Stock is non existent. Price is irrelevant.
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AMD demonstrates Ryzen 9 5900X prototype with 3D V-Cache stack chiplet design
- Thread starter RavenXXX2
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Stock is non existent. Price is irrelevant.
Soldato
That's where the money is. Why bother making a truck load of 3080 cards when you can just offload pallets of GA102 dies directly to miners?
Because you're alienating the market that got you where you are today and if mining dies, you've lost that market too.
I'd happily see nvidia go under if I knew they were actively stifling the PC gaming market
Soldato
Uncle Leather Jacket has no fudges to give. Desktop gaming is niche chump change, he's all about datacentre and AI now. And, let's be honest, so are AMD really.
What, like the $175M worth of GPUs sold directly to miners end of last year, a good chunk of which were Ampere-based? Or the entire CMP product line for dedicated mining that diverts dies away from Geforce gaming cards? Or drip feeding GDDR6X supply to AIBs to slow their production and push street prices sky high, yet spinning the fairy tale that Ampere is really cheap because the Founders cards they refuse to make have a very low MSRP compared to Turing?
Soldato
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https://nvidianews.nvidia.com/news/...al-results-for-fourth-quarter-and-fiscal-2021
I wouldn't say gaming is irrelevant. Is more than Data Center and Automotive combined.
Do we have figures for mining or is that added into gaming?
Soldato
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It was their main income even before that.
Associate
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Gaming is certainly largely driven by desktop GPU sales, however what proportion of that is miners is unknown.
Gaming also includes revenue from geforce now and tegra sales that go into the switch.
There are also the mobile parts as well, so Gaming revenue doesn't just describe the money Nvidia makes from sales to Desktop gamers. With that in mind it is difficult to know how much they value 'desktop gaming' specifically.
However, sales of the GPUs for desktop use in one form or another are almost certainly the main source of revenue in the gaming portion of their revenue and Nvidia estimates mining to be only a fraction of that. Although that estimate could have been made with their investors in mind. Investors who are aware that if the mining bubble pops a decent source of revenue goes with it. If Nvidia downplays the percentage that that risk covers with conservative estimates then its better for them.
So while we don't know the actual numbers for desktop gaming specifically, even accounting for everything written above, it is definitely not chump change and is (easily) arguably the largest earner for the company.
At least that's my amatuer take from looking at their revenue year on year and how they divide and disclose it.
Gaming also includes revenue from geforce now and tegra sales that go into the switch.
There are also the mobile parts as well, so Gaming revenue doesn't just describe the money Nvidia makes from sales to Desktop gamers. With that in mind it is difficult to know how much they value 'desktop gaming' specifically.
However, sales of the GPUs for desktop use in one form or another are almost certainly the main source of revenue in the gaming portion of their revenue and Nvidia estimates mining to be only a fraction of that. Although that estimate could have been made with their investors in mind. Investors who are aware that if the mining bubble pops a decent source of revenue goes with it. If Nvidia downplays the percentage that that risk covers with conservative estimates then its better for them.
So while we don't know the actual numbers for desktop gaming specifically, even accounting for everything written above, it is definitely not chump change and is (easily) arguably the largest earner for the company.
At least that's my amatuer take from looking at their revenue year on year and how they divide and disclose it.
Soldato
This is the trick, isn't it. Nvidia will tally the sale of an Ampere GA die against Gaming, because an Ampere GA die is a gaming product. But that doesn't mean the GA sold is attached to a card used for playing games.
This is how Nvidia spin the rhetoric of "we're all about gamers" when they blatantly aren't. Sales of their gaming products are up all these bazillions of percent, so Nvidia can say "look at how many gaming things we've sold!" but actual gamers are saying "Ampere came out a year ago and I still don't have my 3080". Nvidia's CMP cards will no doubt be included in their Gaming financials because they use G-named gaming dies, but every CMP card that is made is one less actual gaming card available. Pallets upon pallets of dies sold direct to miners, but they're G-named dies so it counts as "Gaming", despite never rendering a single frame of Battlefield 5.
So I stand by my point, Nvidia do not see the actual PC gaming market has important, because they can get much more money selling their G-named dies for non-gaming tasks. The simple that the CMP mining line even exists, RTX 3080 pre-orders still haven't been fulfilled a year later and $175M of GPUs sold direct to miners clearly support this.
And guess what? If GPU-based mining vanishes tomorrow, Nvidia's Gaming financials remain rock steady because all of those G-dies just end up in the hands of actual PC gamers. Nvidia still make them, Nvidia still sell them, Nvidia lose nothing.
This is how Nvidia spin the rhetoric of "we're all about gamers" when they blatantly aren't. Sales of their gaming products are up all these bazillions of percent, so Nvidia can say "look at how many gaming things we've sold!" but actual gamers are saying "Ampere came out a year ago and I still don't have my 3080". Nvidia's CMP cards will no doubt be included in their Gaming financials because they use G-named gaming dies, but every CMP card that is made is one less actual gaming card available. Pallets upon pallets of dies sold direct to miners, but they're G-named dies so it counts as "Gaming", despite never rendering a single frame of Battlefield 5.
So I stand by my point, Nvidia do not see the actual PC gaming market has important, because they can get much more money selling their G-named dies for non-gaming tasks. The simple that the CMP mining line even exists, RTX 3080 pre-orders still haven't been fulfilled a year later and $175M of GPUs sold direct to miners clearly support this.
And guess what? If GPU-based mining vanishes tomorrow, Nvidia's Gaming financials remain rock steady because all of those G-dies just end up in the hands of actual PC gamers. Nvidia still make them, Nvidia still sell them, Nvidia lose nothing.
There might be another reason why some GPUs aren't coming to market: https://www.theverge.com/2021/10/21...-features-price-release-date-streaming-option
Caporegime
It is, people go on about Jim Keller as if he's the golden goose of CPU architectures, laying those eggs where ever he goes.
Nope, the real hero is Mike Clark, the architect of AMD's very successful K5, K6, K7, K8, (Athlon and Phenom) and yes also the disastrous K10 designs (Bulldozer), and now 17H (Zen, Zen+ and Zen 2) and 19H (Zen 3) Core designs.
Zen was 5 years in design. that's where it costs the Billions $
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Soldato
Jim Keller is an ideas man. He's the guy who thinks "we can achieve this if we built that", assembles a team around him to thrash out the big picture stuff then moves on. The Mike Clarks of the world are the ones who actually realise these big thoughts as actual real-world designs.
Sometimes you need a Jim to come along, blow people's minds with big, out-of-the-box ideas and foster in a new direction, but it's all just fluff without a Mike.
I'm a PC gamer. Couldn't care less about the non gaming gpu stuff. Based on what you state, they can burn.
Caporegime
Soldato
Her area of expertise is interconnects, apparently. I can't possibly see that being useful to AMD...Yeah, i agree, Lisa is pretty good at that too
Also, what's the name of that engineer who fixed Vega overnight? She was a senior in the Zen team then Lisa moved her to Radeon, then suddenly Vega is actually OK.
Caporegime
Her area of expertise is interconnects, apparently. I can't possibly see that being useful to AMD...
Also, what's the name of that engineer who fixed Vega overnight? She was a senior in the Zen team then Lisa moved her to Radeon, then suddenly Vega is actually OK.
lol....
Soldato
Her area of expertise is interconnects, apparently. I can't possibly see that being useful to AMD...
Also, what's the name of that engineer who fixed Vega overnight? She was a senior in the Zen team then Lisa moved her to Radeon, then suddenly Vega is actually OK.
Whoosh moment, you talking about Lisa herself?
Caporegime
Intel Q3 2021: $18.10 Billion (+5% YoY)
Nvidia Q3 2021: $6.70 Billion (+43% YoY)
AMD Q3 2021: $4.31 Billion (+54% YoY)
Intel are pretty stagnant, Nvidia growth is impressive but they have been selling GPU's to crypto miners at hugely inflated prices.
AMD have been growing their X86 market share, now at about 25% share and adding Automotive and Handheld Mobile to their portfolio, they have lost GPU marketshare from about 18% to 15% share.