I don't get why anyone wouldn't be excited by this development. Even if it is all hype-machine, if they get people to buy into the hype then that means Intel suddenly has to try and answer that. A return to competition in the marketplace would be welcome by me. Why not you?
This is far from a architecture change. HSA is a huge stick that AMD is about to wap Intel with. If the software community takes in HSAIL (its already being looked over via C++ extensions), than a measly $150 A10-7800k will over throw the $1,000 i7 3960x in number crunching. Making even the best Intel has to offer at a enthusiast level look like garbage. You know what the on-die iGPU is capable of? The one in the Kaveri A10 will consist of GCN cores and AMD is talking 1 teraflop. This is a master plan AMD had up their sleeve ever since they bought ATI. They can't out perform Intel on the x86 level, but they can still product APU's that can out perform them. It all just hasn't unraveled until now.
Maybe this is the reason for AMD's stock skyrocket today, though everyone else seems to be thinking it's from rumors of intel buying them out? possibility...
You think AMD's stock gets a bump everytime they pre-release more powerpoint screenies of vaporware? AMD only wishes that were true 😀
We all know that when it inevitably arrives, later than we were led to expect as well as sporting less features than we were led to expect, the natural course of argumentation will be that it only appears to be a failboat because the apps weren't properly optimized for HSA due to (pick any combination):
(1) Intel compiler being used (gcc should be used)
(2) MS thread scheduler being used (Linux should be used)
(3) insert favorite conspiracy theory of back-room unethical tactics which must have been responsible for stifling AMD's innovation (illegal rebates, showroom girls, the yeti, Intel fanboys, free beenies, etc).
So just sit back and enjoy the show, provided you don't get bored with how formulaic and scripted it may feel at times (like Hollywood movies, the AMD fanboy argument is) because you know it is coming. Give it time.
The impression I got was that he was talking about discrete GPUs specifically since their memory has to be accessed over the PCIe bus. A different quote mentions being able to choose either DDR3 or GDDR5. I wasn't sure if that meant you can mix the two. I could envision a scenario in which you'd buy, for example, a motherboard with 2GB of GDDR5 soldered to it and then add extra DDR3 like normal. The amount of GDDR5 onboard would make for a nice product differentiator, which the motherboard manufacturers would probably like.
2. What IDC was saying went completely over your head.