undefined | Better HN

0 pointsbaq7mo ago0 comments

It’d be a disaster for Intel if it sold for less than 3k, personally I think they’re aiming for break even at 5k a pop at least, and I wouldn’t be surprised to advertise 2x memory at half nvidia price, which would put it at ~15-20k? and a healthy margin which they need like oxygen now. Of course it’s all for naught if it doesn’t perform compute-wise.

0 comments

bildung7mo ago

I also think they have to be substantially cheaper than nvidia to have any chance, but the pro 6000 with 96G is already available at 7-8k - so half the price would have to be significantly below 4k.

baqOP7mo ago

Huh didn’t know that, nice. Intel’s still in trouble then :) IMHO they’ll try to sell the increased ram as worth the ‘premium’ (or, worth the ‘reduced not-nvidia penalty’)

mft_7mo ago

I agree with you, based on standard business logic, but the question is whether Intel would be willing to sell a generation at break-even to disrupt, achieve a larger (and somewhat 'sticky') install base, developer engagement, a larger mind-share, etc.?

matt-p7mo ago

4x 5090s gets you way faster inference than I suspect this will, or the 6000 pro if you needed datacentre format at expense of raw speed. Given either of those setups is ~8k this will have to come in for less than that.

baqOP7mo ago

but it's easier to fit 8x Crescent Island than 40x 5090 into a single chassis

j / k navigate · click thread line to collapse

0 comments

bildung7mo ago

I also think they have to be substantially cheaper than nvidia to have any chance, but the pro 6000 with 96G is already available at 7-8k - so half the price would have to be significantly below 4k.

baqOP7mo ago

Huh didn’t know that, nice. Intel’s still in trouble then :) IMHO they’ll try to sell the increased ram as worth the ‘premium’ (or, worth the ‘reduced not-nvidia penalty’)

mft_7mo ago

matt-p7mo ago

baqOP7mo ago

but it's easier to fit 8x Crescent Island than 40x 5090 into a single chassis

j / k navigate · click thread line to collapse