Rumour/News?: AMD takes 10Mil GPU order
Source: BRIGHT SIDE OF NEWS (bsn*), Nebojsa Novakovic
China has a GPU attach rate of over 80%, and the amount of PC gamers in the country is beyond that of all other continents... combined.
Thus, being in the Chinese market is a paramount. Keep in mind that the craziest GPU designs now come from Chinese Colorful and Zotac, with models that are not available on the global market. On the homefront, China is not looking bad either.
'Pilot project' in this case means over 10 million PCs in one order, broken down - 100,000 schools with 100-150 PCs each. The problem was two-fold; NVIDIA never releases source code for its Linux drivers, and the binaries are only X86. Incentivized by the Chinese government, the Chinese CPU team called NVIDIA to come to China and work with them. To cut the story short, the NV team appeared there, and in very arrogant manner told the Chinese side that they are a large US corporation, and that recompiling the Linux drivers would cost the Chinese a lot of money.
Thus, if the Beijing rumor turns out to be true, this means NVIDIA destroyed a relationship with a potential long term partner, which in turn began working with AMD.
Bear in mind that this school PC project was just a pilot, while the full fledged program aims to place a computer on every desk in China's schools and replace as much paper as possible.
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If that is true and the project goes forth, that will be awesome news for AMD.
The new Wii U will also sport AMD hardware (per wikipedia: Custom AMD Radeon-based High Definition GPU) so add to that the millions of orders for the new Wii U when it's released and AMD will be on a roll!!