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Nvidia announces financial results for second quarter fiscal 2024

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Re: Nvidia announces financial results for second quarter fiscal 2024

#291
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…

In bitcoin mining, GPU phase lasted only two years, before been outcompeted first by specialized FPGAs and then by ASICs. Nobody used GPUs for bitcoin mining since 2013. Maybe ML will follow similar path. But the computation is much different from ML, doesnt need memory at all.

Re: Nvidia announces financial results for second quarter fiscal 2024

#292
post #261

I interned at NVIDIA in 2009 on the kernel mode driver team. Was super fun there in terms of the project work and the people. If the code still exists, I created the main class that schedules work out to the GPU on Windows. That level of programming gave such rewarding moments in between difficult debugging sessions. When I wanted to test a new kernel driver build I needed to walk into some massive room with all of t…

I do wonder though, why has moore's law stopped in its tracks? Using CS:GO benchmark, a 1070 got 218 FPS, while a 4090 is at 477 FPS. Only a ~2.2x increase in FPS in 6 years? :(

I’m more worried about how human development has seemingly stopped in its tracks, backtracking more like it

Re: Nvidia announces financial results for second quarter fiscal 2024

#293
post #245

Earlier quoted context omitted.

What really strikes me is Nvidia's been working hard on doing practical work on their GPUs even just 10~15 years ago with PhysX, while both Intel and AMD just existed. Nvidia's dominance today is the product of at least over a decade of work and investments to make better products. Today they are finally reaping their rewards.

>doing practical work ... even just 10~15 years ago with PhysX practical work with PhysX 13 years ago: https://www.realworldtech.com/physx87/ "For Nvidia, decreasing the baseline CPU performance by using x87 instructions and a single thread makes GPUs look better." Nvidia magically released PhysX compiled with multithreading enabled and without flags disabling SSE a week after this publication. But couple of days bef…

This is factually jot the case as confirmed by Crytek developers at the time. Wireframe mode turns off clipping and cranks up LOD to max, and normally neither the water table would be visible (under the ground) nor would that block be rendered at that LOD.

https://old.reddit.com/r/pcgaming/comments/3vppv1/crysis_2_t...

Re: Nvidia announces financial results for second quarter fiscal 2024

#294
post #261

I interned at NVIDIA in 2009 on the kernel mode driver team. Was super fun there in terms of the project work and the people. If the code still exists, I created the main class that schedules work out to the GPU on Windows. That level of programming gave such rewarding moments in between difficult debugging sessions. When I wanted to test a new kernel driver build I needed to walk into some massive room with all of t…

Interned there Summer of 08. Remember mentions of “this CUDA thing” then, that was during its infancy.

Midway through, our intern friend group found out one of the smaller buildings had a buffet lunch and started taking the shuttle there often.

Saw this tweet just now and that lanyard holder really brought back memories, hasn’t changed at all: https://x.com/jimcramer/status/1694465908234699243?s=46&t=NA...

Re: Nvidia announces financial results for second quarter fiscal 2024

#295

Earlier quoted context omitted.

Are they so far ahead? AMD GPUs get comparable results as of late on Stable Diffusion. Software and hardware from competitors will catch up, crunching 4/8/16 bit width numbers is no rocket science.

> Software and hardware from competitors will catch up, crunching 4/8/16 bit width numbers is no rocket science. I made the mistake of buying an A770 from Intel, based on the spec sheet. Hardware is comparable to what Nvidia is selling, for 70% of the price. It's basically a useless paperweight. The AI software crashes constantly, and when it's not crashing, it performs at half the level of Nvidia's cards. Turns out…

Has it been improving?

Re: Nvidia announces financial results for second quarter fiscal 2024

#296

Earlier quoted context omitted.

Well, they still make gamer cards. As a company with more than one employee they are able to multitask, and the knock on benefits of all the investment will improving their gaming products as well. I think there are a fair amount of dual use cards being sold - I know I’ve got a 4090 that I use for local AI stuff, and it renders RTX Witcher 3 like a beast.

Basically no one can afford a 4080 let alone a 4090. Even 4070 is out of reach for many.

Ok? But the other RTX models are fine - I know I had a 3070 until recently. Yes, there is a continuum of models with progressively more power. That’s good - the high end blazes a trail for the low end. The architecture that supports AI also support gaming. It’s the same overall architecture just different scales and price points. That’s good, it ensures enormous investment at the high end which is scaled down for different price points. If it were not for gaming and crypto and others driving money at nvidia they would have a lot less capital to dedicate towards improving the architecture. The fact they continue to drive forward real time ray tracing and other features is indicative of their continued focus on gaming.

Re: Nvidia announces financial results for second quarter fiscal 2024

#297

Earlier quoted context omitted.

I do wonder though, why has moore's law stopped in its tracks? Using CS:GO benchmark, a 1070 got 218 FPS, while a 4090 is at 477 FPS. Only a ~2.2x increase in FPS in 6 years? :(

That's because single thread perf of CPUs hasn't progressed and ~500fps is where CPUs cap out on that game still to this day. GPUs are doing fine.

For anyone that doesn't understand why this matters, the CPU still needs to prepare the full scene before sending it over to the GPU for polygons to get rasterized and shaders to get calculated. Most of the time the CPU does all of the physics as well. So even if GPU render time goes to 0ms, 2ms spent by the CPU per frame means 500fps is the best you'll get without a better CPU or better code. And I suspect game devs aren't looking to shrink their budgeted CPU time just so someone benchmarking can see 1000fps.

Re: Nvidia announces financial results for second quarter fiscal 2024

#298

Earlier quoted context omitted.

It's pretty overpriced already if you're looking at the fundamentals, and has been for a while. But fundamentals haven't really mattered in tech stocks for a long time. If you want the responsible advice, it's overpriced. If you want my personal advice, well I bought more yesterday afternoon.

Can you add a little more color on what fundamentals is it overpriced? Have you looked at their QoQ growth (not even YoY) for last few quarters? I would say the stock price is just trying to keep up with the numbers they are putting out.

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Re: Nvidia announces financial results for second quarter fiscal 2024

#299
post #278
post #245

Earlier quoted context omitted.

>doing practical work ... even just 10~15 years ago with PhysX practical work with PhysX 13 years ago: https://www.realworldtech.com/physx87/ "For Nvidia, decreasing the baseline CPU performance by using x87 instructions and a single thread makes GPUs look better." Nvidia magically released PhysX compiled with multithreading enabled and without flags disabling SSE a week after this publication. But couple of days bef…

> But GameWorks' capabilities are necessarily Nvidia-optimized; such code may perform poorly on AMD GPUs. From the arstechnica article about Witcher 3. How dare Nvidia optimize their game enhancing effects for Nvidia hardware and forget to do it for their competitors hardware as well! And as for a lot of these complaints, could it be that a lot of companies only optimize for hardware that has the largest market share…

> could it be that a lot of companies only optimize for hardware that has the largest market share?

Yes, but also Nvidia partners directly with companies too (money can/does change hands).

Now the flip side is: so does AMD.

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