Recent content by HockeyJon

I have never said they will just stop selling consumer graphics cards. I said there isn’t a business case for focusing on consumer cards right now. Those are two different things. You’re seeing things like a push back on consumer GPU timelines because there are currently more lucrative...

Right, but that won’t be the majority of your production in that case. You’re selling it because you have stuff laying around at that point, not because you’re targeting it as a main business, which is kind of the point.

I’m not saying there is zero business case for making gaming GPUs in a normal environment for Nvidia, but there is certainly zero business case for doing it when they’re supply-locked on the significantly more profitable datacenter side. If supply isn’t an issue then yes, I agree with...

Design flexibility may have been an annoyance for EVGA, but a PM recently came out and said the primary driver was competition from Nvidia’s FE cards and a requirement for board partners to offer at least one card at MSRP, but then selling them a chip package at a price that meant they were...

Yes, thanks for the correction on that. Only reinforces how stupid the idea is to have a single 600W connector for a 5090.

My understanding, from what I’ve read, is that board partners have to use it. They are not allowed to use 8-pin connectors on a custom PCB. Why they’re not allowed to at least use two on a 5090 when they’re clearly redlining it is beyond me. You have 85W coming from the PCI slot and a cable...

The YouTubers ARE making tons of videos about it, showing the failures of the connector in great detail, including Gamers Nexus, which does more than just the single link you posted. Hardware Unboxed has a video of their own 5090 cable melting a few weeks ago, showing how it failed in great...

You're right, but that also means we likely don't have a bubble, at least not yet. People don't understand that these companies are getting CHEAPER on valuation. As an example, Micron has a forward price/earnings ratio of 6-8 right now. The S&P average is 19-21. This means that, despite the...

I'll take the other side of that. Also: https://www.techspot.com/news/114060-micron-humanoid-robots-could-keep-memory-prices-high.html

Considering how Intel Arc G3 performs, I'll take the other side of that and say no, it will offer a huge leap over the existing Steam Deck. Plus, Valve said they won't launch a new one until they have a big advancement in the technology.

To be fair, everything PC related was much more expensive back then for a variety of different reasons. I remember when a plasma TV cost more than a new car, and yet now you can get a flatscreen LCD or OLED TV for a few hundred to a few thousand. Manufacturing technologies have improved so...

Because Windows on your personal PC is your only interaction with Microsoft? Even Steve says in the video that moving to Linux isn't sufficient protection to fully dodge this whole situtation. In any case, try telling the board of every company in the world to switch their software stack from...

I mean technically the finished product is ALSO loaded with sand...

We’re not talking about a smart TV here, we’re talking about Microsoft. Good luck using nothing connected to them in any capacity.

Not how that works for buybacks. The board authorizes share repurchases up to a total amount and then cancels the shares to shrink the float and boost earnings per share (fewer shares means smaller denominator, and therefore bigger number). These are bought on the open market at open value...