A big point for the analysts is when a market is being validated by other big players.
Intel validated the need for accelarators in HPC. It was a big plus for Nvidia even if it meant an extra competitor.
It meant that clients stopped asking questions about why accellerators were needed beyond just a CPU.
Now the questions were more in the manner of whether Intel's or Nvidia's accellerator were the better choice.
So far GPU's and their parallel nature has been a decisive winner in most cases.
Now Google validates the market for deep learning. It is so important that Google decided to develop an internal chip just for one framework of deep learning (Tensorflow). A specialized chip designed for one purpose only is probably a strong competitor to Nvidia's GPUs, but Google is just one client and the whole world is ahead (the whole world can be seen as possible TAM) and the world will be using many frameworks. Likely Google dont plan on selling their chips to other companies, so the validation by Google far outweighs the negatives.
Well, just IMHO.
I think Nvidia is doing an awesome job on focusing on ONE GPU architecture that they can scale throughout all their platforms and target levels. They focus on providing the best performance per watt, which will enable them to win in each of them. There will also be an 1060 and 1050, so I dont think Nvidia conceedes any of the business worth participating in. But ofc NVDA will not dump their inventory just to compete on price with AMD.
Can you elaborate on why you think they should compete more on the low margin stuff?
Low tax is 27 percent upto 7000 dollar profit.
After that 42 percent.
But we have a very good health care and free education for all.
So I dont complain.... too much. Hihi.
The CC gives plenty of reason to hold on or even add.
But if you cant stomach it or have other debt then consider taking a little of the table.
Or make some tax optimizations each year. In Denmark we have some profit tresholds with lower tax levels.
Take care and enjoy
Agree. But I was evenly impressed with how much the impact had on Nvidia Surround mode with 3 monitors. Previously I felt the 2 extra monitors on the sides were of two little use but with the corrected viewing angles they become windowes into the game covering more of the side action and provide the gamer with much better immersion. I am impressed.
multi-projection technology and Ansel are two different technologies. But both very interesting.
The same to you mate :-D
It sure feels nice knowing that your patience is being rewarded and your belief/vision was justified.
Enjoy the day and spread some smiles to the people around you.
Revenue of $1.30 billion, up 13 percent from a year ago -- growth across all platforms
GAAP EPS of $0.33, up 38 percent from a year ago. Non-GAAP EPS of $0.46, up 39 percent
Sentiment: Strong Buy
Techpowerup claims that GP104 is 317mm and the 980ti was 561mm.
So 1080 is about 56 percent the size of the 980ti/TitanX.
Take into consideration the better yields of a smaller chip and the chip price is likely less than half of the previous flagship (for the chip alone but now more expensive with memory for the total card).
Typically Nvidia is not expecting last generation owners to upgrade to the newest generation. Only 7 percent of the gamers have 970 or higher according to the VR studies.
So Nvidia have the remaining 93 percent target group as TAM. Meaning the majority of buyers didnt spend any money in the last one or two years and likely consider the 1070/1080 as a major upgrade and at an attractive price (or they wait for 1060).
However, 1080 is so impressive - and in particular for VR where both stereo pictures can now be rendered in one pass - that the benefits are enough to even convince last generation owners to make upgrades. If you own a 980TI you probably keep it. But 970/980 owners will feel an urge to upgrade if they can find the money in their budget. If you wached the twitch comments during the live stream of the launch - then you would now I am right.
Have a nice day
Sentiment: Strong Buy
At this time we don’t know GP104’s die size, but at fewer than half the transistors than GP100 it’s a safe bet that this is a die size in-line with previous first-run 104 GPUs such as GK104 and GF104, which were 294mm2 and 332mm2 respectively.