AMD Vega helped launched Nvidia to be a $100 billion company

happymedium

happymedium

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quote:
"How did Nvidia get here?"

"
Vega 64 is out
And before we let you guys go, the fact that Vega 64 is slower than Nvidia’s Geforce GTX 1080 TI definitely helped getting the stock and market cap where it is. Nvidia launched its GPU six months ago and it is still faster than the best that AMD has to offer in 2017. Vega 64 can match the performance of a 15 month old Geforce GTX 1080, a very important milestone for AMD, but not enough to dethrone Nvidia. Vega 56 competes great against the Geforce 1070, but Nvidia can fix this with a new SKU or a price drop, if not both."


http://fudzilla.com/news/graphics/44289-vega-launched-nvidia-to-100b-company
 
It's not like Vega launches, and all of a sudden nVidia leaps from obscurity to $1B.

Also, while AI and machine learning definitely are helping nVidia, it is not what got them to $100B either.

Gaming did all of that. Or rather, nVidia did that by catering to gamers. All that other stuff - Quaddro, AI, Tesla -- that looks very sexy in press releases, and makes for great news articles that will influence stock prices to some degree. But go look at some financial statements. You know Wall St will. It becomes very apparent where nVidia's bread and butter is.

Interesting read, horrible article.
 
100 billion?! Damn I didn't realize they were that big of a company. Guess that's a good thing, that there is plenty of money to be made in the PC enthusiast market. I know that's not where it all came from but still, it's good that this is a lucrative market for companies to be in. Means cooler shit for us.
 
The stocks are currently inflated big time due to the AI expectations. Not due to gaming at all. If gaming was the driver it would be a sub 40B$ company or so.
 
And the most recent announcement about mining sales.... which are using gaming cards. Don't forget about that.
 
MacLeod said:
100 billion?! Damn I didn't realize they were that big of a company. Guess that's a good thing, that there is plenty of money to be made in the PC enthusiast market. I know that's not where it all came from but still, it's good that this is a lucrative market for companies to be in. Means cooler shit for us.
Click to expand...

Well, that's their stock valuation. That could change easily and rapidly.
 
Shintai said:
The stocks are currently inflated big time due to the AI expectations. Not due to gaming at all. If gaming was the driver it would be a sub 40B$ company or so.
Click to expand...


If the DL market uptake of nV products keep on going, pretty much doubling every quarter, its not going to be long before in reality they are a 100 billion dollar company. But yeah as of right not the stock is overpriced. All the self driving car stuff hasn't really even hit yet, that will be in the next 2 years closer to 3 years, we will see the that being a huge driving force, pun intended, for DL segment.
 
happymedium said:
quote:
"How did Nvidia get here?"

"
Vega 64 is out
And before we let you guys go, the fact that Vega 64 is slower than Nvidia’s Geforce GTX 1080 TI definitely helped getting the stock and market cap where it is. Nvidia launched its GPU six months ago and it is still faster than the best that AMD has to offer in 2017. Vega 64 can match the performance of a 15 month old Geforce GTX 1080, a very important milestone for AMD, but not enough to dethrone Nvidia. Vega 56 competes great against the Geforce 1070, but Nvidia can fix this with a new SKU or a price drop, if not both."


http://fudzilla.com/news/graphics/44289-vega-launched-nvidia-to-100b-company
Click to expand...

Without reading the article, and only your quote, and the click bait title... Pure BS.

I can honestly say, that Vega helped push them over 100B by launching a product that pushed some of team Red to buy 1080tis...

Other than that Nvidia branching out into multiple markets, I think the largest profit source was gaming, some 1-2B a quarter or so.... Don't have their filings on hand right now to verify.

(S)With fudzilla's mentality, I expect my shares to jump to $320, when navi vs Volta, you know because "vega launched them to 100B.(/S)
 
razor1 said:
If the DL market uptake of nV products keep on going, pretty much doubling every quarter, its not going to be long before in reality they are a 100 billion dollar company. But yeah as of right not the stock is overpriced. All the self driving car stuff hasn't really even hit yet, that will be in the next 2 years closer to 3 years, we will see the that being a huge driving force, pun intended, for DL segment.
Click to expand...
I don't disagree that the stock is highly overvalued, I only held onto a few and sold off most when it stagnated at 100, I figured it would have dipped and held strong around 60-70. I was not expecting it to hit 160 though....

On the other hand... Where's my 40% surge on AMD...
 
oh nV's stock price won't go down anytime soon lol, its over valued due to speculation based on what the company's future looks like, till that changes, its price won't drop.
 
AMD and NVidia stock followed one another since the crazy hikes. And its all GPU(read AI) related. If they cant materialize on those expectations, expect them to fall back to somewhere they was before.
 
Hakaba said:
I don't disagree that the stock is highly overvalued, I only held onto a few and sold off most when it stagnated at 100, I figured it would have dipped and held strong around 60-70. I was not expecting it to hit 160 though....

On the other hand... Where's my 40% surge on AMD...
Click to expand...

Man if you had held on for another 3 months after that point of stagnation, doh. NVDA and AMD really traded places from that point.
 
That article said Tesla buys nVidia AI hardware and wasn't it Tesla CEO Elon Musk who said AI is a threat to the human race? I have to admit, I'm not confused here, just wondering why a CEO buys up hardware he claims is a threat to humans ???
 
_l_ said:
That article said Tesla buys nVidia AI hardware and wasn't it Tesla CEO Elon Musk who said AI is a threat to the human race? I have to admit, I'm not confused here, just wondering why a CEO buys up hardware he claims is a threat to humans ???
Click to expand...


Depends on the type of AI ;), self driving cars is not machine consciousness.
 
I would say that Nvidia producing superior products for a long stretch of time had a greater impact on them becoming the company that they are today, as well as general stock inflation.
 
If only AMD bought Nvidia and not ATI ... I wonder what the company would be like today
 
illli said:
If only AMD bought Nvidia and not ATI ... I wonder what the company would be like today
Click to expand...

If "AMD bought Nvidia" then JHH would have had to be CEO since that was his stipulation to the Intel buyout offer.

AMD probably would be doing great with JHH and his team, as they have amply demonstrated, but then at that point AMD would be literally Nvidia other than for the x86 licensing technicality.
 
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