Nvidia announces financial results for second quarter fiscal 2024

Post by jbc1 » Wed, Aug 23, 2023, 11:12 PM UTC

ikrenji wrote: post #155

lotsofpulp wrote: post #122

Earlier quoted context omitted.

Efficient market hypothesis is unrelated to Nvidia’s competitors being unable to offer a competing product so far. https://www.investopedia.com/terms/e/efficientmarkethypothes... > The efficient market hypothesis (EMH), alternatively known as the efficient market theory, is a hypothesis that states that share prices reflect all information and consistent alpha generation is impossible.

you know what he meant...

Post by TillE » Wed, Aug 23, 2023, 11:14 PM UTC

tracerbulletx wrote: post #37

TechnicolorByte wrote: post #22

Earlier quoted context omitted.

Nvidia is dragging the entire gaming industry forward with ray/path tracing and AI-based resolution and frame scaling. Everyone else (I.e., AMD) is following Nvidia’s lead. In what way has Nvidia “forgotten” gamers with the rise of their datacenter business?

The card prices have gone up pretty significantly and availability has been bad for the last few years, they also have been segmenting their product line in ways where some of the lower tier cards are not very compelling vs previous release cycles. I don't know if that's attributable to them "forgetting about gamers" but it's what people are upset about.

Post by Mistletoe » Wed, Aug 23, 2023, 11:17 PM UTC

TheAlchemist wrote: post #124

What's also pretty interesting that they actually didn't sell more chips this quarter - they ... just pretty much doubled the prices (hence the huge margin). This is what having a monopoly looks like ! This is also why companies that manufacture their cards didn't report any uptick in profits. I'm wondering how this play out in some months ? Do they have any pricing power with respect to NVidia ? Or NVidia could just…

Post by mkaic » Wed, Aug 23, 2023, 11:18 PM UTC

jbc1 wrote: post #161

ikrenji wrote: post #155

Earlier quoted context omitted.

you know what he meant...

I honestly dont. I'm trying to think of what principle they could have meant with "This situation isn’t exactly a poster child for X" where X is any economic principle and coming up empty. Best I've got is "central planning". One firm being able to handily out perform others despite them also being both motivated and well capitalised lends itself pretty heavily towards markets being good, but I hardly think they were…

Post by euazOn » Wed, Aug 23, 2023, 11:20 PM UTC

tric wrote: post #151

xnx wrote: post #25

The good new is that Nvidia's high GPU prices motivate everyone (Intel, AMD, ARM, Google, etc.) to try and tackle the problem by making new chips, making more efficient use of current chips, etc. For all the distributed computing efforts that have existed (prime factorization, SETI@Home, Bitcoin, etc.), I'm surprised there isn't some way for gamers to rent out use of their GPU's when idle. It wouldn't be efficient, b…

> I'm surprised there isn't some way for gamers to rent out use of their GPU's when idle. https://rendernetwork.com/ "The Render Network® Provides Near Unlimited Decentralized GPU Computing Power For Next Generation 3D Content Creation." "Render Network's system can be broken down into 2 main roles: Creators and Node Operators. Here's a handy guide to figure out where you might fit in on the Render Network: Maybe you…