There is a Zero Chance that Intel will release such CPU, just to be trampled by AMD Zen3 5995WX..
Rumors have indicated Intel will be releasing HEDT Sapphire Rapids (sorry if I misunderstand what you are implying). Even if AMD's chip is faster, Intel's chip is uh...Intel (couldn't figure out how to word that! 🤣), and people will buy it. Furthermore, if it has competitive pricing, it could potentially sell very well. Shoot, if the price is right, I, myself, may buy SPR-S. All they have to do is beat AMD at total platform cost. Of course, it is Intel.
No, 40 fully functional dies means that they can then attempt to package 10 CPUs at 60% lithography yield. This says nothing about their packaging success rate, which we know will not be 100% if industry history is to be believed. It is highly likely that packaging will cost them a few percent more losses in start to finish yield.
You guys focus way to much on the 1s or 0s of yields. It isn't "chip works" or "chip doesn't work". It is "chip works at full spec", "chip works at xyz spec" or "chip doesn't work and isn't sellable". A chip can have a yield of 60% and 90% of the dies can still be in working condition. Intel and AMD both deal with this, and these cut down chips are priced accordingly (lower core count, lower cost. Perfectly specced chips have a premium added on to balance the lower or negative margins on the "defective" chips)
and 1/2 that for Genoa at the same performance. You think data centers are going to deal with that without considering Genoa ? Power nowadays is king. Not just me, its a real consideration now.
Yes, it will add up and cloud vendors will be more inclined to purchase AMD chips. That is actually already happening, however when Genoa and Genoa-X drop, Intel is going to have a rather large problem on their hands.
Genoa is going to use more power than that per socket, depending on the SKU. We'll get a better idea of the exact numbers later, but assume that Genoa can use up to 350-400W per socket.
For high core counts, more power will be used, yes, but unfortunately for Intel, AMD will have them beat on perf/watt.
They are banking on 4S to bring core parity.
At 4S They will have 224C/448T while Genoa will have a max of 192C/384T
2S-8S. However, again, perf/watt is an issue. Don't get me wrong, Intel is going to sell quite a few chips just from being...uh...Intel, however I suspect SPR-S won't be the best selling Xeon, nor will it have the best margins, and thanks to all the flubs/steppings, their budget is probably blown to shreds.
Hopefully they can rectify this in time for the next refresh.