Indeed, gk104 to gk110 scaled very well, considering gtx770 vs 780ti or Titan Black.
GM200 with that big a die compared to GM204 is going to be killer fast. AMD better believe that in their heart and soul or they are going to be caught with their pants down.
I still don't think you guys are paying attention or acknowledging history.
1. Crazy low prices and ludicrous price/performance with superior performance/watt and Compute/DP features "for free" (without Titan branding) have failed AMD with desktop HD4000/5000/6000.
2. High prices and good performance still failed AMD with HD7000 series vs. 600. In fact we know that 7970Ghz led 680 from June 2012 at cheaper price with better game bundles. Didn't matter.
3. More VRAM and ultra high Rez/multi-monitor gaming failed AMD with 290/290X.
4. Incredible price/performance of dual unlocked 6950s, overclocked dual 7950s, 290s also failed AMD.
AMD cannot and will not win against NV using any of the old strategies on the desktop. Even if 390X beats GM200 by 20%, it will not win. NV will sell more. People bought 770 for $100 more over 280X, 680 4GB for $100 more over 7970Ghz, 780 for $100-200 more over 290.
Look at AMD's desktop market share and look at reality, AMD has the entire sub-$300 GPU market on the desktop ALL locked and this market is 90% of ALL desktop GPU sales in the industry:
AMD has a better gaming desktop GPU at
EVERY price point under $330:
http://www.techspot.com/guides/912-best-graphics-cards-2014/
Do we see AMD command 70-90% of desktop market? Nope. Hasn't happened in 10 years!
All of this points to deep perception and brand value damage, similar to Cadillac and Hyundai 10 years ago.
AMD needs to focus on GE game performance/features and push Mantle across as many GCN products as possible, focus on getting mobile design wins, focus on strategic wins with high end manufacurers like Apple, Alienware, Maingear, Origin, etc. to improve their brand image, focus on making OpenCL a better alternative to CUDA for professionals, etc.
Wasting resources to try and beat GM200 is a
total waste of $ for a company strapped on cash and anchored by debt. 7970Ghz, 6990, 295X2 beat 680/590/Titan Z. This did little for AMD's desktop market share overall.
AMD needs to outsmart NV by providing seamless CF support in the most popular games, and providing smoothest frame times for min. frames on single GPUs with Mantle. Additionally, AMD needs to execute better on unique features such as TrueAudio and FreeSync monitors, as well as DP1.3 in 300 series.
But I am afraid this is not enough. When the average PC gamer sees NV blowing AMD away in popular games like Unity, they are too nervous to buy AMD in fear of another popular game running 2-3X faster on NV due to GW. What I don't want at all because I support open, not closed/proprietary features, but what I think AMD must do, is use these same dirty proprietary and performance destroying tactics NV has been using for years -- provide locked optimized code to game developers, and optimize as many AAA games to Mantle/DirectCompute. We are no longer in a fair battle of 7900GTX vs. X1950XTX where raw performance rules modern games, now it's about who throws more resources at game developers. AMD needs to do that on the desktop above all other strategies.
If 390X uses 20nm and water cooling to beat the 980, you can bet your marbles NV supporters will focus on performance/watt and the fact that AMD is so behind that they needed 20nm and water to keep up.
AMD also needs to figure out some way for their GPUs to perform faster when paired with Zen than with an Intel CPU. They need to figure out a way to provide Asynchornous CF with Zen and any GCN part as long as the generations align. For exemple, being able to Hybrid CF a 768 SP GCN 3.0 Zen with any GCN 3.0 GPU. Then, it will not matter if Intel CPUs are faster in games since with Zen you will get a free "GCN GPU" which could overcome any advantage of an Intel CPU in games. These strategies would challenge the Intel+NV dominance in the eyes of the average gamer.