NVIDIA discussion [2024]

[chris1515]

NVIDIA today reported revenue for the third quarter ended October 27, 2024, of $35.1 billion, up 17% from the previous quarter and up 94% from a year ago.

Data Center:
Third-quarter revenue was a record $30.8 billion, up 17% from the previous quarter and up 112% from a year ago.

Gaming:
Third-quarter Gaming revenue was $3.3 billion (the highest ever?), up 14% from the previous quarter and up 15% from a year ago.

Professional Visualization:
Third-quarter revenue was $486 million, up 7% from the previous quarter and up 17% from a year ago.

Automotive and Robotics:
Third-quarter Automotive revenue was $449 million, up 30% from the previous quarter and up 72% from a year ago.

Outlook:
NVIDIA’s outlook for the fourth quarter of fiscal 2025 is as follows: Revenue is expected to be $37.5 billion, plus or minus 2%.

NVIDIA Announces Financial Results for Third Quarter Fiscal 2025

Record quarterly revenue of $35.1 billion, up 17% from Q2 and up 94% from a year agoRecord quarterly Data Center revenue of $30.8 billion, up 17% from Q2 and up 112% from a year ago SANTA ...

nvidianews.nvidia.com

19 billions of profit this is crazy

 

[Erinyes]

They beat all the estimates, and the market still wasn't happy as the stock was down a bit! I think more to do with QoQ growth slowing but that was bound to happen at some point.

 

[trinibwoy]

They beat all the estimates, and the market still wasn't happy as the stock was down a bit! I think more to do with QoQ growth slowing but that was bound to happen at some point.

Yes very much expected since all of that was already priced in. They would have to blow away estimates for any upward movement. It’ll dip a little then continue the steady climb just as it did for the past few earnings.

 

[nutball]

They beat all the estimates, and the market still wasn't happy as the stock was down a bit! I think more to do with QoQ growth slowing but that was bound to happen at some point.

Meh. Buy on the rumour, sell on the news.

Honestly the analysts who come out with the estimates and predictions are not dissimilar to pundits who predict the outcome of horse races. What they do isn't that hard, and if they really knew what they were doing they'd be day traders.

 

[DavidGraham]

NVIDIA's revenue from China is at a record high this quarter, owing to the selling of millions of H20 data center GPUs.

https://twitter.com/x/status/1859564609281327151

 

[DavidGraham]

John Carmack:

Reading The Nvidia Way book brings back tons of memories — the misguided NV1, the fast-but-flawed RIVA128, the fantastic TNT, and the path to dominance.One underrated crucial thing Nvidia did was take over driver writing from the board vendors. In The Bad Old Days, each board vendor tried to tweak the drivers to get an edge, and almost none of them had the skill to do it responsibly. Quake 3 was written so defensively because there were so many crap drivers to work around. Nvidia centralizing all the work was a huge boon.Similar situation to Apple and Google taking mobile phone software development away from carriers and vendors.

https://twitter.com/x/status/1859622710248169513

 

[Albuquerque]

Man, the RIVA128 does indeed bring back good memories. It was my very first 3D accelerator, and the OpenGL rendering of Quake was really interesting when comparing to software rendering of the day. I had completely forgotten board manufacturers were building drivers at the time; damn how crazy WAS that era?

 

[Bludd]

Man, the RIVA128 does indeed bring back good memories. It was my very first 3D accelerator, and the OpenGL rendering of Quake was really interesting when comparing to software rendering of the day. I had completely forgotten board manufacturers were building drivers at the time; damn how crazy WAS that era?

riva tnt was my first, before that i had a tseng labs et4000 svga thing which was a good 2d card for sure

 

[Albuquerque]

My first "aftermarket" 2D card was an S3 864p 2MB VLB card in my 486 SX25 rig, which eventually got a bump to DX33, and then later one of the AM5x86 DX3/120 chips. Later when I moved to the Pentium MMX 166 era, I had a Matrox MGA-G200 of some flavor, I think it was a 4MB card. I yanked it for the RIVA128, but later tossed it back into another machine with the Voodoo card. Man I've gone through so many video cards since then

 

[Bludd]

My first "aftermarket" 2D card was an S3 864p 2MB VLB card in my 486 SX25 rig, which eventually got a bump to DX33, and then later one of the AM5x86 DX3/120 chips. Later when I moved to the Pentium MMX 166 era, I had a Matrox MGA-G200 of some flavor, I think it was a 4MB card. I yanked it for the RIVA128, but later tossed it back into another machine with the Voodoo card. Man I've gone through so many video cards since then

my first cpu was a pentium 100 (pentium c? with mmx? who can remember) with EDO ram i think, those were the days

 

[GhostofWar]

My first 3D accelerator was the rendition verite, not sure where that falls in the timeline although I had a 3dfx voodoo next and can't remember what my first all in one card was. I think the verite was in a pentium 90 and the voodoo in a celeron 100 oc'ed to 400, my first overclock.

 

[DavidGraham]

Elon Musk is paying NVIDIA a premium to get GB200 GPUs early.

https://twitter.com/x/status/1863582744388772234