If it Ain’t Broke...

The status quo is a dangerous thing. In 2005 ATI and NVIDIA were both sitting on a formula that worked: build the fastest GPU in the world (and provide solid drivers), and you’d win the market. By this point ATI had years of support to continue building GPUs this way, but there were a few within the company who believed it was time for a change.

In many ways ATI and NVIDIA were just taking different risks. NVIDIA had learned its lesson with transitioning to new manufacturing processes too quickly and would most likely build GT200 on an older, more mature process, burdening it with a huge die. ATI opted to do what NVIDIA wouldn’t and move to new manufacturing processes quicker, aiding it in producing GPUs with smaller dies.

With its only competitor hell bent on making bigger and bigger GPUs, ATI took care of half of the problem - it would be free to do whatever it’d like, without any real competition. The question then became - could it work?

It’s easy to, today, look back and say “of course” but you have to understand that this was 2005 and the first specifications of RV770 were being drafted. Imagine sitting at a table full of people whose jobs were supported by building the biggest GPUs in the world and suggesting that perhaps we sit this round out. Let NVIDIA take the crown, let them have the halo part, we’ll compete in the $200 - $300 market. Yeah, right.

What followed were heated debates, if ATI were to stake the future of its graphics business on not building the absolute faster GPU, but rather a GPU targeted at a lower market segment the proposition was risky.

ATI viewed the graphics market as five segments: Enthusiast, Performance, Balance, Mainstream and Value. In the Spring of 2005, ATI decided to shoot for the Performance segment, and not Enthusiast. You could even argue that the Performance segment is what the R300 competed in back in 2002, priced at $399 it was closer to the $299 MSRP of the Radeon HD 4870 than the $599 MSRP of the GeForce GTX 280 when it launched. But ATI viewed this as a change in strategy, while R300 aimed for performance regardless of die size, RV770 would have clear power and die size limits imposed on it.

There were many individuals at ATI that were responsible for the RV770 we know today getting green lighted. ATI’s Rick Bergman was willing to put himself and his career on the line, because if this didn’t work, he’d be one to blame. Carrell recalled a story where Rick Bergman and others were at a table discussing RV770; Rick turned to Matt Skynner and asked him if he thought they could really do it, if they could make RV770 a smaller-than-NVIDIA GPU and still be successful, if it was possible to create a halo in the Performance segment. Matt apparently pondered the question, turned to Rick and said “I think we can”. Carrell felt that ATI might not have gone down that path if it weren’t for Matt Skynner’s support and Rick Bergman making sure that the project was executed as well as it ended up being.

It was far from rosy at that point however, there were many very smart engineers, people who were responsible for things like R300 and R580 who disagreed with the strategy. People who had been right before were saying that if ATI didn’t build a true competitor to GT200 that the fight would be over. Then you had folks like Carrell saying that it could be done, that this was absolutely the right move. It’s much like the passion of politics, each side believed that they were right, but ultimately you can only pick one - and both sides have to live under the same roof.

The Bet, Would NVIDIA Take It? The Power Paradigm
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  • Spivonious - Wednesday, December 3, 2008 - link

    I totally agree! Articles like this one are what separates Anandtech from the multitude of other tech websites.
  • goinginstyle - Wednesday, December 3, 2008 - link

    I have to admit this is one of the best articles I have read anywhere on the web in a long time. It is very insightful, interesting, and even compelling at times. Can you do a follow up, only from an NVIDIA perspective.
  • Jorgisven - Wednesday, December 3, 2008 - link

    I totally agree. This article is superbly written. One of the best tech articles I've read in a long long time, out of any source, magazine or online. I highly doubt nVidia will be as willing to expose their faults as easily as ATI was to expose their success; but I could be entirely mistaken on that.

    In either case, well done Anand. And well done ATI! Snagged the HD4850 two days after release during the 25% off Visiontek blunder from Best Buy during release week. I've been happy with it since and can still kick around the 8800GT performance like yesterday's news.
  • JonnyDough - Wednesday, December 3, 2008 - link

    I agree about the insight especially. Gave us a real look at the decision making behind the chips.

    This got me excited about graphics again, and it leaves me eager to see what will happen in the coming years. This kind of article is what will draw readers back. Thank you Anandtech and the red team for this amazing back stage pass.
  • magreen - Wednesday, December 3, 2008 - link

    Great article! Really compelling story, too.
    Thanks AMD/ATI for making this possible!
    And thanks Anand for continually being the best on the web.
  • JPForums - Wednesday, December 3, 2008 - link

    Like others have said, this is probably the best article I've read in recent memory. It was IMHO well written and interesting. Kudos to ATI as well for divulging the information.

    I second the notion that similar articles from nVidia and Intel would also be interesting. Any chance of AMD's CPU division doing something similar? I always find the architectural articles interesting, but they gain more significance when you understand the reasoning behind the design.
  • jordanclock - Wednesday, December 3, 2008 - link

    This is easily one of my favorite articles on this website. It really puts a lot of aspects of the GPU design process into perspective, such as the shear amount of time it takes to design one.

    I also think this article really adds a great deal of humanity to GPU design. The designers of these marvels of technology are often forgotten (if ever known by most) and to hear the story of one of the most successful architectures to date, from the people that fought for this radical departure... It's amazing, to say the least.

    I really envy you, Anand. You get to meet the geek world's superheroes.
  • pattycake0147 - Wednesday, December 3, 2008 - link

    I couldn't agree more! This could be the best article I've read here at anandtech period. The performance reviews are great, but once in a while you need something different or refreshing and this is just precisely that.
  • LordanSS - Wednesday, December 3, 2008 - link

    Yep, I agree with that. This is simply one of the best articles I've read here.

    Awesome work, Anand.
  • Clauzii - Wednesday, December 3, 2008 - link

    I totally agree.

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