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Discussion RDNA 5 / UDNA (CDNA Next) speculation

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Win2012R2 said:
They might for Zen 6, for reasons that you know very well - crazy server chip demand _and_ it's on N2 which is also used for high margin MI45x, but will they stop selling consumer Zen5 and reset market share to 0?

No, they won't - sales will reduce naturally though due to high memory prices, so they'll just move them to EPYCs.
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There's a server CPU shortage so substrate and wafer capacity goes into Turin.
Just like in 2021.
 
StanSmith said:
As an RTX 5090 owner, it is 100% a consumer gaming GPU. Especially when you play games at 4K with Path Tracing enabled and you are still needing DLSS Quality Mode to get over 60FPS with max settings on games like Cyberpunk 2077. The only GPU that you could call "prosumer" would be the RTX PRO 6000. So, if AMD is going to use the RDNA 5 AT0 flagship GPU to compete against the equivalent of the RTX PRO 6000, then I would say the AT0 is a "client only" or enterprise only GPU; otherwise, it will 100% still be in the running as a high-end gaming GPU just like the NVIDIA xx90 models are.
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You have a point but RTX Pro 6000's major difference is 3x the ram of 5090. Its just a 5090 with more memory and a few more CUDA cores really. AMD simply needs to use their highest end AT0 RDNA 5 chip with 154 CUs add xGMI or UALink and increase the amount of memory to something like 96GB of gddr7. Then sell it for anywhere between $6000 and $9,000. That would give Nvidia some serious competition. Because you could build an 8GPU rackmount with fast GPU to GPU interconnect which Nvidia is reluctant to do for their rtx pro line. They can also offer a server edition of their high end AT0 card 32GB of memory with xGMI or UALink as well for something like $2500. That would provide a competitor to the RTX 5090 and 6090. A lot of 5090s, 3090s, 4090s are being used in custom rackmounts so this AT0 chip would offer compelling alternatives to the whole line up.
 
Win2012R2 said:
And also, what's your problem with more competition to keep prices lower for consumers? Obviously that should be encouraged, otherwise we end up with monopoly - like Nvidia.
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Nothing at all. Though if the market never buys the alternative, which most people don't, then you feed that one player and you get a monopoly. Almost the whole market craves Nvidia, and almost the whole market thinks AMD only exists to keep Nvidia prices lower, so whatever they do they lose.

I hope AMD does exits the consumer GPU market. Give them only Nvidia. It's not like the CPU space where technical merit wins, it's a market full of rabid fanboys. Let it rot, let Nvidia see what they can really do with prices. Perfect.
 
Win2012R2 said:
And also, what's your problem with more competition to keep prices lower for consumers? Obviously that should be encouraged, otherwise we end up with monopoly - like Nvidia.
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It's already a goddamn monopoly.
Gaymurs™ only ever care about Radeon in the context of it being a majickal prybar that makes their next green slopboard cheaper.

It's why they seethe with atavistic rage every time AMD isn't undercutting NV by 200 bucks.
 
It got proven by people buying overpriced 5090s during the current DRAM shortage, a repeat of people buying the 3090s during the COVID-19 pandemic. It doesn't really matter what AMD does, when gamers will do everything and buy the *best*.

Oh and, while AMD cards are cheaper right now, gamers still preferred the Nvidia equivalent lmao
 
inquiss said:
I hope AMD does exits the consumer GPU market. Give them only Nvidia. It's not like the CPU space where technical merit wins, it's a market full of rabid fanboys. Let it rot, let Nvidia see what they can really do with prices. Perfect.
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Not that it will look any different. You should be able to get a preview into this world with gaming laptop prices. I have never looked so I don't know if they're bad or good.
 
olrak29 said:
It got proven by people buying overpriced 5090s during the current DRAM shortage, a repeat of people buying the 3090s during the COVID-19 pandemic. It doesn't really matter what AMD does, when gamers will do everything and buy the *best*.
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Someone pointed out some of the reasons earlier especially for the 5090. When you can sell your old 4090 at inflated prices then inflated price over MSRP for a 5090 isn't that much of a stretch to have "the best".
 
adroc_thurston said:
Yup.

Indeed.
Also the chatty ended with RDNA1 so it was 11 years of pointless cash burn instead.
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From what I understand, It’s not officially dead, but it also no longer has a launch date and release plans have been shelved indefinitely. Should memory and component shortages end, we will see a release, unless next gen is close to launch.

This is not the only bad news DIY will get this year. Projects are getting shelved or canned by multiple companies.
 
adroc_thurston said:
That's 224G serdes.
Who's gonna build and validate midplanes for that?
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Synopsys?

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IMO overkill for high end local GPU, AT0 with 96 GB might be a good local AI runner, that would certainly be worth maybe even $10k.
 
At those price points, next gen top tier cards from ASUS should just come bundled with a 500hz 5K OLED monitor. Game bundles will be so passé.
 
adroc_thurston said:
Also I've said midplanes. Do you know what a midplane is?
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A type of switch me thinks, so who should be doing that - whoever's paying job to provide those, say Broadcom perhaps? Or maybe AMD should do it in house too if that's the problem, and just license 224G since it's readily available from Synopsys.
 
adroc_thurston said:
No, they're gaining normal people share.
Low-cost Macbook will push that further.
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I think people will be shocked how high Apple market share will rise because of the new cheaper macbook.

This mostly won't matter for the gaming market, because the people purchasing them won't exactly be hardcore gamers, but for outside gamers, it's just a great product for the cost, and there is very little that can compete with it at the same price point. Combine that with the current built-up anger with Microsoft, and the market is ripe for them.

And I say this as someone who generally can't stand Apple.

(oops, should have refreshed page, this was very old)
 
marees said:
tinygrad is kinda a cheap company in that they take the gaming cards & then repurpose them for AI
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What's the problem if one can get gaming Nvidia card and use AI with it straight from the box? It's the kind of thing that should work on AMD hardware too, instead of buying Xilinx for $ 35 bln they should have kept the money and buy out people like tinygrad and especially devs who were making CUDA compatible library to run stuff automatically on Radeons.

Well, at least they started giving them hardware now, total shocker it took them so long.
jpiniero said:
That's not really consumer if it's aimed at ProViz (or in this case AI)
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It's consumer if it's sold at consumer prices.
 
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