Nvidia shares skyrocket after great financial results

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Genx87

Lifer
Apr 8, 2002
41,095
513
126
lmao. Those numbers were meant to illustrate a point, not to be taken as some insiders revelation. To make it easy for you, its easier to charge more on something like a car than a console.



AMDs GPUs are fine. I don't care if you need them to significantly outpace nvidia to acknowledge the fact that

a fury beats a 980
a 390x trades with a 980
a 390 trades with a 970 (290x beats)
a 380 beats a 960
AMD has a million cards below that faster than a 750ti

The MAIN reason nvidia does well on GPUs is perception. Even in the freesync vs Gsync test it was assumed by some that G-sync was better. Just like that you get a bias. Same with GPUs. even if nvidia had a worse design, they would often be considered better. Maybe it's fortune, maybe its good PR or some lingering mistakes and wins from the past for both companies. eg. one could argue nvidias GPUs are toys because they are more cut down than AMDs. get this idea to cement in people's heads and you get an idea of the power of company/product image.

Its good to not rely too heavily on GPUs for gaming. When it comes down to it nvidia is still a lightweight in terms of expertise and they seem to be trying to break into/create big industries. The only specialty they have is GPUs? Applying that in unique ways looks good to investors. The danger of this can be seen with AMD and their expertise in CPUs though. they were there, but someone bigger beat them down with a big stick and they burned tons of cash as a result. If nvidia faces a bigger competitor similar to intel they could burn investments and end up in a bad situation. If GPUs are a unique solution to this feature then unlikely, but I could imagine intel wanting in. "intel inside" your car with discounts if you don't deal with nvidia.

http://www.intel.com/content/www/us...ce-systems-self-driving-technology-paper.html

of course they are already.

For what Nvidia does there aren't many bigger companies out there. Intel licenses Nvidia technology for their GPUs.
 

VirtualLarry

No Lifer
Aug 25, 2001
56,449
10,119
126
We would not be surprised if the company reaches 10 million Tegra automotive chips by the end of the year, something most of their competitors claimed it wasn’t possible (or true). Furthermore, their upside is viewed through the fact that the automotive Business Unit attracted over 50 customers for their DRIVE PX product line for autonomous driving cars.

Is anyone else scared, after reading that NV is getting into the autonomous car driving business, after having a GPU driver release history that included GPU-killing driver.
 

jpiniero

Lifer
Oct 1, 2010
14,839
5,456
136
a fury beats a 980
a 390x trades with a 980
a 390 trades with a 970 (290x beats)
a 380 beats a 960

At far higher power consumption. It's a big problem because they are so non-competitive in mobile that they are almost completely wiped out (except for Apple who isn't using nVidia because of the lawsuits)

And yes the mindshare nVidia has is a big deal. It's going to be hard for even Intel to break this.
 

tviceman

Diamond Member
Mar 25, 2008
6,734
514
126
www.facebook.com
lmao. Those numbers were meant to illustrate a point, not to be taken as some insiders revelation. To make it easy for you, its easier to charge more on something like a car than a console.



AMDs GPUs are fine. I don't care if you need them to significantly outpace nvidia to acknowledge the fact that

a fury beats a 980
a 390x trades with a 980
a 390 trades with a 970 (290x beats)
a 380 beats a 960
AMD has a million cards below that faster than a 750ti

Product names are just that. I was referring to engineering efforts and payoff. AMD's best chip is as big and uses 900,000,000 more transistors than Nvidia's best chip, yet Nvidia's is faster. AMD's next chip is bigger, uses many more transistors, sucks down way more power, doesn't OC as well, and is slower than Nvidia's next best chip. And so on, and so fourth.

AMD is getting drastically out engineered at every level now. They require bigger, more dense, and more power hungry chips to stay competitive. That translates into smaller margins. Smaller margins means less R&D, and R&D has already been cut over the past several years.
 

Ketchup

Elite Member
Sep 1, 2002
14,546
238
106
Is anyone else scared, after reading that NV is getting into the autonomous car driving business, after having a GPU driver release history that included GPU-killing driver.

Not really. It would be on ROM, and hardly ever message with. If video card drivers were on ROM, the proposed killing would have never occurred. They may not get the latest updates for games GTA-5, but I don't think a car system would need it, lol.

Also, Nvidia wouldn't be the only ones testing the device and the software, as is the case with most driver updates. So less chance of a driver problem making it into production.
 

MarkLuvsCS

Senior member
Jun 13, 2004
740
0
76
The MAIN reason nvidia does well on GPUs is perception. Even in the freesync vs Gsync test it was assumed by some that G-sync was better. Just like that you get a bias. Same with GPUs. even if nvidia had a worse design, they would often be considered better.

If you're referring to the tom's hardware test, I don't see how the conclusion, people would just select nvidia by default, could be made. It was a blind test so participants didn't know what brands they were using to prevent a bias in the results. You can't legitimately say nvidia won simply because more people would say nvidia is better. The bottom line is sometimes a price premium is worth it for a variety of reasons. In case of the syncs most preferred G-sync and even said they would be willing to pay a small premium for it. nvidia has made some smart business decisions by definitely charging extra for some of the added features, but that allows them to continue innovating and bringing newer products to bear.
 

sandorski

No Lifer
Oct 10, 1999
70,128
5,657
126
Part of the Stock Price increase is undoubtedly due to the Stock Buy back. Great results don't hurt though.
 
Feb 19, 2009
10,457
10
76
If you're referring to the tom's hardware test, I don't see how the conclusion, people would just select nvidia by default, could be made. It was a blind test so participants didn't know what brands they were using to prevent a bias in the results.

144 hz GSYNC monitor vs 90 hz FS monitor. You can figure it out.
 

Keysplayr

Elite Member
Jan 16, 2003
21,209
50
91
144 hz GSYNC monitor vs 90 hz FS monitor. You can figure it out.

Yeah, we know. Anything Nvidia reportedly does better is rigged, paid for, bought. Never crossed your mind that they just might in fact do something better. I mean in the real world.
 
Feb 19, 2009
10,457
10
76
Yeah, we know. Anything Nvidia reportedly does better is rigged, paid for, bought. Never crossed your mind that they just might in fact do something better. I mean in the real world.

When and if there's a proper comparison, then I will take the results more seriously. When its a damn marketing stunt, I will call into question why it exists at all and published on a review site. It never crossed into YOUR mind that NV will pay for marketing?
 

AnandThenMan

Diamond Member
Nov 11, 2004
3,949
504
126
10% gains are considered quite good.
If you want to consider 10% gains a skyrocketing stock that's fine. AMD recently went up about 20% in a short time I'd consider that a nice healthy payday but skyrocketing not even close.
 

tviceman

Diamond Member
Mar 25, 2008
6,734
514
126
www.facebook.com
Part of the Stock Price increase is undoubtedly due to the Stock Buy back. Great results don't hurt though.

Nvidia has been repurchasing their own stock for two years now. The continuation of their stock repurchase program was already baked into their stock price and otherwise had a negligible effect.
 

sandorski

No Lifer
Oct 10, 1999
70,128
5,657
126
Nvidia has been repurchasing their own stock for two years now. The continuation of their stock repurchase program was already baked into their stock price and otherwise had a negligible effect.

I wouldn't count on that. The fewer Stocks publicly available, the more valuable they become. Especially when there are good Dividend payouts to be had.
 

n0x1ous

Platinum Member
Sep 9, 2010
2,572
248
106
When and if there's a proper comparison, then I will take the results more seriously. When its a damn marketing stunt, I will call into question why it exists at all and published on a review site. It never crossed into YOUR mind that NV will pay for marketing?

AMD employees were also there and approved of the setup comparison.......how is this an Nvidia marketing stunt? sounds like sour grapes or incompetent AMD marketing as usual
 

Cookie Monster

Diamond Member
May 7, 2005
5,161
32
86
If you want to consider 10% gains a skyrocketing stock that's fine. AMD recently went up about 20% in a short time I'd consider that a nice healthy payday but skyrocketing not even close.

Lets not get bogged down by semantics..

On a side note, I hate tech stocks. You don't know when your stocks will become worthless due to a little mishap or turn into gold (actually more than gold) depending on the situation. nVIDIA for instance has been on a nice steady run in an upward trajectory (their performance/products reflect this) but that could be resetted with Pascal turning out bad for example or another bump gate fiasco.. Its not for the light heart-ed!
 
Aug 11, 2008
10,451
642
126
If you want to consider 10% gains a skyrocketing stock that's fine. AMD recently went up about 20% in a short time I'd consider that a nice healthy payday but skyrocketing not even close.

Yea, almost back to where it was before the last earnings debacle. Really though, unless one is a day trader or something, you have to look at long term trends, not just short term jumps or dips because of some news or technical movements like covering shorts.
 

Azix

Golden Member
Apr 18, 2014
1,438
67
91
Product names are just that. I was referring to engineering efforts and payoff. AMD's best chip is as big and uses 900,000,000 more transistors than Nvidia's best chip, yet Nvidia's is faster. AMD's next chip is bigger, uses many more transistors, sucks down way more power, doesn't OC as well, and is slower than Nvidia's next best chip. And so on, and so fourth.

AMD is getting drastically out engineered at every level now. They require bigger, more dense, and more power hungry chips to stay competitive. That translates into smaller margins. Smaller margins means less R&D, and R&D has already been cut over the past several years.

This isn't really true. It just so happens nvidia released maxwell after AMD. When hawaii came out it was significantly smaller than kepler (780 was 561 mm² vs 438mm² much wider gap than hawaii vs 980) and had similar power requirements. The problem there was just the cooler was rubbish.

The new 970 and 980 came out after and are still competing with year older cards. they are smaller, but they are also more cut down (in DP at least). Additionally if maxwell 2 does not do asynchronous compute as well as GCN, that's another engineering win. 970/980 is 398mm^2, 290x is 438mm^2. It's not that big a deal especially given that AMD spends more die space on memory with 512bit compared to 256bit.

The Fury vs 980ti does not support your claim. The Fiji chip is smaller, has similar power consumption. It currently performs worse in a single card configuration but so did the 290x vs the 780 ti in the early reviews. I don't expect that will last for long and then we would have not even that little support for your assessment.

On transistor count, yeah they use more. Offering decent DP compute is probably one of the reasons. I don't see it as a bad thing or good thing. Use as many transistors as your design needs as long as its good.

End of the day your assessment is just another example of how perception has a role to play here. They won't always be in the favorable position with desktop graphics. They don't have a clear win there and consumer preference could change. Smart of them to be trying different markets.

I do wonder how much they make from pre-built PCs though. Getting into those OEMs must be big business.

If you're referring to the tom's hardware test, I don't see how the conclusion, people would just select nvidia by default, could be made. It was a blind test so participants didn't know what brands they were using to prevent a bias in the results. You can't legitimately say nvidia won simply because more people would say nvidia is better. The bottom line is sometimes a price premium is worth it for a variety of reasons. In case of the syncs most preferred G-sync and even said they would be willing to pay a small premium for it. nvidia has made some smart business decisions by definitely charging extra for some of the added features, but that allows them to continue innovating and bringing newer products to bear.

I was referring to the sentiment to show its there. Not to make a conclusion about that experiment. Nothing really to do with the G-sync vs freesync but to say people hold certain biases towards nvidia.
 
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railven

Diamond Member
Mar 25, 2010
6,604
561
126
I've bought only AMD GPUs for my main PC (though have put plenty of NV GPUs in secondary rigs) since the Radeon 8500 (14 years?), but lately I've been more interested in moving SFF and making things quieter, cooler, and more efficient, and AMD's GPUs just don't compete in these metrics. If I were to build from scratch right now, I'd very likely opt for NV, despite my general distaste for proprietary and closed standards.

I don't think I'm alone in the desire to go small, cool, and quiet.

You are not alone, you and I are very similar. I've been buying ATI/AMD since ATI Rage Pro (my god we're getting old ). But when the computer got stuck basically next to me I shifted from "cool and quiet" which is why 290X was just absolutely a no go.

Rocking 980 Ti and the fan is louder than I'd prefer, waiting for that stupid Corsair bracket to launch. If I buy NV again next round now that I know all EVGA cards are ref PCB minus Classified/Kingpin I'll make sure to buy one with their ACX cooler.
 

railven

Diamond Member
Mar 25, 2010
6,604
561
126
AMD employees were also there and approved of the setup comparison.......how is this an Nvidia marketing stunt? sounds like sour grapes or incompetent AMD marketing as usual

I was not aware of that part. (I didn't actually read the article, perhaps I should).

As for the bold, yeah - both. Definitely, both.
 

RussianSensation

Elite Member
Sep 5, 2003
19,458
765
126
I was not aware of that part. (I didn't actually read the article, perhaps I should).

As for the bold, yeah - both. Definitely, both.

You definitely should. There are at least 5 glaring issues with that "blind study".

1) The study was not performed on brand angostic users exclusively. In fact, only 4 people preferred AMD products to 19 people who preferred NV, before any testing began.

2) 10 users knew what test systems used which parts which automatically means there was some flaw(s) in the methodologies as no one should ever be able to guess which PC has an AMD vs. NV GPU if the testing was truly blind.

3) It was chosen to test with VSync OFF, however, AMD's GPUs have lower input lag than NV's with Vsync ON. Now if I am playing a game that has wild FPS jumping from 40-80 fps, I am not about to go and turn VSync Off for my 35-60 fps range and then go turn back VSync on when my game exceeds 60 fps. That means I'll probably pick gaming with VSync ON at all times. But this decision gives GSync a major win automatically per Linus' testing. How would things turn out if the entire test was conducted with VSync ON?

4) The competence of the testers themselves. People actually picked the gaming experience with BF4 on High (NV cards) over BF4 on Ultra (AMD cards) but it doesn't take a genius to realize that Ultra settings would bring down performance on the AMD setup. So if someone wanted to measure the smoothest experience (not IQ), the High setting would automatically win.

5) Borderlands 2 was an automatic win for NV (see details in the test).

-----------------------

As far as some commenters mentioning that AMD makes cards that run hot and loud, Sapphire Fury Tri-X is quieter at max load than NV's reference 980Ti is at idle. Fury cards are also cool.





After how many people bought the jet engine Gigabyte G1, GTX970/980/980Ti reference cards, it's become obvious that noise levels do NOT matter when it comes to NV products for NV fans when comparing NV vs. AMD videocards. Noise levels and low temps ONLY matter if it's good enough to justify one's purchase of an NV card for fans of that brand but as soon as NV starts losing in those metrics (or any metric), this metric no longer matters.

As a side-note, having worked in Asia and Middle East and of course having lived and visited Russia and Brazil, based on my anecdotal evidence, in 3rd world/developing countries, people are most brand attached (this isn't just about NV). In any event, in Central Asian country I've lived, the market share for NV sales based on discussions with store managers was close to 99%. They don't sell AMD cards at all unless the customer custom ordered it from Urumqi, China or Taiwan. In Russia and Brazil, the love for American brands is incredible, and they also automatically associate higher priced products = better. NV wins in those markets automatically.

The biggest problem I see this round is there is a huge wave of brand agnostic gamers who are leaving AMD. We already knew that at least 50% of the video game market was committed to NV. The second major factor is AMD's nearly complete loss of market share in the laptop market. Even if the laptop / desktop dGPU market was split 50%/50%, with NV having 90% of the laptop market and 60% of the desktop market (NV's historical trend), NV would already have 75% overall dGPU market share. However, we know that the notebook dGPU market is greater than 50% of the entire dGPU market which makes perfect sense how NV's overall market share is 80%+.

NV's CEO also sites that more gamers in China and other developing markets are moving to high-end graphics cards:
Nvidia: China is shifting to high-end GPUs

That would explain how NV's revenue and ASP keep rising while gross margins are in the 55-56% range quarter after quarter, a far cry from the much lower gross margins during Tesla, Fermi and early part of Kepler generations. I wouldn't be surprised if NV jacked up the price of 980's successor to $599 even if it only beats 980Ti by 20% (recall it was insulting and unheard of for a next-gen mid-range to go up from $249 to $499 with GTX680 but even a 680 was 35% faster than a 580). It'll be interesting to see how Maxwell fares in 1.5 years from now as far as driver optimizations go. Given that NV has UE4 under its belt and GW is firing on all cylinders as far as closed-source code optimizations go, NV is going to have full control over GPU obsolescence.

Is anyone else scared, after reading that NV is getting into the autonomous car driving business, after having a GPU driver release history that included GPU-killing driver.

NV is mainly providing the Tegra chipsets but the software is likely made by 3rd parties. The Virtual Cockpit is powered by Google Maps while the MMI interface is Apple's Car Play and Android's OS version:
https://www.youtube.com/watch?v=RraX-Le8jx4

NV's CEO is a very smart/visionary CEO and that's why I love him for that as he foresaw that cars of the future will need powerful computers, deep learning and so on to become safer, more connected to the world and more efficient. This is yet another flop of ATI's management in the past where they sold early predecessors of Adreno (acrynom for Radeon) to Qualcomm. ATI could have been at the forefront of automotive SoCs but again no one at that firm has a correct vision to carry through.

JHH is very smart. He didn't just pick random auto firms either but the fastest growing luxury makers who wouldn't blink at the cost of Tegra SoC. If NV continues to execute well, it shouldn't be too difficult for them to infiltrate the entire line-ups of AMD, Mercedes, VW and BMW vehicles over the next 10 years. That market could be huge, far more profitable than AMD being in consoles.
 
Last edited:

railven

Diamond Member
Mar 25, 2010
6,604
561
126
You definitely should. There are at least 5 glaring issues with that "blind study".

1) The study was not performed on brand angostic users exclusively. In fact, only 4 people preferred AMD products to 19 people who preferred NV, before any testing began.

2) 10 users knew what test systems used which parts which automatically means there was some flaw(s) in the methodologies as no one should ever be able to guess which PC has an AMD vs. NV GPU if the testing was truly blind.

3) It was chosen to test with VSync OFF, however, AMD's GPUs have lower input lag than NV's with Vsync ON. Now if I am playing a game that has wild FPS jumping from 40-80 fps, I am not about to go and turn VSync Off for my 35-60 fps range and then go turn back VSync on when my game exceeds 60 fps. That means I'll probably pick gaming with VSync ON at all times. But this decision gives GSync a major win automatically per Linus' testing. How would things turn out if the entire test was conducted with VSync ON?

4) The competence of the testers themselves. People actually picked the gaming experience with BF4 on High (NV cards) over BF4 on Ultra (AMD cards) but it doesn't take a genius to realize that Ultra settings would bring down performance on the AMD setup. So if someone wanted to measure the smoothest experience (not IQ), the High setting would automatically win.

5) Borderlands 2 was an automatic win for NV (see details in the test).

-----------------------

As far as some commenters mentioning that AMD makes cards that run hot and loud, Sapphire Fury Tri-X is quieter at max load than NV's reference 980Ti is at idle. Fury cards are also cool.





After how many people bought the jet engine Gigabyte G1, GTX970/980/980Ti reference cards, it's become obvious that noise levels do NOT matter when it comes to NV products for NV fans when comparing NV vs. AMD videocards. Noise levels and low temps ONLY matter if it's good enough to justify one's purchase of an NV card for fans of that brand but as soon as NV starts losing in those metrics (or any metric), this metric no longer matters.

As a side-note, having worked in Asia and Middle East and of course having lived and visited Russia and Brazil, based on my anecdotal evidence, in 3rd world/developing countries, people are most brand attached (this isn't just about NV). In any event, in Central Asian country I've lived, the market share for NV sales based on discussions with store managers was close to 99%. They don't sell AMD cards at all unless the customer custom ordered it from Urumqi, China or Taiwan. In Russia and Brazil, the love for American brands is incredible, and they also automatically associate higher priced products = better. NV wins in those markets automatically.

And AMD signed off on this? Woof, the incompetence at that company.
 
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