Their chips were costly and over heated, like the shield. Even their discrete graphics chips like the titan X run at 250 Watts deep fryer IMO. No one was buying their chips after the initial bluster and big mouth talk from Jensen.
There is no room for 2 discrete graphics vendors in the market right now with discrete graphics shrinking every year. Nvidia's AMD buy will get the HBM expertise as well as narrow it down to just 1 discrete graphics maker where they can easily sell their cards for $599 and above.
$2-$3B is cheap for AMD given the profits that Nvida/AMD can rake in, in the future.
But what if you want to do financial spreadsheets, or photo editing.. PC's are here to stay. Growth may be stagnant, but PC's will be around for a long time.
once again. Huge upgrade cycle coming up for windows 10.
with smartphone growth expected to be 5-10% this year and flat next year.
Huge price cuts coming.. Essa must be crying in his soup. Lets see the dummy's Intel mobile strategy is wrong BS article again. LOL.
100K in a year is pathetic. That's even with the novelty of a new product. LOL. Same is true for all the car tegras. I doubt there are more than 100K luxury cars that will be sold with tegra in it.
Nvidia just makes a big PR noise about things. Very rarely do they have products and innovations. Just BS marketing.
At least AMD does some innovation in HBM..
is still hoping that the miners find more gold.
That's because skylake has a 40% improvement in graphics.
Anyway you look at it, Nvidia is screwed.
Samsung and Hynix will have it a couple of years after Intel/MU release their first chip. These Asians are good at copying IP.
Intel is a dawg when it comes to protecting its IP and getting royalties or a constant stream of income of their inventions. That's why as a stock this company is a DUD. Great company, lousy stock.
I would do whatever he tells you toI'll bet he is buying INTC for his charitable trust right now. LOL.
Besides tegra is a dead chip.
had to announce it now.
Buy INTC before the Windows 10 and skylake upgrade cycle begins. Its going to be BIG and last over a couple of years.
Cramer may have already bought INTC for his charitable trust. That #$%$.
retailers are already providing financing, but if they were to market it like phones on an installment plan, heck people would buy PC's for $10/month.
can upgrade their 2 in 1's every 2 years. for $399.
to Windows 10 and realize that their 8 year old PC's are slow.. So they will go out and buy a new PC because its cheaper than a phone. Voila, a HUGE upgrade cycle coming up and the shorts will be phhhucked.