And now we're at the beginning of the AI

wave.

>> AMD got a warm welcome for its beloved

AI when MIT hosted AMD CEO and second

best CEO in the Juan family, Lisa Sue.

You can really hear how much the

students loved her in the distance.

They're shouting

Sue.

Sue,

I'm sure that rather than a Computex

keynote, CEO Lisa Sue opted for an

interview with Taiwan's Commonwealth

magazine to talk about what actually

matters to the company.

>> People sometimes talk about AI bubble.

Everybody is so friendly. Everyone loves

each other.

Even if they're competitors, it doesn't

matter. But in between giddy talking

about how competitors openly engage in

what seems to us to be antirust

violations to over consumers, AMD

also had other booze news. AMD had other

news.

>> AI is not always right. People sometimes

talk about AI bubble. They ask all the

time, you know, can this be real? Should

we really invest so much right now? And

my answer is this.

>> And like her cousin Jensen Juan just did

on stage again, Lisa Sue is also pushing

the concept of AI agents using PCs

rather than people or as the executive

lizards call them, humans.

>> You've heard about agents. I can say

agents are really driving um tremendous

demand uh in the overall uh AI adoption

cycle and we're very excited to be in

the middle of it.

>> Sound familiar? those billions of agents

will all use tools and those tools are

going to be like, you know, like PCs

just like us humans using uh using PCs

today. Uh in the future, you'll have a

agent using PC.

>> This is definitely real and we are still

so so early.

>> Now, we didn't get pre-briefed like the

other media. So, I guess this is our

second I told you so moment for the past

couple weeks. This one for when our

multiple peers didn't believe we were

actually blacklisted. Back when AMD

stopped answering any of our questions

when we were asking them repeatedly

about Lisa Sue's deepening government

corruptions connections government

connections misspoke. AMD is launching

its 4-year-old 5800 X3D again. Also a

new worke skew of the 7800 X3D from 2023

now as the 7700 X3D and the RX970 GRE.

And this time there's an embargo likely

at 9:00 a.m. Eastern, but it may be

Taipei time. I don't know. They don't

tell me anything. In an email

obtained by Gamers Nexus, AMD's partners

have been trying to embargo the media

for a GPU that it launched a year ago

and that we reviewed months ago. I want

to be really clear about this. We

already reviewed it. The GPU is not new.

They are trying through their partners

at least to put people under embargo

under NDA to review a thing that is

publicly available on the open market

that anyone could have bought in the

last year. There's a city chicken behind

you.

I'm getting off track. They're trying to

embargo people for something that's

already out.

Which, night herand aside, that is not

how NDAs work. That's not how you you

don't like you can't NDA a thing that's

already publicly out. AMD right now is

basically trying to line up the media

like a bunch of marionette dolls. This

isn't the first time AMD's done this

either, but it is the most recent and

it's at a time when they are in dire

need of good PR and when it seems like

they're trying to manipulate people to

hype up a thing that will maybe drive

some amount of consumer sales. For the

record, AMD still hasn't answered any of

our questions since we questioned the

company on its donations to the MAGA

Inc. Super PAC, which recently was

involved in tipping the scales of the

Kentucky election. After we reported on

Andy's connections to MAGA, Inc., the

company stopped including us in product

launch briefings. For us, we'd rather be

blacklisted than worry about whether we

are or aren't allowed to cover AMD's

donations to an organization that we

think is undermining actually the

American people. Like, it's not just

consumers at this point. It's like

literally democracy is the way that

these super PACs, especially that one,

are functioning. We brought you this

video with store.gamersac.net

where we currently have a coupon code

that you can use at checkout. The code

is I told you so. You can type in I told

you so at checkout to get a free pack of

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Each pack consists of four differently

colored metal coins that all have

Snowflake the Data Pirate on one side

and the GN Smuggling Co. logo on the

other side. Because I don't use AI to

vibe code and I do things the old hacky

way, which is fumbling my way through

them. That code is going to show up as a

one penny discount when you place your

order and that will tell our store to

include the coins. Isn't nonvibe coding

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thermal conductivity on them, or our

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for our 15th anniversary a couple years

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a rugged surface that will protect the

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So, this is funded directly by the

audience supporting us. We don't allow

companies to pay for any of our travel

or pay us to go to booths. So,

basically, we get out here because of

your support. You can go to

store.gamersex.net, use code I told you

so at checkout to get the coins. Back to

it. Did you hear that Google is

releasing tens of millions of mosquitoes

in Florida?

No. Okay. AMD wants everyone to know

that AI is definitely not a bubble.

>> People sometimes talk about AI bubble.

They ask all the time, you know, can

this be real? Should we really invest so

much right now? And my answer is this is

definitely real and we are still so so

early

>> and they want you to know that there's

room for growth. this as a journalist I

think people always we always try to ask

the question and get accurate answers

but for you I feel like you always talk

about the trends it's really hard to

give an accurate time line about when

things

>> what kind of accurate answer would you

like I think we will definitely see AIPC

growth without a doubt uh you know

significant double-digit growth in

AIPC's the the exact number is not so

important.

>> Yes,

>> I keep hitting that.

>> Yes, the important thing the important

thing is are we investing in the right

places?

>> Despite a lack of noteworthy consumer

product news, AMD announced plans to

invest over $10 billion in Taiwan's AI

infrastructure, as they call it. In

addition to announcing that it's begun

ramping production of its latest

generation epic CPUs, this follows

Nvidia's own promises of a $150 billion

investment. Surely that doesn't make

things awkward at family dinners. Lisa,

your cousin put $150 billion in. You

think you could do a little better?

Maybe, but for as little consumer news

as there is, we'll cover what we have.

The 5800 X3D is a goated CPU and on AM4

and unchanged from its original spec.

Now shipping with a 10th anniversary

edition. The CPU is a Zen 3 part with

eight cores, 16 threads via SMT and it

runs at 4.5 GHz max advertised boost

with a 3.4 GHz base clock. Cache sits at

96 megabytes L3 with a 105watt TDP. The

CPU is on the AM4 socket which is also

goated and for which we're happy to give

AMD credit. AMD says it's shipping a

thermal interface material with the CPU

as a desperate grasp at anything they

could find at a local distributor on the

shelf in the back of the warehouse to

commemorate the relaunch of its 10th

anniversary CPU for the 4th anniversary

of the 5800 X3D. To be fair, AM4 is 10

years old, but AMD is launching its 10th

anniversary 5800 X3D on June 25th for

$350. Personally, I look forward to when

they try to embargo a bunch of media on

reviewing a CPU that they already

reviewed four years ago. It'll be fun to

see who plays along.

No, seriously, I'm watching. When it

first launched, the 5800 X3D was $450,

but it was regularly available around or

even under $300 as it got later in life.

So, to be clear, the 5800 X3D is an

excellent CPU. We recommended it then

and we still like it now, and AM4 is an

awesome platform. But both of those come

from a time when AMD wasn't actively we

think undermining democracy by donating

to organizations like MAGA Inc. Uh which

by the way hasn't done anything like

that in the political sphere for about

two decades now. So this is not business

as usual. This is like new for them. But

they come from a different time for AMD.

And this was supposed to be an easy PR

victory for AMD, which they have still

somehow managed to fumble in classic AMD

fashion of

grabbing defeat out of the jaws of

victory because they are relaunching a

4-year-old

multiple generation architecture old

$350

CPU

in 2026.

because they know people can't afford to

go to AM5 because the memory is

expensive, which AMD is partly

responsible for. And so, while their own

customers are stranded on AM4 because

they already have memory for that

platform, AMD gets to benefit again by

launching a too expensive relaunch of a

now old CPU

to to try to to try to help, I guess.

So, they've totally lost the plot and

now they're acting like vultures,

praying on their own past customers to

extract money out of them one last time

since those customers are caught between

platforms. AMD is also launching its

7700 X3D, which is technically a new

CPU, but on an older process. The 7700

X3D is an 8 core part with 104 megabytes

of total cache of 4 and a half GHz max

advertised boost. A target MSRP of $330.

And the 7800 X3D, which has a 5 GHz max

advertised boost, is a substantial

difference by clock speeds in the very

least on the spec sheet. You can

currently get a 7800 X3D still for

around $360 or so. So, this isn't really

that exciting. Grasping at even more

straws though, AMD announced that it's

extending support for AM5 through 2029,

which isn't as good as it sounds. This,

other than being an attempt at a PR

play, is actually signaling something

far more important, uh, which is that

they don't care. Like, they're not

launching consumer stuff anymore. The

reason to extend support for an existing

platform in this situation is because

the roadmap has thinned out for

consumers. There's not going to be stuff

for you. They're not selling to you.

They're selling to data centers or

trying to anyway. They're not as

relevant, but they're trying and

extending the support

while also launching old generation

products. It has all kind of the the

makings of a good PR play because people

like the 5800 XD, they like AM4. 5800 XD

hasn't really been available for a

while. So, it's nice to have that option

again for people, but it's at a high

price. And really, it's the memory

that's driving a lot of the interest in

that for people who can't go to new

platforms.

And then also the thinning out of new

products is why we're seeing that

extension. AMD in a few days will be

pretending to launch a new GPU that it

launched last year, but the company is

working to put media under NDA to review

a card that we reviewed months ago with

the Waifu edition. AMD is launching the

RX970 GRE. We'll show some numbers from

our 9070 GRE review from February. At

the time, the price was $535 to $650 US.

We'll find out what AMD's fake MSRP is

for the rest of the world on June 3rd

because this was originally a China

launch, although you could get it

anywhere. And AMD has had a proven track

record of misleading launch MSRPs for

the 90 series. The 9070 GRE has 3072

stream processors, 48 compute units, 96

ROS, and 12 GB of GDDR6 VRAM on a

192-bit memory bus. Memory bandwidth is

432 GB per second or so. For reference,

the 9079 XT nonGRE has 3584 stream

processors and 56 CUS, 16 GB of VRAM,

and a significantly higher bandwidth of

644 GBs per second. TDP is 220 watts on

each card. Some quick numbers in

Dragon's Dogma 2 at 4K. In our 9070 GRE

review, we found the base 9070 to run

26% ahead of the GRE and the XT to run

43% ahead. The GRE outperformed the 9060

XT by 35% with the 5070 ahead by 14% in

that test. In our Cyberpunk 4K

benchmarks, non-raced, the 9070 ran a

19% higher frame rate than the GRE with

the 970 XT at 34% ahead. We have plenty

of other charts in our original review

with a detailed analysis on the card if

you want to see those. Just a couple

more. Baldersgate 3 at 4K. The 970 GRE

sat between the 6800 XT and the 3080

FTW3. And Kingdom Come Deliverance 2 at

4K, we have the 9070 GRE at 41 FPS

average behind the 49 FPS of the 9070

and significantly behind the 54 of the

9070 XT. We have plenty more in that

review which we'll link below if you're

curious about it. We'd appreciate you

checking it out to boost it in the

algorithm. I know I've said it, but I I

really just want to underscore you can't

NDA a thing that's already on the

market. And I would really prefer to not

see people play that game because it

sets a bad precedent. I we've bought

stuff on the market before and just

reviewed it when technically it wasn't

launched to say the West or the US, but

you can't embargo that. You can't put

someone under NDA for doing literally

commerce, which is just buying a thing

and reviewing it or emailing a

manufacturer of it and saying, "Can I

test that?" That's not embargoable by

AMD. Anyway, with all this going on,

AMD's Lisa Sue has continued to embed

herself with the US government. She's

continued to make appearances and talk

about people like Michael Katzios or

Howard Lutnik who has been an associate

of Jeffrey Epstein for a very long time

and really make some

I think questionable connections. But at

least it's clear that Andy only needed

consumers to get to the point where they

weren't going to go out of business

imminently and then they didn't need

them anymore. They've turned postconumer

B2B like everyone else. They throw a

couple things out there as scraps for

you to buy to hold you over, extend the

life of AM5 to 2029 because they're not

going to have anything else or not much

anyway. And that's how we end up where

we are now. So, uh, in the very least, I

do want to say for those of you who were

doing the distant screaming and booing

at the MIT commencement speech,

thank you. Because that's what we need

more of.

And these birds,

I'm not sure if they're real or not.

>> This is definitely real.

>> Kind of looks like a like a Sony sensor.

Maybe possibly Canon. I'm not sure. But

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