Nvidia shows signs in [2019]

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Large coincidence the announcements happen in the same week.
 
pharma said:
Large coincidence the announcements happen in the same week.
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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
Mr Son will fund the share buyback using part of the funds raised by the recent $23.5bn public offering of stock in the company’s mobile subsidiary.
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NVIDIA Opens Up The Code To StyleGAN - Create Your Own AI Family Portraits
This week NVIDIA's research engineers open-sourced StyleGAN, the project they've been working in for months as a Style-based generator architecture for Generative Adversarial Networks.

The machine learning technology is for generating new images that mimic the appearance of real images. With StyleGAN, unlike (most?) other generators, different aspects can be customized for changing the outcome of the generated images. StyleGAN is able to yield incredibly life-like human portraits, but the generator can also be used for applying the same machine learning to other animals, automobiles, and even rooms.
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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

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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
 
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.
 
Nvidia nears deal to acquire Mellanox Technologies: source
Chipmaker Nvidia Corp is nearing a deal to acquire peer Mellanox Technologies Ltd for more than $7 billion in cash, a person familiar with the matter said on Sunday.

The deal would be Nvidia’s biggest-ever acquisition and boost its business of making chips for data centers, allowing it to reduce its reliance on the video game industry, for which it is best known as a major technology vendor.
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https://www.reuters.com/article/us-...ters/technologyNews+(Reuters+Technology+News)
 
I wonder whether Nvidia bit off more than it can chew! One financial write-up indicates that additional competition from this merger seems likely.
Nvidia will expand its data center portfolio with this deal. But the competition with Intel will intensify. Besides the rivalry for the CPU/GPU market in the data center, Nvidia will compete with Intel in the data center Ethernet card market.

According to a report from Crehan Research, Intel is the leader in the high-speed Ethernet adapter and controller business with 60% of total volumes during Q2 2018. The report also indicates Mellanox dominates the 25GbE+ Ethernet adapter market with a market share of over 70%.

Also, in the latest 10-K, Mellanox mentioned:
"we work with leading vendors across related industries, including: processor and accelerator vendors such as AMD, ARM, IBM, Intel, Nvidia, Oracle, and Qualcomm;"

With this deal, it remains to be seen if AMD (AMD) and Intel will still cooperate in the same way when Mellanox belongs to Nvidia.

And with Mellanox also comes the data center switches business. Nvidia will become a competitor of Cisco and Arista in this market. Both network vendors operate at a much higher scale and have an important market share in this area. The graph below shows Cisco and Arista reach about 66% of the data center's market share for 10G+ connections.
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https://seekingalpha.com/article/4247783-nvidia-acquisition-mellanox-increases-risks?dr=1#alt2
 
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