Die Shrink 161: Intel Bailouts, Nvidia AI vs AOL.com, AMD X970 for Zen 6 (Mail Bag 30) (Patreon)

Tom and Dan CRAAAAAACK open the mail bag to discuss the failures of semiconductor investing in the USA, the AI bubble, RDNA 5, Zen 6, and future AM5 Chipsets!

0:00 Intel Bailouts & Chips Act Failures

4:37 Maxwell vs Kepler, Switch 2 SOC for Laptops, Nvidia Shield 2

16:31 Nvidia Edison, AI Bubble

24:41 % Yields at TSMC, Dev DLSS Targets, RDNA 5 Die Strategy

33:09 AMD X970 for Zen 6, Nova Lake vs Zen 7 DDR5 Concerns

40:07 XBOX Magnus CPU, Mandatory Ray Tracing

https://youtu.be/f2Niy0pqQ7c

https://finance.yahoo.com/news/nvidia-100-billion-openai-investment-110000256.html

https://www.techspot.com/review/2984-doom-dark-ages-benchmark/#google_vignette

https://youtu.be/Oeepx2ZLrCA?si=RKpMp8gaCPwQVGv-