Probably the most interesting thing is that Koduri reaffirmed that there will be custom-design versions of the ARC series. Intel is reportedly already sampling the ARC Alchemist to board partners.
By far the most interesting part of the interview is the question about custom card launch based on Arc Alchemist GPUs. As revealed earlier through leaks, Intel is already offering its reference design to board partners. Intel had actually confirmed this leak during its drone show. Exactly the same design, which was first shown by Moore’s Law is Dead, is now expected to be offered to board partners who may or may not use it for their cards, alternatively, they might want to adopt it for their own semi-custom versions.ARC Alchemist is expected to hit the market in Q1 2022.
Partners and I think there will be a differentiation of ODM, and that will lead to the ultimate customer interest — Raja Koduri