I thought bringing chiplets to GPUs, meant they’d be able just add as many CUs and cash dies as they needed to get on top. Even if it’s $3.5k and 1000W, they should be able to. They could sell 100K units as some limited edition special thing, and pull mind share away from nVidia by having the undisputed top card.
But they don’t. Which is why I think they undervalue having a halo product. They don’t think it’ll push units further down the product stack. I think they’re clearly wrong about that. People buy cards that fit their budgets. But they buy brands they know to be the best.
I’m not sure I understand why they don’t.
I thought bringing chiplets to GPUs, meant they’d be able just add as many CUs and cash dies as they needed to get on top. Even if it’s $3.5k and 1000W, they should be able to. They could sell 100K units as some limited edition special thing, and pull mind share away from nVidia by having the undisputed top card.
But they don’t. Which is why I think they undervalue having a halo product. They don’t think it’ll push units further down the product stack. I think they’re clearly wrong about that. People buy cards that fit their budgets. But they buy brands they know to be the best.
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