That Fermi will fail in the GPU market is simple physics and clear eyed reality, fanboyism and bias are sideshows to that central fact.
In the GPU market, even if Nvidia experienced a miraculously smooth development/fabrication cycle with Fermi, it still starts with a physical size/superflous functions/384 bit interface albatross around it's neck compared to the 5800 series and so will inherently cost more per chip, per board and will have a lower power efficiency in GPU applications. That's built into the chip architecture.
So even in a best case scenario Nvidia faced an uphill battle in a cost/performance contest with Evergreen.
But Fermi's progress is far from a best case scenario ...
No leaked benchmarks ~= even in an optimized set-up the hard numbers aren't faring well against the 5870 ... nothing to crow about for sure or they would be crowing.
“We expect [Fermi] to be the fastest GPU in every single segment. The performance numbers that we have [obtained] internally just [confirms] that. So, we are happy about this and are just finalizing everything on the driver side” ~= they NEED, as fully as possible, to harness the GPGPU functions for gaming/benchmarks to make up for reduced SPE's and clocks - under no circumstances can they release a card that is at or close to par with the 5870, that is a PR nightmare and disastrous in nearly every way possible.
So AMD starts with a big advantage, the 6 month release differential increases that advantage, the reduced Fermi capabilities increases that advantage still further ... Fermi will NEVER be cost/performance competitive with the 5000 series, perhaps not even close to it.
Add in the coming AMD respins, the coming 6000 series, Bulldozer (by all reports ahead of schedule)and Fusion which will start with incorporating the 5000 architecture and upgrade to each new GPU architecture on the year following, and that AMD says the 6000 series will be a brand new architecture (and at 28 nm) - not likely to be good news for Nvidia on the GPGPU front and that fight unfolding WHILE AMD rules the cash rich GPU space from top to bottom - and Nvidia is looking at a very grim future scenario, one in which missteps and mistakes will be very costly.
And that's not even bringing Intel into the picture.
In the GPU market, even if Nvidia experienced a miraculously smooth development/fabrication cycle with Fermi, it still starts with a physical size/superflous functions/384 bit interface albatross around it's neck compared to the 5800 series and so will inherently cost more per chip, per board and will have a lower power efficiency in GPU applications. That's built into the chip architecture.
So even in a best case scenario Nvidia faced an uphill battle in a cost/performance contest with Evergreen.
But Fermi's progress is far from a best case scenario ...
No leaked benchmarks ~= even in an optimized set-up the hard numbers aren't faring well against the 5870 ... nothing to crow about for sure or they would be crowing.
“We expect [Fermi] to be the fastest GPU in every single segment. The performance numbers that we have [obtained] internally just [confirms] that. So, we are happy about this and are just finalizing everything on the driver side” ~= they NEED, as fully as possible, to harness the GPGPU functions for gaming/benchmarks to make up for reduced SPE's and clocks - under no circumstances can they release a card that is at or close to par with the 5870, that is a PR nightmare and disastrous in nearly every way possible.
So AMD starts with a big advantage, the 6 month release differential increases that advantage, the reduced Fermi capabilities increases that advantage still further ... Fermi will NEVER be cost/performance competitive with the 5000 series, perhaps not even close to it.
Add in the coming AMD respins, the coming 6000 series, Bulldozer (by all reports ahead of schedule)and Fusion which will start with incorporating the 5000 architecture and upgrade to each new GPU architecture on the year following, and that AMD says the 6000 series will be a brand new architecture (and at 28 nm) - not likely to be good news for Nvidia on the GPGPU front and that fight unfolding WHILE AMD rules the cash rich GPU space from top to bottom - and Nvidia is looking at a very grim future scenario, one in which missteps and mistakes will be very costly.
And that's not even bringing Intel into the picture.