Die harvesting is a longstanding tradition in GPU manufacturing so I can see a cut-down GK110 sold as GeForce happening. Basically the Tesla/Quadro rejects get a faulty SMX turned off or whatever and turn into GeForce. However, I have read elsewhere that TSMC 28nm yields are actually quite good, though admittedly those sources didn't talk about NV specifically. And a GK110 would have to be seriously clocked down or cut down or both, if what Charlie wrote is accurate. Either that or there is some other bottleneck we don't know about.
The thing to take from this article is - yes, there's going to be GK110 based GeForce.
Because we already knew that GK110 wont be nowhere close to GTX 690, and ofc GK104 will have superior metrics vs heavy HTPC GPU.
But that's why they're making two different chips
And then there's the part about terrible yields, which are so serious, and this is the best part, that NVIDIA will willingly be selling lower parts to consumers for paltry few hundreds, instead to pro's for couple $ K.
But he addresses that. By stating that Intel's KC of which performance no one knows anything of,
other that it won't make existing (x86) code magically parallel and fast, while NV seems to be doing just that
(1) just fine
(2),
anyway, Knight's Corner is going to be fast,
poor-yielding but so fiercely fast, that NV needs to push everything they got. It's Intel's first MIC, but it so happens to be they're neck to neck with GK110.
He forgets that it's ALWAYS good to have high volume by utilizing utilize Non Recurring Engineering/Cost. That NV has been doing just that since forever. That Intel is a newcomer in projecting parallel monsters, and that everyone who needs absolutely fastest parallel code has either already learned CUDA or something else because x86 just doesn't cut it there. Nvidia is not afraid of losing performance to Intel, but convenience and middle-ground customers.
But it's nice to see Charlie back to his old routine, Bobcat and Hondo alive and mutating, while "at $1 per year overpaid" Jen-Hsun is once again about to run NVIDIA aground :ninja:
TL;DR Charlie confirms GK110 based GeForce.