Arachnotronic
Lifer
- Mar 10, 2006
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Hmm, curious, I would think Nvidia would want to amortize GP100 costs over both consumer and professional sales channels.
Nope, NVIDIA management was quite clear at analyst day that they will be building products targeted/optimized for each segment. Tesla/Quadro revenues are large enough that they can support the incremental costs to do separate GPU dies.
Remember, R&D to build a product like GP100 has already been sunk. It's not like a wafer fab where you spend X billions of dollars on a wafer fab and you are getting hit with depreciation costs that you need to assign to every wafer, thus making amortization over a large number of wafers imperative. This is why Intel was able to basically pull the plug on Broadwell so quickly when Skylake was around the corner...it's built on the same process, it was ready to go, and there is zero economic benefit to milking Broadwell chips when you could sell customers better Skylake chips.
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