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MLID: AMD working on an RTX 6090 killer

AMD is working on 2080Ti killer, AMD is working on 3090 Killer, AMD is working on 4090 Killer, AMD is working on 5090 Killer and on and on and on............ Well, the 7900XTX did kill the 2080Ti so I guess they did work on one. :D
 
AMD is working on 2080Ti killer, AMD is working on 3090 Killer, AMD is working on 4090 Killer, AMD is working on 5090 Killer and on and on and on............ Well, the 7900XTX did kill the 2080Ti so I guess they did work on one. :D
They said they have no interest in building a GPU that can compete with the 5090

For RDMA that means
"5070" Yes
"5070 Super" Yes
"5080 Super" Maybe
 
To not compete with is to be a Killer of plans to what they are working on.
Not sure what you mean, but AMD is choosing not to compete with Nvidia because busting their ass and putting in tons of work to create a full stack of competitive hardware and software solutions would be REALLY expensive and it would only result in a competitive, demanding, less profitable marketplace. Whereas watching Nvidia fuck everyone from the cuck-chair actually means AMD has to do fuck-all nothing and occasionally phone-in a "you showed up" product or two with a rediculous 300% profit margin because Nvidia is charging a 600% profit margin for the products they actually want.
 
Not sure what you mean, but AMD is choosing not to compete with Nvidia because busting their ass and putting in tons of work to create a full stack of competitive hardware and software solutions would be REALLY expensive and it would only result in a competitive, demanding, less profitable marketplace. Whereas watching Nvidia fuck everyone from the cuck-chair actually means AMD has to do fuck-all nothing and occasionally phone-in a "you showed up" product or two with a rediculous 300% profit margin because Nvidia is charging a 600% profit margin for the products they actually want.
I am a bit paranoid. I think it is in AMD's self interest to not poke the bear

Try the best to not even give a hint of impression that they are competing with Nvidia. Else the incoming wrath of Jensen could scorch them !!
 
I am a bit paranoid. I think it is in AMD's self interest to not poke the bear

Try the best to not even give a hint of impression that they are competing with Nvidia. Else the incoming wrath of Jensen could scorch them !!
Are you kidding?

Right now is when Nvidia has NO INTENTION of retaliating.

Nvidia can sell a thumbnail sized piece of bottom-bin silicon for tens of thousands of dollars, why the FUCK would they sell that same amount of silicon to a ""GAM3R"" for hundreds? Every entre-level video card Nvidia will rip-you-off over for $500 is actually losing them money. They could have sold that to some AI bro for $7000. Every card Nvidia sells to a gamer is a charity, according to them. Even with the ridiculous prices, it's still not even close to what they could make if they sold it to a ML lab. They only sell gaming cards to keep the market going so they have a nice warm bed to return to after they've been to the whorehouse that is the AI market right now.



So imagine if AMD wants to compete, and creates a halfway decent 5080 competitor... then prices it like a 5070 competitor. Well.... Right now Nvidia's only choice is either A: to lower prices and sell out of the tiny amount of 'charity' silicon they allocate to gamers, then watch AMD take a chunk of their pie, or B: Do nothing and let AMD take a chunk of the pie.

so why doesn't AMD strike NOW?

because AMD is trying to make as much money on AI as possible. If they ignored AI and just went straight to the gaming market, they would absolutely dominate the gaming market and replace Nvidia as the gaming king!

but all that The Investors™ would see is AMD ignoring the AI money-fountain and making lots of money instead of making EVEN LOTSer OF MONEY.

And even if AMD were to dominate the entire 10+ billion dollar Discrete GPU industry (which they simply couldn't do in one generation, maybe five), that's barely a fart in the wind compared to the TRILLIONS that AI generates, and now you can see why AMD makes more money jerking off from the cuck chair than actually trying to compete.
 
They said they have no interest in building a GPU that can compete with the 5090
Was referring to the rumours about them doing so...

View: https://youtu.be/LvuCLKHzY78?t=4737
https://www.tweaktown.com/news/9788...d-50-more-shader-engines-than-7900/index.html

Right now is when Nvidia has NO INTENTION of retaliating.
Will see the super series pricing and speed of Rubin upgrade reaching gaming space, but I really doubt they would not. They always do.

They could have sold that to some AI bro for $7000
This can be exaggerated, selling $7000 GB205 would not be that big of a market imo, AI bro can use GPU cloud:
https://cloud.google.com/compute/gpus-pricing
https://cloud.vast.ai/create/

That level of gpu at 10 cent an hour, 2x5090 under $1 an hour or buy many 24gb faster memory bandwith 3090 instead, H100-200, B100-200 is a different level of demand than this product and they do not necessarily compete that directly with gaming GPU being made when the bottleneck can be more memory/cowos/networking capacity and so on.

Try the best to not even give a hint of impression that they are competing with Nvidia.
I am not sure what would even look like ?They just renamed RDNA 4 to make more clear they directly competed with Nvidia stack, played some aggressive marketing on their pricing game and are kicking them quite hard in the mouth in the DIY sphere at least, making the rumours of super series getting massive vram upgrade without an msrp bump sound true, they are so obviously competing with Nvidia (look at the laptop strategy trying to push everyone discrete GPU out of them....)

same goes for the MI400X gpu, it is not like they have a vast market share to loose from Nvidia or that they are not agressive in their pricing in some ways, when console APU order took a break it looked like that:

es%2F0a4a4d9c-71fc-4f26-8f2a-91913ca58671_1600x867.png


And now they are unknown in the last 2 quarters (if they had good margin, they would say it....)
 
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Are you kidding?

Right now is when Nvidia has NO INTENTION of retaliating.

Nvidia can sell a thumbnail sized piece of bottom-bin silicon for tens of thousands of dollars, why the FUCK would they sell that same amount of silicon to a ""GAM3R"" for hundreds? Every entre-level video card Nvidia will rip-you-off over for $500 is actually losing them money. They could have sold that to some AI bro for $7000. Every card Nvidia sells to a gamer is a charity, according to them. Even with the ridiculous prices, it's still not even close to what they could make if they sold it to a ML lab. They only sell gaming cards to keep the market going so they have a nice warm bed to return to after they've been to the whorehouse that is the AI market right now.



So imagine if AMD wants to compete, and creates a halfway decent 5080 competitor... then prices it like a 5070 competitor. Well.... Right now Nvidia's only choice is either A: to lower prices and sell out of the tiny amount of 'charity' silicon they allocate to gamers, then watch AMD take a chunk of their pie, or B: Do nothing and let AMD take a chunk of the pie.

so why doesn't AMD strike NOW?

because AMD is trying to make as much money on AI as possible. If they ignored AI and just went straight to the gaming market, they would absolutely dominate the gaming market and replace Nvidia as the gaming king!

but all that The Investors™ would see is AMD ignoring the AI money-fountain and making lots of money instead of making EVEN LOTSer OF MONEY.

And even if AMD were to dominate the entire 10+ billion dollar Discrete GPU industry (which they simply couldn't do in one generation, maybe five), that's barely a fart in the wind compared to the TRILLIONS that AI generates, and now you can see why AMD makes more money jerking off from the cuck chair than actually trying to compete.
AMD also has to preallocate wafers for GPUs, the sales of the 9070XT were x2.5 what they expected. Intel grabbed a piece of the desktop GPU pie under $300, so AMD pivoted a greater portion of the 9600 skus to the OEM side.

Nvidia's response to the 9070XT growth appears to be the 5070 Super, 5070Ti, and the 5080 Super at new lower price points.

Assuming those become available in quantity, AMD's 9070 and 9070XT will likely have to lower in price closer to or at MSRP to remain competitive.

When the 10070 lands, expect AMD to have increased their wafer commitment, having x2-x3 qty available for the launch compared to what we have now.
 
When the 10070 lands, expect AMD to have increased their wafer commitment, having x2-x3 qty available for the launch compared to what we have now.
This is how I expect the 10070xt launch to play out

This gpu chip is supposedly shared with xbox
Xbox 25th anniversary is next nov
Assuming xbox reveals new console around that time
I am sure Microsoft will have first dibs on all the 10070xt chips being produced for console (this will be an order of magnitude greater than standalone Radeon gpu sales)

Then Nvidia will launch the 6070 in q1 2027
AMD will wait for
  1. Perf & reviews of 6070
  2. Street price / msrp of 6070
  3. Microsoft xbox demand
  4. Plan projections around xbox first
  5. Launch 10070xt sometime in Q2 2027 based on available chips after meeting xbox demand
One thing is for sure. The wafer orders for 10070xt will be an order of magnitude larger than 9070xt as the 10070xt is also expected to be shared with xbox
 
I am not sure what x2-x3 quantiy available for the launch compared to what we have now mean, look like.

9070xt 16gb are available that the "real" launch price of $699 on newegg, have been sub msrp in the UK from time to time: https://overclock3d.net/news/gpu-di...-9070-xt-pulse-to-sub-msrp-pricing-in-the-uk/, a bit under $699 USD in CAnada available for online command.

Once they are available how to we judge quantity, we known when it is 0... seem common for a microcenter location to have more than 50 9070xt 16gb on hands...
 
RDNA 2 without being a killer pushed Nvidia pricing-die size-bus-gddr6x quite a bit on their Ampere launch decision or at least maybe (demand was so crazy that they did not needed to actually do it, will never know if it was serious or fake msrp all along), like RDNA 2 generation the next one will all have that R&D money from the console deals and the giant volume to amortize it. They had to make up trying to save TSMC money with Samsung.
 
Speculation across on other forums on a potential RDNA 5 lineup

it looks like that the RDNA 4 lineup may indeed feature four configurations according to Chiphell forum member ZhangZhonghao, who has been very accurate with his past leaks. He alleges that the top-most die would be very large, followed by a mid-tier, a small-tier and a tiny-tier SKU.

Kepler in AnandTech forum raises the interesting possibility that current one WGP (= 2 CUs) could be equivalent to future one CU.
that is 2 of current CUs merged into a single future CU

He has now posted new information, well, essentially block diagrams of at least four RDNA 5 / UDNA SKUs at Anandtech Forums.

Potential AMD RDNA 5 / UDNA GPU Configurations (via Kepler_L2):​

GPU DieNavi 5XNavi 5XNavi 5XNavi 5X
PositioningFlagship-TierMid-TierLow-TierEntry-Tier
Max Compute Units96 CUs (40 CUs24 CUs12 CUs
Max Memory Bus512-384 bit384-192 bit256-128 bit128-64 bit
Max VRAM Capacity24-32 GB12-24 GB8-16 GB8-16 GB


https://wccftech.com/possible-amd-rdna-5-udna-gpu-sku-configs-point-to-96-40-24-12-cu-dies/
 
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Speculation across on other forums on a potential RDNA 5 lineup

it looks like that the RDNA 4 lineup may indeed feature four configurations according to Chiphell forum member ZhangZhonghao, who has been very accurate with his past leaks. He alleges that the top-most die would be very large, followed by a mid-tier, a small-tier and a tiny-tier SKU.

Kepler in AnandTech forum raises the interesting possibility that current one WGP (= 2 CUs) could be equivalent to future one CU.
that is 2 of current CUs merged into a single future CU

He has now posted new information, well, essentially block diagrams of at least four RDNA 5 / UDNA SKUs at Anandtech Forums.

Potential AMD RDNA 5 / UDNA GPU Configurations (via Kepler_L2):​

GPU DieNavi 5XNavi 5XNavi 5XNavi 5X
PositioningFlagship-TierMid-TierLow-TierEntry-Tier
Max Compute Units96 CUs (40 CUs24 CUs12 CUs
Max Memory Bus512-384 bit384-192 bit256-128 bit128-64 bit
Max VRAM Capacity24-32 GB12-24 GB8-16 GB8-16 GB


https://wccftech.com/possible-amd-rdna-5-udna-gpu-sku-configs-point-to-96-40-24-12-cu-dies/

This aligns to my data fairly well:

AMD RDNA 5 / UDNA GPU Rumored Configuration (via Mackintire):​

GPU DieNavi 5XNavi 5XNavi 5XNavi 5XNavi 5X
PositioningFlagship-TierUpper Mid-TierMid-TierMid Low-TierLow-Tier
CompetitorNvidia 6080 SuperNvidia 6070 SuperGRE replacement?Nvidia 6060TINvidia 6060
Max Compute Units96 CUs64 CUs40 CUs32 CUs24 CUs
Max Memory Bus384 bit256 bit192 bit192 bit128 bit
Max VRAM Capacity18-24GB16 GB12-16 GB12-16 GB LPDDR12-16 GB LPDDR
Rumored MSRP$950$600$500$350$300


Notes:
  • The Low-Tier and Entry GPUs skus do not use GDDR
  • My version does not include workstation or AI configurations
  • I also removed the entry level from my chart.
 
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Lol, Amd needs to focus on matching or slightly beating the 4090 first. Don't get me wrong. I hope amd 's udna flagship can get somewhat close to the 5090. 6090? everybody's just dreaming.
 
Lol, Amd needs to focus on matching or slightly beating the 4090 first. Don't get me wrong. I hope amd 's udna flagship can get somewhat close to the 5090. 6090? everybody's just dreaming.

Just the typical super early YouTube hype. I tend to ignore claims until were a month or two from release.
 
5700xt was around a 2070, yet the 6090 was close to the 3090.

If they made a 700mm rdna 4 that beat the 4090, what would it change for the next gen coming up ? Unlike say Intel not doing a 4090 gpu in 2025, AMD not doing it is not because they do know/are not able to do one technically.
 
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5700xt was around a 2070, yet the 6090 was close to the 3090.

If they made a 700mm rdna 4 that beat the 4090, what would it change for the next gen coming up ? Unlike say Intel not doing a 4090 gpu in 2025, AMD not doing it is not because they do know/are not able to do one technically.
Not in dlss or raytracing, it wasn't. Not even close.
 
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