Check the job boards on Nvidia's website by posting date. Note: anytime you see a job posting at a Tech company more than 3 months old, the job has usually been put on hold.
Now at CES and GTC what do you expect....I'll go first. They might not even go.....now that would be a shock wouldn't it, but I suppose they will
1) A live demo with Tegra 5 Kepler shield streaming from San Jose Grid server. It's critical that Nvidia gets the interest up for their mobile Kepler licensing effort. Convinced this is where the real money will come from in the Tegra business..
2) Nice roadmap of course.
3) Maybe a T4i phone win with a Chinese player. Yes I know Barcelona comes in Feb, but if nothing at CES, I will not hold my breath.
GTC Tech Conference -
Nice Roadmap showing 64 bit CPU. Maybe even a demo board. If The Tegra 5 news with Kepler is very good and the interest is really high nothard to get a demo board together with first silicon.
Thousands and thousands of great things about Tesla, Nvidia Grid VDI, Tegra Auto, and maybe a little more about Grid for gaming.
The funny thing is Nvidia is looking to become a competitor to ARM in graphics while using an ARM CPU architectual license. Strange.
"You're declaring game over before ARM64 has begun... GEESH !!!!!"
No...Just looking at the business. I like Nvidia and the stock for what the company does demonstrably better than anyone else....Graphics Technology. Look at what they have accomplished:
1) Created Tesla and reinvented Supercomputing. Now on a clear path of steady improving revenue(43% this year over last year) with gross margins of 75%. Business is at a runrate of $250M a year now on it's way to $1B a year. Latest twist with IBM using Cuda and Tesla cards to accelerate Big Data software is a huge deal.
2) PC Gaming - Revenue up 6% this year when industry PC shipments down 11%. Phenomenal performance.
3) Nvidia Grid VDI in Enterprise is a slam dunk with every server company in the world adopting it. Cannabalizes Quadro in Workstation for sure but not one for one. Potential is pretty big for additional revenue. Again gross margins in the 70% range. Plus software reoccuring revenue!
4) Cloud gaming----Nvidia is there and has a decent shot. Don't know what the business model will be...i.e. just use it to sell Tegra hardware or an actual service. Will see.
5) Tegra in Autos - Running at $30M a quarter, expected to double next year, and reach $450M a year in 2015. $2B in backlog orders today! LTE Modem in cars could be another big big plus.
6) Nvidia co-branded gaming tablets is a great idea and could generate unit sales of a million or two Tegras a quarter, but with consistency. And With decent gross margins.....no price competition.
7) Potential Licensing of Graphics IP's and cores. This could actually make Nvidia Tegra processor division breakeven but Tegra 5 with Kepler has to really be a slam dunk monster improvement. If Tegra 5 is a success then yes will see a 64 bit CPU. If not well we may see one but it will be primarily for servers and Nvidia's own co-branded or branded products in my opinion.
"They will when they have their own CPU."
I guess they will have to do a 64bit ARM processor eventually, but they sure have over promised and grossly under delivered on Project Denver. If T5 with Kepler graphics is not a success, they may just fold a large part of the Tegra business...---keeping Auto and their shield (as a showcase), gaming tablets thru their board partners, and trying to license their Graphics IP to others.
"THen NVidia would compete directly with its customers."
So far all their customers are outside the US. Playcast in France and Cloud Union in China are the two biggest. With Sony planning to use Gaikai for streaming PS3 games to the PS4 and Microsoft teaming up with AGAWI for XBOX One, they have too to stay remotely competive.
Besides - It a great exclusive selling feature for the Shield and I hope eventually their Gaming tablets sold thru their Graphics board partners.
Don't know, but a quick perusal of Nvidia's job openings show a lot of recent posting for Cloud software engineers.
P.S. It is just to sell more units of the Shield.
Your beyond belief.......good luck. But I suppose it will be not pretty in the end!
Then switch your cable internet provider dummy! In my location AT&T uverse provides is 15 Mbps download.....LOL.
OK Ashrah Here goes:
First off a compliment. You are the most prolific current event blogger I have ever seen!
2nd. You have been invariably wrong about stocks as you seek Page Views for your articles.
3rd. I can prove number 2 above by Intel's price action today.You pumped Intel from 23.5 to 25.25 on S/A. Must have written a dozen articles on Intel in a week. Ah the allure of those PV's. But before the Intel price bump you said on both the Intel and S/A boards that you we're thru writing on Intel.
4th When Intel dropped after their flat guidance you wrote an article trashing Intel and pumping Armh. What a disgusting flipflop performance.
5th And this the key point so brace for it. Drum Roll please.
If you really have a degree in Computer Science from the University of Vermont in Computer Science with a GPA of 3.8 , I cannot help but ask why have you not become gainfully employed. Jesus there must be 10's of millions of 20's somethings that would give anything to be in your shoes.
Bottom line. Get up off your no what and get a job. If writing for media is your aim then for heaven sakes adjust your BIO.
First off I love the bloggers. Hey write about current events. No data but hey they write about current events. Trouble is I like data. The bloggers claim the internet speeds in the US are not fast enough for gaming. Must be true right? Well why not test yourself?That's what I did and at the end of this I will provide you with a link so you can test your computer or wireless yourself and no it doesn't have to be a Nvidia Shield.
My setup... A $385 Gateway computer bought last year running Windows 7. Internet provider is Comcast lowest tier plan $30/month. Months 7 thru 12 rises to $45 a month. I bought my own Wifi modem- cost $99.00. Cheap I guess why rent from Comcast at $7.00 a month. Motorola SBG6580 SURFboard® eXtreme Wireless Cable Modem. It says it is Wifi 802.11n wireless technology. What ever the heck that is? I connected my Gateway fan less Intel Core I3 computer by WiFi. Note: No contract months 1 thru 6 $30/month, months 7-12 $45 month.
OK let's look at the tests
Local Comcast Server- Ping 8ms, Download speed 32.80 Mbps, upload speed 5.91 Mbps
150 miles away Server - Ping 15ms, download speed 29.44 Mbps, upload speed 5.79 Mbps
1900 miles away Server - Ping 73ms, download speed 13.34 Mbps, upload speed 5.18 Mbps
Ok ...Here's how you can test your computer on whether Cloud Gaming will work for you. Simply go to this link and run a speed test:
I just did a ping test on different servers around the country. I'm getting ping times of less than 40 ms up to around 600 miles. Pinged one server in California 1500+ miles away and it was 58 ms. Another server in California gave a reading of 78 ms.
Note: I'm on Comcast's cheap plan too.
I switch every year between ATT uverse and Comcast. Currently on Comcast paid $30/month for the first 6 months and $45/month for months 7 thru 12. No contract. Just ran a speed test:
Ping Time 9 ms
Download Speed 33.04 Mbps
Upload Speed 5.87 Mbps
Last year I used ATT uverse- lowest tier pricing $30/month for 12 months contract
Don't remember the Ping Time, but the Download speed was around 15 mbps.
Either service works fine and easily exceeds the speed needed for gaming. If you live in the Kansas City area you can get Google 50Mbps fiber optics for free with a one time $300 hook-up charge to your home. If you need more speed say 300Mbps then you have to pay $70/month. Google is currently building out in Austin Texas and probably elsewhere.
Good Question....Can't wait to hear the Tech Blogger's response
Next he will be offering paid subscriptions. To his service. Why would anyone buy his service? Need I remind you of his pumping of Intel to over $25 and now it is $23.72.
Long and short of it is he is a just an entertaining blogger who obviously got Intel wrong!!!!!!
Get a job Ashraf...with that Degree and that grade average I cannot imagine why you have not by now become gainfully employed!
I'M Sorry Ashraf....If you called out picks and they made money. I would be your biggest buster. But alas you have not.....I hope you do well on your new venture. But we both know it's about being paid for Current Events Bloggings. Not about picking stocks!
And keep in mind that it's not to late to get a job with you super GPA super degree.
Good Luck and the best of wishes. But as AustrianSchool said you are a contrarian indicator.Among the top 3.
Below is the number of 100,000+ trades since Nvidia priced their $1.5B convertible note offering:
Now a retail investor can probably muster up enough cash to buy a 10,000 share block.....but a 100,000+ share block.....forget about it.
Plus only 932,000 shares (when 14,300,000 were offered) were taken in the "Happy Meal"....i.e. by the convertible bond Arbs.
I read this as the Whales see this as a one play and obviously to the upside.
Good luck longs. Sof far so good and we get a dividend check pretty soon.
P.S. S/A and Motley Fool Bloggers please stay away. If you must write about Nvidia please oh please be negative. Hat Tip to XC and Intlel_Will_AMD Itself too. You guys are the best contrarian indicator on Yahoo message boards.
Yes of course-but watch the video. It's an actual design WIN with an International Design company. They deployed the system for 1200 employees across 1500 devices on 5 continents. P.S. That's a lot of K2 Grid cards.
Looks like all those 200+ trials are turning into contracts and revenue