At the high-end (V100), Nvidia are price gouging, so there is room for a profitable strategy here where AMD significantly undercut Nvidia. My reasoning comes fr

At the high-end (V100), Nvidia are price gouging, so there is room for a profitable strategy here where AMD significantly undercut Nvidia. My reasoning comes from my belief that AMD will not reach performance parity in the next generation - for deep learning, at least. If the new Arcturus GPU is competitive with Nvidia's new Ampere chip, that would be great. But they won't sell if they are not significantly cheaper. But they won't be significantly cheaper (Arcturus will be the "Enterprise" GPU). However, Big Navi will be much cheaper and can be used in a data center for deep learning without the legal problems that using a 3080Ti would have. I see this as the same "war" between Enterprise hard-disks from 10-15 years ago. Google came out and built their infrastructure on cheap commodity disks. But Dell, HPE and other vendors would not let you use them - they said they were inferior, etc. Commodity GPUs could "democratize" deep learning - ordinary servers could just include a couple of GPUs as a cheap add-on.