Nvidia shows signs in [2023]

[arandomguy]

I guess AI assisted game development / optimisation can't be too far away.

AI is already being used in terms of the asset/content side (eg. in terms of art or gameplay). I'm not sure if it's been used in terms of the software/rendering engine side. I wonder if there might be a balance of considerations here also in terms of trade secret/competitive advantage vs. marketing/publicity when revealing such information.

Examples -

How Gearbox uses AI tools to save Borderlands artists’ time and prevent crunch | Game World Observer

Ryan Smith, tech art director of R&D at Gearbox, has opened up about how the studio is already using AI in its work. He encouraged other artists to learn these tools, because they can help in solving routine tasks.

gameworldobserver.com

High On Life: Rick And Morty co-creator on his new shooter game where the guns talk back

High On Life comes from the mind of Justin Roiland, one of the comedy duo behind award-winning animated show Rick And Morty. The new video game is available on Xbox Game Pass, or for individual purchase on Xbox Series X and S, and PC.

news.sky.com

This is an interesting read in terms of an AI assisted workflow for an indie game - https://www.traffickinggame.com/ai-assisted-graphics/

Also depending on what you feel about text based adventure games, these already exist that are basically fundamentally underpinned by AI generated content.

 

[Deleted member 2197]

NVIDIA GeForce RTX 40 GPUs More Popular Than AMD Radeon RX 7900 On Steam Hardware Survey

NVIDIA GeForce RTX 40 GPUs continue to be the most popular choice amongst gamers versus the AMD Radeon RX 7900 series on Steam.

wccftech.com

 

[Deleted member 2197]

ChatGPT Has Turned NVIDIA's AI GPUs Into Literal Gold, Company Stock Soars Over 40% This Month

The rising popularity of ChatGPT, an AI-powered language tool, has turned NVIDIA GPUs into literal gold for the booming AI business.

wccftech.com

Not only these tools are where AI is a big deal but there's also a huge demand for faster AI power in the data center, cloud, and automotive segment where NVIDIA also dominates with its GPUs. The company has seen a massive growth of over 40% in just a single month & the current stock stands at an impressive 45%+ growth (this month).

 

[DegustatoR]

https://twitter.com/x/status/1628515984918167554

 

[trinibwoy]

Microsoft and NVIDIA announce expansive new gaming deal - Stories

Partnership will bring blockbuster lineup of Xbox games, including Minecraft and Activision titles like Call of Duty, to NVIDIA GeForce NOW cloud gaming service REDMOND, Wash., and SANTA CLARA, Calif. — Feb. 21, 2023 — On Tuesday, Microsoft and NVIDIA announced the companies have agreed to a...

news.microsoft.com

Microsoft and NVIDIA announced the companies have agreed to a 10-year partnership to bring Xbox PC games to the NVIDIA® GeForce NOW™ cloud gaming service, which has more than 25 million members in over 100 countries.
The agreement will enable gamers to stream Xbox PC titles from GeForce NOW to PCs, macOS, Chromebooks, smartphones and other devices. It will also enable Activision Blizzard PC titles, such as Call of Duty, to be streamed on GeForce NOW after Microsoft’s acquisition of Activision closes.

Pretty big win for GeForce Now. Doesn’t this compete directly with Xbox Cloud?

 

[trinibwoy]

https://twitter.com/x/status/1628515984918167554

Bloodbath.

 

[Kaotik]

Microsoft and NVIDIA announce expansive new gaming deal - Stories

Partnership will bring blockbuster lineup of Xbox games, including Minecraft and Activision titles like Call of Duty, to NVIDIA GeForce NOW cloud gaming service REDMOND, Wash., and SANTA CLARA, Calif. — Feb. 21, 2023 — On Tuesday, Microsoft and NVIDIA announced the companies have agreed to a...

news.microsoft.com

Pretty big win for GeForce Now. Doesn’t this compete directly with Xbox Cloud?

Yes but no. The apparent lack of 'Game Pass' mentions suggests it's only for games you've actually bought. If it however includes Game Pass games when you have the subscription, then it's a direct competitor.

 

[BRiT]

Yes but no. The apparent lack of 'Game Pass' mentions suggests it's only for games you've actually bought. If it however includes Game Pass games when you have the subscription, then it's a direct competitor.

You still need to have GamePass Ultimate subscription to use xCloud, and if GeForce Now includes GamePass App ability if you sub to that too, then it's kind of more of an augmentation than a direct competitor, as the user is paying for GamePass either way.

The difference would be $15 for GPU or $10 for GP PC plus whatever GFN charges.

 

[AlphaWolf]

Bloodbath.

Beat expectations. Stock up >8% after hours.

 

[trinibwoy]

You still need to have GamePass Ultimate subscription to use xCloud, and if GeForce Now includes GamePass App ability if you sub to that too, then it's kind of more of an augmentation than a direct competitor, as the user is paying for GamePass either way.

The difference would be $15 for GPU or $10 for GP PC plus whatever GFN charges.

No mention of GamePass being available on GFN.

Microsoft and NVIDIA will begin work immediately to integrate Xbox PC games into GeForce NOW, so that GeForce NOW members can stream PC games they buy in the Windows Store, including third-party partner titles where the publisher has granted streaming rights to NVIDIA. Xbox PC games currently available in third-party stores like Steam or Epic Games Store will also be able to be streamed through GeForce NOW.

 

[DavidGraham]

Beat expectations. Stock up >8% after hours.

They appear to have sold many Ada GPUs, gaming is up 16% sequentially.

Nvidia Q4 Revenue Down 21% YoY to $6.05 billion!
Inventory up to $5.1B from $2.6B! Wow!
Q1 guidance $6.50B vs $6.35B consensus
Datacenter $3.62B, +11% YoY, consensus $3.86B
Gaming $1.83B, -46% YoY, consensus $1.6B
Professional Visualization $226M, -65% YoY, consensus $195.1M
R&D expenses $1.95B, +33% YoY, consensus $1.95B
Gross Margin 66.1% vs. 67% last year, consensus 65.8%
Adjusted operating expenses $1.78, +23% y/y, consensus $1.78 billion
Adjusted operating income $2.22, -40% y/y, consensus $2.16 billion
Adjusted EPS $0.88 vs. $1.32 y/y, consensus $0.81
Free cash flow $1.74B, -37% y/y, consensus $2.16
"Starting in fiscal 2024, we are extending the useful lives of a majority of our servers, storage, and network equipment from three years to a range of four to five years, and assembly and test equipment from five to seven years."

https://twitter.com/x/status/1628520584530526208

 

[DavidGraham]

https://twitter.com/x/status/1628756815503663106

 

[Deleted member 2197]

ChatGPT Will Command More Than 30,000 Nvidia GPUs: Report

Nvidia has a big payday coming.

www.tomshardware.com

 

[orangpelupa]

Nvidia's TDP values for the RTX 4050, 4060 and 4070 Laptop do not matter for gaming

Nvidia's new mainstream laptop GPUs convinced with improved efficiency and performance during our review, but we also noticed that the TDP values of the new laptop GPUs do not really matter above 100 Watts, since even the RTX 4070 Laptop only consumes ~100W during gaming.

www.notebookcheck.net

Interesting that when running games, 4000 series mobile did not teach its max tdp

 

[Man from Atlantis]

https://www.reddit.com/r/nvidia/comments/11lsrd9

 

[pjbliverpool]

https://www.reddit.com/r/nvidia/comments/11lsrd9

That's a great chart. Makes it so easy to understand. Good to see gaming is still a very healthy chunk of the business.

 

[Silent_Buddha]

Inventory up to $5.1B from $2.6B! Wow!

This is likely their strategy to keep GPU prices from tanking. Basically don't discount 3xxx series GPUs in any significant way. Keep them around to fill the lower performance tiers. That means they don't need to release products lower in the 4xxx product stack which means they can in theory either save on fab costs or shift wafer starts to other products.

Whenever their inventory of 3xxx GPUs falls low enough they can release lower tiers of 4xxx GPUs or if it takes too long they'll be onto the 5xxx gen.

Basically they can do this because there currently isn't significant competition from anyone else in the PC GPU space. AMD appears to be also be using this as an opportunity to work through their 6xxx GPU inventory with no word yet on when lower products in the 7xxx stack will release.

Regards,
SB

 

[DavidGraham]

Microsoft buys thousands of H100 GPUs to continue gearing up for AI models like ChatGPT, Bing AI, and other LLMs.

Today, Microsoft is introducing the ND H100 v5 VM which enables on-demand in sizes ranging from eight to thousands of NVIDIA H100 GPUs

Azure previews powerful and scalable virtual machine series to accelerate generative AI | Microsoft Azure Blog

In the competitive race for AI innovation, pushing the envelope requires both experience and leadership-class supercomputing scalability. Powerful and massively scalable infrastructure is paramount as the complexity and size of AI models accelerate.

azure.microsoft.com

 

[Man from Atlantis]

It's getting wild and the last South Park episode doesn't help

 

[chris1515]

https://twitter.com/x/status/1635932438265200641