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  • PeachNCream - Wednesday, August 23, 2023 - link

    This is not particularly important in the grand scheme of things. Reply
  • CiccioB - Friday, August 25, 2023 - link

    You are right. In fact "the grand scheme of things", that is all the remaining chip producer but Nvidia, just said: AI what? Reply
  • StevoLincolnite - Thursday, August 24, 2023 - link

    Well, with gaming revenue still going up, I guess the prices won't be coming down. Reply
  • meacupla - Thursday, August 24, 2023 - link

    It's actually down, by a lot, from when it peaked.
    Q1FY2023 it was $3,620M
    Q4FY2023 it was $1,831M

    $2,486M is barely better than it was in Q4FY2021, and that year was supposed to be record profits for nvidia.
    Reply
  • CiccioB - Friday, August 25, 2023 - link

    That's a useless comparison.
    Every tech company is on a down hill curve after the COVID-19 period. And for Nvidia the up hill period has to be tracked also back to the cryptocurrency boom.
    As far as gaming only is concerned, Nvidia has gained both in market share and in revenue.
    Reply
  • xol - Thursday, August 24, 2023 - link

    Weird that Nvdia keeps making money on garbage tech like Bitcoin (pyramid scheme/money laundering) and "AI" (industrial scale IP theft) Reply
  • meacupla - Thursday, August 24, 2023 - link

    Yeah, both of those ponzi schemes require lots of simple but repetitive calculations.
    GPUs are really good at that, and they are easy for anyone to buy.
    nvidia (and AMD) had the right product at the right time.

    nvidia took a gamble with AI and are reaping the rewards right now. They were better positioned to take a gamble with AI, unlike AMD at the time.

    nvidia's other gamble, RTX, is not doing as well. It's not a downright failure, but it's not winning over customer wallets either.
    Reply
  • Dribble - Thursday, August 24, 2023 - link

    Well it is winning - Nvidia pushed it and now limited RT is now expected in pretty well all new games, and full path tracing is starting to become a thing. Nvidia with the best RT is dominating gpu sales. Reply
  • Threska - Thursday, August 24, 2023 - link

    Well that's why they said "not doing as well" and "not a downright failure". Complete success would be "oh shiny" on everything even 2D. A do without in the same level as turning off Javascript in browsers. Reply
  • CiccioB - Friday, August 25, 2023 - link

    "Complete success would be "oh shiny" on everything even 2D"
    No.
    "Complete success" means winning against the competition in market share and generated revenue, that is a double win,
    Ada Lovelace is just providing that result, while AMD RDNA3 just managed to make AMD GPUs going further down in performance, revenue and market share.
    Who has to turn off Javascript to make his browser run without crawling is AMD, BTW. In fact it is AMD that doesn't support all the new features Nvidia has introduces since Turing, and knowing it, it just requires developers to not implement Nvidia more advances features when partnering with them (see Starfield "advanced" features, thanks AMD for holding us in 2010).
    Reply
  • meacupla - Thursday, August 24, 2023 - link

    Yeah, their RTX cards are doing so well, that the 4060Ti is going to get a price cut in the near future.

    You know what the best selling RTX card is? It's the 3060
    Why the 3060? It's because it has 12GB of RAM, and that's important with AI

    In fact, if you look at the best selling graphics cards, you would see that RX 6700, 6950XT and 6800 are doing very well against the 3060 and 4070Ti. This is so odd for something that should be flying off the shelves.

    If you want more evidence of how unwanted ray-tracing is, go to any tech forum or community. An overwhelming majority of people buying a 3060 don't care about its ray-tracing performance. They just want a GPU that can spit out frames without breaking the bank and look good enough.
    Reply
  • CiccioB - Friday, August 25, 2023 - link

    Can you provide those selling numbers of AMD series 6000 vs Nvidia 3060.
    AS far as I could see, all the entire AMD 6000 series altogether can't reach 1% of the total sold GPUs. Nvidia 3060 alone has a bigger market share than that pitiful "success".
    Reply
  • CiccioB - Friday, August 25, 2023 - link

    Didn't know AI was a Ponzi scheme.
    Can you describe its working, please? I am interested in this new theory.
    Reply
  • CiccioB - Friday, August 25, 2023 - link

    I didn't know AI is a Ponzi scheme.
    Can you better articulate on that? I'm really interested in such a new theory.
    Reply
  • Shlong - Thursday, August 31, 2023 - link

    Bitcoin and crypto as Ponzi yes, but how exactly is AI a pyramid scheme? I find ChatGPT to be indispensable now in my work flow. Reply
  • Samus - Thursday, August 24, 2023 - link

    When China invades Taiwan, nVidia will be in the penny stocks a week later because they are 100% dependent on TSMC for 100% of their physical products. They would have to break all of their contractual obligations and their ODM's would jump ship to alternate vendors who are not completely married to TSMC Reply
  • CiccioB - Friday, August 25, 2023 - link

    If China will invade Taiwan, Nvidia stock value and contractual obligations will be the last thing you'll be interested, also if you are Nvidia CEO. Reply
  • haukionkannel - Friday, August 25, 2023 - link

    Nvidia will by chips cheaper when China conguer Taiwan... "Money does not stink!"

    Well we go back to 40nm... nothing more nothing less. Your 12nm GPUs will be really great value by then!

    Och... so much bad jokes... Sorry for that. It would turn the world in chaos... And maybe China is counting on it. Because then their old tech chip factories would ne invaluable to the rest of the world...
    Reply
  • Shlong - Thursday, August 31, 2023 - link

    Um AMD/Apple and hundreds of other companies also need TSMC chips. They can always move over to Samsung on a lesser node though. Reply

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