Nvidia announces financial results for second quarter fiscal 2024

Post by zirgs » Thu, Aug 24, 2023, 8:28 AM UTC

andrewjl wrote: post #227

AndrewKemendo wrote: post #199

Earlier quoted context omitted.

This is the point. This is a textbook situation that would be perfect for a competitor to come in and undercut. However not only is that not happening, nobody is even trying. Making the “theory” pretty worthless if it’s not even applicable in cases that would naturally produce this market entrant. The reality is that private equity does not actually want to compete with large global brands.

> This is a textbook situation that would be perfect for a competitor to come in and undercut. Is it? A competitor can enter the market and undercut by producing a cheaper and otherwise undifferentiated commodity-type product. Nvidia's focus is adding moats that prevent competing on pure specs such as CUDA, design, and so on.

Post by Cloudef » Thu, Aug 24, 2023, 8:31 AM UTC

radium3d wrote: post #311

dahart wrote: post #286

Earlier quoted context omitted.

Between those 2 GPUs, the fp32 perf went up 12.7x according to TechPowerUp’s specs. The SM count went up 8.5x (which represents Moore’s law and note is almost exactly in line with Moore’s prediction), and the clock rate went up 1.5x. The FPS of CSGO (or any game) is not a good measure of Moore’s law. Games have all kinds of complexities and caveats that will prevent them from scaling linearly. I used to write some of…

Wow, didn't expect to get so many comments. It's just interesting to me that we have 500hz monitors, yet games are still coming out that only run at ~70 fps on a 3080, etc. I used CS:GO as a comparison just because it was an example capable of coming near 500 FPS. Avg FPS are not going up fast enough in my opinion. I understand some games purposefully limit FPS for physics calculations, but there are many that do not…

Post by tm-guimaraes » Thu, Aug 24, 2023, 8:48 AM UTC

kimixa wrote: post #157

Uehreka wrote: post #74

Earlier quoted context omitted.

They’re all pretty motivated, they’ve been motivated for years, and almost nothing is happening. This situation isn’t exactly a poster child for the Efficient Markets Hypothesis. Every year just sounds like “Nvidia’s new consumer GPUs are adding new features, breaking previous performance ceilings, running games at huge resolutions and framerates. Their datacenter cards are completely sold out because they can spin s…

Tech design and development seems, to me at least, pretty much naturally opposed to the "being kept in check with competition" state - as design isn't really a cost that scales per-unit, the company that sells slightly more can afford to put more into development at the same per-unit margin, which snowballs. At some point, they own the entire market - or enough that they functionally control it, and start leveraging…

Post by kortilla » Thu, Aug 24, 2023, 8:54 AM UTC

david-gpu wrote: post #108

epolanski wrote: post #58

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 used to think like that, until I got a job there and... Oh, boy! I left five years later still amazed at all the ever more mind bending ways you can multiply two damn matrices. It was the most tedious yet also most intellectually challenging work I've ever done. My coworkers there were also the brightest…

Post by nsteel » Thu, Aug 24, 2023, 8:58 AM UTC

kccqzy wrote: post #88

TechnicolorByte wrote: post #34

Incredible company. It’s absolutely insane how far ahead they are with the investments they made over a decade ago. So nice to see a “hard” engineering (from silicon to software) SV-founded company getting all this recognition. Especially after what has felt like a decade of SV hype software companies dominating the mainstream financial markets pre-pandemic with a spate of overpriced IPOs or large ad-revenue generati…

The moniker of "hard" engineering is neither precise nor useful. What makes engineering hard? Is solving problems with distributed systems, even if these systems are for ads, hard? Or do you mean hardware? In that case even Nvidia is not hard enough since they don't fabricate their own chips. Or do you mean designing hardware? Then what makes writing system verilog at a desk hard but writing Python not hard?