Nvidia shows signs in [2021]

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

  1. pharma

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    Interesting video piece on Nvidia ...
    October 18, 2021
     
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  2. pharma

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  3. DegustatoR

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  4. DegustatoR

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    https://wccftech.com/nvidia-ceo-on-...t-have-any-magic-bullets-to-tackle-shortages/
     
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  5. PSman1700

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    Comptetion's good. Hardware is evolving at quite good rates, perhaps even more so then 8 years ago. Apple's also responsible for that.
     
  6. pharma

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    Atos and NVIDIA to Advance Climate and Healthcare Research With Exascale Computing (hpcwire.com)
    November 15, 2021
     
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  7. pharma

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    NVIDIA Announces Financial Results for Third Quarter Fiscal 2022 (hpcwire.com)
    November 17, 2021
    • Record revenue of $7.10 billion, up 50 percent from a year earlier
    • Record Data Center revenue of $2.94 billion, up 55 percent from a year earlier
    • Record Gaming revenue of $3.22 billion, up 42 percent from a year earlier
     
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  8. PSman1700

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    Their taking huge profits of the vastly growing pc gaming market.
     
  9. DegustatoR

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    Does anyone really believe in the ~100M USD mining profits number they are specifying?
    I mean they see ~100% YoY growth in proviz - a segment which was on a downslide for the last several years.
    What does that tell us here?
     
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  10. trinibwoy

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    Given that it’s a government contract he is probably right about the equation. Still hard to believe that those labs are looking at just raw flops and dollars. They have to actually use the thing right? That’s assuming of course that these labs actually do any real work. I did an internship at los alamos and the pace of work was glacial. There was no urgency to do anything.
     
  11. Samwell

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    Of course it's not 100M. It's 100M from Mining GPU. They said themself, that they don't know how much is mining.

    But i'm not agreeing on proviz. Proviz was only declining because of start of corona, before it was growing slowly. Homeoffice, pend up demand because of corona and most important omniverse are pushing proviz. Their omniverse software business is inside proviz, this will lead to 1 billion quarterly revenue in a pretty short time.

    Just look at theorethical FP64 and performance numbers given by amd. MI200 has 4,9 times FP64 vs A100, but is just 2,8 faster in HPL. In other benchmarks it's even worse. So you need ~2xFlops in MI200 vs A100 for the same speed. It's just prestige to have a exascale system like the chinese. You want a really balanced system for many workloads? Take Ponte Vecchio, probably Hopper and MI300. MI200 is just Flops for the exascale game.
     
    #91 Samwell, Nov 19, 2021
    Last edited: Nov 19, 2021
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  12. pharma

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    Excellent read on Nvidia's future strategy, check article for more detail.
    AMD Is Beating Nvidia At Its 2017 Game, But The Game Has Moved On (nextplatform.com)
    November 17, 2021
     
    #92 pharma, Nov 21, 2021
    Last edited: Nov 21, 2021
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  13. trinibwoy

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    Terrible logic.
     
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  14. CarstenS

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    That's not logic, that's supposed to appease shareholders.
     
  15. pharma

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    GPU shipments increase year-over-year in Q3 | Jon Peddie Research
    November 22, 2021
    [​IMG]
    PC dGPU marketshare for Q3'21: Nvidia 83%, AMD 17%.

     
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  16. DavidGraham

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    “The FTC is suing to block the largest semiconductor chip merger in history to prevent a chip conglomerate from stifling the innovation pipeline for next-generation technologies,” said FTC Bureau of Competition Director Holly Vedova. “Tomorrow’s technologies depend on preserving today’s competitive, cutting-edge chip markets. This proposed deal would distort Arm’s incentives in chip markets and allow the combined firm to unfairly undermine Nvidia’s rivals. The FTC’s lawsuit should send a strong signal that we will act aggressively to protect our critical infrastructure markets from illegal vertical mergers that have far-reaching and damaging effects on future innovations.”

    https://www.ftc.gov/news-events/pre...es-block-40-billion-semiconductor-chip-merger
     
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