Donate to Remove ads

Got a credit card? use our Credit Card & Finance Calculators

Thanks to johnstevens77,Bhoddhisatva,scotia,Anonymous,Cornytiv34, for Donating to support the site

Nvidia endeavours

The Big Picture Place
odysseus2000
Lemon Half
Posts: 6364
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1530 times
Been thanked: 959 times

Nvidia endeavours

#52499

Postby odysseus2000 » May 10th, 2017, 12:33 pm

Last nights earnings call from Nvidia showed the company is in a very sweet spot, with near 50 % year over year growth & nearly $2 billion in revenue this quarter.

Their chips are in a wide range of products, from gaming consoles, to autominous cars, to virtual reality, to...

The parallel that comes to mind is Intel just as the microcomputer revolution started, but now the revolution is perhaps the start of Artificial Intelligence and perhaps one victim will be intel who recently bought mobileye to try & compete in the autominous car market.

Nvida believe a shortage of drivers will lead to large scale autominous car use. The test data from Tesla already indicates that computer driven cars are better & consistently so than any human driver.

But perhaps I am being too enthusiastic. If Nvidia isn't going to dominate these areas what or which company will stop it?

Regards,

odysseus2000
Lemon Half
Posts: 6364
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1530 times
Been thanked: 959 times

Re: Nvidia endeavours

#54263

Postby odysseus2000 » May 16th, 2017, 2:53 pm

Nvda has been a barn burner since earnings.

Lots of chatter about how AI (Artificial Intelligence) is here now due to NVDA chips & that this is the equivalent of the PC and then Internet at the end of the last century.

Some are now saying that Intel will have to bid for Nvda.

Looking at the rough enterprise values we have intc at $176b, Nvda at $70.9b.

So count me as a skeptical, but there is no doubting the price strength of Nvda since earnings nor can one dismiss AI as a complete pipe dream. It is now too important a part of most big corporations [expletive deleted] of tools and is credited with e.g. how Amzn has dominated its competition through using AI.

Regards,

odysseus2000
Lemon Half
Posts: 6364
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1530 times
Been thanked: 959 times

Re: Nvidia endeavours

#55776

Postby odysseus2000 » May 24th, 2017, 2:43 pm

Nvida has run hard in 2017 and now soft bank buy a rumoured 4% stake:

http://www.marketwatch.com/story/softba ... 2017-05-24

Interesting!

Regards,

odysseus2000
Lemon Half
Posts: 6364
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1530 times
Been thanked: 959 times

Re: Nvidia endeavours

#58040

Postby odysseus2000 » June 6th, 2017, 9:46 am

Ai will beat us at everything by 2060:

https://www.newscientist.com/article/21 ... y-experts/

Kind of interesting, but so short on details as to be pointless.

However, the latest Apple WWDC showed some remarkable augmented reality, adding in real time images to existing structures, first demo being placing a computer generated cup on a table with the live audience also in the shot.

Not sure what applications this will have beyond games, holographic like phone calls, but suspect they exist. As far as I know there were no nvidia chips in this, but happy to be corrected.

Regards,

odysseus2000
Lemon Half
Posts: 6364
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1530 times
Been thanked: 959 times

Re: Nvidia endeavours

#62696

Postby odysseus2000 » June 25th, 2017, 11:51 am

Cramer on Nvidia, just over 1 minute of video:

https://vid.thestreet.com/p/105/sp/0/pl ... /video.mp4

Regards,

Mapfumo
Lemon Pip
Posts: 53
Joined: November 16th, 2016, 10:53 am
Has thanked: 2 times
Been thanked: 36 times

Re: Nvidia endeavours

#62889

Postby Mapfumo » June 26th, 2017, 9:45 am

odysseus2000 wrote: As far as I know there were no nvidia chips in this, but happy to be corrected.


I would assume not, Mac hasn't used nVidia chips since 2014 and the iPhone etc. never have. Apple has been recruiting heavily into its own GPU design team for a couple of years, without revealing much detail about what their plans are. AR will certainly be a driver for nVidia though.

ReformedCharacter
Lemon Quarter
Posts: 3120
Joined: November 4th, 2016, 11:12 am
Has thanked: 3591 times
Been thanked: 1509 times

Re: Nvidia endeavours

#64361

Postby ReformedCharacter » July 2nd, 2017, 8:45 pm

odysseus2000 wrote:Last nights earnings call from Nvidia showed the company is in a very sweet spot, with near 50 % year over year growth & nearly $2 billion in revenue this quarter.

Their chips are in a wide range of products, from gaming consoles, to autominous cars, to virtual reality, to...

The parallel that comes to mind is Intel just as the microcomputer revolution started, but now the revolution is perhaps the start of Artificial Intelligence and perhaps one victim will be intel who recently bought mobileye to try & compete in the autominous car market.

Nvida believe a shortage of drivers will lead to large scale autominous car use. The test data from Tesla already indicates that computer driven cars are better & consistently so than any human driver.

But perhaps I am being too enthusiastic. If Nvidia isn't going to dominate these areas what or which company will stop it?

Regards,

In the recently broadcast Horizon Dawn of the Driverless Car, there's a section about the use of GPU chips for autonomous vehicles. I found the program a bit underwhelming but there's an interesting interview with an NVidia boffin holding one of their modules. Looks like a very sound business development to me. The program is available on BBC iPlayer and the section about GPUs starts at about 36.25.

RC

odysseus2000
Lemon Half
Posts: 6364
Joined: November 8th, 2016, 11:33 pm
Has thanked: 1530 times
Been thanked: 959 times

Re: Nvidia endeavours

#87197

Postby odysseus2000 » October 10th, 2017, 2:36 pm

No human driver delivery next year:

https://nvidianews.nvidia.com/news/deut ... ruck-fleet

Regards,


Return to “Macro and Global Topics”

Who is online

Users browsing this forum: No registered users and 8 guests