Nvidia shows signs in [2021]

Discussion in 'Graphics and Semiconductor Industry' started by pharma, Jan 5, 2021.

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  1. pharma

    pharma
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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.
    NVIDIA Corporation's (NVDA) CEO Jensen Huang on Q4 2021 Results - Earnings Call Transcript | Seeking Alpha
     
    #21 pharma, Feb 25, 2021
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  2. manux

    manux
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    Looks like investors are already looking at the time after virus + expecting crypto bust. ARM deal is also probably weighing on nvidia.

    upload_2021-2-25_10-3-29.png
     
    #22 manux, Feb 25, 2021
  3. HLJ

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    A span of a few hours doesn't really tell anything of importance.
     
    #23 HLJ, Feb 25, 2021
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  4. manux

    manux
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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.
     
    #24 manux, Feb 25, 2021
  5. manux

    manux
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    Could be interesting. Didn't listen to full episode yet

     
    #25 manux, Mar 5, 2021
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  6. DavidGraham

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    https://wccftech.com/nvidia-geforce-gained-discrete-gpu-market-share-in-q4-2020-versus-amd-radeon/
     
    #26 DavidGraham, Mar 7, 2021
  7. trinibwoy

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    #27 trinibwoy, Mar 10, 2021
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  8. pharma

    pharma
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    Nvidia RTX Voice also works on GTX graphics cards | KitGuru
    April 6, 2021
     
    #28 pharma, Apr 7, 2021
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  9. entity279

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    I guess with nVidia every feature uses Tensor cores by default ;)
     
    #29 entity279, Apr 7, 2021
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  10. manux

    manux
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    Nvidia's gtc keynote is in half an hour or so

    \
     
    #30 manux, Apr 12, 2021
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  11. ToTTenTranz

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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?
     
    #31 ToTTenTranz, Apr 12, 2021
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  12. mr magoo

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    and wears leather jacket ... lol
     
    #32 mr magoo, Apr 12, 2021
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  13. HLJ

    HLJ
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    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.
     
    #33 HLJ, Apr 12, 2021
  14. HLJ

    HLJ
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    DOCA 1.0 might affect me...since that is kinda my field.
     
    #34 HLJ, Apr 12, 2021
  15. manux

    manux
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    Major announcements in a nutshell. New nvlink and new cpu. Looks like pretty decent bandwidth is available for communication.

    https://www.anandtech.com/show/1661...formance-arm-server-cpu-for-use-in-ai-systems

    New chip for automotive
    https://www.engadget.com/nvidia-atlan-drive-soc-announcement-170009274.html
     
    #35 manux, Apr 12, 2021
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  16. DegustatoR

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    [​IMG]





     
    #36 DegustatoR, Apr 12, 2021
    Last edited: Apr 12, 2021
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  17. Rootax

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    I like the focus on bandwidth for Grace.
     
    #37 Rootax, Apr 13, 2021
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  18. pharma

    pharma
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    NVIDIA Announces ARM based Grace CPU for Giant AI and High Performance Computing Workloads (guru3d.com)
    April 13, 2021
     
    #38 pharma, Apr 13, 2021
  19. WhiningKhan

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    I wonder if they intentionally want to induce a mental association to a Bond villain in the data center architecture naming...
     
    #39 WhiningKhan, Apr 13, 2021
  20. DegustatoR

    DegustatoR
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    Sure. This is why they've bought Mellanox in fact - to be able to use that naming of theirs.
     
    #40 DegustatoR, Apr 13, 2021
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