NVIDIA shows signs ... [2008 - 2017]

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Not sure what the connection is there. Chipsets are very closely coupled to CPUs. GPUs aren't.

But the future brings from both AMD and Intel CPUs with integrated graphics, which eats the lowest end market which brings in money quite nicely - that's straight out from nVidias pocket.
Add to that focusing more and more to general processing rather than graphics processing, it's not that far off thought.
 
No, but they do make lowend GPUs and made chipsets with integrated GPUs, market for those dies with CPUs with integrated GPUs

Hence Tegra. I'm not sure why people believe they can see things coming that Nvidia already hasn't :) Can they survive no matter what? Of course not but they're trying to make themselves relevant in other markets to offset their decline elsewhere.
 
Because Silicon Valley (hell, the entire world) is a virtual graveyard of companies whose mgmt didn't accurately forecast their market's direction. Though I don't think NV's history suggests their mgmt falls into such a category, but I also see no harm in discussing forces that are crimping the company's potential share in certain markets.
 
Sure, but how does a scenario where they're squeezed out of chipsets set the stage for one where they're squeezed out of PC GPUs?
 
Sure, but how does a scenario where they're squeezed out of chipsets set the stage for one where they're squeezed out of PC GPUs?

Anand's obviously just wrapping up the article by invoking its opening, which is that NV has had a rough past year. But to avoid sounding negative he's simply stating that while they were squeezed out of one market, despite their recent issues it would takes years to see them pushed out of their core business.
 
No, but they do make lowend GPUs and made chipsets with integrated GPUs, market for those dies with CPUs with integrated GPUs

Actually the low end market would still be healthy even with integrated, assuming your low end part manages to still outperform integrated. Even more so if it can hit more OEM checkmarks.

Granted there might not be much room for that with AMD CPU platforms assuming ATI continues to execute well, but that still leaves the Intel platform wide open depending on how well Larrabee transitions to low end. Assuming of course that Larrabee has compelling performance when it launches in the first place.

Integrated graphics though are pretty much tied up with each respective CPU maker for the most part now.

Regards,
SB
 
Yeah at this point it would appear Nvidia will say anything, regardless of whether it's truthful or not, in an attempt to discredit anything Charlie says.

Regards,
SB

Not true, they didn't deny the fake Fermi board. Oh yeah, they did. Then they admitted it. And then started denying again. I am confused.

Then they didn't deny the chipset division closing which I reported a year ago. Then they denied it, then they spun it. Now they are denying it on a technicality when Wall Street noticed. I am more confused.

And now the EOL stuff. They only personally attacked me, called me paid for (Ironically, I think I am the only site among my peers of my size that has a hard line between ad people and writers), and other suck names. Then they admitted it, then denied it loudly, and are still denying it as the evidence trickles out. Boy, don't they look stupid, but as far as they behavior is concerned, I am more confused.

I can't wait to see the hot shoe dance when Fermi doesn't ship on Nov 27. :) Then again, I don't think they specified what year on Nov 27...... There guys, you have your out!

I wonder if Razor has changed his sig yet? Think I will get a public apology?

-Charlie
 
Not true, they didn't deny the fake Fermi board. Oh yeah, they did. Then they admitted it. And then started denying again. I am confused.

Then they didn't deny the chipset division closing which I reported a year ago. Then they denied it, then they spun it. Now they are denying it on a technicality when Wall Street noticed. I am more confused.

And now the EOL stuff. They only personally attacked me, called me paid for (Ironically, I think I am the only site among my peers of my size that has a hard line between ad people and writers), and other suck names. Then they admitted it, then denied it loudly, and are still denying it as the evidence trickles out. Boy, don't they look stupid, but as far as they behavior is concerned, I am more confused.

I can't wait to see the hot shoe dance when Fermi doesn't ship on Nov 27. :) Then again, I don't think they specified what year on Nov 27...... There guys, you have your out!

I wonder if Razor has changed his sig yet? Think I will get a public apology?

-Charlie

No more so than you gave anyone for your 3 previous performance predictions, soon to be 4.
 
Sure, but how does a scenario where they're squeezed out of chipsets set the stage for one where they're squeezed out of PC GPUs?

It doesn't. But with Fusion and Intel's equivalent they will lose some (a lot?) of the market share. I'm sure they are aware of that and it could be one of the reasons why Fermi emphasized so much on DP performance.

I also think they've made several mistakes this year and their CEO's arrogance doesn't exactly help there.
 
They quote DKanter (who you don't like) .. how could they be wrong?
It doesn't matter who I like, it's how they quote, completely out of context and without any background.
And last slides are funny, yeah. And Eyefinity is innovation now (poor Matrox).
 
Haha, not bad. I like how they included JHH's quotes about Larrabee being on paper only. But the funny thing is that they actually make Fermi look good on some slides, as if they're making excuses for the things RV870 doesn't support. :LOL:
 
What i found particularly funny was the remark about "Disproportionate Increase in SPFP and DPFP performance over GT200**".

No chance for Nvidia to get out of this. If they hadn't done it, AMD would've written something about "Still no match for HD5870 in terms of highly important DPFP-performance". :D
 
That they could've done afterwards also, that's why I find this so particularly amusing. Either Fermi would have "overrated DPFP costing dear game-performance" or it would have "abysmal DPFP rates, making it essentially a check-list feature". ;) :) :D
 
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