Yep don't disagree with this. That's why I said cost and could potentially end up having to use a lot of good chips for Lockhart etc.If you only have 100% perfect chips for Anaconda, you'll have a very small pool of chips to use. Let's say 10% would be perfect, all 64 CUs working, that means 90% of your consoles are going to be Lockhart and only 10% Anaconda. Great if that's what your market wants, but what if it wants Anaconda:Lockhart in a 60:40 ratio?
You have to design your chip to be able to produce the numbers needed. That means disabling some CUs to be tolerant of defects. Only the PC space with its rare super-high-end market can afford defect-free chips and products.
If they choose to use XSX in cloud that could also make the ballance of the waffer usage different also though.
But I disagree with you have to have disabled CU's, and that 64CU is impossible. (that's what was replying to, not yourself )
Usual small print, not saying I have a view on what their doing, just discussing pros cons etc