I don't remember this falling out. Can you provide a link? Apple have alternated their GPU supplier for over a decade, and I see no reason why they would become permanently linked to AMD if NVIDIA (or even Intel in the future) produce better options.
I think eGPUs show promise in some scenarios, however still add significant drawbacks. How much does a eGPU enclosure cost? US$500? Not including the GPU itself? We're getting close to half the cost of the MBP. Considering the purpose of a notebook is to be mobile, you'd have to carry it with you (impractical) or buy multiples (unreasonably expensive). It would be so much better to simply have a reasonable GPU in the device. Less powerful, but much more practical. Also, AFAIK, NVIDIA GPUs are not compatible with Macs for eGPU.
I don't really have a single good link, and I don't know if the full story is out or known. There were lawsuits over broken Nvidia GPUs in the way past, and no doubt these problems ended up costing Apple quite a lot. Those references are easy enough to find if you google it. Beyond that I think you'll have to dig around a bit on your own to make up your own mind. That's what I've done. Here are a couple starters:
https://www.cultofmac.com/72421/report-apple-to-ditch-nvidia-for-future-macbooks/
https://www.quora.com/Can-I-expect-the-MacBook-Pro-2018-with-a-NVIDIA-GPU
As far as eGPU.... I mean, I agree with you that it's quite expensive. Whether it's too expensive probably depends on your situation. For myself, I wouldn't ever use it, I think there are better options. But the main point is, if you depend heavily on CUDA, then there's no easy way to make that work with modern Apple products. There are elaborate ways to make it work with macOS if you really really want, or you can choose to leave macOS. I'm not particularly keen on defending Apple's product lines and design choices, as you may have seen in previous posts I'm also not completely convinced that my next laptop is an Apple.
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And if the answer is not NVIDIA Pascal/Turing, then it might either be a heavily underclocked Vega, or sticking with the current old Polaris. Either way, no CUDA.
It's a mobile part, so of course it will be under clocked with respect to the desktop cards. And it's a smaller chip, I'd guess that you get 28 cu or something like that. Not blindingly fast, but probably quite acceptable for an ultrabook. But there won't be any CUDA.
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There must be a reason why they have not yet updated the MBPs, as Coffee Lake has been available for quite a while now. So, is it because they want to wait until the end of the year for Turing, or are they going to try and cram a Vega in there? Or, are they going to risk their brand new MBPs becoming superseded (by comparable Windows notebooks) almost immediately by sticking with Polaris, just months before a whole new generation of more advanced GPUs are released?
I would mainly expect them to wait for three things before a refresh:
- Updated CPUs
- Updated GPUs
- Fixed keyboards
We know that the CPUs are out. Updated GPUs are on the way, and they may or may not be available already. And we see some potential indications that fixed keyboards are at least on the horizon.
Beyond that, there can of course be other things. Integration problems with these new devices. Power problems. Heat problems. Waiting to redesign the logic board. Who knows? There isn't much data to go on, only educated guesses really.