Semi_Punk has NO CLUE.... NONE !!!!! how the semiconductor industry works.
I've tried & tried & tried to educate Semi_Punk...
but he insists on keeping his head in the sand...
Post after post you parade yourself as an expert
Always throwing spaghetti against the wall hoping something sticks...
"This Q wont be as great as next Q though. My prediction."
How insightful... There's already quite a history on Q2...
"aren't the chip a little larger than the maxwell chip? what's the die size on these? (1080)"
Half the size of the maxwell chip
"NVDA has their GPU technology in AI and VR addition to autonomous cars. I suspect this will give NVDA a significant advantage in R&D and economies of scale."
100% AGREE !!!!
NVidia is able to sustain the R&D by Piggybacking on existing GPU R&D.
MBLY doesn't have the cash cow to support it like NVidia R&D....
You were right on the consumer part.
Smaller die, faster clock, faster memory, less power with new enabling tech.
Jensen said $Billions of R&D dollars went into this... it shows !!