What’s Next?

Much like the R300 days, the success of the RV770 was partially ensured by NVIDIA’s failure. Unlike NV30 however, GT200 wasn’t delayed nor was it terribly underperforming - it was simply overpriced. ATI got very lucky with RV770, NVIDIA was tied up making a huge chip and avoided two major risks: 55nm and GDDR5, both of which ATI capitalized on.

The next round won’t be as easy, NVIDIA will be at 55nm and they’ll eventually transition to GDDR5 as well. ATI can’t pull off another Radeon HD 4800 launch every year, so chances are 2010 will be closer. Even today NVIDIA has managed to close the gap quite a bit by aggressively pricing the GeForce GTX 260 Core 216, but there’s still the problem of there not being any mainstream GT200 derivative nor will there be until sometime in 2010. Not to mention the impact of selling a 576mm^2 die at the same price as ATI selling a 260mm^2 die will have on NVIDIA’s financials.

Carrell was very upfront about the follow-on to RV770, he told me frankly that it was impossible to have the perfect product every time. He’d love to, but the reality was that they’re not going to. There are many factors in doing this business that are out of ATI’s (or NVIDIA’s) control, but sometimes the stars align and you get a launch like the Radeon HD 4800 (or the Radeon 9700 Pro).

Carrell did add however that it is possible to, within the limits imposed by those outside factors, ATI can do things that are of compelling value. It’s possible to do the best you can within constraints, and while that may not result in one of these perfect products, it can be something good.

I asked specifically what would made the RV8xx series special all he could tell me was that ATI does have some things that are very interesting, very novel and very useful for the next product. I wanted more but given what Carrell and the rest of ATI had just given me, I wasn’t about to get greedy.

A Little About Larrabee

The big unknown in all of this is Larrabee, Intel’s first fully programmable GPU. Naturally, I talked to Carrell and crew about Larrabee during my final 30 minutes in the room with them.

First we’ve got to get the let’s all be friends speak out of the way. ATI and Intel (and NVIDIA) all agree that data parallelism is incredibly important, it’s the next frontier of compute performance. We don’t exactly know in what form we’ll see data parallel computing used on desktops, but when it happens, it’ll be big. Every single person in that room also expressed the highest respect and regard for ATI’s competitors, that being said, they did have some criticisms.

Like NVIDIA, ATI views the Larrabee approach as a very CPU-like approach to designing a GPU. The challenge from approaching the problem of accelerating data parallel algorithms from the GPU side is to get the programming model to be as easy as it is on the CPU. ATI admitted that Intel does have an advantage given that Larrabee is x86 and the whole environment is familiar to existing developers. ATI believes that it’ll still have the performance advantage (a significant one) but that Larrabee comes out of the gates with a programming advantage.

The thing worth mentioning however is that regardless of who makes the GPU, ATI, NVIDIA or Intel, you still need to rewrite your code to be data parallel. ATI believes that to write efficient parallel code requires a level of skill that’s an order of magnitude higher than what your typical programmer can do. If you can harness the power of a GPU however, you get access to a tremendous amount of power. You get ~1 TFLOP of performance for $170. If you’re a brilliant programmer, you know exactly what you should view as your next frontier...

The Last Hiccup and Recon from Taiwan Final Words
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  • DerekWilson - Thursday, December 4, 2008 - link

    I'm glad you guys were able to stick to the plan an launch at the amazing prices you hit. It really shook up the industry and helped bring higher performance to lower price points. Now we just need the same thing to happen with integrated graphics.

    But seriously ... about those future architectures ... maybe you guys want to sit down and have another nice long chat? ;-)
  • tygrus - Thursday, December 4, 2008 - link

    Choice A : Spend another 1B on a larger chip R&D, fab problems, low yields, high unit cost, potential delays, large dual-slot with space&cooling problems. Loose mid-range revenue potential, more R&D/time etc. to make half-size chip for mid-range.

    Choice B : Make the design to be price/power/performance efficient for very profitable mass-market. If you users want almost double the performance, buy 2 identical cards which saves on not producing a low volume BIG chip/card. (Though now we have 2 chips for X2 which still simplifies and reasonable efficient compared to a card design cramming a single BIG chip starved of bandwidth).
  • CloudFire - Thursday, December 4, 2008 - link

    hands down one of the best, if not the best article i've ever read at anand. GREAT JOB! it shows how believing and getting back up when you're being beat down can get you where you want to be!

    for those people who took up the challenge to be different and change, imo are the true innovators who changes the world in the face of extreme adversity.
  • Emperor88 - Thursday, December 4, 2008 - link

    Great artilce. There are precious few of these.

    Thanks a lot :)
  • cowofdoom - Thursday, December 4, 2008 - link

    Long time reader, first time poster. Great article. I really think it says it all. Any time you get a chance to write articles like this I would love to see them. Great job.
  • Emperor88 - Thursday, December 4, 2008 - link

    haha first time (wait second now) poster here as well. Best article I've read here.
  • Barack Obama - Thursday, December 4, 2008 - link

    Keep it comin'!
  • Boundless - Wednesday, December 3, 2008 - link

    Very nice article once again...helps reinforce my decision of keeping this place readily bookmarked since I first visited back in 2001.
  • Regs - Wednesday, December 3, 2008 - link

    I want to know what AMD was thinking for those quite 3 years when they blew Prescott out of the water. Did they see Conroe coming? I think it's time for Anand to get on some black paint and go commando over there at AMD HQ.
  • Cloudie - Wednesday, December 3, 2008 - link

    One of the best articles I've ever read. Kudos to Anand, and thanks to AMD (:

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