameistim Isn't one of the mods from Corsair?

@paul1979uk2000 6 лет назад

That reminds me of Eurogamer comment sector, unless you comform to what most are saying, they all downvote you even if you are saying something that is right, too many people are fanboys that follow like sheep on something and it being right or facts don't come into it, it's all about supporting your brand at any cost and nothing will change thier mind on that, so it's best to avoid thoes places and talk to people that are more open minded, in other words, never become a fanboy on anything because we get nothing for it.

@bdhale34 6 лет назад

Quite a lot of the PCMR crowd are elitist pricks and only have respect for the absolute highest end (in their opinion) hardware anything less is peasantry,

@unclerubo 6 лет назад

I find Dr. Su's confidence and intelligence attractive. I like women who know their shit about computers.

@shirshanyaroy287 6 лет назад

She was given the reins of a dying company and within a few years she increased the worth of their stocks from $2 to $30. Fuck yeah she's awesome.

@anonamouse5917 6 лет назад

Excellent news. AMD isn't out of the woods yet. They need a few years of strong sales before they have healthy accounts again. I really hope they get those years of strong sales.

@mrtqtran 6 лет назад

Agree... They got a good tail wind with Intel's problems. It's like a perfect storm.

@Thesinistereyes1 6 лет назад

over 30 dollar a stock .... 6 months ago they were at 10 dollars... 5 years ago when bulldozer flopped they were at 3 dollars that is a 1000% growth in 5 years or 300% growth in 6 months. I think they are doing pretty good. Hopefully they keep going and keep innovating cause intel was given a chance to pull away and inovate... but they didn't Hope Rome crushes Xeons and Ryzen 3000 crushes 9000 series and what ever is next.

@SilkenLuna 6 лет назад

When someone as an AMD-"fan" feels bad for Intel... It's sad.

@TheGuyWhoDidUrM0M 6 лет назад

We need to get AMD to 50% market share in the cpu and gpu departments. I feel sad for AMD getting fucked over by intel

@mauriceakamoefortin2510 6 лет назад

mehh Intel deserves all the hurt they can be given, too long they shat all over AMD cornflakes, they deserve some to go on their cornflakes now...so does Nvidia for that matter, corrupt as hell company they are and yet their share price booms through the roof..they could say we slap nuns and kick puppies and people be like "cool, give me 10,000 shares at $300 I support those actions"

@Chuckiele 5 лет назад

After all we are hardware fans and partially gaming fans. Its in our interest that both companies succeed.

@hearthjunkie8173 6 лет назад

See AdoredTV video, instant watch, instant like

@emmanouil2586 6 лет назад

i believe the right order to be 1) insta like, 2) insta watch!

@Thesinistereyes1 6 лет назад

Jim did you know Rome has 7 hills? 6 hills surrounding 1. My guess is that Rome would have 6 chiplets + 1 mystery die. may contain a huge amount of cache. my other guess is that 6 hills could mean 6 cores per ccx. we may see a 72 core 144 Thread cpu with low latency and low power consumption. Which could mean that instead of 3700x having 8 cores it might get 12 cores + that mystery die.

@kisangkim1105 6 лет назад

8 7nm chiplets plus 1 14nm control chip. 64 cores. Performance was leaked to 120% up from EPYC 14nm.

@larrygall5831 6 лет назад

Kisang Kim : Yes.. The "uncore" chip (mem controller, etc).

@MatrixJockey 6 лет назад

AMD STOCKS ARE SKYROCKETING. I CAN ONLY IMAGINE WHERE THEY WILL BE ONCE Epyc Rome and Ryzen 3000 series launch!!!!

@novat9731 6 лет назад

I would be careful on the short term. It seems allot of investors are getting timid with the recent explosion in stock prices. Rome and Zen 2 is not reality yet, and there is only so far the ''professional'' investors are willing to go on industry speculation, rumors and future promises. Stocks will slow down on the short term, then ramp up again following the release of Rome and Zen 2. Depending on how well the earning reports are in October (22nd to 26th is report dates), we may even see a modest fall in prices as expectations are very high at the moment.

@R3lay0 6 лет назад

When the stocks were around 23$ I decided to wait until the Q3 result are out to buy more stocks, should have bought them then... Still gonna wait for Q3 tho

@MatrixJockey 6 лет назад

Andre J I'm waiting for the stock to slow down or drop before buying back in. Trying to buy 200 more shares.

@neavo8421 6 лет назад

Smart man Kire

@evronetwork 6 лет назад

can't wait to move to ryzen 7nm ...replacing my amd fx 8320 would be an amazing experience, my samsung 950 pro suffers right now :(

@antiduckable 6 лет назад

I've been investing in AMD and Canadian weed for a while now :)

@Hecket 6 лет назад

Same, since the FTC agreement with Intel i went long bearish on AMD.

@jerrywatson1958 6 лет назад

So glad your move went ok, I know it wasn't w/o some issues, but you're back at work and that is important to all of us that follow you. Where to begin, I have no doubt AMD will hit $40/share. I suspect Intel's 14nm "shortages" will affect Christmas PC sales too. Intel CPU's price will continue to go up due to spotty availability. Please keep doing both sides of the market. No one on YT does True technical analysis except for you. Gaming is not the end all of desktop computing. I personally do a lot of OTA video recording and re-formatting with my main computer. So more cores and threads matters to my use. I have two "game" machines, I haven't touched them all summer.

@604RPM 6 лет назад

Correct me if I'm wrong, but isn't a 50% TDP increase for servers also a 50% increase in required cooling for server rooms? That's a lot of heat to remove, which might pose issues or add expenses for some companies.

@mauriceakamoefortin2510 6 лет назад

around 50%...TDP is not always a total increase in direct heat dished out, they are "related" but not 100% 1:1 ratio...look at Pentium 4, TDP was not so bad, but they were crazy heaters...things get "smarter" and can be "at most" the TDP they claim....AMD is more often then not "conservative" in their TDP numbers (some exceptions of course like Vega or some of the RX cards that they did not have the chance to truly tune them properly where they can easily blow past their TDP numbers and so run much hotter then they should based on TDP number alone) suppose a few different way to look at things, TDP (total design power) or (thermal dissipation package) is a term that many (Intel, AMD, and Nvidia was especially notorious about years ago) is anything but an "accurate" thing to go by, and even cooler makers slapping on a very large number that they CANNOT deal with in normal circumstances.

@blade4363 6 лет назад

Jim you deserve more than 65K subscribers

@jodolski 6 лет назад

Jim's deep technical analysis will attract a niche audience who benefit from such analysis. What's nice though is that despite his relatively limited view counts, if half of the subscribers contribute $1 per year, he'd be making a livable wage. It only gets better from there if everyone contributes more frequently.

@ChokDK-bryllupsmusik-duo 6 лет назад

+7% to AMD today... Glad I kept the (few) shares I got :)

@FutureChaosTV 6 лет назад

@@timothyandrewnielsen Don't fret, they will get much higher in the next 12-24 months.

@ChokDK-bryllupsmusik-duo 6 лет назад

himynameistim yeah :( I bought them when they were in 12, then they went down a bit and back up above so I quickly sold all. that "back up" was the start of the Rising Share price :) Aaaargh I've bought them again even at 30 and hope for at least 40$. The only thing is that bearish (those who buy the negative kind of share growt) might find this share interesting to hit as it has been growing a lot lately

@AsianWithHat 6 лет назад

*RIP in pieces Intel.*

@genrabbit9995 6 лет назад

I doubt Intel is out of the game for a long time. Intel is much more than just CPUs.

@AwesomeBlackDude 6 лет назад

@@genrabbit9995 I'm listening Please continue... 😲

@R3lay0 6 лет назад

Their reputation is the only thing that will keep them alive.

@genrabbit9995 6 лет назад

Motherboard chipset, network controllers, Storage system controllers. Basically in the server world they supply alot. My Gigabyte Ryzen x370 motherboard have 2 Intel NICs even. And I prefer Intel when it comes to SATA/NIC controllers. They also own alot of fabs. en.wikipedia.org/wiki/Intel I also wish AMD to succeed, but thinking INTEL is out just because AMD might be out with 7nm before Intel is stupid

@erlienfrommars 6 лет назад

That is why they are entering GPU business. as they know their dominance in the CPU space is already being seriously threatened that they might end up losing their bread and butter product being squeezed three sides by IBM, ARM and AMD. Their security woes and yield issues simply accelerated their bleeding.

@cdelapaz5 6 лет назад

Thanks Jim, I've been fallowing this channel for a very long time, and always look forward to your videos. Your in depth analysis is well appreciated. Keep up the good work!

@junkerzn7312 6 лет назад

I'm seeing $359 (USD) on Amazon for the 8700K (without a cpu cooler, I think). Pretty crazy considering that the Ryzen 2600 with a cooler is $165. The 8700K is faster, obviously, but only by 20% or so. That's not worth it when you can buy 16GB of ram (or a much better GPU) for the difference in price. So dollar for dollar, the real comparison is whether one wants the somewhat higher-performing 8700K with, say, 16GB of ram, or a 2600 with 32GB of ram. Or whether one wants the somewhat higher-performing 8700K with a GTX 1060, or the 2600 with a GTX 1080. Or an 8700K with a 1080 vs a 2600 with a 1080 Ti. I know what my choice would be. -Matt

@linhuichi937 6 лет назад

Some games the 8700k is 40-50% faster.

@stefangeorgeclaudiu 6 лет назад

Did you even read his comment? It's about the cost of performance. Going with a 8700k and a GTX 1060 vs 2600 and GTX 1080 you'll have to go to 320p to get 40% faster FPS with 8700k. That's just ridiculous. You can't even get the 8700k in the last few days. You'll have to wait a week for stock to replenish and then it's going to be out of stock again in hours probably. Even Amazon can't get a decent stock of it. It's only going to get worse with Black Friday and Christmas.

@josh885 6 лет назад

Exactly. Many gamers like to compare CPUs as if everyone has unlimited budgets and then declare Intel the winner. So they compare using high end parts with no regard to how most people who are on more limited budgets would/should make spending choices on their PC components. If you are on a budget going 2600+1080 or 1070 is always gong ot be the best choice for gaming vs an 8700K with like a 1060. It's going to be the same story with Ryzen 3000 series vs the 9000 series from Intel as well. Only with the Ryzen parts being much closer or equal in clock speed to the Intel parts and likely with a 8c/16t 3600 going against the 8t/8t 9700K and 12c/24t 2700X going against the8t/16t 9900K.

@paulsim7589 6 лет назад

Yup, I heared from a mate that the last supply confrence he went to, all the reps for HP & Dell were pushing Epic for two reasons. Supply and cost per proccessor for software licences. It seems the performance per $ metric is gone, as the cost of software licences are so high. So the new metrics is proccessors per socket. So if AMD do release a 64 core single socket cpu, it will only feed the flames of Intel's woes. At least until companys start charging per core rather than per socket.

@deekdouglas3055 6 лет назад

Glad you are sticking with some financial analysis and speculation. It does represent the future to an extent as if a company is failing we aren't really gonna be using there hardware to game going forward and opposite if they do well. Bit of a generalisation but I like how you tie everything together and the more information I have as a consumer the better so would be a shame to leave that side of the story out. Keep up the good work and congratulations on the move and new studio.

@Playerfortunos 6 лет назад

Wow from underdog to dominator in these past few years. Jesus Christ ...

@JensTX 6 лет назад

to make it sound even better: intel is about 10* as big as AMD(both CPU's and GPU's combined)

@R3lay0 6 лет назад

I really do wonder what Intel does with their 12 billion $ annual R&D spending

@erlienfrommars 6 лет назад

Intel should hire someone of Lisa Su's caliber. She had done the impossible and no Intel CEO could ever top what she have accomplished in 4 years.

@fyuwi2057 6 лет назад

RTG doesn't know what dominating means, they've always been behind since "group creation".

@TheXev 6 лет назад

Fyuwi AMD has managed to rehire David Wang to RTG. If anyone can turn the tech around for RTG, it is him (he did it before at ATI). I just wish we didn't have to wait so long to see the full results.

@MarkRose1337 6 лет назад

Part of the reason why Skylake-SP is bigger is support for AVX512.

@felixkruse145 6 лет назад

Dear Jim, Could you take a look at xgmi connection between AMD CPUs and GPUs / GPUs and GPUs and the implication it would have on performance and scalability? Reportedly Vega 20 will implement such a connection and I suspect Navi will too. As far as I understand it would be similar to NVLink between nvdia GPUs and or IBM Power 8. Would xgmi be competitive?

@nbell5050 6 лет назад

As a desktop user you most likely won't see any upsides it's when you start scaling out it will com into play. Like NVlink is no better than SLI bridges for desktop but it's a whole lot different in the data center with 8 of them Link together.

@michelvanbriemen3459 6 лет назад

This would be interesting, because some people and articles have come to call it a form of Infinity Fabric, which would grant the ability to fool games through the driver into thinking that two cards are one. I strongly doubt this is how it will work, but I too would like to know what Jim's analysis is.

@gonzo3915 6 лет назад

If someone said to me 3 or 4 years ago that AMD would have the jackboot on Intel's complacent throat in 2018/19 I would have assumed you were insane.

@mauriceakamoefortin2510 6 лет назад

IMO I always felt was only a matter of time before AMD got their "mojo" back, AMD is and always have been "trend setters" much of what we use everyday and not even wonder where it came from has a great deal owed to AMD and ATi leadership since their inception...

@1967KID 6 лет назад

I hope amd stay on top for 10 years, like Intel did but not with Intel overpriced monopoly ,

@snetmotnosrorb3946 6 лет назад

Another overpriced monopoly wont happen either way, because ARM is slowly but steadily catching up. The 64-bit ARM ISA is a great improvement over x86, launched in 2011 and matches the needs and structures used today instead of ideas prevalent in the 1970's. Apple has been exploring with ARM CPUs in low en laptops since at least 2014.

@paul1979uk2000 6 лет назад

I hope they get around half the market share but thats unlikely anytime soon if at all but if they do, that will be great for competion, would be great of others enter the cpu war as well say from Europe or China, 2 companies isn't enough really, same for the gpu market.

@Masterrunescapeer 6 лет назад

350W in a rack server is going to be extremely difficult to cool, don't see it competing. Thanks for the video.

@FM4AMGV 6 лет назад

noise be damned they will put a turbine fan on the thing and wish it godspeed.

@krisiscove 6 лет назад

Servers rooms have great HVAC and are loud for a reason.

@BigHeadClan 6 лет назад

350W in a server rack is a joke to cool, this thing will cost a few thousands and likely be found only in large DC's that are climate controlled to around 16 degrees C. Now In a small wiring closet for a company of under 150 people? Sure that would make things a bit tricky but still doable, ultimately though that simply not who the product is targeting.

@shaynegadsden 6 лет назад

a few thousand there current top cpu is about $10000 and this thing is suppose to be 2 of them together

@Masterrunescapeer 6 лет назад

No, even in giant data centers, that 350W means they need to design different cooling solutions and most of them already spend near a fifth of their costs on cooling, and a sixth on power with the current 150-250W envelope. If you could pick Rome which is still on the previous 250W envelope and has the same/higher performance than the Intel equivalent, you'd probably advocate for Rome, unless of course you're paying for a per core license, etc. Data centers are very sensitive to performance per watt, at the their scale we're talking of vasts sums of money/constant operating expenses, and this does not scale linearly, the higher power envelope to cool in a smaller area is a lot more costly. Note again that most of Intels chips of the current generation already go over their rated TDP, imagine those 350W cpus going to 400W+ while still delivering less performance. Data centers will switch, they're a lot more pragmatic about their costs, it's a business. The home consumer can buy Intel because 250W vs 300W means nothing to them, a couple of dollars a year, at the data center level there are thousands of these, which means a mere difference of 50W can have huge ramifications. The entire reason Intel got such a huge dominance in the data center was because of their giant pt/w lead as AMD's architecture was bad. What I am hoping is that Intel finally starts investing properly in new architecture, and this year or two of AMD taking back shares can hopefully revitalize them and allow them to compete, thereby helping everyone, Intel has more than enough money to keep them going for a couple of years even if they were to make a loss, their current margins are huge, they had a near $20bn profit in the 2017 financial year versus the previous $16.5bn. Maybe they can enter the dedicated graphics card market and be a competitor to Nvidia, they make double the amount of profit that Nvidia has in revenue, so they do have the muscle to invest in both markets and reap huge returns, especially that they're quite well-known in the IT industry, so lower barrier to entry in regards to trust that they will not disappear from the market like a smaller company may.

@james2042 6 лет назад

Skylake was manufactured on 14nm++. 14nm was a failed node, 14nm+ was broadwell, 14++ was skylake, 14+++ was kabylake, 14++++ is coffee lake, and the new stuff is 14+++++. This will be their 6th iteration of 14nm, and the reason they won't go to 10nm is because the 14 is so well refined it out performs the 10nm

@irvinewestcole669 6 лет назад

The reason I subscribed to this channel is precisely the variety of topics you cover. Thanks to your videos i saved a bunch of money building my rig, knowing which cpu and gpu to buy and avoid the crypto tax. I have a mid range gaming rig and a great workstation pc in one. Not every video will satisfy everyone. Thank you Jim. You bring the 5 questions back to journalism, objectivity and people respond to that. You will be one of the biggest :) Keep up the great work :)

@blvk3 6 лет назад

@10:22 you meant gluing, not stacking, right? according to intel

@jamegumb7298 6 лет назад

They can stack dies these days. Not done for cpu's. Yet. HBM2 is stacked using through silicon vias which is what you want. Was a big breakthrough with interposers not long ago making it more useful for serial production.

@geekinasuit8333 6 лет назад

I am one of the tech/financial people who learned about your channel, I think it was a couple of years ago that I was directed here after a link to your "Master Plan" video was posted in a financial site forum (Seeking Alpha). I had already sunk a lot of money into AMD despite the waves of negativity directed at the company, and it was in part thanks to your interesting MCM GPU theory, along with other tidbits of data, that helped convince me to keep buying up more stock. In the end, as with most rumors, there's elements of truth mixed up with incorrect conclusions, the MCM you had predicted actually did materialize, although it was not a GPU, it was a CPU, but it did not matter, the effect was huge and highly disruptive over the x86 industry. I'm always interested in your views, investigations, and analysis. There are many gaming sites already kicking around, we do not need more, so please don't go there! AdoredTV is something refreshingly different and much more interesting, and that's why I keep coming back to see what's new. Please do not stop talking about the associated financial matters, it's an important element to the technology, without money almost nothing can happen. Keep on doing what you do best!

@CharcharoExplorer 6 лет назад

Do not worry. PS5 and Xbox Next will make games even more thread saturated/higher usage. I just hope the consoles use at least 8/16 configs.

@Rodaxx 6 лет назад

i invested in AMD thanks to your masterplan video, im holding 1400 shares bought at ~12$ . thanks to you. i'll keep them 1-2 more years. theres more growth to come! pls keep making financial analysis! i believe in amd and $40 shortly

@ZeldagigafanMatthew 6 лет назад

So, Intel is starting to "glue" multiple dies together?

@fotmheki 6 лет назад

Hopefully Intel shouldn't go crazy like years ago (Athlon vs Prescott), at least Dell and HP will not do it again (as they didn't signed Nvidia GPP) so AMD should take market share in servers. If both side will play fair will be quite interesting if Intel will reach mass production on 10nm in 2020, if not they could be two steps behind AMD.

@rars0n 6 лет назад

Jim, no offense, but it's a bit silly to think that you could single-handedly pump AMD stock prices with a couple videos. Which is to say, if people are actually accusing you of that, they're completely deluded. :) What I will say, though, is that you're ABSOLUTELY correct. While it's not nearly as much fun as comparing specs and features and gamer-centric stuff, the financial side of the business is the most important, it's what keeps the lights on. I love your content, I know exactly what I'm getting and I know exactly how to process it. The same goes for Charlie. People love to criticize actual information just because it appears to presented with some kind of perceived bias, but it's not bias, it's a dose of realism. Anyone who has followed the industry for the last 20 years knows exactly what Intel has done and knows how little they've suffered from their misdeeds, they deserve a chiding here and there (I must also say that both you and Charlie do not hesitate to report when Intel and Nvidia do good things, it just gets overlooked and forgotten when naysayers want to opine). I don't actually believe you're really a gaming channel. Yes, you've made videos on gaming things, but the entire reason I subscribed and eagerly await these videos is for analysis. Most RU-vid tech channels don't give much actual industry analysis aside from a few weak opinions here and there (for instance, Linus' mopey 15-minute video of him walking down the street talking about how disappointing X299 was). And I think that kind of confuses the average tech-tuber viewer because they come across your videos and think you're just some guy posting videos on RU-vid speculatively and that you want to represent brand X for whatever reason. But that's obviously not the case. The point is, your analysis is excellent and well-informed. It's clear that you take careful consideration of information being given to you before making a video on it. You have a knack for taking pieces of a puzzle and fitting them together to fill in the blanks. I don't see anyone making accurate predictions in RU-vid videos like you (you kinda blew me away with the RTX 2080 thing, to be honest). You are the Charlie of RU-vid. You have no peers. I don't say this to put you on a pedestal, I'm just saying that nobody seems to have the inside knowledge AND the ability to process it intelligently enough to draw such consistently accurate conclusions. Are you wrong sometimes? Of course, everyone is wrong sometimes, and this stuff is pretty darn hard to do well. But that's the point, you're really good at it, and I really enjoy it. I didn't intend to write this much in a single comment, so here's a quick TL;DR: Industry analysis might not be the sexiest thing, and I'm sure it doesn't get all the views, but it's what makes your channel so good. Viewers will always have their opinions on how content is presented, and if they don't like it, that's fine, but I absolutely love how you call it like you see it. Absolutely no offense to other tech channels out there intended, I watch and enjoy some of them but they're not doing this. You're handing over golden nuggets here to anyone that wants them. It's a little shocking that you don't have more subscribers, to be honest. Great video, thanks! PS- I can't help but think that so much of AMD's turnaround has a lot to do with Lisa Su. I'd be extremely interested in a deep dive into her impact on the company, if you ever got the time. I love the history of technology and I love learning how people shape the world around them. I never would have expected AMD to be in this position ten years ago, or even five.

@Falkkos 6 лет назад

He just wants to make people aware that he has no personal gain by talking to talk upside about the stock. Often media need to disclose if they hold stock positions when they talk about it publicly due to possible bias. At least that is true in the USA.

@rars0n 6 лет назад

No, I get that. But seriously, did you read my entire reply? Or even the first two lines of it? Because I said it for a reason. It's absolutely silly for any rational person to think that he's doing it to alter AMD stock prices, because outside of some industry-crashing bombshell that has never happened before, he can't possibly affect AMD stock pricing. I was making a joke. One which I thought was obvious.

@yottaXT 6 лет назад

Theres is so much text in your coment that i did read, there is nothing else left to say but to be totally agree with you and give my respects to Jim analisis which is on point, even when his predictions do not come true, his analisis is good enough to catch your attention. Yeah it's pretty sad the number of subcribers he has, but damn i think there is no other tchtber content that is so much expected and appreciated by their followers.

@rars0n 6 лет назад

Yeah, I apologize for the length of the comment, it just kept growing. I did go back and try to edit it down a bit before posting it.

@HickoryDickory86 6 лет назад

I saw the AMD stock price increases coming, and only wish I was financially in a position to buy some even a year ago. Oh well. Even if I'm not profiting, I am happy. AMD is succeeding, and that makes for a better industry all around, as it will move the other players to begin to innovate and compete again.

@rcarkk 5 лет назад

This guy really knows what he talks about. One of the best technical channels on youtube, if not the best, about computer hardware.

@praxis22 6 лет назад

Multicore programming is intrinsically hard. Gabe Newell wrote this great post about when games will make use of multiple cores, (and why not) years ago.

@seylaw 6 лет назад

I seriously want AMD to get its share of success this time around as their great strategy deserves it, absolutely!

@klobiforpresident2254 6 лет назад

I don't have a problem with you talking about the server and financials. Let me use an analogy from military history, the thing I am most familiar with. Sure, everyone likes tactics. We all love to discuss the big battles. Economics and logistics, however, need to be discussed to get the full picture. Without seeing how the big markets are doing the context for gamers is missing.

@snetmotnosrorb3946 6 лет назад

Good tactics win battles, good logistics win wars.

@SG710 6 лет назад

I was wondering where you were, but man, this video was *so* worth the wait... I'll just watch it again! :D

@-Kerstin 5 лет назад

Adored called it

@TechWeLove 6 лет назад

Great video Jim ! 👍 I love the commentary. 🖥 AMD keep up the great comeback story. 💻

@tufttugger 6 лет назад

Question Jim. When you say Zen2 is from ground up design, do you mean even the cores? Or just how the cores are arranged and connected to all the SoC components? A ground up re-design on the entire core is a huge difference from rearranging all the other SoC components, which itself is a big lift, though easier with their lego style component assembly methods to get new chips out quicker...

@adoredtv 6 лет назад

Not sure, just repeating what I was told back in February with that one.

@tufttugger 6 лет назад

Ok, thanks. I'd suspect it would be everything except the cores. For Intel that'd be a lot of work, but with AMDs IF and their lego like design guidelines, it's a much smaller lift. As for whether it is 5 chips or 9, could be both, or technically anything from 2-9. If the uncore is a larger 14nm chip, it could have 1-8 core chipsets hanging off IF connections. That'd give them the flexibility to put 1 core and 1 uncore for a desktop part, and any combo larger to fashion higher core count desktop, HEDT, and variable core count Epyc systems. And with binning, they'd have tons of core count to clock speed combos to segment the market. That kind of flexibility is unparalleled. Fits right in with your other video on AMDs research into being able to bin tiny chip lets and put similar performance chiplets together for maximum yield and performance in a single MCM. If they pull that off it'll be a slaughter...

@wotertool 6 лет назад

Next to Intel's 14nm chips, there is definetly a shortage of videos on AdoredTV. Keep it up, be it gaming, technology, news or finances, your videos are informative and entertaining. And your accent is the cherry on top.

@Jazzynupe1911 6 лет назад

I bought some back when you talked about the "AMD Master Plan". I am long term type of investor so I am happy. Just need them to work on their GPU side. But I am loving the videos for the tech though.

@ctsd623 6 лет назад

AMD GPU's already have superior archit3cture for AI and machine learning. The gamer market is a tiny sliver compared to the data center market, not to mention AMD has to be judicious with their budget. You say you need them to work on their GPU? What AMD needs you to do, is do more reading on the why's and how's of making a business succeed when it was on it's virtual deathbed a few short years ago. There are many levels of company operations and commerce dynamics you should read up on before barking nonsensical armchair CEO directives.

@Isaax 6 лет назад

God damn it, I just wanted to sleep!

@grndzro777 6 лет назад

I bought 500 shares at 2$. Suffice it to say I am over the moon with the stock performance.

@avatharbehemoth 6 лет назад

i thought the shortage was due to Intel retooling for their 10nm process? if that is the case its not about increased volume... but decreased production capacity.

@rakeshpatel2905 6 лет назад

Hello Jim, Despite my losses in Chinese companies and HMNY, I have made very large amount on AMD to over come with big win. I will owe uncle Sam 100k +. I would like to thank you for all your research. I haven't missed single video since I found your channel back from end of 2017. How can I contribute just very small appreciation for your work. Please keep in doing what you do. I am sure there are many investors follow you closely and many would have made 6 figures plus. ☺

@rakeshpatel2905 6 лет назад

By the way I totally ignored AMD rise. I took position around $12 in Nov. 2017. Congratulations to early investors they have made bank.

@geekinasuit8333 6 лет назад

Hey therandomdot, I've bailed out too early before in some stocks, so I know the feeling all too well. Just keep in mind there's no such thing as a bad profit, and there's always going to be other opportunities you can take advantage of, just be on the look out and ready for it. You are already well ahead of the curve having investing experience and making the right kind of call. Do not quit, just be careful and never invest more than you can afford to lose. GL!

@davidgunther8428 6 лет назад

These financial things are important. Some people think AMD vs intel is just like a sports team rivalry, but they both have to actually make money, AMD couldn't lose forever and still exist. On the other side I'm glad intel is trying some aggressive new plans.

@MajorBreakfast 6 лет назад

Great video Jim! The motion graphics near the end were a bit distracting, though. Makes it a bit harder to listen

@c.p.7266 6 лет назад

And I'm still chugging away on my 3.8Ghz 4xPhenom II.. She's another year in her.

@HAEMHA1 6 лет назад

Opened a cold beer, started RU-vid, AdoredTv in my reccomended... can't be happier.

@kojack57 6 лет назад

Thank God. Watching that bell of mine for a week.

@younglee1168 6 лет назад

Thank you AdoredTV. I started investing in the AMD stock in 2016 after watching your videos. Goldman Sachs tried to lower the stock price last year, but I sold none of it.

@tomhsia4354 4 года назад

Aged like fine wine, this did.

@Andrei-ck7lv 6 лет назад

From a financial perspective, I am as uneducated as one can get, and this is why I really enjoy your subtle shift towards more financial, stock focused videos.

@mit4c 6 лет назад

Great job again Jim keep'em coming one day your channel will blow up just mark my words

@hugobalbino2041 6 лет назад

Has always right on spot! Jim, GJ i love your content, im glad that i bought R7 1700x knowing now that intels CPUs are more, more securities flaws...

@larrygall5831 6 лет назад

I wonder if they'll do this with the supposed, rumored 2800x. It made no sense at all with 4c CCXs, but with this.. there may actually be a slightly higher core count (I heard 10). I'd be very curious to know how high these "chiplets" clock as well.

@R3lay0 6 лет назад

Why would they release a 2800X on Zen 2? The 10 core leak is a obvious fake, it's not even a engineering sample.

@klobiforpresident2254 6 лет назад

3:49 I just came. I hope this doesn't come true. The only thing preventing judgement day and the rise of skynet was Intel's refusal to make better products. However, I also know that your predictions will come true. Time to get digging on that bunker.

@erlienfrommars 6 лет назад

If Skynet were to materialize in real life. it won't be powered by Silicon semiconductors. Our fastest supercomputers are still not powerful enough to make a super smart AI to become our overlord.

@klobiforpresident2254 6 лет назад

@@erlienfrommars Exactly! That's why I said Intel was our first line of defence.

@R3lay0 6 лет назад

Damn I knew Su is a lizard too

@defeqel6537 6 лет назад

Sea Kei Kleiner That's exactly what Skynet would say to keep itself hidden...

@rcavicchijr 3 года назад

To this day I still chuckle when I hear Jim say "Butter Donut." I also laugh at the fact that I used to think Mark Papermaster was just a cool nickname.

@funkengruven7773 6 лет назад

Another great vid! Keep it up! Love your channel and always watch when new video comes out...

@coot33 6 лет назад

Depending on zen2 gaming performance vs the 9900k the 2800x could be a cut down zen2 chip released as a high end chip. This allow amd to delay the 3000 release until yield and stock improves and gives them better margin by selling a mid-range cpu for high end price. Also they can reserve the full zen2 chips for epyc.

@R3lay0 6 лет назад

Great video as always! But I'm wondering what the 8 core Rome dies mean for desktop CPUs? Is Ryzen 3 only gonna be 8 cores? Are we gonna see 4 or 8 core CCX? Are they going with 3 instead of 2 different dies this time? Is Threadripper 3 still based on Rome or is it like Naples with Zen 2? PS: You could put a timestamp (22:06) in the description for those people that want to skip the whole stock part.

@mr.mudcatslim3420 6 лет назад

Around 3:45, damn that is seeexxxxxxxyyyyyy.

@markuswittmann2624 6 лет назад

First, I'm not a native speaker, so I apologize in advance for really terrible grammar. Only watched this vid and instantly left a sub. If the rest of your videos are only half as good, I'm baffled why you have so low sub numbers. Really informative and well presented, I really appreciate the quality. I definitely will share your channel with my tech friends. Pretty sure they will like your work too. Keep up the good work and so long and best regards.

@adoredtv 6 лет назад

Cheers!

@necasb 6 лет назад

Amazing video man! Just wooo :D you are doing great job in cracking this things! Respect! Keep going and thank you so much for your effort! As always from me, 10+! :D

@Dave0zz 6 лет назад

The occasional sincere bouts of laughter were a nice touch.

@MrSociopath 6 лет назад

Personally, I love how you look not just the technology, but also the industry around it, including financials. IMO it's almost more interesting. Please keep up the great work.

@GainingDespair 6 лет назад

10:30 I'm going to email them on release asking if their CPU cores are also glued together.

@ajc-th5ei 6 лет назад

Great work, as always!

@danieltrump7081 6 лет назад

Jim, Do you think it is possible they are pursuing both a 4+1 and a 8+1 (or perhaps 8+2) configuration? It makes sense to pursue two different products from a product stack performance. For example if you go with 8+1 config, but want a 12-16 core server cpu . . . that is 6 wasted dies in a waste in an 8+1 configuration. Even in a 24c server config it doesnt make a lot of sense to have 5 dead/deactive dies. They would probably have to rely on EPYC 1 to fill the ~32c and below market for years to come (which is possible).

@adoredtv 6 лет назад

Yes it's possible.

@mrxman581 6 лет назад

The higher core count is crucial and it does matter. If it didn't Ryzen would not have been as successful. The fact remains that because of Ryzen's intro only last year, the world of 6, 8, 16 core desktop PCs for the average user or game player is a reality. It was a watershed moment in the affordability of high core count compute processing that before was relegated to high end expensive workstations or servers. Its because of this that now software developers have started designing stuff that takes advantage of the high core counts. Its no longer an expensive niche market.

@Healtsome 6 лет назад

2030: AMD: 600mm² 2048 cores 250W 1nm Intel: 1m² 1536 cores 10000W 14+++++++ nm

@sacamentobob 6 лет назад

Jim, youre a genius. Youre research is awesome, your analysis the best, your videos entertaining. When you have time, please make some gaming videos too!

@JJ-lm4pg 6 лет назад

I watched your videos a while ago and at this time I told my brother bought amd stock. Being a gamer and having an interest in computers, I had a good feeling that amd on the consumer side was seriously undervalued. My brother bought stock at 5 dollars a few years ago, I'd say he liked his return lol.

@veritas6936 6 лет назад

Gr8 video buddy very interesting. thumbs up.

@ACSMezz101 6 лет назад

I'm just here for the analysis, and thanks for another one! Appreciate all your hard work Jim/Cassandra(I still lol over this)!

@Carnyzzle 6 лет назад

Hey, nice on the new move. And it's great that AMD went from being completely laughable in their bulldozer lineup to being actual competition to intel. Just got myself a Ryzen 5 2600 because of it and now I can keep my Ubuntu vm open while running games and my cpu usage will still be under 60% depending on the title

@KNightstyleZ 6 лет назад

Ryzen 5 3600X will be head to head with the 9900K, believe me. Alone by the Manufacturing progress they will gain 14% IPC, another ~6% are to be expected by the new Design. A new Memory Controller will shorten latencies and allow support for up to DDR4-4266 and X570 will very likely support M.3 & PCie 5.0.

@Loundsify 6 лет назад

My IT servers are the 8 core sandy bridge CPUs you mentioned. Two 8 cores so 32 threads per server which we have 3 hosts currently. If we switch to Eypc we'd only need 1 32core 64 thread CPU to double the performance of one server, plus nearly 50% less power! That's an insane saving. Proud owner of a Ryzen 5 1600, bring on 7nm next year!

@ItzMorfinTime 6 лет назад

As a beginner stock investor and investing on amd really paid off. I did had a panic once when they tried to short amd off. Having a good success and confidence I can invest on other companies if I so wish. As stock analyst say, I am long with amd ;)

@Knowbody42 6 лет назад

I think Intel is sacrificing 14nm capacity to try and get 10nm working. They're in trouble if they can't get 10nm to work..

@Mutkububbles 6 лет назад

Huge thanks to you Jim! I've watched your videos for so long, and when you 1st started to paint the picture for Ryzen CPU's, I thought about buying some stocks with my student loans. Sadly I hesitated when the stock price doubled, by now I bought and made a nice profit:) Keep up the great videos man!

@Najvalsa 6 лет назад

Wow. Only now, 10 hours after it has been uploaded, does it show up in my feed. Thanks RU-vid... At least, I'm glad that I didn't miss it at all. Thanks, Jim for the continued great work you do.

@SaturnusDK 6 лет назад

Seriously good timing on this video. I cashed in half my AMD stock today at $32.81 per share. I bought $6000 worth of shares at $1.83 per share in February 2016 as I inherited some money after my father passed away and decided to buy some stocks I personally believed in for some of that money. I cashed in half now since I have been eyeing an apartment for while and this gave me the down payment and some cash for new furniture for the new place.

@SaturnusDK 4 года назад

@David Jorge About $130K actually. :)

@Etheoma 6 лет назад

The more I think about this rumour the more it makes sense; it makes sense as to why Global Foundries decided to focus on 12/14nm because they will be making the uncore chips, It makes sense as AMD has to pay Global Foundries a charge for every waffer they use at another fab so they would only want to produce the absolute minimum on TSMC's 7nm, it makes sense if AMD wants to make a 16 core CPU on the mainstream and it makes sense due to costs being much reduced... I am completely sold on this rumour and would be shocked if it wasn't true given how much falls into place when you accept it to at least be mostly true.

@Caderynwolf 6 лет назад

Quality over quantity is always a great format. Keep 'em coming back for more.

@skndr3067 6 лет назад

I imagine mommy Lisa coming home from a hard day of work and watching AdoredTV while enjoying a cup of tea, with a smug face and chuckling audibly

@mrxman581 6 лет назад

Intel will have a much harder time holding onto marketshare this time because they won't have their illegal secret agreements with computer makers. Aren't Intel's chips still suffering from known issues that affect performance and security? At the server level that's a huge negative vs AMD. Another reason AMD will be able to more readily take market share is that they are no longer required to fab their own chips. 10 years ago, AMD wouldn't have been able to go to TSMC. Now they can. That's huge for AMD.