Podcast #442 - ARM DynamIQ, Optane Launch, Gigabit LTE, Vulkan

Subject: Editorial | March 23, 2017 - 12:26 PM |
Tagged: Yoga Book, vulkan, topre, snapdragon 835, SC17, qualcomm, podcast, Optane, LG 32UD99, Lenovo, Gigabit LTE, evga, DynamIQ, arm

PC Perspective Podcast #442 - 03/23/17

Join us for Topre and CORSAIR Keyboards, ARM DynamIQ, Optane Launch, EVGA 4K gaming laptop, and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Ryan Shrout, Jeremy Hellstrom, Allyn Malventano, Ken Addison

Program length: 1:35:25

 

Source:

Podcast #441 - GTX 1080 Ti, FCAT VR, Ryzen, Kaby Lake De-lidding

Subject: Editorial | March 16, 2017 - 12:38 PM |
Tagged: podcast, ryzen 5, ryzen, nvidia, mobileye, jetson, gtx 1080 ti, fcat vr, delidding

PC Perspective Podcast #441 - 03/16/17

Join us for NVIDIA GTX 1080 Ti, AMD Ryzen Scheduler Discussion, AMD Ryzen 5 Announcement, Intel Kaby Lake de-lidding, and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Ryan Shrout, Josh Walrath, Jeremy Hellstrom, Morry Teitelman, Ken Addison

Program length: 1:24:48

 

Source:

Podcast #440 - Ryzen 1 week later, Naples, Logitech G533/G Pro, Riotoro PSU

Subject: Editorial | March 9, 2017 - 12:45 PM |
Tagged: podcast, steamvr, ryzen, riotoro, Oculus, Naples, Loitech, G533, G Pro, arm

PC Perspective Podcast #440 - 03/09/17

Join us for Ryzen 1 week later, Naples, Logitech G533, G Pro, and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Ryan Shrout, Allyn Malventano, Josh Walrath, Jermey Hellstrom

Program length: 1:35:41

 

Source:

Podcast #439 - GTX 1080 Ti, Radeon RX Vega, and Ryzen

Subject: Editorial | March 2, 2017 - 11:37 AM |
Tagged: Vega, ryzen, podcast, fcat, 1080Ti, 1080

PC Perspective Podcast #439 - 03/02/17

Join us for GTX 1080 Ti, Radeon RX Vega, Ryzen and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Ryan Shrout, Allyn Malventano, Josh Walrath, Jermey Hellstrom

Program length: 1:41:49

Podcast topics of discussion:
  1. Week in Review:
  2. Casper Ad
  3. News items of interest:
    1. 0:36:35 Ryzen News
  4. Closing/outro

Source:
Author:
Subject: Editorial
Manufacturer: AMD

Zen vs. 40 Years of CPU Development

Zen is nearly upon us.  AMD is releasing its next generation CPU architecture to the world this week and we saw CPU demonstrations and upcoming AM4 motherboards at CES in early January.  We have been shown tantalizing glimpses of the performance and capabilities of the “Ryzen” products that will presumably fill the desktop markets from $150 to $499.  I have yet to be briefed on the product stack that AMD will be offering, but we know enough to start to think how positioning and placement will be addressed by these new products.

zen_01.jpg

To get a better understanding of how Ryzen will stack up, we should probably take a look back at what AMD has accomplished in the past and how Intel has responded to some of the stronger products.  AMD has been in business for 47 years now and has been a major player in semiconductors for most of that time.  It really has only been since the 90s where AMD started to battle Intel head to head that people have become passionate about the company and their products.

The industry is a complex and ever-shifting one.  AMD and Intel have been two stalwarts over the years.  Even though AMD has had more than a few challenging years over the past decade, it still moves forward and expects to compete at the highest level with its much larger and better funded competitor.  2017 could very well be a breakout year for the company with a return to solid profitability in both CPU and GPU markets.  I am not the only one who thinks this considering that AMD shares that traded around the $2 mark ten months ago are now sitting around $14.

 

AMD Through 1996

AMD became a force in the CPU industry due to IBM’s requirement to have a second source for its PC business.  Intel originally entered into a cross licensing agreement with AMD to allow it to produce x86 chips based on Intel designs.  AMD eventually started to produce their own versions of these parts and became a favorite in the PC clone market.  Eventually Intel tightened down on this agreement and then cancelled it, but through near endless litigation AMD ended up with a x86 license deal with Intel.

AMD produced their own Am286 chip that was the first real break from the second sourcing agreement with Intel.  Intel balked at sharing their 386 design with AMD and eventually forced the company to develop its own clean room version.  The Am386 was released in the early 90s, well after Intel had been producing those chips for years. AMD then developed their own version of the Am486 which then morphed into the Am5x86.  The company made some good inroads with these speedy parts and typically clocked them faster than their Intel counterparts (eg. Am486 40 MHz and 80 MHz vs. the Intel 486 DX33 and DX66).  AMD priced these points lower so users could achieve better performance per dollar using the same chipsets and motherboards.

zen_02.jpg

Intel released their first Pentium chips in 1993.  The initial version was hot and featured the infamous FDIV bug.  AMD made some inroads against these parts by introducing the faster Am486 and Am5x86 parts that would achieve clockspeeds from 133 MHz to 150 MHz at the very top end.  The 150 MHz part was very comparable in overall performance to the Pentium 75 MHz chip and we saw the introduction of the dreaded “P-rating” on processors.

There is no denying that Intel continued their dominance throughout this time by being the gold standard in x86 manufacturing and design.  AMD slowly chipped away at its larger rival and continued to profit off of the lucrative x86 market.  William Sanders III set the bar higher about where he wanted the company to go and he started on a much more aggressive path than many expected the company to take.

Click here to read the rest of the AMD processor editorial!

Podcast #438 - Vulkan, Logitech G213, Ryzen Preorders, and more!

Subject: Editorial | February 23, 2017 - 12:16 PM |
Tagged: podcast, vulkan, ryzen, qualcomm, Qt, mesh, g213, eero, corsair, bulldog

PC Perspective Podcast #438 - 02/23/17

Join us for Vulkan one year later, Logitech G213 Keyboard, eero home mesh networking, Ryzen Pre Orders, and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Allyn Malventano, Ken Addison, Josh Walrath, Jermey Hellstrom

Program length: 0:58:01

Podcast topics of discussion:
  1. Week in Review:
  2. News items of interest:
  3. Hardware/Software Picks of the Week
    1. Allyn: SS64.com - Nifty programmer's reference for scripting, web, db
    2. Ken: Dell refurbished XPS 13
  4. Closing/outro
 

Source:

Podcast #437 - EVGA iCX, Zen Architecture, Optane, and more!

Subject: Editorial | February 16, 2017 - 01:36 PM |
Tagged: Zen, Z170, webkit, webgpu, podcast, Optane, nvidia, Intel, icx, evga, ECS, crucial, Blender, anidees, amd

PC Perspective Podcast #437 - 02/16/17

Join us for EVGA iCX, Zen Architechure, Intel Optane, new NVIDIA and AMD driver releases, and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Allyn Malventano, Ken Addison, Josh Walrath, Jermey Hellstrom

Program length: 1:32:21

Source:

NVIDIA Announces Q4 2017 Results

Subject: Editorial | February 9, 2017 - 06:59 PM |
Tagged: TSMC, Samsung, Results, quadro, Q4, nvidia, Intel, geforce, Drive PX2, amd, 2017, 2016

It is most definitely quarterly reports time for our favorite tech firms.  NVIDIA’s is unique with their fiscal vs. calendar year as compared to how AMD and Intel report.  This has to do when NVIDIA had their first public offering and set the fiscal quarters ahead quite a few months from the actual calendar.  So when NVIDIA announces Q4 2017, it is actually reflecting the Q4 period in 2016.  Clear as mud?

Semantics aside, NVIDIA had a record quarter.  Gross revenue was an impressive $2.173 billion US.  This is up slightly more than $700 million from the previous Q4.  NVIDIA has shown amazing growth during this time attributed to several factors.  Net income (GAAP) is at $655 million.  This again is a tremendous amount of profit for a company that came in just over $2 billion in revenue.  We can compare this to AMD’s results two weeks ago that hit $1.11 billion in revenue and a loss of $51 million for the quarter.  Consider that AMD provides CPUs, chipsets, and GPUs to the market and is the #2 x86 manufacturer in the world.

NVLogo_2D_H.jpg

The yearly results were just as impressive.  FY 2017 featured record revenue and net income.  Revenue was $6.91 billion as compare to FY 2016 at $5 billion.  Net income for the year was $1.666 billion with comparison to $614 million for FY 2016.  The growth for the entire year is astounding, and certainly the company had not seen an expansion like this since the early 2000s.

The core strength of the company continues to be gaming.  Gaming GPUs and products provided $1.348 billion in revenue by themselves.  Since the manufacturing industry was unable to provide a usable 20 nm planar product for large, complex ASICs companies such as NVIDIA and AMD were forced to innovate in design to create new products with greater feature sets and performance, all the while still using the same 28 nm process as previous products.  Typically process shrinks accounted for the majority of improvements (more transistors packed into a smaller area with corresponding switching speed increases).  Many users kept cards that were several years old due to there not being a huge impetus to upgrade.  With the arrival of the 14 nm and 16 nm processes from Samsung and TSMC respectively, users suddenly had a very significant reason to upgrade.  NVIDIA was able to address the entire market from high to low with their latest GTX 10x0 series of products.  AMD on the other hand only had new products that hit the midrange and budget markets.

NV-Q4-2014.jpg

The next biggest area for NVIDIA is that of the datacenter.  This has seen tremendous growth as compared to the other markets (except of course gaming) that NVIDIA covers.  It has gone from around $97 million in Q4 2016 up to $296 million this last quarter.  Tripling revenue in any one area is rare.  Gaming “only” about doubled during this same time period.  Deep learning and AI are two areas that required this type of compute power and NVIDIA was able to deliver a comprehensive software stack, as well as strategic partnerships that provided turnkey solutions for end users.

After datacenter we still have the visualization market based on the Quadro products.  This area has not seen the dramatic growth as other aspects of the company, but it remains a solid foundation and a good money maker for the firm.  The Quadro products continue to be improved upon and software support grows.

One area that promises to really explode in the next three to four years is the automotive sector.  The Drive PX2 system is being integrated into a variety of cars and NVIDIA is focused on providing a solid and feature packed solution for manufacturers.  Auto-pilot and “co-pilot” modes will become more and more important in upcoming models and should reach wide availability by 2020, if not a little sooner.  NVIDIA is working with some of the biggest names in the industry from both automakers and parts suppliers.  BMW should release a fully automated driving system later this year with their i8 series.  Audi also has higher end cars in the works that will utilize NVIDIA hardware and fully automated operation.  If NVIDIA continues to expand here, eventually it could become as significant a source of income as gaming is today.

There was one bit of bad news from the company.  Their OEM & IP division has seen several drops over the past several quarters.  NVIDIA announced that the IP licensing to Intel would be discontinued this quarter and would not be renewed.  We know that AMD has entered into an agreement with Intel to provide graphics IP to the company in future parts and to cover Intel in potential licensing litigation.  This was a fair amount of money per quarter for NVIDIA, but their other divisions more than made up for the loss of this particular income.

NVIDIA certainly seems to be hitting on all cylinders and is growing into markets that previously were unavailable as of five to ten years ago.  They are spreading out their financial base so as to avoid boom and bust cycles of any one industry.  Next quarter NVIDIA expects revenue to be down seasonally into the $1.9 billion range.  Even though that number is down, it would still represent the 3rd highest quarterly revenue.

Source: NVIDIA

Podcast #436 - ECS Mini-STX, NVIDIA Quadro, AMD Zen Arch, Optane, GDDR6 and more!

Subject: Editorial | February 9, 2017 - 10:50 AM |
Tagged: podcast, Zen, Windows 10 Game Mode, webcam, ryzen, quadro, Optane, nvidia, mini-stx, humble bundle, gddr6, evga, ECS, atom, amd, 4k

PC Perspective Podcast #436 - 02/09/17

Join us for ECS Mini-STX, NVIDIA Quadro, AMD Zen Arch, Optane, GDDR6 and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Ryan Shrout, Allyn Malventano, Ken Addison, Josh Walrath, Jermey Hellstrom

Program length: 1:32:21

Podcast topics of discussion:

  1. Week in Review:
  2. News items of interest:
    1. 1:14:00 Zen Price Points Leaked
  3. Hardware/Software Picks of the Week
  4. Closing/outro
 
 

Source:

Podcast #435 - Qualcomm aptX, FSP Twin 500w PSU, Micro 5100 Enteprise SSDs, AMD Fiscal Results, ASUS Tinker Board, ZeniMax

Subject: Editorial | February 2, 2017 - 10:34 AM |
Tagged: podcast, zenimax, UHD Blu-Ray, toshiba, tinker board, Reundant PSU, qualcomm, micron, Laser Networking, fsp, enterprise ssd, DirectX, delidding, asus, aptX, amd

PC Perspective Podcast #435 - 02/02/17

Join us this week as we discuss Qualcomm aptX, FSP Reundant PSUs, Micron Enterprise SSDs, 5G LTE, AMD Fiscal Year, ZeniMax lawsuit, and more!

You can subscribe to us through iTunes and you can still access it directly through the RSS page HERE.

The URL for the podcast is: http://pcper.com/podcast - Share with your friends!

Hosts: Allyn Malventano, Ken Addison, Josh Walrath, Jermey Hellstrom, Sebastian Peak

Program length: 1:46:22

Podcast topics of discussion:
  1. Week in Review:
  2. News items of interest:
  3. Hardware/Software Picks of the Week
  4. Closing/outro
 

Source: