HW News - Google Deleting Incognito Data, Intel $7B Foundry Loss, $350+ Curved Screen AIO

Gamers Nexus
7 Apr 202425:39

Summary

TLDRIntel's Foundry service reports an operating loss, AMD Zen 5 rumors suggest significant performance improvements over Zen 4, and SSD prices are on the rise. A new company unveils a unique liquid cooler with a display, and the hardware industry eagerly anticipates upcoming product releases from Intel and Nvidia. Meanwhile, Google addresses privacy concerns by deleting data collected during Incognito sessions, and the FCC considers reinstating net neutrality.

Takeaways

  • 📉 Intel's manufacturing unit reported a $7 billion operating loss in 2023, a 31% decrease in revenue compared to 2022.
  • 🔄 Intel's Foundry service has outsourced 30% of its wafers to external companies like TSMC and aims to reduce this to 20% over time.
  • 🏭 Intel is investing heavily in expanding its manufacturing capabilities with new factories in the US, including Arizona, Ohio, New Mexico, and Oregon.
  • 💰 The construction of new fabrication facilities is contributing to Intel's financial strain with a projected 3 to 5-year timeline for completion.
  • 💡 A new company has emerged with a unique liquid cooler display, inspired by panoramic advertising billboards, priced at around $350.
  • 🎮 Battle Mage GPUs are rumored to be upcoming, with potential product releases expected to be announced at Intel Vision 2024 or Computex.
  • 🚀 AMD Zen 5 processors are reportedly set to be 40% faster than Zen 4, with a focus on efficiency and AI optimizations.
  • 📈 NAND flash contract prices are expected to rise by 13 to 18% in Q2, with Enterprise SSDs facing the most significant impact.
  • 🔒 Google is to delete data collected during Incognito sessions following a class action lawsuit, and update its data collection policies for the next 5 years.
  • 🌐 The FCC is considering reinstating net neutrality rules, aiming for an open and fair internet without bias, with a vote expected in early 2024.
  • 🎮 Minisforum released its first tablet, the Minisum V3, powered by AMD's 8840 U processor, targeting the handheld gaming market.

Q & A

  • What was Intel's reported operating loss for its Foundry service in 2023?

    -Intel's manufacturing unit reported a $7 billion operating loss in 2023.

  • How does Intel's revenue in 2023 compare to the previous year?

    -Intel's revenue in 2023 was $8.9 billion, which is down 31% from $27.4 billion in 2022.

  • What is the significance of the reported decision by Intel not to use extreme ultraviolet (EUV) machines?

    -The decision not to use EUV machines, which are relatively new and extremely expensive, has been attributed as one of the factors contributing to Intel's current challenges. Intel has since switched to using EUV tools.

  • What is the expected timeline for the completion of Intel's new fabrication facilities?

    -The new fabrication facilities, Fab 52 and 62, are not expected to be completed for at least another one to two years, with a projected construction timeline of three to five years from the start in September 2021.

  • What is the estimated price for the 360mm liquid cooler from the company that uses a display mounted to the pump block?

    -The 360mm liquid cooler is expected to be priced somewhere in the range of $350.

  • What is the reported percentage increase in Zen 5's performance compared to Zen 4?

    -Zen 5 is reportedly 40% faster than Zen 4, although no further elaboration on whether this is an average uplift or specific to certain scenarios was provided.

  • What is the expected impact on SSD prices according to Trend Force?

    -Trend Force reports that Enterprise SSD contract prices are forecast to jump by 20 to 25% in Quarter Two, while consumer SSD prices are expected to increase by 10 to 15%.

  • What did Google vow to do in response to a class action lawsuit regarding its Chrome Incognito mode?

    -Google vowed to delete billions of data points collected during Incognito sessions and update its data collection disclosures. It also plans to maintain a setting that blocks Chrome's third-party cookies by default for the next 5 years.

  • When is the Federal Communications Commission (FCC) expected to vote on potentially reinstating net neutrality?

    -The FCC is expected to vote on reinstating net neutrality in early 2024.

  • What are the key specifications of the new minisum V3 tablet released by Min Forum?

    -The minisum V3 tablet is equipped with AMD's 8840 U processor, a 14-inch 2560x1440 resolution screen with a 165Hz refresh rate, four speakers, two USB 4 interfaces, an SD card slot, a 3.5mm headphone jack, and a 50.84Wh battery with 65W fast charging. It also features a dual fan setup with four copper heat pipes for cooling.

  • What is the unique design feature of the Rog Muir battery bank revealed by Asus?

    -The Rog Muir battery bank has a design that resembles Thor's hammer and includes a handle, giving it a distinctive and portable form factor with multiple power outlets and USB ports.

Outlines

00:00

💻 Intel's Financial Struggles and Future Plans

Intel reported a significant operating loss for its Foundry service, with a $7 billion loss in 2023, compared to a $5.2 billion loss in the previous year. Despite this, Intel CEO Pat Geler projects that 2024 will see the worst operating losses for Intel's chip business and expects to break even by 2027. Intel's decision not to use extreme ultraviolet (EUV) machines, which are expensive but potentially more cost-effective, has been highlighted as a contributing factor to their current challenges. To address these issues, Intel is investing heavily in new factories in the US, with a total expenditure of around $100 billion. However, these capital expenses are temporarily straining Intel's resources.

05:02

💡 Innovative PC Components and Battle Mage Updates

A new company has emerged with a unique liquid cooler that features a display mounted to the pump block, creating a 3D pop-out effect similar to advertising billboards. Priced at $350, this 360mm cooler is a part of a trend towards luxury computer hardware. Additionally, there are updates on the anticipated Battle Mage GPUs, with evidence from shipping manifests suggesting their imminent release. Intel has confirmed Battle Mage's arrival but has not provided further details. The potential release of Nvidia's 50 Series RTX GPUs may also impact Intel's market position.

10:02

🚀 AMD Zen 5 Processor Leaks and SSD Market Trends

Rumors suggest that AMD's Zen 5 processors will offer significant performance improvements over Zen 4, with claims of up to 40% faster speeds. However, specifics on whether this refers to single or multi-threaded performance remain unclear. Zen 5 is expected to be part of AMD's Granite Ridge desktop CPUs, launching later this year under the Ryzen 9000 series. In the SSD market, contract prices are expected to rise by 13-18% in Q2, influenced by increasing demand from cloud service providers, particularly in North America and China. Consumer SSD prices are also anticipated to increase, though not as significantly.

15:03

🌐 Google's Incognito Data Collection and Net Neutrality

Google is set to delete data collected during Incognito sessions following a class action lawsuit. The company will also update its data collection disclosures and block third-party cookies by default in Chrome for the next five years. The lawsuit claimed that Google misrepresented the privacy offered in Incognito mode. In other tech policy news, the FCC is considering reinstating net neutrality rules, aiming to ensure equal treatment of online content and applications by providers. The proposed changes are expected to pass in early 2024.

20:04

📱 Minis Forum Tablet and Asus Rog Muir Battery Bank

Minis Forum has released its first tablet, the Minisum V3, powered by AMD's 8840 U processor and featuring a 14-inch display with a 165Hz refresh rate. The tablet is geared towards gaming and productivity, with a dual fan cooling system and a base model priced at approximately $967. In another product release, Asus has unveiled the Rog Muir battery bank, a gaming-oriented portable power solution shaped like Thor's hammer. The battery bank has multiple outlets and USB ports, and more details are to be revealed at Computex 2024.

25:07

🎮 Gaming Hardware News and Updates

The gaming hardware scene continues to evolve with the introduction of new products and updates. Valve, Asus, and Lenovo are leading the handheld gaming device market, while Minis Forum may also venture into this growing sector. The Rog Muir battery bank from Asus, despite initial skepticism due to its launch close to April Fool's Day, is confirmed to be a real product aimed at gamers. As the market for gaming and tech products continues to expand, companies are innovating and diversifying their offerings to cater to the evolving needs and preferences of consumers.

Mindmap

Keywords

💡Intel Foundry service

Intel Foundry service refers to the semiconductor manufacturing division of Intel that produces chips for both Intel's own products and for other companies. In the video, it is mentioned that Intel revealed an operating loss for this service, highlighting the challenges faced by the company in the competitive semiconductor market.

💡Battle Mage

Battle Mage refers to a series of upcoming graphics processing units (GPUs) from Intel. The term is used in the context of leaks and rumors about the performance and release of these new GPUs, which are expected to compete with offerings from other major players in the industry.

💡AMD Zen 5

AMD Zen 5 is the anticipated next-generation central processing unit (CPU) architecture from Advanced Micro Devices (AMD). It is reported to offer significant performance improvements over its predecessor, AMD Zen 4. The term is relevant as it represents the ongoing advancements in CPU technology and the competitive landscape of the semiconductor industry.

💡SSD prices

SSD, or solid-state drive, prices refer to the cost of storage devices that use flash memory to store data. In the context of the video, it is mentioned that SSD prices are expected to increase, which could impact consumers and businesses that rely on these storage solutions.

💡Net neutrality

Net neutrality is the principle that all internet traffic should be treated equally without any discrimination or preference given to particular types of content or services by internet service providers (ISPs). The video discusses the potential reinstatement of net neutrality rules by the Federal Communications Commission (FCC) in the United States, which would ensure an open and fair internet.

💡Google Incognito mode

Google Incognito mode is a privacy feature in the Google Chrome browser that allows users to browse the internet without saving their browsing history or cookies. The video discusses a lawsuit against Google that claimed the Incognito mode was not as private as it was advertised, leading to Google's agreement to delete improperly collected data and update its data collection disclosures.

💡Liquid cooler

A liquid cooler is a type of cooling system used in computers, particularly for CPUs, that uses a liquid coolant to absorb and dissipate heat. The video introduces a new type of liquid cooler with a panoramic display inspired by billboards, which showcases the integration of aesthetics and cooling technology in PC components.

💡minisum V3 tablet

The minisum V3 tablet is a new device from Mini Forum, a company known for its mini PCs. This tablet is powered by AMD's 8840 U processor and features a high-resolution display, multiple ports, and a dual fan cooling system. It represents the company's expansion into the tablet market and the growing trend of versatile computing devices.

💡Rog Muir battery bank

The Rog Muir battery bank is a product revealed by Asus, designed in the shape of Thor's hammer and marketed towards gamers. It is a portable power solution with multiple output ports, including USB and power outlets, to charge various gaming and electronic devices on the go.

💡mini form factor

Mini form factor refers to the small and compact design of computers or components, often used in mini PCs or compact devices with limited space requirements. The term is relevant in the context of the video as it relates to the minisum V3 tablet, which is a mini form factor device offering powerful computing capabilities in a portable form.

Highlights

Intel reveals an operating loss of $7 billion for its Foundry service in 2023, a 31% decrease in revenue compared to 2022.

AMD Zen 5 is rumored to be 40% faster than Zen 4, though no further details are provided.

SSD prices are expected to increase, with Enterprise SSDs forecasted to see a 20-25% price jump in Q2.

A panoramic liquid cooler inspired by billboards is announced, priced at $350.

Intel's CEO expects the company's chip business to break even by 2027, after a series of strategic missteps.

Intel has outsourced 30% of its wafers to external companies like TSMC and plans to reduce this to 20% over time.

Google vows to delete data improperly collected during Incognito sessions following a class action lawsuit.

The Federal Communications Commission plans to vote on reinstating net neutrality in early 2024.

A new company appears with a unique liquid cooler display, featuring an L-shaped OLED screen for a 3D pop-out effect.

Battle Mage GPUs are rumored to be on the way, with shipping manifests leaked on Twitter.

Nvidia may release its 50 Series RTX GPUs by the end of this year or early next year, increasing competition for Intel.

Minis Forum releases its first tablet, the Minisum V3, powered by AMD's 8840 U processor.

Asus reveals the Rog Muir, a Thor's hammer-shaped portable battery bank for gamers.

TrendForce reports NAND flash contract prices are expected to rise due to increased demand from cloud service providers.

Techspot reports Zen 5 will offer improved efficiency and integrated AI and machine learning optimizations.

The k95 pro case by Montech features a dual chamber enclosure with configurable options for storage and power supplies.

The construction of two new fabrication plants by Intel is underway, with a projected 3-5 year timeline.

The upcoming Fab tour video will provide an inside look at the construction of new fabrication facilities.

Transcripts

00:00

[Music]

00:01

in the news this week Intel reveals an

00:03

operating loss for its Foundry service

00:06

but there's some caveats to it

00:08

additionally some more leaks of battle

00:10

mage this time a shipping manifest

00:12

following the leaks that we talked about

00:13

for the last episode a couple days ago

00:15

AMD Zen 5 apparently will be quote

00:18

unquote 40% faster than Zen 4 uh

00:22

absolutely no further elaboration on

00:24

that we'll talk about that a little bit

00:26

SSD prices appear to be going up and

00:28

then also

00:30

there's a panoramic liquid cooler that

00:32

is inspired by those large Billboards

00:35

where you have the anamorphic 3DS image

00:38

coming out of it and and you could you

00:40

put it in your

00:41

computer for like

00:43

$350 before that this video is brought

00:46

to you by montech and the k95 pro case

00:48

the k95 pro is a dual chamber enclosure

00:51

with configurable options for storage

00:53

and power supplies the k95 has a deep

00:55

35mm cable channel for management

00:58

support for dual power suppies if you

01:00

want it which could be useful for a

01:01

thread rer system and ample radiator and

01:04

fan mounting options scattered around

01:05

the top back bottom side and front of

01:08

the case the front also can be mesh or

01:10

solid with the mesh running a higher

01:12

paracity for more breathability learn

01:14

more at the link in the description

01:15

below up first Intel revealed that its

01:17

manufacturing unit posted a$7 billion

01:20

operating loss in 2023 Which is higher

01:22

than its 5.2 billion losses compared to

01:25

the previous year Reuters reported that

01:27

the unit had a revenue of $8.9 billion

01:30

for 2023 which is down 31% from 27.4 n

01:34

billion in 2022 the publication added

01:37

that Intel's stock dropped 4.3% after

01:39

its SEC filing Intel's reporting is a

01:42

little complicated and weird though

01:44

because unlike tsmc it also has

01:45

first-party products and those products

01:48

use its first-party Fab and

01:49

Manufacturing capabilities so uh as a

01:52

result Intel is effective it's using its

01:55

own Supply it sells Wafers to itself and

01:59

depending on how they want to report

02:00

that in the books it can affect these

02:02

numbers drastically but in reality Intel

02:05

doesn't actually have to pay what a

02:08

third party outside of Intel company

02:10

would pay to Source those same Wafers

02:12

and pay for that same manufacturing it

02:15

can get it at at least cost because it

02:17

you know makes its own Wafers and then

02:19

uses them at least for most of its

02:21

products in the CPU side so there's some

02:24

semi- arbitrary sort of accounting math

02:26

and uh bookkeeping going on between the

02:28

divisions that makes its report in a

02:30

little fuzzier and less straightforward

02:32

than it would typically be regardless

02:34

though in a presentation for investors

02:36

Reuters reported that Intel CEO Pat

02:39

geler stated 2024 quote would be the

02:41

year of worst operating losses for the

02:44

company's chipm business and that it

02:46

expects to break even on an operating

02:48

basis by about 2027 geler attributed bad

02:51

decisions for its current predicament

02:53

highlighting one example where the

02:55

company decided not to use extreme

02:57

ultraviolet or euv machines which are

02:59

still uh relatively new and extremely

03:01

expensive they can end up over $150

03:04

million for example but Intel ended up

03:06

using older chip making tools rather

03:09

than the more potentially costeffective

03:11

uh euv tools if they already own them

03:14

Reuters says that Intel has since

03:16

switched over to using euv tools adding

03:18

that they quote will cover more and more

03:21

production needs as older machines are

03:23

phased out due to these issues Intel has

03:25

had to Outsource 30% of its Wafers to

03:27

external companies like tsmc reuter says

03:30

the company intends to bring that down

03:32

to 20% over time as part of this too

03:35

Intel has a an insane amount of capital

03:38

expenses right now it is building out

03:40

one of the largest factories definitely

03:43

in the US uh we've been to it it's

03:45

pretty crazy uh this is an expansion on

03:48

its Arizona site but it's also spending

03:49

in total uh as we understand it right

03:52

now about a hundred billion dollars to

03:54

build out factories or Fabs in other

03:56

words in Ohio New Mexico Oregon and then

03:59

again in Arizona so this Capital expense

04:02

is definitely contributing to some of

04:03

the drain on Intel's resources uh Fab 52

04:07

and 62 will not be done for at least

04:10

another maybe two years one to two years

04:13

so they projected a 3 to five year

04:15

construction timeline for those two new

04:18

fabrication facilities those are the

04:19

ones in Chandler Arizona and they

04:22

started 2021 September three to five

04:25

years puts it out maybe 2026 if they're

04:27

on time at the late end of that Spectrum

04:29

uh so that will continue going for a

04:31

while longer before they can actually

04:32

reclaim any money on it with making

04:34

things and we actually have a really

04:36

cool Fab tour coming up so separate from

04:38

all of this uh discussion want you all

04:40

to be aware so you can check it out when

04:42

it's ready we've been editing it

04:43

actually for the last two weeks straight

04:44

now it's been the main project for me

04:46

and Vitaly on the team as we work on

04:48

piecing it together and it's pretty

04:50

crazy we went to see the construction of

04:53

two new fabrication plants which is

04:55

relatively undocumented and then we did

04:57

a tour of the fabrication facilities got

05:00

on Experts to talk about it how it all

05:01

works basically our engineering

05:03

discussion videos uh like we've done in

05:05

the past except a Fab tour in

05:08

combination with those so pretty fun

05:10

that's coming up um we can't show a lot

05:11

of it yet but you've probably seen a

05:13

couple drone shot clips from Intel's

05:15

official b-roll and then we have all our

05:17

own b-roll we'll be showing you soon

05:18

enough in that tour okay next one a

05:20

billboard styled liquid cooler display a

05:22

new company pops up seemingly overnight

05:24

with an Eclectic collection of personnel

05:27

this showed a display mounted to the

05:28

pump block that could potentially be

05:30

used in the way that some of those

05:32

panoramic advertising Billboards are

05:34

used to create a 3D pop out effect this

05:36

clip from a billybilly Channel shows the

05:39

display and action as does another

05:41

billybilly Creator shot of the screen

05:43

from the event could go with tryx for

05:45

the pronunciation for now it's spelled

05:47

tricks but some of the billybilly

05:48

creators said try X anyway acce attch

05:50

got up on stage during this company's

05:52

announcement which is different because

05:54

normally AC attack a supplier of liquid

05:56

cooling components pumps radiators

05:59

things like that uh for AI and CLC

06:02

makers normally they stay behind the

06:04

scenes so they can focus on what they do

06:06

best which is suing their competitors

06:09

for making liquid cooling products Trix

06:12

has also hired an ex Cooler Master case

06:15

lead and uh former board partner

06:17

employees so they've kind of gone heavy

06:20

on who they're sourcing for this they as

06:23

we understand it attempted to poach some

06:25

of uh the us-based product managers and

06:28

designers or engineers as well for other

06:30

companies so it's a there's a lot of

06:33

money behind this brand out of nowhere

06:35

which makes it interesting as for the

06:37

cooler the 360 mm liquid cooler as we

06:40

understand it will be priced somewhere

06:42

in the range of $350 which means now we

06:45

can get rid of the millimeters at the

06:46

end of the number and just replace it

06:48

with the dollar sign we're finally there

06:50

we've done it we've gotten liquid

06:51

coolers to $1 per millimeter a clip from

06:54

their launch event posted at the

06:55

company's billybilly Channel shows a

06:56

14900 K running allegedly at 32 watt pl1

07:00

holding a 90° result on the 240 CLC an

07:04

86 on the 360 we obviously can't

07:06

validate these numbers at this time and

07:08

the marketing is out in full force Trix

07:11

says its products are quote a new

07:13

species and themes them around future

07:16

archaeology because this is what humans

07:18

will reflect on when they excavate

07:22

cities in thousands of years uh Trix

07:24

also as a brand that started 16 months

07:27

ago says that its inclusion of an eth

07:29

gen acch pump solution quote signals the

07:32

Brand's Ascent to the top of the tech

07:35

industry and frankly this is a level of

07:37

humility that we think should be wider

07:40

spread in the industry the brand is

07:41

sticking with what appears to be Italian

07:43

naming as a theme for its product so

07:45

it's introducing the Rota fans and the

07:47

Luca case uh we're looking forward to

07:50

the tall Grande and ventti versions of

07:52

the Luca case there enough EXL in this

07:55

industry already and the Luca will

07:56

apparently be modular and they're

07:58

attempting to go for a floating

08:00

aesthetic for it it's a very looks

08:02

oriented uh company so far so we found

08:04

these clips from billybilly uploaders

08:08

xiaan who briefly shows the case with

08:10

its side panel removed uh the LED base

08:13

is a one-off for the event as we

08:15

understand it but those angular elements

08:18

that shoot under the case are the

08:20

so-called floating aspect the floating's

08:22

maybe a bit oversold we need to see it

08:24

in person but it's definitely a

08:26

different design we don't know the price

08:28

of this case at the moment and the base

08:30

looks like it moves inward to sort of

08:32

hide under the center of the case but

08:33

we're not 100% sure another billybilly

08:35

uploader named iwan in

08:39

laa which literally means guy who loves

08:43

Hardware or loves playing around with

08:44

Hardware shows the billboard style that

08:46

inspired the design followed by more

08:48

shots of the cooler the uploader also

08:51

shows the Luca case shots from trix's

08:53

presentation as for the panoramic cooler

08:55

that's the one thing that's really

08:56

different here because it's using a 6

08:58

and 1/2 in actually massive AMOLED

09:01

L-shaped display and triac says that

09:04

this is supposed to offer an anamorphic

09:06

view so in other words you might get a

09:08

pseudo 3D pop out effect from it again

09:11

similar to those advertising Billboards

09:13

you'd see in say uh Japan as an example

09:15

is the the one I've seen on YouTube so

09:17

that's kind of what they're going for

09:19

Trix is definitely focused on looks it

09:22

appears to be part of this new wave of

09:25

quote unquote luxury computer hardware

09:28

and let us know what you think and how

09:30

you feel about it because I changes in

09:35

design and this Advent of screens at

09:39

this point the screens are everywhere

09:40

they're on basically every device maybe

09:42

most obvious downside is price because

09:45

that blasts the price way more than

09:48

you'd pay for something that is just a

09:50

liquid cooler and that's all it does uh

09:52

that doesn't mean it's bad to have all

09:54

of the showy stuff and that does breathe

09:56

some life into the space of DIY PC

10:00

building for enthusiasts however we are

10:02

curious at large what you all think and

10:05

if this is uh this is something that

10:09

excites you or not all right next one

10:11

battle mage is in the news again so last

10:14

actually couple days ago we reported on

10:16

some leaks about battle mage appearing

10:18

in soft's Sandra database and now there

10:22

appears to be some more evidence that

10:23

battle mage gpus are on the way Twitter

10:25

leaker Momom Moore us shared an image

10:28

showing battl mage microprocessors G10

10:31

and g21 in what appear to be shipping

10:34

manifests a slide leak earlier this year

10:37

uh indicated the existence of a sub 150

10:39

watt g21 GPU along with a sub 225 watt

10:42

G10 GPU which would coincide with this

10:45

latest info while Intel has confirmed to

10:47

us that battle mage is coming it has not

10:49

said anything else at this time

10:51

officially we don't know product names

10:53

prices release dates so the two most

10:55

likely venues for battl mage to make a

10:58

formal appearance will be Intel Vision

11:00

2024 which is in a few days basically

11:02

April uh 8th to 9th or compx compx it

11:06

has a keynote on June 4th so Intel will

11:09

be hosting that I think it's Pat Galer

11:10

the CEO hosting that one and we're going

11:13

to be watching regardless of whether

11:14

battle mage is there uh but those are

11:16

the two most likely avenues for further

11:18

discussion if they're ready to move

11:20

Intel has to move soon on battle mage

11:22

because last time it kind of lost a

11:24

major opportunity big opportunistic

11:27

window to strike when the GPU

11:30

availability was down and or prices were

11:33

high for its competitors it did

11:35

eventually get Alchemist out there just

11:36

a little later uh obviously look at the

11:38

drivers at launch and it made sense like

11:40

their alternative would have been

11:41

probably a complete disaster as opposed

11:44

to only mostly a disaster that they were

11:45

able to work through and get into a much

11:47

better spot now battle mage is going

11:49

through the same thing they have had

11:51

hardware for a while as much we know

11:53

from a discussion that Intel had with PC

11:55

World previously and uh now it's just

11:58

it's software refin as far as we

12:00

understand computex by the way we have a

12:03

massive show lined up looks really good

12:06

ton of cool Hardware coming out can't

12:07

talk about most of it yet uh but there's

12:09

there's a lot of really cool stuff to

12:10

talk about this year we're excited for

12:11

it especially because we're back into

12:13

ATX case reviews with that fractal XEL

12:15

that we posted and um looks like there's

12:17

going to be a lot of cool cases there as

12:19

well but uh we'll see on the Silicon

12:21

side of things now Nvidia May release

12:24

its 50 Series RTX gpus as soon as the

12:27

end of this year might be to next year

12:29

depends on which rumors and leaks you

12:31

want to pay attention to but the sooner

12:34

Nvidia releases that the more pressure

12:37

Intel is going to be under especially if

12:38

they're targeting a similar price point

12:40

and Intel right now if you go look at

12:42

the die size of the arc a750 and the

12:45

a770 it is massive compared to what you

12:49

would expect at that price point so

12:51

Intel uh is effectively wrapping its

12:54

cards in money as it ships them out the

12:55

door right now for Alchemist so it

12:58

they're have some Financial pressure at

13:00

some point despite growing this business

13:02

unit and that pressure will be worse the

13:04

later they ship because they're going to

13:06

be up against much more optimized

13:08

divisions from Nvidia and AMD that's

13:10

kind of some commentary on that but next

13:12

one according to Kepler L2 a Serial

13:15

leaker online Zen 5 will be noticeably

13:17

faster than Zen 4 I will say that this

13:20

leak is one of those where we question

13:22

whether or not it goes into a show

13:24

because the entire sum of its parts is

13:27

literally the statement quote core for

13:29

core Zen 5 is greater than 40% faster

13:32

than zen4 in Spec end quote that's it

13:35

internet is set a blaze everyone

13:37

including us now talking about it yes

13:39

for self-aware we added a little bit to

13:41

the story to try and make it more than a

13:43

10-second segment in here so if the

13:46

claim's accurate a couple things we

13:48

don't know if that's an average

13:49

uplift if it's multi-threaded

13:52

single-threaded best case scenario

13:54

whatever so there's limited information

13:56

right now for some other leaks to

13:57

agregate into this teex spot reported

13:59

that Zen 5 architecture is tipped to

14:01

arrive with amd's Granite Ridge desktop

14:04

CPUs which are expected to launch later

14:06

this year under the ryzen 9000 Banner so

14:09

that'd be a skip over the 8000 series

14:11

which is already confusingly in use for

14:13

the g-spec apus other upcoming zen5

14:15

processors include the company stricks

14:17

Point apus fire range laptop CPUs

14:20

hopefully they're not hot that would be

14:22

awkward and strix Halo apus which are

14:24

rumored to release next year techspot

14:27

also reports that Beyond performance

14:29

increases Zen 5 will quote offer

14:32

improved efficiency a rep pipeline front

14:34

end and integrated Ai and machine

14:36

learning optimizations the AI aspect is

14:39

not surprising it's in line with what

14:41

AMD did for its 8040 refresh in Mobile

14:43

so we'd expect more of that going

14:45

forward because once again uh right now

14:48

what the tech companies have discovered

14:49

is that if you add those two letters to

14:51

a thingin your sales go up like 100%

14:55

instantaneously uh Microsoft is making

14:57

big pushes by the way for AI and

15:00

including AI Hardware processing like

15:03

dedicated capabilities as it begins to

15:06

reinvent its OS around this concept uh

15:09

so expect to heure of it and to see it a

15:11

lot more as a dedicated Hardware

15:13

component on the CPUs right now they

15:15

don't do a whole lot for consumers as

15:18

that small basically npu component or

15:20

whatever they are calling it at the

15:21

different companies uh but that's a

15:23

feature that Microsoft's trying to to

15:25

start leveraging with its co-pilot or