Erm, AMD is one of GF's big customers, if not the biggest. Volume of business given does makes a difference in how you charge the potential customer. This is the norm across many industries...
On topic now... there was/ is a guessing game going on about what, how and when... at SA forums... Now with Charlie also hinting that Server is being ramped up... i look at my previous post here... where shipping of server BD products starts in Q2, 2011. I'd not blame AMD for playing along with OEM's on this one. MagnyCours was a good chip for its time and well, nearly a bloody miracle for its size... and the fact that it was on 45nm. Now that 12 core chip on a 45nm node is doing 2.5 Ghz. However, as brilliant as that chip was, there were not so many systems from partners which came along initially. Infact i read more articles about systems built with MC chips in this year of BD launch than i read in the launch year of MC chips.
Given that they're doing 2.5 Ghz on a 12 core chip on 45nm node, i'm certain that AMD could easily manage upto 3 Ghz with 16 cores in the same, or lower thermal envelope. How is that possible? BD cores are smaller, and well on a smaller node. It is that simple. What does that mean? OEM's will want more of those and AMD will have to supply. I suspect that OEM's and AMD are working together on the server chips, even as we bicker on forums
Desktops, sure its an important market, but Llano will do AMD's bidding with OEM's for a bit... Oh yes, they're to sell 8+ million of those chips this year... And i honestly didn't expect to see Trinity this early on. I mean on Llano intro day... It was a little silly i guess... It is like, 'hey you want this candy, but wait! we have better one... come in a week again.' They sure could and may be in hindsight should have waited till their E3 conference. But hindsight's a bitch To think about it... i'd have loved to read about what socket it fits into (if it is the same as FM1, it would have built confidence in people's heads)...mem support... graphics part... all that at once... As that would have laid the smackdown proper, on Intel! Not to say that they aren't crapping their pants already... but just that AMD could have played their hand better. Gotten more mileage out of the coverage.