TVB might be ok on notebooks with monstrous cooling, but they don't exist anywhere, I mean keeping it below 50 degC is not gonna happen for long.
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Robbo99999 Notebook Prophet
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Research at NVIDIA: Transforming Standard Video Into Slow Motion with AI
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NVIDIA Joins S&P 100 Stock Market Index
by W1zzard Today, 07:42 Discuss (7 Comments)
With tomorrow's opening bell, NVIDIA will join the Standard & Poors S&P 100 index, replacing Time Warner. The spot that NVIDIA is joining in has been freed up by the merger of Time Warner with AT&T. This marks a monumental moment for the company as membership in the S&P 100 is reserved for only the largest and most important corporations in the US. From the tech sector the list comprises illustrious names such as Apple, Amazon, Facebook, Google Alphabet, IBM, Intel, Microsoft, Netflix, Oracle, Paypal, Qualcomm and Texas Instruments.
NVIDIA's stock has seen massive gains over the last years, thanks to delivering record quarter after record quarter. Recent developments have transformed the company from a mostly gaming GPU manufacturer to a company that is leading in the fields of GPU compute, AI and machine learning. This of course inspires investors, so the NVIDIA stock has been highly sought after, now sitting above 265 USD, which brings the company's worth to over 160 billion USD. Congratulations!
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Robbo99999 Notebook Prophet
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The whole thing could be predicted easily given the gains achieved by the maxwell architecture and the comming gains from process node iterations. Alot of it is just mass psychology though. The whole market is weird to speculate on because chips are selling like hotcakes right now and in that sense no major company is at risk. On the one hand you have stuff like mining but that really just opened the doors to dig deeper into a market that is more than willing to pay absurd prices. And ai is still big gimick territory but companies are more than willing to shell out the money as it has future potential and they still make big gains from it in the meantime. The market is just crazy and when they realize the profits are comming in the share prices rise. And there is no reason to expect nvidia amd or intel to fail to sell thier products. As for amd well why isnt anyone talking about navi??? Everyone had big hype for vega because well polaris was what it was. But navi is the first big step for amd that really helps with production costs. And this is the kind of thing they need to really be a major player in terms of profit margins again. While nvidia is going for the biggest chips ever amd is going for something that is nearly the opposite. And while it has been in development for a long time now they may have had the chance to incorporate some of the concepts that made maxwell such a success like efficency techniques. Also looking at the real long term the REAL volatility in the market is going to come from hugely diminishing returns from process iterations. The whole market is going to make a BIG transition when we hit the wall and this is going to be very hard to predict. What happens when consumers stop getting performance / price ratio gains? We are already seening that today. Companies are looking at techs like navi as one way to approach this and that is something that stays in their proprietary architechture tech which is the real bread and butter for companies like intel amd and nvidia.
Sent from my SM-N950U using TapatalkLast edited: Jun 19, 2018Dr. AMK and Robbo99999 like this. -
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Research at NVIDIA: Improving Landmark Localization with a New Deep Learning Architecture
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Wow if its true then theres that old performance / price ratio im talking about. Increase in price with little increase in performance. Going by nvidias retail release pattern, if amds navi cards can come out in late 2019 like they want then amd may be back on top by late 2019 early 2020. But im talking mainly about their profit ratio not nessicarily the perspective from buyers who will see a smaller benefit.
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Research at NVIDIA: Generating and Editing High-Resolution Synthetic Images with GANs
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Robbo99999 Notebook Prophet
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The only thing I can think of is Nvidia's botched "Partner Program" that could have violated contract(s) and someone over ordered to mitigate timing based delays on ordering due to possible litigation issues, or the change in marketing requirements delayed shipments and therefore manufacturing, and the GPU's kept coming in and piling up, waiting on clarification and the implementation of the new GPP requirements.
Now due to the changes from generational upgrades in the pipe there is nowhere for the piled up GPU's to go, except back to Nvidia - which created the GPP mess interrupting the tail-end of Pascal manufacturing and shipments.
That's a pretty hefty price for Nvidia to pay for their Partner Program mess...
Maybe it is the mining slowdown, we don't know the mix of GPU sku's to know what the 300k returns are made up of, how many are high end mining GPU's vs mid / low end - is it all high end? Is it a mix that simply represents normal spread of sku's, it would be helpful to know to figure out why it happened.Last edited: Jun 21, 2018Robbo99999 and Vasudev like this. -
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Nvidia Appears To Have A GPU Inventory Problem
Jun.19.18
https://seekingalpha.com/article/4182662-nvidia-appears-gpu-inventory-problem
" Summary
Reports out of Taiwan now suggest that Nvidia has a gaming GPU inventory problem.
'Semiaccurate' reported on the issue yesterday, and cited excess inventory in the channel as the primary reason for new gaming GPU delay.
The glut is so severe that one top Asian OEM partner reportedly returned 300k GPUs to Nvidia.
This idea was discussed in more depth with members of my private investing community, The Razor's Edge.
Well, that didn't take long to confirm. It appears I'm not the only one who's been trying to reconcile the confusing communications coming out of Nvidia lately. And as the Taiwanese supply chain has more leaks than the Trump White House, it was only a matter of time before we got the juicy details.
Tech news site SemiAccurate which covers the GPU space pretty closely, and has broken stories like AMD's acquisition of ATI Technologies and Nvidia's Bumpgate, just published an article on why Nvidia has delayed their new gaming GPUs. It seems the Hot Chips 30 agenda cancellation and Jensen's no new GPUs for 'a long time' comment have created enough of a stir to get journalists and industry insiders asking questions. While curiosity amongst all this confusion is natural, I was surprised to discover that people were starting to speculate Nvidia's delay was due to technical issues with their new GPUs. This had never been a concern of mine, and as it turns out, it's clearly not the case.
So, what the problem? Supply...
...Too Much of It
Nvidia has overestimated pent-up gaming demand and underestimated the impact of declining mining demand.
How badly have they miscalculated?
Enough to have to agree to take back 300k GPUs from a 'top 3' Taiwan OEM. This is quite notable news as Nvidia usually exerts massive influence over its partners and can be quite ruthless with allocations of new GPUs if partners step out of line. The fact that this partner returned these GPUs says a lot about the current state of supply in the channel. The report also cites Nvidia aggressively buying GDDR5 as evidence that they now have an excess stock of lower-end GPUs that need to be made into boards as well as other insiders/sources citing an inventory buildup."
There's a couple more pages on that site, check it out...Last edited: Jun 21, 2018Vasudev likes this. -
Lol, even worse. WFCtech is claiming seekingalpha as a source, which is claiming semiaccurate and unnamed sources.
Semiaccurate - notorious AMD fanboi Charlie is coming to the fake news rescue! -
Those that hope to profit from Nvidia sales won't want to step into the light, until it's high noon, and there's nowhere to hide.
The only outlet for this kind of news is from those that don't profit from keeping it quiet.Last edited: Jun 21, 2018Dennismungai and Vasudev like this. -
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What is confusing is why didn't Nvidia sell these at lower prices as closeout sales in the first place? When mining sales started to fall they should have quickly dropped GPU prices to sell to gamers - non-miners - to clear out that stock instead of getting stuck with them.
Instead of charging 3x as much as MSRP for GPU's, Nvidia should have slashed costs to AIB partners - mandated selling to gamers at MSRP and moved 3x as many GPU's - 300,000 happy gamers, instead of a big pile of rubish.
Now Nvidia is going to need to get creative to figure out what to do with the giant pile of 300,000 spare Pascal GPU dies...
I wonder if 300,000 GPU die's have enough rare metals in them worth "grinding up" for recycling?Last edited: Jun 22, 2018Dr. AMK and Robbo99999 like this. -
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GTX 1180 Release Update, Z390 Is Rebranded Z370?!
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IDC offers their analysis on the market trends and the justification for desk-side "supercomputers" such as NVIDIA's DGX Station.
Download this whitepaper to learn how personal AI workstations are a game-changer in the race to AI-infuse the enterprise, overcoming the limitations of traditional data center infrastructure.
https://www.iotcentral.io/groups/an...ia-dgx-systems-run-deep-learning-at-your-desk
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12nm Pascal+ yipe...
We Have All The GTX 1180 Details [Warning: Satire]
Hardware Unboxed
Published on Jun 24, 2018
Spoiler: This is a joke, not a real news video. Hope you had a laugh
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Nvidia NDA Causes Controversy as Press Claim it Gags Journalists, Forces Positive Reviews
Written by Jon Sutton on 26 June 2018 at 11:40
http://www.game-debate.com/news/253...m-it-gags-journalists-forces-positive-reviews
"Quite a storm is blowing up after an alleged Non-Disclosure Agreement (NDA) has leaked concerning Nvidia’s relationship with press partners. The NDA first appeared on German website Heise, but a number of other sites such as HardOCP have also picked up on it and poked holes in Nvidia’s confidentiality agreement.
The first thing to point out is that NDAs are nothing new. We’ve agreed to NDAs from Nvidia, AMD, Ubisoft, EA, MSI. Basically, anyone and everything that is operating under embargo falls under an NDA. They can be written, verbal, or implied, and they typically cover a far broader range than is necessary in order to cover all bases. The NDAs also vary greatly in their aggressiveness, but this Nvidia NDA has certainly ruffled a few feathers.
The first key takeaway under Section 2 of the Nvidia NDA is that the expiration of the agreement with respect to the Confidential Information is, by default, five years after the disclosure of the information to the recipient. If Nvidia were to reveal to press the GTX 1180, for example, this information could not be revealed until five years is up or after a date that is agreed with Nvidia. For the GTX 1180, this date would probably be the same date the GTX 1180 is officially revealed, or when reviews for the graphics card go live. In this sense, the five-year timeframe is basically irrelevant in practice as the information is typically overridden by Section 3 (Termination of Obligation to Confidentiality) within a matter of days or weeks.
In that sense, this makes the NDA a fairly typical yet rigorous agreement. Nvidia provides behind-the-scenes secrets and access to hardware and announcements in exchange for publication of this news at an agreed time or date. Again, no surprise there, it’s standard form.
In Section 3 we do get an interesting statement though, which has spun off into several news articles citing that Nvidia is forcing the press to only publish positive reviews. Under Section 3: Use Restriction, Nvidia writes that the “Recipient shall use Confidential Information solely for the benefit of Nvidia and shall not...”, before proceeding to outline several steps that can’t be taken by the press if the NDA is agreed to. This includes posting Confidential Information from press events, sharing the Confidential Information in news stories or on forums, predicting future announcements using the Confidential Information as a basis for this, threatening to expose the information in exchange for cash, or providing login information that could allow others to gain access. Basically, this information is private until the agreed date and any move to break the NDA could result in legal action.
As with much of what’s been said before, this is absolutely normal behaviour. The part that seems to have stuck though is the “Recipient shall use Confidential Information solely for the benefit of Nvidia.” Unfortunately, this is a rather nebulous statement and thus causing the confusion. It could be read as an agreement that the recipient can only write positive things that benefit Nvidia, but bearing in mind of the rest of the third clause, it appears this is purely in regardings to the leaking of potentially sensitive Confidential Information rather than a restriction imposed on any qualitative assessments from journalists.
To go back to the earlier example, the end result is that a hardware reviewer would be absolutely restricted from posting about the GTX 1180 they were reviewing until the embargo is up, as this would be “for the benefit of Nvidia”. Once the embargo is up though, they would then be free to make a judgment on the quality of the product. To that end, information that is in the public domain is not subject to any NDA restrictions from Nvidia.
I would argue that HardOCP is wrong on this particular issue, probably just as a result of misunderstanding the agreement, and then a few sites followed suit. The only restrictions in place are in regards to information that is confidential in the first place, rather than as a blanket ban on negative press.
The bigger issue, as ever with these things, is how the press gets the opportunity to get the hardware in the first place. This is a decision that would be totally down to Nvidia and yes, they can pick and choose the sites which receive the coverage. This relies on a healthy relationship and, as we see HardOCP allege, printing negative stories about Nvidia “could damage this relationship”, preventing access. This is an entirely separate issue and much more difficult to manage, although it’s certainly not true that most sites would alter their impressions in order to benefit Nvidia rather than their user base, a user base which is contemplating spending potentially several hundred dollars based upon the review.
German tech site Heise.de posted the entire Nvidia NDA on its website and said it would not be signing the agreement. You can read the NDA in its entirety below.
Source: Heise.de
HardOCP
The Nerd Mag
DSO Gaming
Talking to an Actual Lawyer on NVIDIA's NDA
Gamers Nexus
Published on Jun 26, 2018
Rather than leave the internet to speculate based on what all of the reddit armchair lawyers say, we decided to speak with an actual licensed attorney in the US about NVIDIA's NDA for press.
We spoke with an attorney on the phone for this, rather impromptu, and so it is not heavily edited for video. We'd encourage you to just listen and tab away. This is in response to Heise.de's publication of an NVIDIA press NDA, and calls-in a GN Legal Correspondent -- a US-based attorney -- to discuss the NVIDIA NDA's language.
Last edited: Jul 6, 2018openglcg, Robbo99999, Vasudev and 1 other person like this. -
Robbo99999 Notebook Prophet
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This is unrelated to the posts so far, but is topic related... The work there must go on... Check out who's holding the third highest position - https://www.bleepingcomputer.com/ne...-tech-workers-are-suffering-from-job-burnout/
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ISC 2018: IBM and NVIDIA Power the World's Fastest Supercomputers
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• 10:11 - GPU Price Drop:
Graphics card prices expected to drop in July
Monica Chen, Taipei; Joseph Tsai, DIGITIMES Friday 29 June 2018
https://www.digitimes.com/news/a20180629PD204.html
"The cryptocurrency mining chill has weakened demand for graphics cards, with suppliers planning to axe prices trying to clear their inventory. Sales of ASIC mining systems have also been significantly impacted by the stagnant demand, according to sources from the upstream supply chain.
The sources pointed out that graphics card prices are expected to see an average drop of around 20% in July, while the dramatic slowdown in orders for mining ASICs will also negatively affect revenues at Taiwan Semiconductor Manufacturing Company (TSMC) as well as its IC design service partners, such as Global Unichip, in 2018.
The dwindling profitability has sent small-to-medium mining firms gradually bowing out from the market, while large mining firms have also cut their procurements of new machines.
Currently, the worldwide graphics card market has an inventory of around several million units and Nvidia has around a million of GPUs waiting to be released, said the sources. With cryptocurrency miners also expected to begin selling their used graphics cards to the retail channel, vendors are expected to introduce major price cuts to compete.
Nvidia's next-generation GPUs made using TSMC's 12nm and 7nm processes are also expected to be postponed to late fourth-quarter 2018 until after inventory returns to safe levels, the sources said."
Monica Chen, Taipei; Willis Ke, DIGITIMES Thursday 28 June 2018
https://www.digitimes.com/news/a20180628PD205.html
"A slowdown in cryptocurrency mining demand is dragging down Gigabyte Technology's graphics card shipments in the second quarter, which are set to fall about 20% sequentially with average selling price (ASP) for such cards dropping 10%, according to the company.
At an investors conference held June 27, Gigabyte said its graphic card shipments for the second quarter are estimated at around one million units, down from 1.2 million of a quarter earlier.
As it remains unclear as to when Nvidia will release its new GPU platform in the second half of 2018, Gigabyte can hardly assess its shipment momentum in the third and fourth quarters. Nevertheless, the firm still expects its annual earnings from graphic cards for 2018 to be higher than that a year earlier, bolstered by the much higher corresponding profits scored in the first half of the year than in 2017.
Before the crypto mining craze subsided abruptly in April 2018, Gigabyte maintained a hefty profitability scenario in the first quarter, with its net earnings for the quarter shooting up 91% sequentially and skyrocketing five-fold on year to NT$1.61 billion (US$52.75 million), a new quarterly high and even higher than net profits for the first half of 2017. Revenues for the first five months still surged 40% on year to NT$30.53 billion.
Promoting gaming graphic cards
As crypto mining graphic cards can hardly generate high gross margins amid the sustained weakness in demand, Gigabyte will focus more on promoting graphic cards for gaming devices in the second half of 2018, the company said.
Company statistics also indicate Gigabyte's revenue ratio for graphic cards hit a high of 49% in the first quarter of 2018, compared to 36% for motherboards and 15% for servers. But the ratio for servers already soared to 20% in the second quarter amid the declining graphics card shipment momentum.
Meanwhile, Gigabyte's motherboard shipments reached 3.3 million units in first-quarter 2018, and 1.1 million units each for April and May, with second-quarter shipments likely to remain flat or increase slightly compared to the first quarter.
The company expects its annual motherboard shipments to be in the same range of 12-13 million units as posted for 2017, instead of accomplishing a 10% annual growth estimated in early 2018. This is due mainly to a delay in the arrival of Intel's new-generation CPU platform, the company indicated.
Gigabyte has landed big orders from Yandex of Russia and Penguin Computing of the US for server products. This is expected to help push up the firm's 2018 server revenues by 20% on year."
Gamer Meld
Published on Jul 1, 2018
GPU price drop incoming, Nvidia's next generation GPUs might be postponed and (AMD) PCI-e 4.0?!
Last edited: Jul 1, 2018 -
MSI Radeon™ RX Vega 56 Air Boost 8GB 2048-Bit HBM2 Graphics Card
$25.00 Rebate
Frys#: 9526182 Model: RVega56AB8C
Price Match Promise
$519.99
After Rebate: $494.99
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ISC 2018: Supermicro & NVIDIA Enabling HPC and AI
ISC 2018: Lenovo and NVIDIA Partnership
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NVIDIA GTX 1180 Already On Sale For $1500.00 - WTF
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$1500 is way too much, I doubt anyone is foolish enough to spend that much on a gaming card, even if it is 2x as fast. That's 1180ti money right there, not an 1180 sized price. Nvidia is making another mistake if they think that's gonna sell in quantities.
And, more importantly, who *needs* 2x the FPS? Most every popular game is already running more than fast enough @ 144 FPS, with FPS limiters already in use @ 144hz. With 2x the performance you'd end up throwing all the added frames on the floor anyway.
Besides, that "leak" has already been proven a fake, with photo-shopped collateral images.
Good thing he isn't going to Germany, Nvidia is probably going to announce some Mercedes or Porsche auto-drive alliance, no gaming cards to be seen.
If Nvidia really does release a $1500 1180 card, and an $1100 1170 card, it only proves Nvidia are desperate to make back cash from the collapse of mining demand - and to help pay the storage fee's on the warehouses of Pascal cards and Pascal GPU chips that will never be sold.
I think Nvidia and the 3rd party makers that screwed over gaming for everyone for more than a year should pay penance and build and sellout their inventory of 1080ti's for $500, 1080's for $350, and 1070's for $200 until they run out of inventory, even if it takes another year delay for the NG of Nvidia GPU's.
That'll allow AMD to compete head to head with current Pascal generation with their new 7nm GPU's.
How can Nvidia justify the losses from bulldozing all those unsold Pascal GPU's?
That's gonna be a tough sell to investors.Dr. AMK and Robbo99999 like this. -
Lenovo Leaks Legion Series Will Have NVIDIA 11 Series GPUs
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It's a booth rep parroting what he's heard - nothing specific - general placeholder words and dates, trying to make this new line relevant by adding that it will *also* come with the "new" Nvidia GPU when it shows up some time in the future - he knows and says nothing specific. Standard marketing / sales speak to try to push old product technology on the promise of new technology to be added down the road.
Listen to the guy at 01:35 and 2:45:
Lenovo Legion Cube Gaming PC First Look at E3 2018
Brainbean
Published on Jun 21, 2018
Take a look at Lenovo's new Legion Tower and Cube small form factor gaming PC's.
"As well as along with up to GTX 1060 at this time but time to market with NVIDIA 11 series up to 1180 down the road."
"up to 1060 at this time, of course, with the NVIDIA 11 series time to market later this fall would get those GPUs as well. via Lenovo Rep at E3 2018"
Quote's from:
https://wccftech.com/nvidia-geforce-11-series-geforce-gtx-1180-graphics-card-lenovo-spills/Last edited: Jul 5, 2018Dr. AMK and Robbo99999 like this. -
Nvidia forces Swedish retailers to take the cost of price-reduced graphics cards-Sweclockers.com
The sales channels are filled with older graphics cards, so a price reduction of the Geforce GTX 1000 series is on the wallpaper. According to data from SweClockers, however, Nvidia is reluctant to take the cost. -
Nvidia ready to ship over one million GTX 11 series cards-Notebookcheck.com
Bearing in mind that the market is now flooded with current gen GPUs, the launch of the GTX 11 series may be postponed for a Q4 launch, and, for the first time, Nvidia could release the desktop solutions together with the mobile ones.Dr. AMK likes this. -
That article has been debunked as a misread of old news about Nvidia getting stuck with over 1 Million last gen Pascal GPU's - likely mostly unused dies, and not final built GPU cards ready to ship.
Wccf mis-applied that 1 Million inventory information to new generation GPU's ready to release, that's not what the source says.
Nvidia may indeed be well on their way to producing the next gen GPU's, and maybe even has a small inventory that's been sent out to AIB partners for development, but it's unlikely Nvidia is going to order up a huge quantity of next gen GPU dies when Nvidia and AIB partners have 4 million+ last generation Pascal GPU's still to unload.
1 Million Next Gen NVIDIA GPUs?
Starts @ 03:00
Joker Productions
Published on Jul 5, 2018
Original Digitimes article:
Graphics card prices expected to drop in July
Monica Chen, Taipei; Joseph Tsai, DIGITIMES, Friday 29 June 2018
https://www.digitimes.com/news/a20180629PD204.html
"...
Currently, the worldwide graphics card market has an inventory of around several million units and Nvidia has around a million of GPUs waiting to be released, said the sources. With cryptocurrency miners also expected to begin selling their used graphics cards to the retail channel, vendors are expected to introduce major price cuts to compete.
Nvidia's next-generation GPUs made using TSMC's 12nm and 7nm processes are also expected to be postponed to late fourth-quarter 2018 until after inventory returns to safe levels, the sources said.Last edited: Jul 8, 2018
Nvidia Thread
Discussion in 'Hardware Components and Aftermarket Upgrades' started by Dr. AMK, Jul 4, 2017.