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*** The AMD RDNA 4 Rumour Mill ***

I don't doubt those numbers but how many of those Nvidia GPU's actually ended up in Chinese AI machines? Something tells me a lot of those GPU's did not end up in gaming PC's.

AMD release their financials tomorrow, i'm not expecting their gaming revenue halved vs last quarter.

@uscool do you have Postimage Premium?

No chance lol might be a browser thing but I'm guessing
 
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I don't doubt those numbers but how many of those Nvidia GPU's actually ended up in Chinese AI machines? Something tells me a lot of those GPU's did not end up in gaming PC's.

AMD release their financials tomorrow, i'm not expecting their gaming revenue halved vs last quarter.

@uscool do you have Postimage Premium?
Probably not many as really only the 5090 has enough VRAM for proper AI workloads.
 
I don't doubt those numbers but how many of those Nvidia GPU's actually ended up in Chinese AI machines? Something tells me a lot of those GPU's did not end up in gaming PC's.

AMD release their financials tomorrow, i'm not expecting their gaming revenue halved vs last quarter.

@uscool do you have Postimage Premium?

AMD's Gaming revenue is up 73%, how did i predict that against the narrative? i must be some kind of genius.......

 
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AMD's Gaming revenue is up 73%, how did i predict that against the narrative? i must be some kind of genius.......


Nice.

"Gaming revenue was $1.1 billion, up 73% year-over-year driven by an increase in semi-custom revenue and strong AMD Radeon™ GPU demand."
 
Nice.

"Gaming revenue was $1.1 billion, up 73% year-over-year driven by an increase in semi-custom revenue and strong AMD Radeon™ GPU demand."
It really wasn't hard to predict this, its just common sense.

What really annoys me is people like Jon Peddie Research publishing easily debunkable data, It says "Desktop GPU marketshare" the general internet story at the time was how retailers the world over didn't get any RTX cards from Nvidia to sell to consumers for their Desktops. so where did they all go? Where do you think?

This slide is complete BS, Jon Peddie Research didn't apply an ounce of critical thinking before publishing it and everyone reading it does the same, do we even have critical thinking skills in the population anymore? i really worry about that because i see a serious absence of it everywhere.
I can see the image fine, I'm using brave browser if that makes any difference

7kwD55d.jpeg
 
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The thing is Tech jurnoes have and do use slides like this as evidence that AMD aren't trying hard enough, what? To combat Nvidia? If AMD tried harder to make that slide look more favourable to themselves they would be more like Nvidia... ******* idiots.

You may ask how did we get here in the first place? I know... we need a much higher calibre of advocates, and if we don't get them it will only get worse.

This slide is as it is because Nvidia are selling your RTX cards to China, its why you didn't get any and its why they are so expensive.
 
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It really wasn't hard to predict this, its just common sense.

What really annoys me is people like Jon Peddie Research publishing easily debunkable data, It says "Desktop GPU marketshare" the general internet story at the time was how retailers the world over didn't get any RTX cards from Nvidia to sell to consumers for their Desktops. so where did they all go? Where do you think?

This slide is complete BS, Jon Peddie Research didn't apply an ounce of critical thinking before publishing it and everyone reading it does the same, do we even have critical thinking skills in the population anymore? i really worry about that because i see a serious absence of it everywhere.
The data is correct, what you miss is that that in Q2 2024 gaming revenue was down 59% to 648m from 1.6B in 2023 which was mainly due to console makers cutting back on orders due to an oversupply, this oversupply has now been depleted so they have started ordering again.

Revenue is still 500m lower than 2023 so this is not a win for AMD who was targeting 40% of the consumer graphics market.
 
The data is correct, what you miss is that that in Q2 2024 gaming revenue was down 59% to 648m from 1.6B in 2023 which was mainly due to console makers cutting back on orders due to an oversupply, this oversupply has now been depleted so they have started ordering again.

Revenue is still 500m lower than 2023 so this is not a win for AMD who was targeting 40% of the consumer graphics market.
This is nothing to do with the point i'm making.
 
This slide is as it is because Nvidia are selling your RTX cards to China, its why you didn't get any and its why they are so expensive

"Prosecutors say two men 'knowingly and willfully' used California-based company to evade export controls on AI chips. Authorities in the United States have charged two Chinese citizens with shipping tens of millions of dollars' worth of advanced Nvidia chips to China in breach of export controls"

Even chips not meant for China are reaching China lol
 
Ok explain your point then as it looked like your using the recent Q2 earnings to despute JPR poor outlook for AMD GPU sales data.

No i said the data was accurate, i think Nvidia have sold a lot more GPU's than AMD have in that quarter, i question where those GPU's have actually gone during a period when apparently retailers couldn't get RTX cards to sell to Desktop consumers. They have not gone to "Desktops"

"Prosecutors say two men 'knowingly and willfully' used California-based company to evade export controls on AI chips. Authorities in the United States have charged two Chinese citizens with shipping tens of millions of dollars' worth of advanced Nvidia chips to China in breach of export controls"

Even chips not meant for China are reaching China lol

Online Auction sites and even some large retailers have seen a new scam, RTX cards with missing GPU dies and memory chips, they have been removed from the PCB, the cooler put back on and then sold.

 
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No i said the data was accurate, i think Nvidia have sold a lot more GPU's than AMD have in that quarter, i question where those GPU's have actually gone during a period when apparently retailers couldn't get RTX cards to sell to Desktop consumers. They have not gone to "Desktops"
Gaming I would imagine as most Nvidia consumer cards lack the VRAM for AI.

The steam data also supports this by consistently showing all the new Nvidia cards appearing one to two months after launch.
 
Gaming I would imagine as most Nvidia consumer cards lack the VRAM for AI.

The steam data also supports this by consistently showing all the new Nvidia cards appearing one to two months after launch.
yes but however ive seen a fair few articles lately about people [a lot of them in china i believe] who have been taking hte gpu die from the gpu and putting it on a different board with the ability to add more vram
theres the thing they do with taking a 4080 or 4090 using one of the 30 series boards that had clamshell vram sockets and making 48/96gb 4090s and 32gb 4080s frankenstein style
im not saying this acounts for all these figures were seeing im just saiying that some of this is going on
this also gives someone an empty 4080/90 board to pass on to someone to do the scam mentioned above, im not saying that these two are directly linked things there is probably a lot of people doing the mod to get the frankenstein card who are not then scamming im just saying these things both happen and i would not be surprised if they already know how to do a similar vram upgrade modification on the 50 series cards im actually having my own suspicions that the 5080 can be done in a similar way to the 4080 and the 90 im thinking possibly already being done too
this is purely a guess but yeah
 
Gaming I would imagine as most Nvidia consumer cards lack the VRAM for AI.

The steam data also supports this by consistently showing all the new Nvidia cards appearing one to two months after launch.
Please stop. The steam data is a voluntary random subset of users. Steam data is unreliable, not exhaustive and therefore cannot be used as a supportive argument. Take the 5090, a GPU that only a very small percentage manage to own, which took about 6 months after launch before stock became more readably available is somehow on the survey yet not a single 9000 series GPU is listed? Really. Come off it. We've got evidence all over the internet that RDNA4 was a massive success vs the 50 series.

ExtremeTech

  • Survey Source: ComputerBase (4,200 respondents)
  • Findings: ~60% bought RX 9000 cards; only ~25% bought RTX 50 cards
  • Insight: AMD’s launch was smoother and better stocked; Nvidia’s supply issues likely suppressed adoption

VideoCardz

  • Claim: RX 9070 XT and RX 9070 outsold all RTX 50 cards combined
  • Visual Data: Chart from 3DCenter showed AMD dominance in early 2025

Overclock3D

  • Survey Result: RX 9070 XT and RX 9070 made up 57.4% of purchases
  • Conclusion: AMD’s day-one stock advantage gave it a major edge

AMD RX 9000 Series

  • Units Sold: Over 200,000 RX 9070 and RX 9070 XT shipped in the first wave
  • Retail Impact: Most stock sold out quickly; scalping and inflated prices followed
  • AMD Statement: Called demand “unprecedented” and confirmed aggressive restocking plans
  • CEO Lisa Su: Said demand “outpaced supply” and contributed to $1.1B gaming revenue

Contextual Takeaways​

  • AMD’s Advantage: Better launch stock, lower MSRP, and strong OEM adoption
  • Nvidia’s Challenge: Supply bottlenecks, inflated prices, and possible diversion to AI markets
 
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