You get me equivalent of a $500 Nvidia card for around $300 or less. And it makes sense because Intel knows if they can get a foothold in this market they're that much more valuable to shareholders.
Great for gaming, no real downsides imo.
And then just watch heads explode.
I wonder if they could mix clamshell mode and quadrank to connect 64 memory chips to a GPU. If they connected 128GB of VRAM to a GPU, I would expect then to sell it for $2000, not $600.
GPU should be about $200 at TSMC (400-450mm2).
+ about $150 for the pcb, cooler and other stuff, I didn't consider
Times a 1.6 to 1.75 factor if they like actually being profitable (operations, rnd, sales, marketing, ...).
So about $1.5k, I guess.
Multiply that with a .33 "screw the competition" factor and my initial guess is almost spot on.
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Real problem:
The largest GDDR7 package money can buy right now is 3GB. That's a 1376bit bus right there. GL fitting that to a sub 500mm2 die.
In the future you could put that amount of vram on a 512bit bus, tho.
Also normal DDR is getting really fast atm. 8 channel can already challenge most vram configurations. Maybe it's time soon to switch back to swappable memory.
Assuming I had access to gerbers I could order replica of 5090 PCB for $65, including shipping. Intel PCB is half that. Again this is for a dude off the street buying 1-5 copies, not a bulk order.
What they should do instead is make the cards thinner and more efficient so that you can easily put two of them in a case.
Even selling at cost is a subsidy.
I'm proud to support them. Intel is also selling their lunar lake chips fairly cheaply too. Let's all hope they make it through this rough patch. I can't imagine a world where we only have one x86 manufacturer.
Does it even matter? Some people won’t notice even if there are zero x86 manufacturers.
In fact I would say lots of people have not bought x86 CPU in while, between Mac, RPi and risc-v boards…
Competition is always good
A number of businesses have switched to using arm EC2 servers from x86 EC2 servers for lower costs and things work fine on them.
x86 isn't going anywhere for a long time.
Imagine if AMD never existed. Everything about owning a computer would be worse. Likewise now we need Intel ( or someone else, perhaps a Chinese OEM) to make competition.
> Acer Arc A770 16gb GPU w/Free Game & Shipping $229.99 $229.99 $399.99 at Newegg
Sure that margin is holding when they had to mark the first generation down to get them off the shelves. It would truly surprise me if they've made a significant profit off these cards.