🚨 ¡Nadie COMPRA esta GPU y ESTE será el PRECIO de las RTX 5000!💥 | Noticias PC

Rincón de Varo - Hardware & PC Gaming

28 Jan 202415:33

Summary

TLDRIn the tech landscape, Nvidia continues to dominate, particularly in the AI chip market with a staggering 90% share, while Intel faces a steep 12% drop in stock value due to lowered revenue forecasts and struggles to catch up in AI advancements. Meanwhile, AMD faces challenges with its RX 7600 XT graphics card, seen as a failure due to poor sales and performance issues. The script also teases the upcoming RTX 5000 series, hinting at potential market disruptions from TSMC's pricing strategies affecting both graphics cards and processors. Amidst these developments, the script covers Intel's attempts to rebound with Arrow Lake and the impact of TSMC's pricing on future tech products, suggesting a complex year ahead for the semiconductor industry.

Takeaways

😢 Intel's stock price fell over 12% in one day due to lower revenue forecasts for Q1 2024. They are struggling to catch up in AI.
😀 Nvidia now has 90% market share in AI chips. Their stock price has tripled in the past year.
😮 Leaked benchmarks show Intel's upcoming Arrow Lake CPUs will have up to 8 high performance cores and 16 efficient cores.
🤔 AMD will continue to support AM4 as long as DDR4 memory is cheaper than DDR5.
😐 The Radeon RX 7600 XT graphics card launch has been a failure with low sales numbers.
👍 Nvidia apologized for performance issues with the RTX 4070 Ti at launch and fixed it quickly.
💸 The RTX 4080 will start at €1000 in Europe. Custom models will likely be over €1300.
😕 Rumors suggest AMD's RX 8000 series will not compete with Nvidia's high-end.
😨 Nvidia's next-gen RTX 5090 could cost up to $1800 due to increased costs from TSMC.
🙂 Nvidia claims the RTX 5000 series will bring 35-70% better performance versus the 4000 series.

Q & A

What caused Intel's stock price to drop significantly recently?
-Intel's stock price dropped over 12% in one day due to a major downward correction in revenue estimates for the first quarter of 2024. This is likely due to Intel falling behind in artificial intelligence compared to competitors like Nvidia.
How is Nvidia dominating the AI chip market currently?
-Nvidia now holds around 90% of the market share for AI chips. This is a huge increase over the past year where Nvidia has tripled the value of its shares.
What potential improvements are expected in Intel's Arrow Lake CPUs?
-Leaked information suggests Arrow Lake will have up to 8 high performance cores and 16 efficient cores, up from 6+8 currently. L2 cache per core may increase from 2MB to 3MB as well.
What recent driver update did Intel make to help their upcoming GPUs?
-Intel recently launched a driver update that massively improves performance in over 200 games using DirectX 11 and 12. This should benefit their upcoming discrete GPUs.
How did the Radeon RX 7600 XT perform in its first week of sales?
-Very poorly. While Nvidia's RTX 4070 sold 280-300 units, AMD's RX 7600 XT only managed around 30 units in the first week.
What potential advantage does the RX 7600 XT have over Nvidia's RTX 4060?
-The RX 7600 XT has 16GB of VRAM compared to 12GB on the RTX 4060. This could be an advantage at 1440p and 4K resolutions.
Why did Nvidia apologize for RTX 4070 performance issues?
-Review samples of the RTX 4070 had up to 5% lower performance due to driver issues on some AIB models. Nvidia fixed this with a driver update just before launch.
What are the rumored prices for Nvidia's next-gen RTX 5090 GPU?
-Rumors suggest the RTX 5090 could see a massive price increase up to $1800, compared to the RTX 4090 launch price of $1600.
Why might next-gen GPU prices increase significantly?
-TSMC's 3nm node used for next-gen chips has increased in price by 22%. Nvidia also lacks competition at the high-end, allowing higher pricing.
What performance increase is Nvidia targeting for the RTX 5090?
-Nvidia is targeting around a 50% performance uplift for the RTX 5090 compared to the current RTX 4090 flagship.

Outlines

00:00

📉 Nvidia Dominates as Intel Struggles and AMD Adjusts Prices

The video discusses Nvidia's overwhelming success in the market, especially in artificial intelligence (AI) chips, capturing 90% market share, which has led to a significant increase in its stock value. Intel, on the other hand, faces a substantial decline in stock value due to revised revenue estimates and the challenge of catching up in the AI sector. AMD's RX 7600 XT is described as a failure, prompting price adjustments. The segment also touches on upcoming releases like Intel's Arrow Lake processors and AMD's Ryzen 8000 series, highlighting the intense competition in the graphics and processor markets driven by advancements in AI and gaming.

05:00

🚀 AMD and Intel's Competitive Landscape and Market Updates

This paragraph covers AMD's new product launches and pricing strategies, especially for the Ryzen 8000 series and the RX 7600 XT. It discusses the market's reaction to AMD's pricing, comparing it unfavorably to Nvidia's offerings due to AMD's higher price points and less compelling value proposition. The discussion also includes Intel's efforts to improve its graphics cards and the anticipated updates to Microsoft's operating system, hinting at the potential release of Windows 12. Moreover, it elaborates on the consumer preference towards Nvidia despite AMD's technological advancements, indicating a challenging market for AMD.

10:01

🔧 Nvidia Apologizes for Launch Issues and Forecasts High Prices

The narrator addresses Nvidia's public apology for performance issues with its 4070 Ti Super at launch, due to driver problems. There's speculation about the future of high-end graphics cards, suggesting that Nvidia may remain unchallenged in the high-end market due to AMD's strategic focus on offering competitive performance at lower price points. This strategy could lead to higher prices for Nvidia's top-tier models. The segment raises concerns about the rising costs of manufacturing at TSMC's 3nm process, potentially affecting future GPU prices and market competition. The discussion highlights the importance of market dynamics, manufacturing costs, and technological advancements on pricing and availability of next-gen graphics cards.

15:02

🌐 Looking Ahead: The Future of Graphics Cards and Gaming Technology

In the final segment, the speaker reflects on the future of the graphics card market and the potential impact of new releases on consumer choices and market dynamics. Despite uncertainties, there's an optimistic outlook for technological advancements and product launches. The speaker expresses a personal preference for real-world interactions over digital engagements, indicating a desire for balance between technology and personal connection. The conclusion emphasizes the importance of staying informed and engaged with the latest developments in the tech industry, while also finding time for personal enjoyment and social interactions.

Mindmap

Keywords

💡GPU prices

The video discusses GPU prices from Nvidia and AMD, noting that AMD has had to lower prices on cards like the RX 7600 XT which has seen weak sales. It suggests Nvidia is dominant and can raise prices, with rumors the RTX 5090 could cost $1800. This shows the competitive landscape between GPU makers and how pricing impacts sales.

💡AI chips

The script notes Nvidia's dominance in AI chips, holding 90% market share. This is an important emerging area and Intel is at risk of falling behind, which led to a stock drop. It emphasizes AI's future importance.

💡New GPU generations

The video references rumors about upcoming GPU generations - Nvidia's RTX 5000 series and AMD's RX 8000 series. It speculates on their performance and pricing, though there are still uncertainties about specs and launch timing.

💡Manufacturing issues

The script highlights how TSMC's manufacturing price hikes could raise prices for new GPUs. It also mentions supply constraints making high-end GPUs difficult to obtain for reviewers on a tight schedule.

💡Driver issues

Nvidia had a driver issue temporarily lower performance on the new RTX 4070. This illustrates the complexity of coordinating hardware and software for new GPUs launches.

💡Intel's plans

The video discusses Intel's roadmap to compete in GPUs with Arc and CPUs with next-gen Raptor Lake. But there are questions if Intel can catch up to rivals.

💡AMD's response

In several areas like pricing and new features, AMD is responding to competitive pressure from Nvidia. This includes adding fluid motion frames to compete with DLSS.

💡Windows updates

The script notes an upcoming Windows release dubbed "Windows 12" by some that may focus on AI integration, as Microsoft tries keeping Windows competitive.

💡Cloud gaming

At one point the host jokingly suggests giving up on buying new GPUs and playing games outside instead. This humorously references how expensive and hard to get new GPUs are.

💡Channel community

The video concludes by noting the host enjoys creating content for the channel community. This shows his persona and relationship with the audience.

Highlights

Intel suffered a major stock drop, losing over 12% in one day due to reduced revenue forecasts

Intel is at risk of falling behind in AI, while Nvidia already controls 90% of the AI chip market

Rumors suggest Intel's next-gen Arrow Lake chips will have up to 8 high-performance cores and 16 efficient cores

AMD will continue to support DDR4 memory as long as DDR5 remains more expensive

The RX 7600 XT launched to very weak sales, while the RTX 4070 Ti was far more popular

AMD's FSR 2.2 Fluid Motion frames technology is now available, adding interpolated frames for a smooth experience

Nvidia apologized for RTX 4070 Ti performance issues at launch caused by certain pre-release drivers

RTX 4080 pricing starts extremely high, with custom models above €1300

Rumors suggest AMD's next-gen RX 8000 cards won't compete with Nvidia's best, just target mainstream

Nvidia suggests next-gen RTX 5000 pricing could increase by up to 50% due to rising chip production costs

TSMC's shift to 3nm production for next-gen GPUs has raised prices by 22%, impacting costs

Nvidia claims the RTX 4090 still has headroom for more performance that could be tapped for a new flagship

Performance gains of 35-70% are rumored for next-gen RTX cards, with 50% for a hypothetical RTX 5090

Weak competition could allow Nvidia to raise prices further on something like an RTX 5090 successor to the 4090

The pandemic and market conditions could still negatively impact launches and pricing for 2024 graphics card releases