I've just gone through every big article since May, and his claims are pretty consistently March for the average case. No contradictions I can see.
A look at the Nvidia GT300 architecture (May 14, 2009)
Miracles happen, GT300 tapes out! (July 29, 2009)
Four more GT300 variants tip up (August 5, 2009)
GT300 to have an NVIO chip (August 13, 2009)
Nvidia GT300 yields are under 2% (September 15, 2009)
Nvidia kills GTX285, GTX275, GTX260, abandons the mid and high end market (October 6, 2009)
Nvidia finally gets Fermi A2 taped out (November 2, 2009)
Fermi massively misses clock targets (November 16, 2009)
Fermi A3 silicon is in the oven (December 10, 2009)
Nvidia castrates Fermi to 448SPs (December 21, 2009)
Nvidia GF100 pulls 280W and is unmanufacturable (January 17, 2010)
Nvidia's Fermi GTX480 is broken and unfixable (February 17, 2010)
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A look at the Nvidia GT300 architecture (May 14, 2009)
- Nvidia says October 15 launch date, he disagrees
- With no spins and perfect execution, he says November
- With one spin, you're into next year (into Q1)
- With two spins, you'll have a hard time hitting Q1
- Two spins is the most likely looking at past products
- Won't come close to R870 [This means the dual-card which we now know as 5970, not the RV870 5870]
- Whole article focuses on how the chip is focused on GPGPU, many months before Nvidia announce it as such
Miracles happen, GT300 tapes out! (July 29, 2009)
- Late July tapeout
- Mid-December for first parts on shelves if no new spins, add 8 weeks per spin [1 spin means February, 2 spins
means April]
- Die size of 530mm^2
- "Vapourware for 2009"
Four more GT300 variants tip up (August 5, 2009)
- Four derivative parts, none taped out by then
GT300 to have an NVIO chip (August 13, 2009)
- GT300 has an NVIO chip
Nvidia GT300 yields are under 2% (September 15, 2009)
- First A1 silicon back in early September
- Low single-digit yields for A1 stepping
- 104 die candidates per wafer
Nvidia kills GTX285, GTX275, GTX260, abandons the mid and high end market (October 6, 2009)
- All mentioned parts soon to be EOL [in retrospect, he's still saying they did stop production of new GT200 parts and what we see in the channel is very small numbers of warehouse stock coming out, which matches up with the poor stock situation]
- No Fermi derivatives taped out
- Now claiming 530mm^2 to be a minimum estimate, now claims 23.x by 23.x mm^2
Nvidia finally gets Fermi A2 taped out (November 2, 2009)
- A2 taped out a few weeks previously; A2 samples in December
- Risk wafers. If A2 was OK then February [matches with earlier estimate for one spin]
- If A3 needed then put into March for samples/paper launch
- Claims Nvidia is estimating March internally, implying he believes March to be the most likely date
- No Fermi derivatives taped out
Fermi massively misses clock targets (November 16, 2009)
- Still claiming >530mm^2 die size
- 20% clockspeed miss [taking into account later claims of 1500MHz shaders being the internal target, that means 1200MHz.]
Fermi A3 silicon is in the oven (December 10, 2009)
- Nvidia begins an A3 stepping
- First silicon to be back in early January
- If risk wafers are still valid, then late February (6+2 weeks). If not, then late March (10+2 weeks).
- First A3 silicon able to be shown at CES (no guarantee, just estimating from timing)
- Best case: Feb 1; Worst case: April 1 Average case: mid-March. Thinks A4 is unlikely.
- Clocks for A2 are 500MHz half-core implying 1000MHz, but A3 will up clocks.
- Says that a 500MHz/1000MHz/512SP Fermi would barely beat the 5870
- 'Alarming' yields on A2
Nvidia castrates Fermi to 448SPs (December 21, 2009)
- Fermi will only have 448 SPs on Tesla variants.
- Says that a 448 SP version will only barely fit in 225W TDP
- Speculates that since Tesla is really expensive and small volume, you'd think they would have their best bins in there. As a result, he doesn't expect any consumer versions to also be only 448 shaders and hot.
- Fermi may beat Cypress by a little, but more expensive and much hotter
Nvidia GF100 pulls 280W and is unmanufacturable (January 17, 2010)
- Revised die size estimate of 550mm^2 (on forums he says initial estimate was only 23.x mm^2 by 23.x mm^2, not precise, and he said the lower figure earlier but new sources mean that .x is higher so therefore ~550.)
- Repeats claim of 104 die candidates per wafer
- Says a 512SP version of GF100 would pull 280W.
- Says initial GF100 chips will be 448 shaders and downclocked considerably. Initial target was 1500-1600MHz but shipping cards will be 1400MHz halo part and 1200MHz 'volume bin'.
- Mentions the 'voltage versus amperage' thing contributing to high power consumption
- Says no Fermi derivatives will come out before ATI completes its Evergreen lineup
- AIBs will get samples in late Feb, March launch
Nvidia's Fermi GTX480 is broken and unfixable (February 17, 2010)
- Top bin will launch with 448 shaders and 1200MHz shader clock. A3 did not up clock speeds.
- Single digit yields
- Internal expectations were 1500-1600MHz.
- Reaffirms 280W power draw.
- Estimates performance of 448 shaders / 1200MHz as 12% better than the 5870