Yays:
1 - Only relevant info we have about Navi is "scalability" and "next-gen memory". Next-gen memory can only be HBM3, HBM Low-Cost or GDDR6.
2 - AMD has been making a fuss about Infinity Fabric and its scalability
3 - AMD has been making a fuss about ending the pursuit of monolithic chips in favor of several smaller chips in a single substrate because it's a whole lot cheaper to make overall
4 - Vega already has Infinity Fabric in it with no good given reason, so they could be testing the waters for implementing a high-speed inter-GPU bus.
5 - AMD doesn't have the R&D manpower and execution capatility to release 4 distinct graphics chips every 18 months, so this could be their only chance at competing with nvidia on several fronts.
Nays:
1 - Infinity Fabric in Threadripper's/EPYC's current form doesn't provide enough bandwidth for a multi-chip GPU.
2 - No official news or leaks about Navi have ever appeared that suggest it's a multi-chip solution.
3 - Multi-chip GPU is probably really hard to make, and some like to think AMD doesn't do hard things. Ever.
4 - nvidia released a paper describing a multi-GPU interconnect that would be faster and consume less power-per-transferred-bit than Infinity Fabric, and some people think this is grounds for nvidia being the first in the market with a multi-chip GPU. Meaning erm.. Navi can't be first.
Money can't save dead architectures; Otellini's Intel had all the money in the world yet it didn't save Larrabee. At all.
Main difference being that Intel can afford to take huge risks that become failures like Larrabee and other crazy projects like SOFIA's Atom SoCs with (old and low-end) ARM GPUs.. and still make tens of billions every year surpassing their own records YoY.
But it's not like everything is lost for Knights Landing. There's a benchmark in the
monero benchmark database claiming the Xeon Phi 7210 does 2770 H/s on 215W.
And its price is awfully close to a
Vega 56 nowadays
We're talking >10KH/s on a 700W rig.