Here's my take:
Project Shield only ever make sense to me as part of a larger effort by Nvidia to provide a comprehensive solution to Valve for Steam Box, specifically as an in house remote terminal for Gabe's desired 'multiple simultaneous game streaming' capability. At CES Nvidia certainly seemed to have an inside track for that inclusion with Valve name dropping Nvidia on more than one occasion. Nvidia had to go for it, Steam Box was absolutely it's last chance to stay in the game (as it were) at all and stay relevant to the developers and publishers.
But ... when Sony revealed the PS4 specs and reliable rumors indicated the Xbox would share that same 8 Jaguar core/GCN HSA APU ... that pretty much sealed Nvidia's fate. AMD was already in bed with game engine developers and publishers to optimize for AMD hardware and ease of cross porting. The developers and publishers were living the dream. By that time Crystal Dynamics has already given Nvidia the middle finger. I doubt it has been the only one to do so. Nvidia's star is clearly on the descent. Maxwell is going to be DOA to the developers, they'll want nothing to do with it. Gabe would have faced a developer revolt if he had chucked all those advantages and ease of porting aside and went with an Intel/Nvidia solution. They would have all but demanded an AMD HSA APU solution.
So Nvidia rolled the dice and went big and still lost (Tesla anyone?) and now they have the Shield (get it, *SHIELD*) in hand and nowhere to go with it. Hey, let's throw it against the wall and see if anything sticks! Whatever. Whistling past the graveyard. JHH knows it's going to be all downhil in the consumer graphics business and, quite possibly, eventually in the professional graphics business too. Tegra hasn't proved to be the hoped for salvation and ARM and Qualcomm are both founding members of the HSA foundation, so that's headed Nvidia's way in the ARM SOC space too. Along with AMD's upcoming HSA ARM SOCs.
Desperation time. Put the Nvidia IP on the license block time. Try and generate SOME damned future revenue stream that might grow instead of shrink.
Project Shield only ever make sense to me as part of a larger effort by Nvidia to provide a comprehensive solution to Valve for Steam Box, specifically as an in house remote terminal for Gabe's desired 'multiple simultaneous game streaming' capability. At CES Nvidia certainly seemed to have an inside track for that inclusion with Valve name dropping Nvidia on more than one occasion. Nvidia had to go for it, Steam Box was absolutely it's last chance to stay in the game (as it were) at all and stay relevant to the developers and publishers.
But ... when Sony revealed the PS4 specs and reliable rumors indicated the Xbox would share that same 8 Jaguar core/GCN HSA APU ... that pretty much sealed Nvidia's fate. AMD was already in bed with game engine developers and publishers to optimize for AMD hardware and ease of cross porting. The developers and publishers were living the dream. By that time Crystal Dynamics has already given Nvidia the middle finger. I doubt it has been the only one to do so. Nvidia's star is clearly on the descent. Maxwell is going to be DOA to the developers, they'll want nothing to do with it. Gabe would have faced a developer revolt if he had chucked all those advantages and ease of porting aside and went with an Intel/Nvidia solution. They would have all but demanded an AMD HSA APU solution.
So Nvidia rolled the dice and went big and still lost (Tesla anyone?) and now they have the Shield (get it, *SHIELD*) in hand and nowhere to go with it. Hey, let's throw it against the wall and see if anything sticks! Whatever. Whistling past the graveyard. JHH knows it's going to be all downhil in the consumer graphics business and, quite possibly, eventually in the professional graphics business too. Tegra hasn't proved to be the hoped for salvation and ARM and Qualcomm are both founding members of the HSA foundation, so that's headed Nvidia's way in the ARM SOC space too. Along with AMD's upcoming HSA ARM SOCs.
Desperation time. Put the Nvidia IP on the license block time. Try and generate SOME damned future revenue stream that might grow instead of shrink.