Soldato
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Nvidia were obviously hoping that more developers would impliment RTX in their games which isn't nvidias fault. It's not as if they didn't spend much on marketing.
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Nvidia stock tumbles
- Thread starter Razor Time
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Caporegime
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VRR = Variable Refresh Rate.
Soldato
A PS5 4K Freesync 2 120hz + could be very interesting. i'll buy
Ryzen 2 + Navi it might be a very powerful console.
Soldato
Associate
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- 13 Jul 2009
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- 523
It's great to see it tumble & Nvidia struggle. It's only a pity that minions will likely be fired to allow the fat cats to keep their jobs & nice juicy bonuses when profits aren't so great.
Like Apple they need a reality check.
Like Apple they need a reality check.
Associate
Exactly where I'm at.
Soldato
This is what happens when you lie to investors about the impact of the cypto bubble has had on your business. It doesn't help as well that many big firms are moving away from general purpose chips to custom ASIC chips.
https://www.extremetech.com/computi...w-available-public-machine-learning-beta-test
I've considered it myself, feel like I've missed the train though.
https://www.extremetech.com/computi...w-available-public-machine-learning-beta-test
I've considered it myself, feel like I've missed the train though.
Their current stock value is based on the future prediction of revenue growth and profits. If that doesn't materialize then their value will drop.
Amy's CPU division looks very strong, their GPU looks terrible.
Beyond that, stocks in any company are a huge risk. Invest into a FTSe tracker over 20 years and be done.
Ah yes, Amy, that well known producer of cpus and gpu's.
Caporegime
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Caporegime
- Joined
- 18 Oct 2002
- Posts
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Tbf Amy is just keeping it ticking over til she's in better shape, then hopefully will come out fighting on the High end a 2/3 years
Tbf Amy is just keeping it ticking over til she's in better shape, then hopefully will come out fighting on the High end a 2/3 years
She'll fight her corner well no doubt, but Olivia knows a trick or two.
Tbf Amy is just keeping it ticking over til she's in better shape, then hopefully will come out fighting on the High end a 2/3 years
I would hope so, but then AMD and their fans can't complain at the better mindshare of Nvidia when AMD will have done relatively little in 4 years.
What have AMD done to get gamers on their side? Released the 3rd rebrand of Polaris with stratospheric power consumption and non-descript performance. Released a salvaged GPU that performs only 20% better than V64 for $700, matching Nvidia'S offering from 2.5 year's ago, but needing a far more expensive process and memory to that leaving minimally any profit. NAVI is going to be just another iteration of GCN with minimal improvement manufactured on a much more expensive 7nm process so prices will be a far cry from the ridiculously fake rumours. Even this has seemingly been delayed to Q3
So then we all hope on something appearing in 2 years time that might hopefully be competitive but is a complete unknown.
AMD have to do an awful lot just to even catch up with Nvidia performance per watt. Even if Nvidia do nothing they will get 25% bump moving to 7nm. And Nvidia is not Intel, they are constantly investing and improving.
Make the lie big, make it simple, keep saying it and eventually they will believe it.
This is not going to go down well with nVidia shareholders, but it will be music to the ears of the lawyers contemplating suing nVidia over the claims they could manage the crypto mining industry, as appears to show nVidia have lied about the effect it had upon their business by quite some tune.
https://markets.businessinsider.com...igger-than-admitted-analyst-2019-1-1027914829
Nvidia's crypto problem is bigger than it admits, an RBC analyst says after crunching the numbers.
"We think NVDA generated $1.95 billion in total revenue related to crypto/blockchain," RBC analyst Mitch Steves said in a note out Wednesday. "This compares to company's statement that it generated around $602 million over the same time period."
By his calculation, the total crypto revenue from April 2017 to July 2018 should be around $2.75 billion, based on the hash rate of ethereum and other cryptocurrencies that require graphics processing units. Steves estimates Nvidia captured around 75% of the total crypto market during that period and AMD captured the rest. There is no way to actually confirm the numbers, according to Steves.
https://markets.businessinsider.com...igger-than-admitted-analyst-2019-1-1027914829
Nvidia's crypto problem is bigger than it admits, an RBC analyst says after crunching the numbers.
"We think NVDA generated $1.95 billion in total revenue related to crypto/blockchain," RBC analyst Mitch Steves said in a note out Wednesday. "This compares to company's statement that it generated around $602 million over the same time period."
By his calculation, the total crypto revenue from April 2017 to July 2018 should be around $2.75 billion, based on the hash rate of ethereum and other cryptocurrencies that require graphics processing units. Steves estimates Nvidia captured around 75% of the total crypto market during that period and AMD captured the rest. There is no way to actually confirm the numbers, according to Steves.
Soldato
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That's a key point, it's not provable and Steve's figures could be wrong
.Maybe even NV doesn't know? They'd be logging huge orders to big miners but what about those dabbling at home? When people buy GPU's they don't tick a box to say "I'm buying to mine with "
.For sure I don't think NV have been completely clear about things tho but I'd take Steves figures with a punch of salt too. And most companies will try to withhold some truths during downturns, call it damage limitation.
Personally, I thought AMD were capturing more of the mining market? $602 million does sound low though but who knows? Have to give the benefit of the doubt. Without proof it's speculation.
Given crypto speculators all think BTC will be $100k+ someday, better start buying those NV shares now
.NV will put it behind them and will continue to grow, albeit maybe more slowly without the mining craze.
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They don't seem to have taken into account that while it "requires" graphics processing units there are still an awful lot of people doing it via other methods? even when there is a lack of efficiency, etc. you still get CPU, ASIC, etc. implementations - some of that due to things like botnets of compromised machines which might not be individually very effective but the factors like cost of electricity aren't a factor for the people behind that and likewise the efficiency when they are profiting from lots of machines.
Though there has been a bit of a kick back against it now there was quite a bit of software out there as well that people could "pay for" by letting it do some mining for a set number of hours/days which likewise was often a CPU rather than GPU miner (and/or both).
AI is going to drive nVidia's future revenue. Crypto was just a bonus fad, made some hay while the sun was shining. All the excess Pascal inventory floating around will be a drag for a while, but Volta/Turing are so far ahead of Pascal for ML tasks it should be minimal.
On the gaming side, they need to start throwing money at devs to implement RT to shift new cards.
On the gaming side, they need to start throwing money at devs to implement RT to shift new cards.
On the AI side, that could be true if no one else was working with AI.
Gaming wise, the 20 series just looks under-powered for raytracing. Asking devs to support RTX rather than just DXR was a gamble, similar to their previous techs, perhaps with the same results.