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[1887.30 --> 1889.06] significant R&D
[1889.06 --> 1890.18] to backtrack
[1890.18 --> 1890.46] on the
[1890.46 --> 1891.04] decision and
[1891.04 --> 1891.40] they're just
[1891.40 --> 1891.86] kind of
[1891.86 --> 1893.12] boned because
[1893.12 --> 1894.30] HBM2 costs
[1894.30 --> 1895.40] didn't fall
[1895.40 --> 1895.80] the way that
[1895.80 --> 1896.02] they were
[1896.02 --> 1896.34] hoping.
[1896.90 --> 1897.46] Actually you
[1897.46 --> 1897.68] know what
[1897.68 --> 1898.14] that's probably
[1898.14 --> 1898.38] it.
[1903.50 --> 1904.06] Okay.
[1904.88 --> 1905.62] In other
[1905.62 --> 1905.96] news.
[1906.82 --> 1907.10] Sorry?
[1907.34 --> 1907.66] Sponsors.
[1907.74 --> 1908.16] Yeah yeah I
[1908.16 --> 1908.30] will.
[1908.84 --> 1909.70] AMD's next
[1909.70 --> 1910.62] generation high
[1910.62 --> 1911.76] in Vega 20
[1911.76 --> 1912.72] AI and
[1912.72 --> 1913.56] supercomputing
[1913.56 --> 1914.16] general purpose
[1914.16 --> 1914.80] graphics chips
[1914.80 --> 1915.60] will allegedly
[1915.60 --> 1916.06] be made at
[1916.06 --> 1917.36] TSMC in
[1917.36 --> 1917.84] order to take
[1917.84 --> 1918.38] advantage of
[1918.38 --> 1919.34] their 7 nanometer
[1919.34 --> 1920.40] process technology
[1920.40 --> 1921.30] which is expected
[1921.30 --> 1922.56] to enter volume
[1922.56 --> 1923.40] production sometime
[1923.40 --> 1923.94] next year.
[1924.00 --> 1924.68] So this is all
[1924.68 --> 1926.84] very early
[1926.84 --> 1927.64] rumor stuff
[1927.64 --> 1928.30] where basically
[1928.30 --> 1929.20] it feels like
[1929.20 --> 1930.22] AMD's in sort
[1930.22 --> 1930.46] of.
[1931.46 --> 1932.46] They're basically
[1932.46 --> 1933.62] letting us know
[1933.62 --> 1934.92] that there will
[1934.92 --> 1936.30] definitely be news
[1936.30 --> 1937.00] for WAN show
[1937.00 --> 1938.04] about AMD all
[1938.04 --> 1938.60] the way through
[1938.60 --> 1939.14] the end of this
[1939.14 --> 1939.94] year and into
[1939.94 --> 1940.92] the next year.
[1942.32 --> 1943.06] Thank you.
[1943.24 --> 1943.80] I appreciate
[1943.80 --> 1944.20] that.
[1944.26 --> 1945.12] Thank you AMD.
[1945.42 --> 1945.88] We appreciate
[1945.88 --> 1947.90] the steady
[1947.90 --> 1948.82] stream of
[1948.82 --> 1949.16] leaks.
[1951.34 --> 1952.28] It's appreciated.
[1952.54 --> 1953.08] We gotta talk
[1953.08 --> 1953.56] about something.
[1954.16 --> 1955.02] So it might as
[1955.02 --> 1956.54] well be products
[1956.54 --> 1957.98] that AMD hasn't
[1957.98 --> 1958.64] made yet but
[1958.64 --> 1960.00] they're going to
[1960.00 --> 1961.16] and it's gonna
[1961.16 --> 1961.74] be really good.
[1962.24 --> 1962.98] I mean honestly
[1962.98 --> 1963.84] I don't know
[1963.84 --> 1964.84] how much of what
[1964.84 --> 1965.52] leaks out of AMD
[1965.52 --> 1966.44] is unintentional
[1966.44 --> 1967.28] and how much of
[1967.28 --> 1968.34] it is like oh
[1968.34 --> 1970.38] RX Vega is sort
[1970.38 --> 1970.90] of not that
[1970.90 --> 1972.54] exciting especially
[1972.54 --> 1974.54] because GPU
[1974.54 --> 1975.28] pricing is
[1975.28 --> 1975.96] screwed right
[1975.96 --> 1976.28] now.
[1978.08 --> 1978.86] But we need
[1978.86 --> 1979.42] headlines.
[1981.42 --> 1982.14] Hey what are
[1982.14 --> 1982.76] you working on?
[1985.20 --> 1986.16] Hey Jeff!
[1986.50 --> 1986.98] Jeff!
[1988.56 --> 1989.26] What's on your
[1989.26 --> 1989.62] screen?
[1990.60 --> 1991.12] Okay cool.
[1991.32 --> 1991.70] Cool man.