Bondrewd's latest activity

  • Bondrewd
    Bondrewd replied to the thread GTC 2024.
    Cisco had a healthy PE back then. The demand just cratered off just like it always does with any bubble.
  • Bondrewd
    Bondrewd replied to the thread GTC 2024.
    Chungus ones. Tens of thousands of units! I've already referred to a specific UBS note elsewhere, find it and you'll have your...
  • Bondrewd
    Bondrewd replied to the thread GTC 2024.
    I love bubbles too. y2k Cisco vibes. You know how that ended. All hail Cisco. Zoomers getting their own dotcom bubble is funny, but...
  • Bondrewd
    Bondrewd replied to the thread GTC 2024.
    what even AMD's been running semicustom biz for like 13 years. that's is NOT an APU. not at all. Good devkit. Hard to forget...
  • Bondrewd
    Bondrewd replied to the thread AMD Execution Thread [2024].
    The exotic hardware in question is 3d stacked extravaganza that's gonna cost you kidney a piece. just. bruceforce it.
  • Bondrewd
    Bondrewd replied to the thread AMD Execution Thread [2024].
    They're divergent in that AMD's just gonna bruteforce it. Otherwise, fair playground.
  • Bondrewd
    Bondrewd replied to the thread GTC 2024.
    Ughhhh it's been 5 years since Rome. If there's anything current AMD is good at, it's running a consistent roadmap at all costs. When it...
  • Bondrewd
    Bondrewd replied to the thread GTC 2024.
    Finally, $AMD is down, people can load on it moar. That's Hopper pricing (hyperscale will pay less as usual) for 2x the Si and 2 moar...
  • Bondrewd
    Bondrewd replied to the thread GTC 2024.
    This. Can't win against the APU. APU wins so unbelievably hard for people who roll their own codebases. ML farm is the real battlefield...
  • Bondrewd
    shader ISA manual yes (funnily, they gutted FP6/4 section out of it recently). Whitepaper too but it's fluff. They had an ISSCC session...
  • Bondrewd
    From the PVC article actually. PVC is still the bane of my existence. I can't let it go.
  • Bondrewd
    cute and chungus. Spacing is yeah, it's definitely LSI.
  • Bondrewd
    N3e is appreciably lower power at GPU voltage envelopes (you're not dumping 1.4v innit are you?). That's the easy part. You need to...
  • Bondrewd
    Yes that's the hard part of graphics chiplets. You have one queue and one context only. Hello 1995. AMD's doing weird distributed...
  • Bondrewd
    Compared to L2's of yore in general. Even Ponte Vecchio (lol) had higher per-base L2 bandwidth (before their NOC falls apart) than...
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