Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
As the photo shows, people were lining up in the rain, waiting for the AMD launch in Japan. More than the products being available, people were eagerly waiting for the lifting of NDA, in order to read all the reviews and benchmarking. This Reddit page has a nice summary of most of the reviews and… Continue reading 7/7/19 AMD 7 nm Launch!
Here is a classic fake news/click bait by WSJ, meant to generate maximum exposure. https://www.wsj.com/articles/u-s-tried-to-stop-china-acquiring-world-class-chips-china-got-them-anyway-11561646798 What sensationalism! “AMD gave China keys to the Kingdom”! Illegally, even! Fortunately, AMD very quickly, and perhaps uncharacteristically, responded as follows. https://www.amd.com/en/corporate/wsj-response?utm_campaign=wsjresponse&utm_medium=redirect&utm_source=301 In it, AMD vigorously denied giving China its Epyc IP, and that AMD had strictly followed all US… Continue reading 6/28/19 AMD Rebukes WSJ! AMD 29.92 to 30.74
Tom’s Hardware reports that Google is skipping Intel’s Ice Lake CPUs for its Chromebooks. Here. Not only that, Google has added support of Ryzen 3000 series APU to Coreboot. This combined with reports of Google working with AMD on a high end Chromebook design bodes well for Ryzen Mobile adoptions. Thurrott reports that Microsoft is… Continue reading 6/25/19 Ryzen Mobile Rumors! AMD 29.26 to 28.86
https://www.theverge.com/2019/6/9/18658796/bethesda-softworks-orion-cloud-gaming-improvement-doom-preview-e3-2019 First, Bethesda Softworks announced at E3 their Orion gaming software platform which could greatly improve cloud gaming performance while requiring slower internet speed, for all the different game streaming services. It can be added by game developers into their game engines. If true, the Orion system can actually make these streaming services much more… Continue reading 6/15/19 What is the Future of Cloud Gaming?
I had the pleasure of attending the AMD Next Horizon Gaming E3 2019 presentation in person. It was a lot of fun. Lisa Su has become quite a powerful speaker and presenter. I was given an AMD Team Red T-shirt while in line, sent to sit in the front row and asked to form a… Continue reading 6/10/19 Lisa Su’s E3 Surprise! AMD 32.41 to 33.23
https://insidehpc.com/2019/06/atos-to-deploy-most-powerful-supercomputer-in-norway/ This HPC in Norway uses Rome. Peak performance is 5.9 petaflops. https://insidehpc.com/2019/06/cray-to-build-big-red-200-supercomputer-for-indiana-university/ This HPC at Indiana University also uses Rome. Peak performance is also 5.9 petaflops. It is telling that these HPCs are choosing Rome over well established Intel Xeon chips. That means Naples had laid the necessary groundwork so that these HPCs are… Continue reading 6/7/19 More Epyc HPC Wins! AMD 31.81 to 32.41
Google Stadia announced specs and pricing this morning. 4K resolution at 60 fps. Stadia Pro subscription is at $10 a month. Founder's Edition is at $130, which includes all necessary hardwares to get started, plus three free months ($30). Pricing is excellent. Twitter responses have been very positive. https://www.cnet.com/news/google-stadia-is-free-to-use-if-you-buy-the-game-from-it/ On a side note, Morgan Stanley's… Continue reading 6/6/19 Stadia Hits Homerun! AMD 29.50 to 31.81
At Computex AMD demoed Rome to give twice the performance over Intel Xeon Platinum 8280. Intel disputed this demo. Instead Intel wanted to use their Xeon Platinum 9242 and 9282 to compare with Rome. https://www.extremetech.com/computing/292400-intel-amd-7nm-epyc-vs-xeon-computex Read through this article one will find that Xeon Platinum 9200s are hugely more expensive than AMD's Epyc and uses… Continue reading 6/5/19 Rome Beats Xeon Platinum! AMD 29.57 to 29.50
http://ir.amd.com/news-releases/news-release-details/update-high-performance-amd-radeon-gpus-power-all-new-mac-pro https://www.pcgamesn.com/amd/radeon-pro-vega-ii-graphics-card For the new Apple Mac Pro, AMD is providing the Radeon Pro Vega II Duo, which is two Radeon 7 connected with Infinity Fabric, and has double the HBM at 32 GB. Considering how much Apple is charging for the monitor stand ($1000), this GPU should give AMD nice gross margin. It's nice… Continue reading 6/4/19 Radeon Pro Vega II Duo! AMD 27.58 to 29.57
This news came out of nowhere. I must give AMD and Samsung lots of credit for keeping this very quiet. In the Sept 2016 article below, Samsung was to pick either AMD or Nvidia and ditch Qualcomm. Now two and a half years later, Samsung picked AMD! https://www.gsmarena.com/samsung_wants_to_use_amd_or_nvidia_gpus_in_its_exynos_chipsets_plans_to_ditch_qualcomm_for_good_in_2-news-20441.php One should recall that AMD had famously… Continue reading 6/3/19 Samsung Chose AMD Radeon RDNA for Mobile GPU! AMD 27.41 to 27.58
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