Can you give anymore details on what exactly you are going to try to get going with Intel? Are you talking Stratix10 HBM? Or some form of prototype?
Yes, the Stratix 10 parts are equivalent to the Ultrascale+ parts. I believe we'll be able to get the same or better performance for a much lower price point. If FPGA are really going to be viable in the long term to displace GPUs the cost has to be reduced in a significant way. $3995 is ok, right now, while margins are high... But if we really wanted to displace GPUs completely both the cost / perf and power / perf will need to be better than GPUs. I'm hoping that we'll eventually (6-12 months) be able to sell a $1000-2000 board with a stratix 10 or ultrascale+ part that has HBM.