NEW AMD Launches could SAVE PC Gaming!

GPU vs. ASIC Competition for AI Infrastructure (Evercore Analysis)

An investment firm, Evercore, conducted a “channel check” comparing GPUs vs. ASICs for AI infrastructure.

Key Context

• ASICs beat GPUs in Bitcoin mining, which reduced demand pressure.
• The speaker argues that if major crypto (e.g., Bitcoin/Ethereum) had used GPUs instead, prices likely would have been much higher.

AI Workload Shift: Training → Inference

• AI workloads are moving from training toward inference (“inference-led”).
• This means companies are increasingly using existing models rather than only training new ones.

What Buyers Care About Now

• As inference grows, buyers are focusing more on:
  • Cost per token
  • plus supporting infrastructure costs like power and cooling

Nvidia Margin Pressure

• Engineers/expert feedback suggests dissatisfaction with Nvidia’s reported ~70% gross margins.
• This makes “good enough” alternatives more attractive.

Forecast

• Evercore expects:
  • Nvidia’s inference share to fall to ~50% by 2028
  • Nvidia’s training share to remain over 70%
• Overall expectation: inference will outgrow training going forward.

Takeaway

• The broader view is that more competition in AI hardware is positive.

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Intel Next-Gen Desktop CPUs Shipping (Nova Lake)

Intel’s nextGen/Nova Lake desktop CPUs have started shipping as engineering samples.

Reported Performance

• Single-thread: ~20% faster on a 52-core variant
• Multi-thread: expected ~1.8× to 2× improvement over current-gen (as claimed by the speaker)

3D V-Cache Successor

• Intel is expected to include its own “3D Vcache” variant (referred to as BLLC).
• Leaks suggest it may not resemble prior “3D” implementations—described as a “huge chunk.”

Gaming Comeback Depends on Price

• Even if it’s on a consumer platform, it may be priced closer to HEDT.
• That could be difficult to justify versus AMD Threadripper advantages, such as:
  • more memory channels
  • and better IO

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PC Upgrade/Build Demand Survey Results (Consumer Sentiment)

There are claims that fewer people are building/buying new PCs than expected.

Tom’s Hardware Reader Poll

• Most plan upgrades over 2 years:
  • ~60% over 2 years
  • next option ~15%

Speaker’s YouTube Poll (Sample: 3,500+)

• 70%+ won’t buy/build until at least 2 years
• Approximate breakdown:
  • ~11% before 2 years
  • ~7% before 1 year
  • ~8% before 6 months

Conclusion

• Users appear turned off by high memory/storage prices.
• This also aligns with AMD’s projection that gaming demand may be softening.

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AMD Plans to Improve Upgrade Value (X3D Refresh / Leaks)

Re-release: Ryzen 7 5800X3D (AM4 10th Anniversary)

• Spotted at a retailer in India for 30,000 INR (~$310) including 18% GST
• That implies an effective price around $260–$270
• Positioned as a way to reduce upgrade costs without moving to AM5

Leak: Ryzen 7 7700X3D

Expected to match the core base of the 7800X3D:

• 8 cores / 16 threads
• 120W TDP
• 96MB L3 cache

Clock differences:

• 7700X3D
  • base: 4.0 GHz
  • boost: 4.5 GHz
• vs. 7800X3D
  • base: 4.2 GHz
  • boost: 5.0 GHz

Additional notes:

• Mention of using “benc(h) chips” (speaker wording) and the possibility of regaining performance with manual overclocking
• Pricing hope: possibly under $300, targeting strong price/performance

Overall Hope

These releases are intended to help offset “inflated” PC component prices (especially memory/storage).

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Main Speakers / Sources Mentioned

• Evercore — investment firm analysis; channel check with 25+ AI engineers
• Intel / “Silicon” / “WCCFT” — shipping and performance reporting sources
• Tom’s Hardware — reader survey
• The channel speaker — conducted a YouTube poll; provided AMD/CPU pricing and release/leak commentary
• “A well-known leaker on X” — leak details for Ryzen 7700X3D
• AMD — anniversary 5800X3D re-release; product roadmap context