Motherboard makers say Intel really screwed up its Rocket Lake-S timing, and now the company faces challenges against AMD in a marketing war that NVIDIA is commanding.
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This is just a "talking head" piece about some conversations we've had with motherboard makers lately. Intel is now, in a major way, in an underdog position in DIY. NVIDIA is going to lead the marketing war for CPUs through end of the year, and based on NVIDIA's high FPS and a brief slow-down in game graphics (before next-gen consoles), it'd make sense if NVIDIA continues its "frames win games" campaign. Intel and NVIDIA both are going to have trouble figuring out how to market framerates that are so high that people stop caring, but Intel isn't in a position to remarket it. The company has tried to do its "real-world benchmarks" thing, where it mostly talks about how higher CPU performance can benefit things like "more soldiers," but NVIDIA is in a better position to surface other metrics that matter. This, we think, will lead to NVIDIA sort of indirectly propping-up the sales of either AMD or Intel, depending on which approach it takes.

TIMESTAMPS

00:00 - An Interesting Conversation
01:26 - Not a Big Deal, But...
02:30 - Delays Cascading in a Big Way
04:00 - PCIe Gen4 Matters, But Also Doesn't
06:25 - Marketing Battles Benefit AMD Right Now
08:27 - Mainstream Users Want Checkboxes
11:27 - Intel Has Proven Unreliable in Scheduling
12:54 - NVIDIA Now Dictates Direction
16:28 - "Real-World Benchmarks"
18:00 - Intel & NVIDIA Worrying About High FPS Marketing
19:32 - Concluding Thoughts

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Host: Steve Burke
Video: Andrew Coleman

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