oldmanbal
2[H]4U
- Joined
- Aug 27, 2010
- Messages
- 2,613
I wonder if Micron is further partnering with Nvidia for multiple reasons.
1. Nvidia isn't just powering Pc gaming now, they are supplying silicon for Microsoft (MSFT), IBM (IBM), Alphabet (GOOGL), and Amazon.com (AMZN), now designing its chips into their servers.
2. Ai driving and other deep learning is a new business opportunity which may require custom work to deliver end solutions that are viable.
2. Micron had been fundamentally sluggish financially compared with Nvidia's 30% gains from '15-'16, managing only 1/2 of that despite such massive new outlets for Nvidia's silicon.
3. Micron and Samsung are pretty much entrenched in the unchanging DRAM market that's essentially saturated at this point.
Having AIB's buy their memory from Nvidia would further establish this partnership/custom deal that seems to be established now between them. You can't buy it from Micron if Nvidia invested the money into the development of the newer leakless versions that they are using. This may also prevent AMD from having the ability to work with custom grade GDDR aside from what other vendors can make available which would only match last years 1070/1060 levels of performance memory wise.
Nvidia seems to have an excellent roadmap and unlike Intel, has become more diversified and future proof. Intel after all, missed out on mobile by half a decade or more.
1. Nvidia isn't just powering Pc gaming now, they are supplying silicon for Microsoft (MSFT), IBM (IBM), Alphabet (GOOGL), and Amazon.com (AMZN), now designing its chips into their servers.
2. Ai driving and other deep learning is a new business opportunity which may require custom work to deliver end solutions that are viable.
2. Micron had been fundamentally sluggish financially compared with Nvidia's 30% gains from '15-'16, managing only 1/2 of that despite such massive new outlets for Nvidia's silicon.
3. Micron and Samsung are pretty much entrenched in the unchanging DRAM market that's essentially saturated at this point.
Having AIB's buy their memory from Nvidia would further establish this partnership/custom deal that seems to be established now between them. You can't buy it from Micron if Nvidia invested the money into the development of the newer leakless versions that they are using. This may also prevent AMD from having the ability to work with custom grade GDDR aside from what other vendors can make available which would only match last years 1070/1060 levels of performance memory wise.
Nvidia seems to have an excellent roadmap and unlike Intel, has become more diversified and future proof. Intel after all, missed out on mobile by half a decade or more.