Nvidia shows signs in [2021]

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

  1. 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
     
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  2. 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
     
  3. HLJ

    HLJ
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    A span of a few hours doesn't really tell anything of importance.
     
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  4. 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.
     
  5. manux

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

     
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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/
     
  7. trinibwoy

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  8. pharma

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    Nvidia RTX Voice also works on GTX graphics cards | KitGuru
    April 6, 2021
     
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  9. entity279

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    I guess with nVidia every feature uses Tensor cores by default ;)
     
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  10. manux

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

    \
     
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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?
     
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  12. mr magoo

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    and wears leather jacket ... lol
     
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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.
     
  14. HLJ

    HLJ
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    DOCA 1.0 might affect me...since that is kinda my field.
     
  15. 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
     
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  16. DegustatoR

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    [​IMG]





     
    #36 DegustatoR, Apr 12, 2021 at 6:19 PM
    Last edited: Apr 12, 2021 at 6:25 PM
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  17. Rootax

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    I like the focus on bandwidth for Grace.
     
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  18. pharma

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    NVIDIA Announces ARM based Grace CPU for Giant AI and High Performance Computing Workloads (guru3d.com)
    April 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...
     
  20. DegustatoR

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    Sure. This is why they've bought Mellanox in fact - to be able to use that naming of theirs.
     
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