Wendell from Level1Techs joins to discuss the long term competitiveness of AMD, Intel, & Nvidia. SPON: brokensilicon = -25% off Windows, dieshrink = -3% off Everything: https://biitt.ly/shbSk SPON: Get 10% off Tasty Vite Ramen with Code “brokensilicon” at: https://bit.ly/3oyv4tR 0:00 Who is Wendell? 8:12 How is Intel doing? Is Pat succeeding? 21:09 Why can't Intel launch anything on time? 31:27 Raptor Lake vs Zen 4 Raphael - Does this matchup matter? 45:50 Why AMD doesn't care if they lose desktop performance by 5-10% 50:37 AMD Financial Investor Day Thoughts 57:02 Balancing Compute & Gaming Performance in GPUs 1:10:36 Steam Deck & Linux Gaming 1:23:25 Intel Fishhawk Falls, Threadripper, Siena 1:39:38 AMD Software 1:47:33 How will AI Engines help the average user? 1:56:55 Nvidia Lovelace Power Draw - A sign of the future? 2:07:52 What do AMD, Intel, and Nvidia each need to focus on for success? Level1Techs: https://www.youtube.com/channel/UC4w1YQAJMWOz4qtxinq55LQ Previous Level1Techs Episode: https://youtu.be/Lm1IGCb2KH8 Low Latency Developer Tom Mentioned: https://youtu.be/B-Nti0FhRb8 Dave Eggleston CXL/Optane/Memory Expert Episode: https://youtu.be/mCxHcvtpfAk https://ir.amd.com/news-events/analyst-day https://en.wikipedia.org/wiki/Ice_Lake_(microprocessor)#Xeon_Platinum_series https://www.tomshardware.com/news/intel-delays-xeon-scalable-sapphire-rapids-again https://www.amd.com/en/corporate/pensando-acquisition https://www.intel.com/content/www/us/en/products/sku/212287/intel-xeon-platinum-8380-processor-60m-cache-2-30-ghz/specifications.html