Wong, who rates AMD shares Outperform, sees the parts taking share from competitors Nvidia (NVDA) and Intel (INTC). If performance is up to snuff for the new cards, then AMD might just have Nvidia beat.
However, the frequencies on the liquid-cooled Radeon RX Vega variant are somewhat higher.
Featuring the same silver aluminum shroud as the RX Vega 64 Limited Edition, but on a much shorter PCB with dual-slot design, the RX Vega Nano apparently has the same display output configuration, with three DisplayPort and single HDMI port and uses a single, center-placed fan. Nvidia presently commands the performance roost with cards at the tip-top of its GeForce 10 series. We're more than excited to have seen the AMD Radeon RX Vega, but there's also another exciting facet to this launch, because the AMD Radeon RX Vega also comes with a mysterious accessory which has been dubbed the "Holocube". Although there has been a wait of quite a few months, the company anticipates that these releases will put it back on the list of high-end graphics card. The red team has finally announced a pair of cards for the pro market: the traditional Radeon Pro WX 9100 and the new Radeon Pro SSG with 2 TB of solid-state storage on board.
But it's going to take a lot more than 7-month-old hype to dethrone Nvidia, which now sits comfortably with its GTX 1070, 1080, 1080 Ti, and Titan X cards dominating the mid and high end of the graphics market. Though we don't yet know the specs it's hopefully going to come with the AMD Vega 64's GPU configuration. AMD is betting that these packs will offer an enticing value for prospective buyers and get them locked into AMD's gaming ecosystem. The standard GTX 1080 goes for $549, which is still notably pricier than AMD's option. The difference in power is notable, thanks in part to the latter running cooler, but to get hold of one you'll have to grapple with AMD's somewhat freaky Radeon Vega pricing system.
We can buy the Radeon Aqua Pack along with the liquid-cooled Radeon RX Vega 64 for $699. The company will also be selling special RX Vega "packs", some of which include discounts for a Freesync monitor and its own Ryzen CPUs if gamers are willing to pay extra for the RX Vega 64 upfront.
AMD will provide us with the hardware discounts only if the gamers include the graphics card to his or her cart on the online store.