text stringlengths 11 441 |
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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. |
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