The RV770 Lesson (or The GT200 Story)

It took NVIDIA a while to give us an honest response to the RV770. At first it was all about CUDA and PhsyX. RV770 didn't have it, so we shouldn't be recommending it; that was NVIDIA's stance.

Today, it's much more humble.

Ujesh is wiling to take total blame for GT200. As manager of GeForce at the time, Ujesh admitted that he priced GT200 wrong. NVIDIA looked at RV670 (Radeon HD 3870) and extrapolated from that to predict what RV770's performance would be. Obviously, RV770 caught NVIDIA off guard and GT200 was priced much too high.

Ujesh doesn't believe NVIDIA will make the same mistake with Fermi.

Jonah, unwilling to let Ujesh take all of the blame, admitted that engineering was partially at fault as well. GT200 was the last chip NVIDIA ever built at 65nm - there's no excuse for that. The chip needed to be at 55nm from the get-go, but NVIDIA had been extremely conservative about moving to new manufacturing processes too early.

It all dates back to NV30, the GeForce FX. It was a brand new architecture on a bleeding edge manufacturing process, 130nm at the time, which ultimately lead to its delay. ATI pulled ahead with the 150nm Radeon 9700 Pro and NVIDIA vowed never to make that mistake again.

With NV30, NVIDIA was too eager to move to new processes. Jonah believes that GT200 was an example of NVIDIA swinging too far in the other direction; NVIDIA was too conservative.

The biggest lesson RV770 taught NVIDIA was to be quicker to migrate to new manufacturing processes. Not NV30 quick, but definitely not as slow as GT200. Internal policies are now in place to ensure this.

Architecturally, there aren't huge lessons to be learned from RV770. It was a good chip in NVIDIA's eyes, but NVIDIA isn't adjusting their architecture in response to it. NVIDIA will continue to build beefy GPUs and AMD appears committed to building more affordable ones. Both companies are focused on building more efficiently.

Of Die Sizes and Transitions

Fermi and Cypress are both built on the same 40nm TSMC process, yet they differ by nearly 1 billion transistors. Even the first generation Larrabee will be closer in size to Cypress than Fermi, and it's made at Intel's state of the art 45nm facilities.

What you're seeing is a significant divergence between the graphics companies, one that I expect will continue to grow in the near term.

NVIDIA's architecture is designed to address its primary deficiency: the company's lack of a general purpose microprocessor. As such, Fermi's enhancements over GT200 address that issue. While Fermi will play games, and NVIDIA claims it will do so better than the Radeon HD 5870, it is designed to be a general purpose compute machine.

ATI's approach is much more cautious. While Cypress can run DirectX Compute and OpenCL applications (the former faster than any NVIDIA GPU on the market today), ATI's use of transistors was specifically targeted to run the GPU's killer app today: 3D games.

Intel's take is the most unique. Both ATI and NVIDIA have to support their existing businesses, so they can't simply introduce a revolutionary product that sacrifices performance on existing applications for some lofty, longer term goal. Intel however has no discrete GPU business today, so it can.

Larrabee is in rough shape right now. The chip is buggy, the first time we met it it wasn't healthy enough to even run a 3D game. Intel has 6 - 9 months to get it ready for launch. By then, the Radeon HD 5870 will be priced between $299 - $349, and Larrabee will most likely slot in $100 - $150 cheaper. Fermi is going to be aiming for the top of the price brackets.

The motivation behind AMD's "sweet spot" strategy wasn't just die size, it was price. AMD believed that by building large, $600+ GPUs, it didn't service the needs of the majority of its customers quickly enough. It took far too long to make a $199 GPU from a $600 one - quickly approaching a year.

Clearly Fermi is going to be huge. NVIDIA isn't disclosing die sizes, but if we estimate that a 40% higher transistor count results in a 40% larger die area then we're looking at over 467mm^2 for Fermi. That's smaller than GT200 and about the size of G80; it's still big.

I asked Jonah if that meant Fermi would take a while to move down to more mainstream pricepoints. Ujesh stepped in and said that he thought I'd be pleasantly surprised once NVIDIA is ready to announce Fermi configurations and price points. If you were NVIDIA, would you say anything else?

Jonah did step in to clarify. He believes that AMD's strategy simply boils down to targeting a different price point. He believes that the correct answer isn't to target a lower price point first, but rather build big chips efficiently. And build them so that you can scale to different sizes/configurations without having to redo a bunch of stuff. Putting on his marketing hat for a bit, Jonah said that NVIDIA is actively making investments in that direction. Perhaps Fermi will be different and it'll scale down to $199 and $299 price points with little effort? It seems doubtful, but we'll find out next year.

ECC, Unified 64-bit Addressing and New ISA Final Words
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  • palladium - Monday, October 5, 2009 - link

    Not quite:

    http://www.dailytech.com/article.aspx?newsid=16410">http://www.dailytech.com/article.aspx?newsid=16410

    Scroll down halfway thru the comments. He re-registered as SilicconDoc and barks about his hatred for red roosters (in an Apple-related article!)
  • johnsonx - Monday, October 5, 2009 - link

    that looks more like someone mocking him
  • - Sunday, October 4, 2009 - link

    According to this very link http://www.anandtech.com/video/showdoc.aspx?i=3573...">http://www.anandtech.com/video/showdoc.aspx?i=3573... AMD already presented a WORKING SILICON at Computex roughly 4 months ago on June 3rd. So it took roughly 4 and a half months to prepare drivers, infrastructure and mass production to have enoough for the start of Windows 7 and DX11. However, Nvidia wasnt even talking about W7 and DX11 so late Q1 2010 or even later becomes more realistic than december. But there are much more questions ahead: What pricepoint, Clockrates and TDP. My impression is that Nvidia has no clue about this questions and the more I watch this development, the more Fermi resembles to the Voodoo5 Chip and the V6000 card which never made into the market because of its much to high TDP.
  • silverblue - Sunday, October 4, 2009 - link

    Nah, I expect nVidia to do everything they can to get this into retail channels because it's the culmination of a lot of hard work. I also expect it to be a monster, but I'm still curious as to how they're going to sort out mainstream options due to their top-down philosophy.

    That's not to say ATI's idea of a mid-range card that scales up and down doesn't have its flaws, but with both the 4800 and 5800 series, there's been a card out at the start with a bona fide GPU with nothing disabled (4850, and now 5870), along with a cheaper counterpart with slower RAM and a slightly handicapped core (4830/5850). Higher spec single GPU versions will most likely just benefit from more and/or faster RAM and/or a higher core clock, but the architecture of the core itself will probably be unchanged - can nVidia afford to release a competing version of Fermi without disabling parts of the core? If it's as powerful as we're lead to believe, it will certainly warrant a higher price tag than the 5870.
  • Ahmed0 - Saturday, October 3, 2009 - link

    Nvidia wants it to be the jack of all trades. However, they are risking with being an overpriced master of none. Thats probably the reason they give their cards more and more gimmicks to play with each year. They are hoping that the cards value will be greater than the sum of its parts. And that might even be a successful strategy to some extent. In a consumerist world, reputation is everything.

    They might start overdoing it at some point though.

    Its like mobile phones nowadays. You really dont need to have a radio, an mp3-player, a camera nor other such extras in it (in fact, my phone isnt able to do anything but call and send messages). But unless you have these features, you arent considered as competition. It gives you the opportunity to call your product "vastly superior" even though from a usability standpoint it isnt.
  • SymphonyX7 - Saturday, October 3, 2009 - link

    Ahh... I see where you're coming from. I've had many classmates who've asked me what laptop to buy and they're always so giddy when they see laptops with the "Geforce" sticker and say they want it cause they want some casual gaming. Yes, even if the GPU is a Geforce 9100M. I recommended them laptop using AMD's Puma platform and many of them ask if that's a good choice (unfortunately here, only the Macbook has a 9400M GPU and it's still outside many of my classmates' budgets). Seems like brand awareness of Nvidia amongst many consumers is still much better than AMD/ATI's. So it's an issue of clever branding then?

  • Lifted - Saturday, October 3, 2009 - link

    A little late for any meaningful discussion over here as AT let the trolls go for 40 or so pages. I doubt many people can be arsed to sort through it now, so you'd be better off going to a forum for a real discussion of Fermi.
  • neomocos - Saturday, October 3, 2009 - link

    if you missed it then here you go ... happy day for all of us :

    quote from comment posted on page 37 by Pastuch

    " Below is an email I got from Anand. Thanks so much for this wonderful site.

    -------------------------------------------------------------------
    Thank you for your email. SiliconDoc has been banned and we're accelerating the rollout of our new comments rating/reporting system as a result of him and a few other bad apples lately.

    A- "
  • james jwb - Saturday, October 3, 2009 - link

    Some may enjoy it, but this unusual freedom that blatant trolls using aggressive, rude language are getting lately is making a mockery of this site.

    I don't mind it going on for a while, even 20 pages tbh, it is funny, but at some point i'd like to see a message from Gary saying, "K, SiliconDoc, we've laughed enough at your drivel, tchau, banned! :)"

    That's what i want to see after reading through 380 bloody comments, not that he's pretty much gotten away with it. And if he has finally been banned, i'd actually love to know about it in the comments section.

    /Rant over.
  • Gary Key - Monday, October 5, 2009 - link

    He is gone as are a couple of others. We have a new comments system in final development now that should take care of this problem in the future.

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