Nvidia shows signs in [2018]

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pharma

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Nvidia reports record quarterly and full year revenue
Nvidia has published its latest set of financials. This time around it is for the quarter and full financial year ending on 28th January 2018. Nvidia refers to these periods as Q4 FY18 and FY18 respectively. The headlining news is that Nvidia delivered record quarterly and full year revenue, up 34 per cent and 41 per cent respectively from a year earlier. Earnings per share were up a chunky 88 per cent. Beating analyst estimates, the shares have risen strongly in afterhours trading – vy as much as 11 per cent.



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http://hexus.net/business/news/gene...a-reports-record-quarterly-full-year-revenue/
 
Nvidia opens gaming-oriented "Geforce Academy"!

https://www.nvidia.com/en-us/geforce/products/geforce-academy-of-gaming/

Admissions open as of today I believe.
But is winning the 1080ti a real chance though, for taking this GAG 1stApr enrolement (following some posts on another forum who partly joined).
Looking at how many have done the fully 'enrole' still tempting for some even if embarrassing :)
Chances seem pretty reasonable to win the GPU, gutting if one 'signs up' and they do not even do that :)
 
Meh, all that means is more Pascal cards and extending the lifetime of the lineup.
 
Meh, all that means is more Pascal cards and extending the lifetime of the lineup.
Well, we would need something to tide us over until NV's next announcement. Pascal is coming up on its two-year anniversary soon, so I feel like something has to happen within say, the next two months maybe?

Either NV presenting new GPUs, or announcing that no presentation of new GPUs is in the near future.
 
Meh, all that means is more Pascal cards and extending the lifetime of the lineup.
Sure, they're 2 years-old now, but it's still 100x better than no cards at all..

¯\_(ツ)_/¯

so I feel like something has to happen within say, the next two months maybe?
Why would something have to happen? Until GPU sales of the current gen start slowing down, they have no reason to spend money on new GPUs.
Instead, what we have now is a horde of PC gamers salivating for getting 2 years-old graphics cards at their 2 years-old MSRP.
 
It will be interesting to see how long the FE card remains in stock and its price relative to the inflated (less so these days) AIB partner models with retailers.
Cynical person might think Nvidia refrained from offering their own reference at the MSRP so as to not impact partners with their inflated prices, and tbh I think that view could be correct.
Unless they are no longer available direct.

If the containers were really red before being photoshopped green that is highly amusing :)
 
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If you want to see some crazy numbers:

Little over two years ago, when Nvidia reported their FY16 results then showed net income of $614M, which combined with FY15 net income of $631M yielded a total 24-month net income of $1,244M.

Nivida just reported Q1FY19 results, showing single-quarter net income of.... $1,244M.

Talk about growth.
 
Why would something have to happen? Until GPU sales of the current gen start slowing down, they have no reason to spend money on new GPUs.
My thinking is that they've undoubtedly been busy designing something to replace pascal, and the longer they wait to release it, the older their tech gets. Also, by now they're already well underway designing a successor to the successor of pascal, and basing it on a design which has yet to see the real world with all its wonderful diversity and complications probably isn't good, so from this standpoint as well they'd be doing themselves a disservice hitching a free ride on ole pascal for too long.

And finally, just pausing R&D while gamers salivate over two year old product sold for two year old prices isn't a winning strategy either, I think just about everyone knows that. Well, except for some amazingly shortsighted and greedy stock market investors perhaps.
 
My thinking is that they've undoubtedly been busy designing something to replace pascal, and the longer they wait to release it, the older their tech gets.
And the cheaper it gets to ramp up production of those parts when the time comes.



And finally, just pausing R&D while gamers salivate over two year old product sold for two year old prices isn't a winning strategy either, I think just about everyone knows that.
They don't need to pause R&D, and they most probably didn't.
But if they don't need to spend hundreds of millions launching a new line of graphics cards, why would they?

If they're smart, they will hold the new line until the mining craze goes off completely and miners start selling Pascal cards on the 2nd-hand market.
 
And probably wait until they can use GDDR6 for more of the mid-high dGPUs, would be great if they can move to this on whatever replaces the 1070 upwards (the scale of launch for such a model would need this to be pretty mature/cost effective) with the higher rated speeds, and not just the Gx102 GPU.
Problem is the longer they wait the more they are in-between nodes and closer to 7nm product cycle overlap timeframe; the gap becomes less than ideal then for consideration for the later 7nm refresh/evolution as you end up in a product strategy dilemma with the cycle more like a rubber band.
 
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They don't need to pause R&D, and they most probably didn't.
But if they don't need to spend hundreds of millions launching a new line of graphics cards, why would they?
Because you don't want to sit on something you have ready, it will cut down it's time on market and thus your profits?
 
And the cheaper it gets to ramp up production of those parts when the time comes.
But how time your not yet released pascal successor with no firm launch date, with an even more future successor to pascal's successor? Especially if your pascal successor is already ready, done and finished. Release dates that are too fluid aren't good. Your R&D cycle gets all fucked up and you risk getting out of sync with the way the overall market is heading.
 
If there is one lesson AMD has taught Intel, repeatedly, is that you NEVER let your foot off the gas. Intel secession of executives have this absolutely amazing ability to regularly forget that AMD exists and go chasing the proverbial butterflies only to be shaken awake quite rudely from their dream by the resurgent rival.
 
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