NVIDIA shows signs ... [2008 - 2017]

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Are Pascal GPUs really still tight? At my local Fry's, there were these large baskets that you see on Black Friday full with GTX 1080s. The racks were full of 1070s and 1060s as well.
 
I haven't been following the situation too closely but I thought only the 1080 was ever in short supply/high demand and the other cards were easier to find available.
 
If you follow it back to digitimes it seems it is not a statement from Nvidia, in fact it may be based upon same information that Bits and Chips/SemiAccurate have been saying about supply (which does not align with some regions who were able to sell a lot of them).
It may be an issue for some distributors but for many there seems a healthy supply, albeit not every single card by every manufacture in stock but definitely a broad selection available for all models.
TBH I think it is easier to get a broad choice of custom Pascal than it is to get a broad choice of custom 480/470.
Cheers
 
It's also possible they have plenty of cards, but restrain shipments to keep prices inflated. Provide all the cards retailers require, but ship them infrequently enough to maintain a few backorders.
 
It's also possible they have plenty of cards, but restrain shipments to keep prices inflated. Provide all the cards retailers require, but ship them infrequently enough to maintain a few backorders.
That could be a possibility, or it could be that demand is greater than the maunfacturing line/logistics/shipping planned from the business forecast models and Nvidia is refusing to increase costs by expanding capacity for brief sale surges/spikes.
I think AMD has been caught like this a few times with Polaris as well, with brief term sales spikes and not increasing production/logistics beyond planned levels.

Cheers
 
That one has been available on and off for the past 2 months. Nothing has changed. :) If it had been half an inch shorter I would have considered getting that over the Asus card that I got.

Regards,
SB
Slightly off topic, but has anyone else been disappointed with how long all the 16/14nm cards have been? the cards are mostly in the 9-10 inch range, like they are trying to cool some 290X's.
 
Slightly off topic, but has anyone else been disappointed with how long all the 16/14nm cards have been? the cards are mostly in the 9-10 inch range, like they are trying to cool some 290X's.
Yeah it does seem a very limited selection from both AMD and Nvidia IHVs that could be deemed short cards for the 480 and 1060, ironically they seem to perform identical or nearly as well as the full custom models.
http://hexus.net/tech/reviews/graphics/95899-evga-geforce-gtx-1060-sc-gaming/
http://hexus.net/tech/reviews/graphics/94969-sapphire-radeon-rx-480-nitro-4gb-8gb-oc/

Cheers
 
Do Nvidia job listings signal a new Apple Mac partnership?
Now it looks like it will again be the turn of the green team to provide GPUs for upcoming Apple computers, in the not-too-distant future. Just ahead of the weekend Bloomberg reported that Nvidia had posted job listings indicating some new Apple computers are being readied with, probably, Pascal graphics technology inside.
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There are three Nvidia job adverts currently live asking for people with the expertise on Macs. Bloomberg says there is one for a Mac software developer, one to join the Nvidia Mac driver development team, and the newest one for a 'METAL compute and OpenCL software engineer – Mac'.

This latest advertised role seems quite significant. In the job description Nvidia says the hired candidate will "help produce the next revolutionary Apple products". The engineer will be implementing and extending METAL and OpenCL on the latest Nvidia hardware and Apple OSX software. Furthermore the hired engineer will be "working in partnership with Apple," writing code that "will define and shape the future of METAL and OpenCL" on Macs.
http://hexus.net/tech/news/graphics/97303-do-nvidia-job-listings-signal-new-apple-mac-partnership/
 
Interesting 100 million per year, didn't someone say its a very tiny amount in the past ;)

Sorry had to pat myself on the back on that one!
 
Amazon adds Nvidia GPU firepower to its compute cloud
According to joint blog posts from both companies, Amazon will now offer P2 instances that include Nvidia’s K80 accelerators, which are based on the older Kepler architecture. Those of you who follow the graphics market may be surprised, given that Maxwell has been available since 2014, but Maxwell was explicitly designed as a consumer and workstation product, not a big-iron HPC part.
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The new P2 instances unveiled by Amazon will offer up to 8 K80 GPUs with 12GB of RAM and 2,496 CUDA cores per card. All K80s support ECC memory protection and offer up to 240GB/s of memory bandwidth per card. One reason Amazon gave for its decision to offer GPU compute as opposed to focusing on scaling out with additional CPU cores is the so-called von Neumann bottleneck. Amazon states: “The well-known von Neumann Bottleneck imposes limits on the value of additional CPU power.”
http://www.extremetech.com/computing/236676-amazon-adds-nvidia-gpu-firepower-to-its-compute-cloud
 
Interesting 100 million per year, didn't someone say its a very tiny amount in the past ;)

Sorry had to pat myself on the back on that one!

It's not much for NVIDIA though (only ~2% of its 2015 revenue). Apparently most Macs are now using integrated GPU.
 
NVIDIA Corporation's New Gaming Graphics Cards Seeing Fast Adoption
The Pascal generation of graphics processors may be the company's most successful one yet.
After looking at the Steam Hardware Survey results for September, it's clear that graphics specialist NVIDIA's (NASDAQ:NVDA) latest Pascal-architecture graphics processors are being adopted at an extremely rapid rate.

Let's take a closer look at the findings.

Significant adoption of Pascal-based gaming graphics cards
According to the survey, the Pascal-based GeForce GTX 1060, GTX 1070, and GTX 1080 now comprise a full 3.2% of all the DirectX 12-capable graphics cards in use by Steam gamers.
http://www.fool.com/investing/2016/10/09/nvidia-corporations-new-gaming-graphics-cards-seei.aspx
 

Well that puts it to bed to some extent about the reported 'supply issues' for Nvidia compared to AMD and where the gains for AMD came from last quarter (I thought it would not be consumer Polaris).
http://store.steampowered.com/hwsurvey/directx/
AMD 480 in September has 0.18% footprint, growth of 0.07% over previous month.
Nvidia 1070 in September has 0.87% footprint with growth of 0.27% over previous month, the 1080 has 0.53% with growth 0.05% over previous month.
And the 1060 in September has 0.46% footprint, growth of 0.29% over previous month, while the 470 has 0.05% footprint and with growth of 0.04% over previous month

So the 1080 on its own is comfortably beating combined 480 and 470 and the growth needs to increase a fair bit for AMD to catch up to it.
While this does not reflect all consumers, Steam has a very large user base.
I must say I would had thought the figure for the 480 would be higher,but I think it is being hurt by the custom AIB being hard to buy/less options than Nvidia until recently and their prices are generally comparable to custom AIB 1060 when looking at Asus/MSI as examples that are generally cooler-quieter (and I think this is still important to consumers).

And also July figures show that Pascal was selling much better than Polaris at launch going by that month's footprint, relative to Steam clients that is.
Cheers
 
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Same data, but easier to read in a table. September footprint, month-on-month growth.
NVIDIA GeForce GTX 1070 0.87%, +0.27%
NVIDIA GeForce GTX 1080 0.57%, +0.13%
NVIDIA GeForce GTX 1060 0.46%, +0.29%
AMD Radeon RX 480 0.18%, +0.07%
AMD Radeon RX 470 0.05%, +0.04%
AMD Radeon RX 460 0.02%, +0.02%
 
Graphics specialist NVIDIA (NASDAQ:NVDA) is having a strong year as its long-term bets in four key markets -- gaming, automotive, data center, and professional visualization -- pay off. Revenue, gross profit margin, and share price are all hitting all-time highs.
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In fiscal 2016, NVIDIA's data center business generated $339 million in revenue. Compared with the $5.01 billion in overall revenue this business generated that year, it's relatively small at just 6.8% of sales.

However, it's worth noting a couple of things. First, from fiscal 2013 through fiscal 2016, NVIDIA's data center business grew at a roughly 40% compound annual revenue growth rate, making it the second-fastest growing business in that period after its automotive efforts.
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Perhaps more importantly, though, that growth rate appears to have accelerated during the first half of the company's fiscal year; NVIDIA's data center growth rates in the first and second quarters of the current fiscal year came in at 63% and 110%, respectively .

Should NVIDIA be able to keep these kinds of growth rates up, its data center business could rapidly become a substantial portion of the company's revenue base.
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The products that NVIDIA sells in this segment are extremely lucrative. According to an NVIDIA investor presentation from last year, the company's data center products carry significantly higher gross profit margins relative to its corporate average:
margin-mix_large.png

http://www.fool.com/investing/2016/10/11/nvidia-corporations-data-center-business-3-things.aspx
 
It's one thing for a developing market (deep learning) to go up 60% quarter over quarter from $151M to $240M, but their gaming revenue alone also went up 60% from $781M to $1244M. For a mature market, that's absolutely stunning.

This increase is larger than the total AMD computing and graphics BU revenue of $472M.
 
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