Die Shrink 185: UDNA, Diamond Rapids, Wildcat Lake, Nvidia Cult (Hot Chips 38)
Summary
Tom and CarbonCryon analyze Hot Chips 2024, focusing on AMD’s CDNA5 architecture, which introduces a broadcast arbitrator to optimize AI data flow despite reduced cache sizes. The discussion explores how these changes might impact RDNA5 gaming performance and why AMD remains silent on Zen 6 details. They also critique Intel’s Crescent Island AI accelerator and Diamond Rapids server CPU, questioning their design choices and market viability. Finally, the hosts examine NVIDIA’s shift toward heterogeneous compute with Rubin and its new Vera CPU, noting the company’s strategic pivots in respons…
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