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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  • silverblue - Thursday, October 1, 2009 - link

    Am I hearing you right - you say GT300 isn't a paper launch despite there being no cards for sale for the next few months, yet you said the 5870 was AND THERE WERE CARDS FOR SALE WHEN YOU MADE THE COMMENT! I don't care that you couldn't locate one, the simple fact is people had already bought cards from the first trickle (emphasis on the trickle part) and as such made your statement completely invalid.

    How much more rubbish are you going to spew from your hole?

    (note: I needed to have caps above to make a salient point and not just because I felt like holding the shift key for no particular reason)
  • SiliconDoc - Thursday, October 1, 2009 - link

    roflmao - If you're hearing anything right, you'd keep your text yap shut.
    Please show me the LAUNCH information on GT300, there, brainless bubba, the liar. I really cannot imagine you are that stupid, but then again, it is possible.

    Congratulations for being a COMPLETE IDIOT AND LIAR! Really, you must work very hard to maintain that level of ignorance. In fact, the requirement to be that stupid exceeds the likelihood that you actually are purely ignorant, and therefore, it is more likely you're a troll. My condolences in either case in all seriousness.
  • silverblue - Thursday, October 1, 2009 - link

    The proposed launch is late November but even Fudzilla concede that any problems will delay this. The earliest we'll see a GT300 on the shelves is just under 2 months. There, that's information for you. I want nVidia to launch GT300 this year but we don't always get what we wish for.

    Where did I lie in any of my previous posts? Oh right... I didn't bow down to worship the Green God(dess). If you had any semblance of an open mind or any stability at all, your nose wouldn't need cleaning. Calling me a troll is pure comedy gold and offering me your pity is outstanding to say the least :)

    Keep trying. Or don't. Either way, I doubt many people care for your viewpoints anymore.
  • SiliconDoc - Thursday, October 1, 2009 - link

    Oh jeeze, one red rooster who finally gets it.
    Congratulations, you're not the dumbest of your crowd.
    --
    No shirking here comes the QUOTE !

    " The proposed launch is late November " !!! whoo hoo !

    Now a proposed launch is not an official launch- try to keep that straight in the gourd haters when the time comes.
    --
    Pass it along to all the screaming tards, won't you please, you talk their language, or perhapos we'll just say you already have, because, by golly, they can believe you.
    ROFLMAO
  • rennya - Thursday, October 1, 2009 - link

    'Nvidia LAUNCHED TODAY... se page two by your insane master Anand.'


    This what you have said yourself somewhere in this very discussion. So you must have known about this so-called launch yourself.
  • SiliconDoc - Thursday, October 1, 2009 - link

    That's called sarcasm dear. Jiminy crickets.
  • palladium - Thursday, October 1, 2009 - link

    How can you tell if that's not a GTX285 with redesigned cover/cooler/PCB?
  • samspqr - Monday, October 5, 2009 - link

    it is SO funny that that thing silicondoc's master/god is holding in his hand ended up revealing itself as nothing more than a mock-up...
  • SiliconDoc - Wednesday, September 30, 2009 - link

    PS THE SILICON IS ALREADY CUT AND IN PRODUCTION!
    ---
    Yes anand at the bottom of page 1 claims "it's paper" - DECIEVING YOU, since the WAFERS HAVE ALREADY BEEN BURNED AND YIELDS ARE REPORTED HIGH ! (in spite of ati's marketing arm lying and claiming "only 9 cores per wafer yields" - A BIG FAT LIE NVIDIA POINTED OUT !
    Where have you been with your head in the sand ?
    --
    So at the bottom of page 1 Anand leaves you dips with the impression "it's all paper" (but the TRUTH is DEVELOPER CARDS ARE ALREADY ASSEMBLED and being DEBUGGED and TESTED) just anand won't get one for 2 months.
    ---
    THEN BY PAGE 2 ANAND CALLS IT A PAPER LAUNCH !
    roflmao
    Yes, the red rooster himself has convinced himself "today's nvidia LAUNCH" (that LAUNCH word is what anand made up in his deranged mind) is a paper launch "JUST LIKE ATI'S!".
    ---
    It is nothing short of absolutely AMAZING.
    The red rooster fan has boonswoggled his own gourd, stated in fasle terms, bashed it to be as bad as what ati just did with 5870, and IT'S NOT EVEN A LAUNCH DAY FOR NVIDIA !
    ---
    Congratulations, the massive bias is SCREAMING off the page. LOL
    It's hilarious, to say the least, that the master can be that deluded with his own spew!
  • gx80050 - Friday, October 2, 2009 - link


    Die painfully okay? Prefearbly by getting crushed to death in a
    garbage compactor, by getting your face cut to ribbons with a
    pocketknife, your head cracked open with a baseball bat, your stomach
    sliced open and your entrails spilled out, and your eyeballs ripped
    out of their sockets. Fucking bitch


    I would love to kick you hard in the face, breaking it. Then I'd cut
    your stomach open with a chainsaw, exposing your intestines. Then I'd
    cut your windpipe in two with a boxcutter.
    Hopefully you'll get what's coming to you. Fucking bitch




    I really hope that you get curb-stomped. It'd be hilarious to see you
    begging for help, and then someone stomps on the back of your head,
    leaving you to die in horrible, agonizing pain. Faggot


    Shut the fuck up f aggot, before you get your face bashed in and cut
    to ribbons, and your throat slit.

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