Nvidia shows signs in [2019]

Discussion in 'Graphics and Semiconductor Industry' started by BRiT, Jan 5, 2019.

  1. Kaotik

    Kaotik Drunk Member
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    Except that SoftBank bought ARM before they invested in NVIDIA
     
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  2. Alexko

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    Ah, good to know! I guess it's probably not that, then! :D
     
  3. nutball

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    Didn't they sell a chunk of ARM to one of the ME sovereign wealth funds? Or did that fall through?
     
  4. pharma

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  5. Kaotik

    Kaotik Drunk Member
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  6. pharma

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    Large coincidence the announcements happen in the same week.
     
  7. Kaotik

    Kaotik Drunk Member
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    Yes well, all I know is what SoftBank's CEO said about it and that they got well over 4 times the money they need for their share buyback from public offering of their mobile subsidiarys stock.

    https://www.ft.com/content/5f125b16-29ea-11e9-a5ab-ff8ef2b976c7
     
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  8. pharma

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    NVIDIA Opens Up The Code To StyleGAN - Create Your Own AI Family Portraits

    https://www.phoronix.com/scan.php?page=news_item&px=NVIDIA-StyleGAN-Open-Source
     
  9. Clukos

    Clukos Bloodborne 2 when?
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  10. BRiT

    BRiT (╯°□°)╯
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    Is it really "Gaming " revenue if it was driven by the Crypto Mining bubble?
     
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  11. Malo

    Malo YakTribe.games
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    Well yes because it's the same GPUs, designed for the "gaming" market.
     
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  12. pharma

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    Jon Peddie Research’s Market Watch reports GPU shipments down in Q4’18 from last quarter

    Overall GPU shipments decreased -2.65% from last quarter, AMD shipments decreased -6.8% Nvidia decreased -7.6% and Intel's shipments, decreased -0.7%.

    AMD's market share from last quarter decreased -0.6%, Intel's increased 1.4%, and Nvidia's market share decreased -0.82%.

    Year-to-year total GPU shipments decreased -3.3%, desktop graphics decreased -20%, notebooks increased 8%.

    Although overall GPU shipments declined PC sales saw an uptick of 1.61% which is a positive sign for the market overall.

    “The channel’s demand for add-in boards (AIBs) in early 2018 was out of sync with what was happening in the market,” said Dr. Jon Peddie, president and founder of Jon Peddie Research. “As a result, the channel was burdened with too much inventory. That has impacted sales of discrete GPUs in Q4, and will likely be evident in Q1, and Q2’19 as well.”

    Quick highlights
    • AMD’s overall unit shipments decreased -6.81% quarter-to-quarter, Intel’s total shipments decreased -0.67% from last quarter, and Nvidia’s decreased -7.62%.
    • The attach rate of GPUs (including integrated and discrete GPUs) to PCs for the quarter was 135% which was down -5.92% from last quarter.
    • Discrete GPUs were in 27.78% of PCs, which is down -3.83% from last quarter.
    • The overall PC market increased by 1.61% quarter-to-quarter and decreased -3.79% year-to-year.
    • Desktop graphics add-in boards (AIBs) that use discrete GPUs decreased -10.75% from last quarter.
    • Q4'18 saw a no change in tablet shipments from last quarter.
    https://www.jonpeddie.com/press-rel...tch-reports-gpu-shipments-down-in-q418-from-l
     
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  13. pcchen

    pcchen Moderator
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    There's really very little reason to buy a new GPU now if you have something like GTX 970 or better.
    The only reason I upgraded to a 2080 Ti is because it's possible to play most games in 4K (and just barely).
    If you don't play in 4K, then a 2 years old 1080 Ti will do the trick. Even a 1070 Ti is good enough for most games.
    The story is pretty much the same on AMD side unfortunately. Radeon VII is somewhat exciting, but it's more "if I'm doing AI" kind of exciting than "playing latest games" exciting.
     
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  14. DavidGraham

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  15. pharma

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    Nvidia nears deal to acquire Mellanox Technologies: source
    https://www.reuters.com/article/us-...ters/technologyNews+(Reuters+Technology+News)
     
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  16. pharma

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    I wonder whether Nvidia bit off more than it can chew! One financial write-up indicates that additional competition from this merger seems likely.
    https://seekingalpha.com/article/4247783-nvidia-acquisition-mellanox-increases-risks?dr=1#alt2
     
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