NVIDIA shows signs ... [2008 - 2017]

Discussion in 'Graphics and Semiconductor Industry' started by Geo, Jul 2, 2008.

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  1. pharma

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    Planning to commercialize cars equipped with NVIDIA's AI within one year - NVIDIA and Mercedes
    https://translate.google.com/transl.../articles/2017/01/19/nvidia_volta/&edit-text=
     
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  2. pharma

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    http://hexus.net/business/news/components/102367-nvidia-enjoys-record-revenue-55pc-year/
     
  3. pharma

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    AI helps Nvidia reach record revenues
    http://www.digitimes.com/news/a20170210VL200.html
     
  4. pharma

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    Some Perspective: Zarathustra's Nvidia Price History


    "As we can see from this chart, current pricing for the 1080 Ti is pretty much inline with where NVIDIA has typically been. When adjusted for inflation the 1080 Ti almost exactly matches the price of the GeForce 2 Ultra from back in 2000. We have some notable fluctuation over the years, which mostly seems to coincide with when NVIDIA had true competition in the market place. When NVIDIA were on top, and the competition had nothing, the prices went up, as we can see with the 8800 Ultra. Other times, during periods of higher competition in the market, pricing was lower. You could argue that the 1080 Ti is actually under-priced for the market climate. Argue whichever way you want about the appropriateness of NVIDIA's pricing, but this information does show a trend much in line with the relative market position of the brand."


    [​IMG]

    [​IMG]

    http://www.hardocp.com/news/2017/03/10/some_perspective_zarathustras_nvidia_price_history
     
    #3444 pharma, Mar 13, 2017
    Last edited: Mar 13, 2017
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  5. Silent_Buddha

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    Except for one thing. The Ultra is more analogous to the Titan line of GPUs, pushing both performance and price. The Ti branded cards were more analogous to the Ti branded cards.

    The Geforce 2 Ultra (~700-ish inflation adjusted USD), 5950 Ultra (~656 USD), 6800 Ultra Extreme (~693 USD) and 8800 Ultra (~992 USD) should be compared to the Titan X (1200 USD).

    They would have made a better case to have compared it to the GTX 280 (~720 USD), a consumer enthusiast card versus the more limited extreme high end cards that the Ultras represented at the time.

    Regards,
    SB
     
  6. entity279

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    Depends wrt to Titan, one of its earliest iterations had 1/3 DP peformance. That thing specifically is not directly comparable with the old Ultra suffix.
     
  7. lanek

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    Well, yes and no, not so long time ago, there was not much difference between High end gpu's and professional grade one ( ofc ECC memory etc. ) But the high end GPU was in general the exact same ( same DP performance etc ) that the professional one.
     
  8. manux

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  9. pharma

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  10. pharma

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    Toyota Selects Nvidia, Intel Feels Heat
     
  11. Geeforcer

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    upload_2017-5-11_13-29-51.png

    Signs.
     

    Attached Files:

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  12. pharma

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    Nvidia Rolls Volta GPU For 'AI Revolution' (11 pages)
    http://www.eetimes.com/document.asp?doc_id=1331729&_mc=RSS_EET_EDT
     
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  13. pharma

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    Excellent article.
    https://www.nextplatform.com/2017/05/16/embiggening-bite-gpus-take-datacenter-compute/
     
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  14. manux

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    I have a feeling this is indeed true.

    http://www.barrons.com/articles/nvidia-this-could-work-out-great-says-bernstein-1495173785
     
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  15. pharma

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    JPR: Moderate sales in the first quarter, the GPU industry starts to gear up for Q3


    http://jonpeddie.com/press-releases...up-for&usg=ALkJrhhusQhJQqnz0IgcxEjkfPFQ_7GASg
     
    #3455 pharma, May 24, 2017
    Last edited: May 24, 2017
  16. Silent_Buddha

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    Some interesting data points from that. Discrete continues to have YoY declines, but integrated has had a YoY increase.

    I wish they provided YoY numbers for the following, but all they gave us was QtQ numbers.

    Desktop discrete for AMD decreased by 34.6% QtQ while notebook discrete decreased by 16.0% QtQ.

    Desktop discrete for NVidia decreased by 27.0% QtQ while notebook discrete decreased by 23.0% QtQ

    Overall shipments decreased by 24.81% QtQ for AMD while it decreased by 25.64% QtQ for NVidia.

    This emphasizes how AMD isn't terribly competitive in the desktop discrete space at the moment as they have no counters to NVidia cards at the higher gaming performance tiers. Conversly, they are much more competitive in the notebook discrete space. The latter is interesting as NVidia should have the more power efficient architecture. However, as the notebook market is price sensitive AMD is likely offering a better price/performance proposition than NVidia at the moment which is making them more attractive to OEMs and price conscious notebook buyers despite their deficit in perf/watt. NOTE - this isn't necessarily a reflection of who has the greater volume of shipments but the volatility of their shipments from quarter to quarter.

    Regards,
    SB
     
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  17. CSI PC

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    Well this is something to take note of regarding SoftBank.
    SoftBank Takes $4 Billion Stake in U.S. Chipmaker Nvidia, Sources Say: https://www.bloomberg.com/news/arti...-take-4-billion-stake-in-u-s-chipmaker-nvidia

    SoftBank own ARM these days, this is possibly more of an indirect investment in what SoftBank sees as a strong tech company, but also worth considering Nvidia does use ARM in their more forward looking tech.

    Cheers
     
    #3457 CSI PC, May 26, 2017
    Last edited: May 26, 2017
  18. manux

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    Looks like even google is still in volta bandwagon

    http://nvidianews.nvidia.com/news/n...s-top-13-most-energy-efficient-supercomputers

    http://www.zdnet.com/article/dell-emc-and-nvidia-sign-gpu-deal-aimed-at-hpc-data-analytics-and-ai/
     
  19. entity279

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    AWS offered Kepler based services for a good while now. I don't know about the others, but for Amazon is just a simple , welcome and expected upgrade
     
  20. manux

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    https://www.google.com/amp/s/techcr...driving-cars-with-nvidia-ai-tech-by-2021/amp/
     
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