There's a real opportunity for AMD here if NVIDIA doesn't release a consumer variant of Volta because Titan X Pascal intentionally cripples FP16 performance to drive P100 adoption. It's the same sort of nonsense they pulled with crippling FP64 performance on GTX Titan (Maxwell) to drive K20/K40/K80 adoption, but it got old a long time ago.
What's more interesting is the disruptive change to the underlying programming model for Volta (thread-within-thread) that will break a lot of existing CUDA code without refactoring. So if there's no GeForce Volta option, I suspect a lot of that code won't get refactored. So Vega just needs to not suck and to deliver decent TensorFlow/Torch/Caffe performance to succeed as an alternative to NVIDIAopoly.
What's more interesting is the disruptive change to the underlying programming model for Volta (thread-within-thread) that will break a lot of existing CUDA code without refactoring. So if there's no GeForce Volta option, I suspect a lot of that code won't get refactored. So Vega just needs to not suck and to deliver decent TensorFlow/Torch/Caffe performance to succeed as an alternative to NVIDIAopoly.