The former is likely true, but the latter is not: https://news.ycombinator.com/item?id=42505496 https://news.ycombinator.com/item?id=42505496 That being said,

The former is likely true, but the latter is not: https://news.ycombinator.com/item?id=42505496 https://news.ycombinator.com/item?id=42505496 That being said, the IP blocks are shared by their iGPUs, so the discrete GPUs do not need to recoup the costs of most of the R&D, as it would have been done anyway for the iGPUs.