172. RTX 4000 Performance Claims, DLSS 3 Analysis, Raptor Lake & ARC Pricing, RDNA 3

We discuss the segmentation, performance, and margins of Nvidia Lovelace…and Intel ARC & RDNA 3!
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0:00 It’s been a hard week for Tom & Reesie, MLID Plug from Jensen (Intro Banter)
6:26 Leather Jacket Effect, MEMS, Chiplet Power Costs (Corrections)
11:40 EVGA quits Nvidia due to Shrinking Margins and Disrespect
34:39 RTX 4000 Series Reveal, Performance Claims, Segmentation
54:44 Has Nvidia actually damaged their Mindshare?
1:03:58 DLSS3 Looks Insane…is it too good to be true?
1:16:55 RDNA 3 Competitiveness
1:23:27 AMD Cuts MSRPs of Radeon RX 6000 and Announces RDNA 3
1:26:27 ARC and Lovelace Profit Margins Leaked by MLID
1:33:36 Intel ARC Officially Missed it's Promised Summer Launch
1:42:54 Raptor Lake Pricing Leaked by MLID
1:48:14 Rockstar Hacked - How bad is it?
1:55:09 TSMC’s distrust of Nvidia, AMD Phoenix AIE, RDNA 3 in APUs (Wrap-Up)


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https://youtu.be/qyGWFI1cuZQ
https://twitter.com/ctnzr/status/1572328438354292736?s=20&t=DdMxCeW4VXuMsLqx8mrbAQ&fbclid=IwAR3MJwW12VcWdMbxrtiYPiwD9INQa6A1fj4yoFRmdcVkvbfe_zRO5rBYf8E
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https://twitter.com/sherkelman/status/1572208858252156928
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https://twitter.com/mooreslawisdead/status/1573340740830502912
https://youtu.be/MH8J-u2Sui0
https://youtu.be/JtLfN_lpr08
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https://m.mydrivers.com/newsview/805332.html
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https://videocardz.com/newz/intel-core-i9-13900k-raptor-lakes-premium-packaging-design-leaks-out
https://en.wikipedia.org/wiki/List_of_Nvidia_graphics_processing_units#GeForce_40_series