The rumor, spotted by Moore’s Law is Dead (and reported by Guru3D) suggests that Big Navi may “yield 40 and 50% more performance” than the 2080 Ti. This isn’t too crazy: rumors of NVIDIA’s own RTX 3000 series suggest similar performance gains. Still AMD has been the underdog for years and remains there in the graphics space.
This rumor claims that the performance gains will come from two “clusters” with 36CUs each. And that ultimately the 384-bit bus, 12GB of GDDR6 RAM, and a 2GHz base clock all add up. Of course, if these specs are accurate they don’t directly correlate to that performance increase, but the math doesn’t lie.
As Guru3D notes, the rumor indicates that Big Navi more than double the current RX 5700. The RX 5700 is at the top of mid-range cards, so while that difference is a pretty big stretch, it may still be true.
In my opinion it’s definitely possible. AMD has used the same strategy for CPU development, and it worked tremendously well against Intel. NVIDIA has proven far more resilient against the smaller competitor. I’m interested to see how AMD targets the high-end; if this rumor turns out to be true, the RTX 3080 may still outperform Big Navi. That’s because of (another rumor that says) how Ampere’s top-end will boost 40% over the RTX Titan.