I highly doubt that anyone would buy an expensive, slow AMD GPU over an inexpensive Nvidia GPU for modeling, simulation, development, 3D rendering.
VRAM - if those inexpensive Nvidia GPUs can't hold the problem they get slow very quickly (if it works at all- while Nvidia has done a lot of great work to make swapping easier on the programmer it isn't free ... yet). And Nvidia GPUs that have lots of VRAM are far more expensive. Like with the Mac, this is a personal/"prosumer" workstation chip but with the added bonus that you can do native Windows-x86 gaming on it as well.
If they have tens of gigabytes models, surely they aren't doing it on an underpowered AMD expensive laptop. Nvidia GPUs run circles around AMD in Blender rending.
https://opendata.blender.org/benchm...PI&group_by=device_name&blender_version=4.3.0
Oh I'm very aware. As I mentioned in a different forum, it is indeed a pity that this initial Halo product is RDNA 3.5 instead of 4. Based on reports, the latter would've improved the GPU's utility substantially for 3D rendering. I'm looking forwards to when Blender benchmarks or even just Solar Bay drops for the Halo (have you seen any?). I'm not expecting a lot from this particular chip though. Remember AMD and the rest are playing catchup to Apple in this medium SOC segment so in that sense this is an M1/2 Pro equivalent several years later. If AMD continues with the Halo line, an RDNA4/UDNA generation GPU SOC should be far better for both AI and ray tracing. And speaking of Apple, despite the obvious benefits that a large pool of unified memory to 3D rendering and AI, Apple didn't ship the M1/2 GPU with great ray tracing nor does Apple's modern GPU have fantastic matmul performance (neither does AMD's latest RDNA 4, UDNA in the future might be different) - they both ship with NPUs but as is being discussed in this thread that's a little different. My point is this is a first generation SOC chip (at least something this size for Windows PC). Like Apple did, AMD is starting with the tech they have.
And yes, we've already established that for myself, I'd be waiting more for an Nvidia-Mediatek device for my purposes (FP32 compute + CUDA rather than AI) and there are undoubtedly a lot of people who would prefer such an Nvidia-based product as well, but that doesn't mean AMD (or Apple for that matter) just gives up and stops competing (especially when Nvidia hasn't released said product yet).
As for AI, it's already been mentioned that 256GB/s is terrible for big models. In general, AMD has less local software LLM support than both Apple and Nvidia. Even the M4 Max is quite torturous for large models. The prompt processing, 546GB/s memory bandwidth bottleneck, are hard to overcome for large LLMs that require high memory capacity.
People do it. That's why they use Mac Mini Pros for exactly that purpose (EDIT: (strikethrough)
and probably why Apple allows the Mini M4 Pro to go to 128GB while capping the MacBook Pro M4 Pro at 64GB) and why those same people are excited for 128GB Nvidia DIGITS with its 273GB/s for $3000. Also, are we discussing the market for the Halo or the Flow? Because those are two different discussions.
For the Halo, it is an x86 equivalent to a 14-core M4 Pro chip with worse power efficiency and ST performance and a stronger (non-TBDR/ray tracing) GPU for cheaper (maybe, price is still a question mark, I'm seeing different prices for seemingly the same model, and we don't know the price for the yet to be released models). So yes, if you want a dedicated gaming rig or a dedicated workstation you can find better/cheaper. What this chip enables is a multipurpose workstation that can be portable or smaller/low energy than the typical PC that can also be used for Windows gaming in a single device but is more expensive. That's the market. What does that sound like? An Apple chip. As I opened the paragraph with, they've essentially made a M4 Pro-level chip but for Windows-x86 with all the benefits and caveats inherent in Windows-x86 vs macOS-Apple Silicon.
For the Flow in particular ... it's technically very impressive (although surprisingly bad idle power according to NBC, over 11W), but I'm very unsure about the market reach for a sub-14" tablet hybrid with a Halo chip. A mini-PC and 14" laptop from HP are also supposedly in the works.
Again, I fail to see any product market fit. I'm unconvinced by your argument.
I'm not really trying to convince you that this the best chip ever with fantastic market potential. I'm just saying they're going after the same market segment Apple goes after but for people who want to stay in the Windows ecosystem. How big is that? I don't know. Will this chip succeed in capturing said market? I don't know. AMD clearly have been wanting to make this kind of chip for PCs ever since they acquired ATI back in the day (and they sort of did for consoles). Apple made it first (for PC) and basically proved the medium and large SOC PC market exists (for Apple). AMD wants to see if they can make a medium SOC market for themselves and I think it's not unreasonable to try. That doesn't mean they'll succeed (especially not with the first Halo generation).