Nvidia shows signs in [2021]

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DegustatoR said:
It's also interesting that Jensen doesn't view mining as a long term business opportunity which explains nicely the moves of late with 3060 and HX cards.
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From the earnings call I thought Jensen saw cryptocurrencies as becoming more mainstay. As expected there is likely some ambiguity due to the past volatility of mining.
Cryptocurrencies have recently started to be accepted by companies and financial institutions and show increased signs of staying power to address – to address industrial Ethereum mining demand, last week we announced a new line of NVIDIA CMPs or crypto mining processors.
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NVIDIA Corporation's (NVDA) CEO Jensen Huang on Q4 2021 Results - Earnings Call Transcript | Seeking Alpha
 
Looks like investors are already looking at the time after virus + expecting crypto bust. ARM deal is also probably weighing on nvidia.

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HLJ said:
A span of a few hours doesn't really tell anything of importance.
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Completely agree. What above shows is short term investor reaction. It looks like also the datacenter side guidance is disappointing adding to the slide.
 
When looking at the discrete graphics segment, the market segment saw gains with NVIDIA gaining a 2 point market share lead over AMD. NVIDIA GeForce GPUs now account for 82% of the overall d GPU market share while AMD Radeon graphics cards account for 18%. That's a huge increase when compared to the previous year where NVIDIA was sitting at 73% discrete and AMD at 27%. NVIDIA not only released high-end GeForce RTX 30 GPUs but has also introduced more mainstream GPUs in Q1 2021 which should also help them raise the market share in the upcoming results.
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https://wccftech.com/nvidia-geforce-gained-discrete-gpu-market-share-in-q4-2020-versus-amd-radeon/
 
Nvidia RTX Voice also works on GTX graphics cards | KitGuru
April 6, 2021
As per Tom’s Hardware, any GeForce GTX 600-series graphics card or above using Nvidia’s 410.18 driver or newer works with RTX Voice. Additionally, Nvidia’s Manuel Guzman confirmed that official support for GTX graphics cards was introduced several months ago.
...
Nvidia RTX Voice is an application used to enhance voice audio quality by reducing background noise using an AI algorithm. Back when Nvidia introduced the technology, the company stated that it used Tensor cores to run the app, but soon after its release, users found a way to use it on non-RTX cards without Tensor cores. System requirements also included Windows 10 as the minimum, but Windows 7 was also supported using the workaround.

However, you will still need an RTX GPU to take advantage of Nvidia Broadcast, which contains a newer version of RTX Voice as well as other features, such as virtual green screen. You can still download RTX Voice as a standalone application though. Those interested can download RTX Voice, HERE.
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Did Jensen just spend 10 virtual years in a time compression machine?
And what's up with making a GDC presentation in the kitchen?
 
I didn't think they could go harder for A.I./DeepLearning...Oh well :D
Looks like their developer programs are more of a two way street than I had thought about.
 
Major announcements in a nutshell. New nvlink and new cpu. Looks like pretty decent bandwidth is available for communication.

By 2023 NVIDIA will be up to NVLink 4, which will offer at least 900GB/sec of bandwidth between the CPU and GPU, and over 600GB/sec between Grace CPUs. Critically, this is greater than the memory bandwidth of the CPU, which means that NVIDIA’s GPUs will have a cache coherent link to the CPU that can access the system memory at full bandwidth, and also allowing the entire system to have a single shared memory address space. NVIDIA describes this as balancing the amount of bandwidth available in a system, and they’re not wrong, but there’s more to it. Having an on-package CPU is a major means towards increasing the amount of memory NVIDIA’s GPUs can effective access and use, as memory capacity continues to be the primary constraining factors for large neural networks – you can only efficiently run a network as big as your local memory pool.
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https://www.anandtech.com/show/1661...formance-arm-server-cpu-for-use-in-ai-systems

New chip for automotive
It's called Atlan, and NVIDIA currently plans to roll it out with model year 2025 cars. Since it's so far out, the company didn't share too many details on the chipset, but what it did say is that it will feature its next-generation GPU architecture and new ARM CPU cores. It will also include a BlueField data processing unit, which NVIDIA says will assist the chip in completing the complex AI workloads necessary to enable autonomous vehicles.
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https://www.engadget.com/nvidia-atlan-drive-soc-announcement-170009274.html
 
NVIDIA-DPU-GPU-CPU-Roadmap-2020-2025.jpg


https://twitter.com/x/status/1381638386679750657

https://twitter.com/x/status/1381656238040186887

https://twitter.com/x/status/1381655390648205312
 
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NVIDIA Announces ARM based Grace CPU for Giant AI and High Performance Computing Workloads (guru3d.com)
April 13, 2021
NVIDIA announced its first data center CPU, an Arm-based processor that incorporates state-of-the-art graphics and memory, such as the LPDDR5X.

Nvidia is developing CPUs. With "Grace" aka Grace Hopper, based on ARM, the manufacturer wants to take on the competition from 2023 in the HPC segment. Grace will rely on next-gen ARM cores and should primarily solve bottlenecks in the connection to the GPU and memory. That should make Nvidia even stronger in high-performance computing. According to a first building blobk, Grace could have around 80 cores. 84 are visible or countable, eight of them are not clear as to what they are, 76 is also conceivable. However, the manufacturer does not provide any technical details for the time being. To what extent there will be different versions based on Grace, nothing is known about that either.
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