Nvidia shows signs in [2019]

Except that SoftBank bought ARM before they invested in NVIDIA

 

Ah, good to know! I guess it's probably not that, then!

 

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

 

SoftBank divests Nvidia shares, announces enormous share buyback

https://www.cnbc.com/2019/02/07/sof...er-masayoshi-son-announces-stock-buyback.html

 

The two are unlikely related, as SoftBank has earmarked some of the $23.5 bn they recently gained from public offering of stock of their mobile subsidiary for the buyback

 

Large coincidence the announcements happen in the same week.

 

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

 

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

 

https://www.tomshardware.com/news/nvidia-rtx-2080-2070-earnings,38618.html

Gaming revenue 45% down YOY

 

Well yes because it's the same GPUs, designed for the "gaming" market.

 

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

 

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.

 

Despite The drop in sales, NVIDIA seized more market share from AMD in Q4, which is explained by the fact that AMD was riding the crypto wave just as hard as NVIDIA, but once the wave dried, AMD got hit hard.

https://www.jonpeddie.com/press-rel...arch-releases-its-q4-2018-add-in-board-report

 

Nvidia nears deal to acquire Mellanox Technologies: source

https://www.reuters.com/article/us-...ters/technologyNews+(Reuters+Technology+News)

 

More than nears: https://nvidianews.nvidia.com/news/nvidia-to-acquire-mellanox-for-6-9-billion

 

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

 

After nearly 14 years at NVIDIA, Tom Petersen calls it quits (and reportedly heads to Intel)
https://hothardware.com/news/nvidia-tom-petersen-departs-company
(him leaving has been confirmed on his LinkedIn https://www.linkedin.com/in/tompetersen22/ )

 

When one goes more follow...

 

Confirmed he’s gone to Intel.