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Squilliam said:
Based off die size alone the GT104 ought to spank Juniper good, unfortunately based off die size alone the same ought to have been said of G100.

Extrapolation from GF100 to a 256-shader part would have it as a Cypress-sized part with Juniper level performance. That's no value proposition unless Nvidia want to lose money. And AMD has a lot of price maneuvering room if they do.