What he has been saying lately (or from the beginning idk) is that there will be a low-end Battlemage die, not multiple, not competing with high-end. And Intel will obviously never cancel integrated graphics. That's consistent with Intel's PR.
That is not what he said at the beginning, yes he has softened his initial "cancellation" [backpedaled the extreme claims], but his original words can be heard and seen Here where he clarified his singular stance, he was the first to claim death of Arc at the time:
View: https://www.youtube.com/watch?v=cZr_LWAlDkg
"Datacenter stays for now, but
the dedicated gaming card line may be cancelled before Celestial even gets a chance."
These are other claims he makes in the video (
not exhaustive):
- Claims no more discrete consumer card [multiple times throughout video, few snippets below]
- Arc is Finished [4:08]
- Intel is ending Arc Discrete [4:28]
- Arc is not long for this world anymore [7:31] - At least in a way that would make any excited...
- The markets not working for them(Excess card inventory), they don't believe they can get it(Arc) working, and its (Arc) done. [11:14]
- No Battlemage multiple die lineup[2:07]
- Battlemage is going to be a single die (either low-end or midrange) [3:10]
- Intel can't get multi-die working [3:41]
- Multi die for enthusiast isn't going to happen [7:14]
- Arc Alchemist is very low volume [6:30]
Was he overly exaggerating his claims to ensure more clicks and capture more subscribers? This initial stance reveals his accuracy (or that of his sources) as we see ARCs fate unfold in real time.
I would argue he is likely right in the direction (Going from 4 different GPU designs/dies design down to less appears to be true, just not a single design so far...) He made extreme claims, even though he has since tempered/ back pedal those statements,
ARC is not dead yet.
It's great to see Arc being developed (drivers and new silicon), each piece of news that suggest that Arc is still alive and may even get feet to start running. But it is Intel, it could be killed, look at Optane and the other items Intel is killing (RISC).