AMD KILLED Intel's 290K Dreams w/ R9 9950X3D2 (+ Arc Pro B70 Analysis)
FULL TRANSCRIPT
So today AMD finally announced the Ryzen
9 9950X3D2,
a dual Vcash monster with 208 megabytes
of cache for both top tier gaming
performance and top tier professional
application performance as well. And
then also today, Intel canled the Ultra
9 290K Plus. And no matter what people
try to say online, don't believe them if
they tell you this was a coincidence.
There is no way these dual announcements
on the same day could be a coincidence.
And uh also make no mistake that Intel
was planning to launch a 290K. I mean,
we literally got benchmarks of it months
ago. I these things were out there.
Intel was ready to launch it. And really
what was going on behind the scenes,
like I've been saying for a long time
now in multiple pieces of content, is
that there was a game of chicken going
on between the 9950 X32 and the 290K
Plus because Intel knows the 290K Plus
would have made sense in a world where
AMD does not launch a faster flagship,
but it would not make sense outside of
that. And again, AMD probably doesn't
want to launch the 9950 X3D2 until they
feel like they have to to crush Intel.
And ultimately what we saw today was
that Intel ended up being the one that
blinked and decided to pull their
release. Well, AMD decided it was
finally time years after Zen 5 actually
launched to get the new dual Vcash
flagship out. But of course, all this
begs a few questions like why would
Intel blink now? And why did AMD take so
long to finally release the catalyst
that killed off any chances of Intel
trying to compete with the 290K? Well,
that's really what I'm going to answer
in today's video. in addition to
analyzing the release of Intel's new or
really last GPU flagship, the B70 or Big
Battle Mage. But first, let's stick with
the 9950 X3D2 and the 290K. Um,
undoubtedly, I believe the reason the
290K isn't coming out is because Intel
finally knew for a fact that AMD was
going to pull the trigger on the 9950
XD2. And and and don't kid yourself,
there's been rumors of a 9950 XD2 coming
out and really since Zen 5 launched. I
mean, even Leo from K Guru came on
Broken Silicon and said that he knew it
was out there, that he knew people
personally who had the CPU physically in
their hands. And it was just a matter of
will if AMD wanted to launch this thing
that used extra Vcash capacity. Because
as long as AMD can easily continue to
dominate with the 9950 X3D not dual
Vcash variant, the one they already have
out, that thing's cheaper to produce and
doesn't use up as much of the Vcash
capacity that they could be using to
just make tons of those eight cores that
keep dominating Amazon's CPU best
seller. However, AMD would have had to
have taken the launch of a 290K Plus
seriously once they saw its brethren,
the 270 and 250K launch and then set
into motion Intel making the decision,
can we really compete with that at a
attractive price that makes sense? And
the answer was no. And the 290K Plus was
cancelled. Now, why though wouldn't it
be competitive? Well, let me get into
the two main reasons. The first reason
is that it really wouldn't have even
really made sense compared to the 270K
because it wouldn't be that much faster.
Remember the 270K has the full 24 cores.
The only difference between the 270K and
290K would be clock speed. And in
reality, I'm not sure even how much
higher that clock speed would be. We saw
no clock speed increase between the
Ultra 7265K and the now released 270K
Plus. And so I think I'm being generous
when I assume maybe they'd get 100 MHz
more out of it. And if they did, we're
looking at about 5% higher clocks
between the 290K and the 270K that's
already being sold for rock bottom
prices at $300. And so then let's take
AMD's numbers that they put out, which I
believe we can trust. They don't look
insane to me at all. And compare what a
9950 X3D2 would look like compared to
A290K. And we see that well, yes, in
some things like Blender, they'd
probably be a tie. Then we go to V-Ray,
AMD would dominate by double digits. And
in gaming, I mean, good lord, they'd
probably end up winning by 30% or more.
And doing so, by the way, with greater
efficiency. Not enough people are
talking about this, but Aerake refresh,
it's a powerhog. A 5.8 GHz version would
probably feel almost like Raptor Lake
again. I mean, look at this here. AMD is
vastly more efficient, especially at
gaming. Intel's only doing better here
because they've gone back to their power
hogging ways. And so in reality, the
only reason you would get any of these
Aerolic refresh products is because of a
attractive price. And that is what all
reviewers said. In fact, Gamers Nexus or
Steve at Gamers Nexus directly said
this.
>> It's way better than the 285K. I mean,
that CPU was a [ __ ] nightmare. Like
their their 200 series launch was just
awful. Uh we knew they were launching
onto a dead-end platform. We got a
refresh, so that's good. But that plus
the fact that the CPUs were regressive
versus the 14 series. It was just bad.
It was. And the prices were pretty high
too. They were like out of their [ __ ]
minds with the $600 CPU thing. They were
doing plus or minus 50 bucks sometimes.
And I am sure Intel saw these things and
said, "We tested the waters. We launched
the Ultra 5 and Ultra 7. People do like
it, but everyone says if it cost a scent
more, it'd be hard to recommend. The
290K would cost far more than just a
cent more." And so we are cancelling it.
And to anyone that says, well, why not
just make it 350 or something, guys, uh
I I gotta tell you, they probably
wouldn't have that many golden sample
yields. And these things are more
expensive to make than AMD. So, well,
Intel is probably willing to fight some
kind of a price war in the $200 to $300
region against AMD's, you know, Ultra 7s
and Ultra Fives. That's probably only
because they're getting rid of
overstocked Aerolate because nobody
bought it. It's been a complete sales
failure. That's why it's so cheap is to
get rid of it. Um, if they tried to go
for even 400, 350 for some flagship and
it actually hurt AMD. AMD's processors
right now cost vastly less to make than
Intel. I've covered that in dozens of
videos. I'll put one on screen right now
that really gets into it a little bit if
you want to learn about that. But the
point is, if Intel tried to be
aggressive with pricing and it actually
hurt AMD, AMD could price the 9950 XRD2
cheaper than whatever Intel could do for
the 290K. And so, well, there you go.
That's what happened. AMD saw the Plus
products come out. They pulled the
trigger on the 9950X3D2. Intel saw that
the only reason anyone would get their
product is because it is cheap and
there's no way it could be cheap enough
to compete with what AMD is bringing to
the table if they got into a real price
war. And really, the thing would
probably have been a power hog that
would be impossible to recommend over
the Ultra 7 if it cost even $50 more.
And it surely would have. And that is
why the 290K was cancelled today. All
right. And now I want to move on to
talking about well another Intel product
that was announced this week, the B70 or
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