*** The AMD RDNA 4 Rumour Mill ***

[Craig_d1]

Do nvidia or AMD, as part of fiscal results, ever release info around no. of units sold? Would be interesting to see if the above is borne out in their own numbers (that's not me doubting/disputing the above)

edit..that didn't work..lets try again
last quarter nvidia revenue 39,331 million, up 12% for the quarter, 78% for the year.
gross margin 73% down from 76% year before

​

sorry, don't know why it pasted in dark but you can just make out revenue for last quarter at $39,331 million, up 12% on last quarter and 78% on previous year

Gaming below

• Fourth-quarter Gaming revenue was $2.5 billion, down 22% from the previous quarter and down 11% from a year ago. Full-year revenue rose 9% to $11.4 billion.

Doesn't tell no sold, but does show recent revenue down. next quarter will be more important as will all be new gpu's but gaming accounts for 6% of their revenue now I think so not really top priority anymore

running on a 73% margin last quarter, down from 76%...gotta love their prices if you own shares

NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2025

NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 26, 2025, of $39.3 billion, up 12% from the previous quarter and up 78% from a year ago.

nvidianews.nvidia.com

 

[VonScar]

edit..that didn't work..lets try again
last quarter nvidia revenue 39,331 million, up 12% for the quarter, 78% for the year.
gross margin 73% down from 76% year before

​

sorry, don't know why it pasted in dark but you can just make out revenue for last quarter at $39,331 million, up 12% on last quarter and 78% on previous year

Gaming below

• Fourth-quarter Gaming revenue was $2.5 billion, down 22% from the previous quarter and down 11% from a year ago. Full-year revenue rose 9% to $11.4 billion.

Doesn't tell no sold, but does show recent revenue down. next quarter will be more important as will all be new gpu's but gaming accounts for 6% of their revenue now I think so not really top priority anymore

running on a 73% margin last quarter, down from 76%...gotta love their prices if you own shares

NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2025

NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 26, 2025, of $39.3 billion, up 12% from the previous quarter and up 78% from a year ago.

nvidianews.nvidia.com

Yes, huge profit margins. By exploiting its almost monopoly. And deliberately under - producing Nvidia GPU's. To maximise profits on units sold. I would argue.

 

[Owenb]

Yes, huge profit margins. By exploiting its almost monopoly. And deliberately under - producing Nvidia GPU's. To maximise profits on units sold. I would argue.

Nvidia are limited by access to wafers. I would like to know why they are selling GPU's at all as they would likely make far more by using those wafers for AI chips.
One reason could be because they want to keep AMD from owning the GPU market as it would help fill AMD's coffers and allow them to pump billions more onto R&D to compete with Nvidia.

 

[Craig_d1]

Nvidia are limited by access to wafers. I would like to know why they are selling GPU's at all as they would likely make far more by using those wafers for AI chips.
One reason could be because they want to keep AMD from owning the GPU market as it would help fill AMD's coffers and allow them to pump billions more onto R&D to compete with Nvidia.

public awareness. They're only allocating a small amount to gaming gpu...enough to keep awareness that nvidia are the best still, and keep nvidia on the tongues of the masses...they'll need a fall back in case AI crashed....never burn your bridges behind you if you don't need too

 

[jtredux]

Nvidia are limited by access to wafers. I would like to know why they are selling GPU's at all as they would likely make far more by using those wafers for AI chips.
One reason could be because they want to keep AMD from owning the GPU market as it would help fill AMD's coffers and allow them to pump billions more onto R&D to compete with Nvidia.

I would imagine that the bonuses / RSU allocations of the gaming GPU team depend on them developing and shipping consumer cards - Nvidia isn't a single blob, it has divisions and everyone will have their own targets, so yes, they may compete with other divisions...

I would also suspect that some of the chip-design tweaks that the gaming chip folk come up with to cost-optimise the lesser silicon SKUs gets fed back up to the top-end stuff too. When you're building 10K+ SM's, half a percent here or there adds up...

 

[mahius]

Well done on your acquisition mate. Enjoy it to the fullest!

The box is still closed. Could be anything in there... even a brick!
But yes, as you know, I was unable to order anything from OCUK myself last week (full story this weekend hopefully). The only things I bought, were from elsewhere: the USB headers and a birthday present for my niece turning 3 (kid's books). At least that USB header arrived today. Will be nice to finally have 4 more USB 2 ports on the back of my PC, the internal USB headers are looking very lonely on my case lacking any USB 2. A shame motherboards aren't splitting up bandwidth to offer more rear USB2 on the back nowadays. High speed USB 3& 4 is nice, but I barely have anything that needs that bandwidth. Kinda like how all these GPUs are PCIe 5.0 but don't even need those speeds. Not even a fancy £3k+ 5090 is held back too much by older PCIe bandwidths.

Also, idk if anyone posted, but there was a couple of videos from Buildzoid about the stock situation that puts things into perspective. We may look at AMD and Nvidia being a GPU monopoly... but nobody beats TSMC as silicon chip manufacturing monopoly...

 

[VonScar]

Nvidia are limited by access to wafers. I would like to know why they are selling GPU's at all as they would likely make far more by using those wafers for AI chips.
One reason could be because they want to keep AMD from owning the GPU market as it would help fill AMD's coffers and allow them to pump billions more onto R&D to compete with Nvidia.

They are losing market share anyway. Last quarter AMD market share rose to 17% of GPU sales. Due to lack of Nvidia supply. I anticipate that this may increase with the positive release of RDNA 4. That AMD can keep GPU's in stock.

Also, the AI market is a bubble and may slow, with all the Chinese R and D competition, plus Intel, and AMD. Maybe Qualcomm.

Then there is further market risk that Nvidia has no fabs of it's own and is reliant on third parties such as TSMC (already at capacity). To make the AI, and GPU chips.

Then there is the other issue of future oversupply of chip's due to the USA investing billions of dollars into in-house chip production on home turf.

 

[Bidley]

At least that USB header arrived today. Will be nice to finally have 4 more USB 2 ports on the back of my PC, the internal USB headers are looking very lonely on my case lacking any USB 2. A shame motherboards aren't splitting up bandwidth to offer more rear USB2 on the back nowadays. High speed USB 3& 4 is nice, but I barely have anything that needs that bandwidth.

I often think the exact same thing - I think I've fully utilised a 3.1/3.2 USB port maybe twice in my life, but USB 2 ports I can't get enough of!

 

[Sargatanas2511]

I often think the exact same thing - I think I've fully utilised a 3.1/3.2 USB port maybe twice in my life, but USB 2 ports I can't get enough of!

It's SATA ports for me. I still have á couple of internal HDDs for bulk storage and a couple of 4TB SSDs as well. Some boards don't even offer 4 ports any more!

 

[Bidley]

It's SATA ports for me. I still have á couple of internal HDDs for bulk storage and a couple of 4TB SSDs as well. Some boards don't éven offer 4 ports any more!

Yeah I get that, M.2 is nice but if you ever need to change one out and you have a massive air cooler, GPU and heatsinks on the MB it's quite the operation. When I put my PC together I slightly misaligned one of the drives so it wouldn't show in disk management... took me about half an hour to reseat it.

 

[Parr]

What's this I see, XT's in stock on the OC website. Price is beyond what I'd consider, and to be honest I'm now mostly resolved to saving my money and waiting until the next generation, but good to see a trickle of stock nonetheless. I think the positives of AMD having made some strong advances in this generation bodes well for the UDNA architecture, and I'm at least now somewhat interested in seeing what they come up with, though I'm still a little pessimistic that the market will still largely be the same (if not likely worse) by the time the next generation cards release.