Samwell

There is also the naming as a hint. H200 is described as Hopper+ in the same chart. Why change nomenclature if Blackwell Ultra is the...

I got the same feeling from the presentation. Would also fit with Rubin N3P and Rubin Ultra N2.

It's still Nintendo. You won't see complex titles with 60fps. 540p upscaled to 1080p with 30fps would be my expectation for complex...

As you say, it's for sure not only a IP deal. Maybe there are some IP related cost, but for most of the later cycle it's just AMD...