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Architecturally speaking, Battlemage is one generation behind Nvidia and AMD. For tasks demanding raw compute muscle, this Arc B580 24GB, or whatever Intel ends up naming it, will probably not land blows against Nvidia’s Blackwell PRO or AMD’s upcoming Radeon PRO W9000 GPUs. These can, however, compete in AI training and inference, which necessitate a lot of VRAM in cases like Large Language Models (LLMs), and image/video generation models like Stable Diffusion.
The economics don’t favor Intel if they were to create a higher-end GPU. At similar die sizes, Intel’s PPA (Performance Per Area) and architectural shortcomings become apparent: the B580 at 272mm2 (using N5) is priced at $249, while Nvidia sells its RTX 5070, which uses a 263mm2 die (using N4P) at $549. While N4P wafers might be pricier than N5 (likely not double), that’s still a small consideration.
Either way, Sparkle’s seeming confirmation, followed by a swift retraction, suggests there’s potentially more beneath the surface. If this GPU does exist, we can expect to hear more from Intel at Computex, where we might also get an early look at Panther Lake, similar to how Lunar Lake was unveiled last year.