NVIDIA Announces Preliminary Financial Results for Second Quarter Fiscal 2023, Gaming $$ Down 44%

[Vayra86]

I wounldn't put the situation as dire as you describe for Nintendo, they're still shipping a hole of a lot more consoles now than they were in the 2 years after launch. It's kind of crazy if you ask me, like you said, it's a very old SOC that wasn't that powerfull when it launched let alone now, but it's still somehow moving a ton of units

Nintendo is another prime example that graphics don't matter much

 

[Sabotaged_Enigma]

What great news! Glad to see it backfires finally. Go on Huang.
Let's see who's gonna laugh and who's gonna cry when RX 7000 series and RTX 40 series roll out. The way I see it, somebody's gonna cry hard for building a heater. Probably this time he won't carry the card out of an oven because the card itself could bake something to eat.

 

[_Flare]

sadly all numbers show that MSRP seems only possible if there is at least a little bit overcapacity ... otherwise the consumerprices explode.

 

[maxfly]

I love how there is absolutely ZERO mention of crypto in the entire million word release. Gotta play that investor game.

Gamers have looong memories leather jacket boy. The burn is likely juuust begining.

 

[mahirzukic2]

And I am totally cool with that. Happy to just buy 2nd and even 3rd hand if I have to. Not paying the ridiculous prices they are asking and I suspect many are in the same boat with me given the #s here.

I was just gonna say that. We will buy 2nd hand gfx cards? So be it.

 

[Recus]

First of all the Switch SoC is almost a 10 year old cellphone chip basically, nVidia is not making money there selling them for a few dollars each. Secondly you seemingly missed that AMD on average profits more than 2 to 1 because of volume and higher pricing. That's because Sony AND Microsoft use AMD, both. The home console market is much larger than the portable market (Sony and Microsoft usually sell twice as much as Nintendo before the shortage of PS5s etc). Even now, 450,000 home consoles sold every week versus 300,000 portables. And there is tons of supply that is on the shelves unsold for Nintendo and sales are dropping fast, meanwhile console sales are supply limited.

Your take is the opposite of reality.

I wonder where AMD includes these shenanigans?

AMD is selling broken PlayStation 5 APUs to cryptominers - VideoCardz.com

ASRock BC250 mining rig uses PlayStation 5 chips ASRock’s Mining Rig features a total of twelve AMD BC-250 mining cards and costs 13,499 EUR. This one-of-the kind compute and cryptocoin mining machine is now listed by multiple European stores. ASRock is one of those companies that will gladly...

videocardz.com

 

[trsttte]

Nintendo is another prime example that graphics don't matter much

Yeah, but it's more than that. The nintendo brand and the few pieces of IP they actively explore (and enforce with an iron fist along with everything else that's sitting still in the vault) sells pretty well. It's beyond graphics not mattering imo, by my count about half the releases are old ports/remasters that run pretty poorly but the convenience of having them on a cute handheld with the Nintendo badge sells.

 

[InVasMani]

No, NVIDIA has better machine learning technology than AMD for deep learning operations.

NVIDIA also has the BlueField DPU, derived from technologies acquired from Mellanox back in 2019. They are working on a datacenter CPU codenamed Grace for anticipated release in 2023.

Remember that NVIDIA is much more than GeForce.

That's probably a more complicated statement to say today with Xilinx acquisition. I'm pretty sure AMD's doing pretty well from that as well.

 

[Easo]

Compared to pre-covid those are Record Profits though.

"Problem" with that is the required endless growth insanity which I am sure you have heard about.
Of course the NVidia is doing great by any rational logic.

 

[cosminmcm]

This is great news, actually! Stop trying to scam customers. Be real and you will have good results.

 

[MentalAcetylide]

Well, in the end, Jensen Huang will still be able to wear is leather jackets. Hell, he might even go for an upgrade, although I don't know what comes after leather in regards to expense & animal skins. Sharkskin leather maybe? Afterall, he's the shark and our money is the target.

 

[trsttte]

That's probably a more complicated statement to say today with Xilinx acquisition. I'm pretty sure AMD's doing pretty well from that as well.

Even without taking AMD into account it's very complicated when so much of this is heavely closed and proprietary. Even google has their hands in it (though with smaller devices afaik) and a lot of other solutions exist on the market.

 

[PapaTaipei]

I wonder why the GPU makers don't make a huge CPU+GPU chiplet. The fact that everything is closer would mean better bandwidth, probably because of heat?

 

[Daven]

I wonder why the GPU makers don't make a huge CPU+GPU chiplet. The fact that everything is closer would mean better bandwidth, probably because of heat?

Ask and ye shall receive

AMD Instinct MI300 to be first generation exascale APU with Zen4 CPU and CDNA3 GPU - VideoCardz.com

One of the Instinct MI300 products could be AMD’s first exascale APU Earlier this month, we learned that Instinct MI300 product family from AMD will launch in many forms. This first CDNA3-based product would feature 3D stacking technology that allows AMD to provide various configurations to...

videocardz.com

Intel to blend CPU, GPU cores into monster supercomputing chip

Meet Falcon Shores, Intel’s new line of HPC processors

www.techradar.com

 

[Chomiq]

"Gaming"

 

[medi01]

NVIDIA bought AMD Epyc systems with ram and SSD and then packages with their own card and sells for high prices.

True, but lion's share of those systems (that cost 200k) is GPUs.

No, NVIDIA has better machine learning technology than AMD for deep learning operations.

No, not at all.

Those GPUs are dumb, massively parallel number cruncherss.

NV was simply the first to enter the market, while AMD was having bouquet of Raja embarrassment and those RX 480s. CUDA helps too.

Nevertheless, the solo party is over for NV in that segment too.

 

[stimpy88]

Is this the part when nGreedia suddenly remembers that they are "for the gamers" again?

 

[medi01]

The "vs AMD" angle is curious:

https://twitter.com/x/status/1556853790988460032

 

[64K]

imo graphics cards are still too high although they have come way down in price. The way that I deal with it is to not buy especially considering we are near the end of this generation. Instead I play games from the 90s to the mid 2000s and my 2070 Super is way overkill for that. I like the older games so I'm not suffering any hardship at all. I will buy a card from the next generation and do a new build and then go back to playing newer games.

 

[ppn]

They haven't deep learned anything yet. If sales drop by 33%, they need to lower all the prices by 33%. not just the 3090. and all the rest still cost as much as the tier above. 3050 still priced at 3060 MSRP, 3060 priced at 3060 Ti MSRP and so on. AT least get one step below, next gen is 3-tiers up. 4060 Ti is the 3080 replacement. So if we buy one now we get royally screwd. What a great deal.

 

[Vayra86]

Yeah, but it's more than that. The nintendo brand and the few pieces of IP they actively explore (and enforce with an iron fist along with everything else that's sitting still in the vault) sells pretty well. It's beyond graphics not mattering imo, by my count about half the releases are old ports/remasters that run pretty poorly but the convenience of having them on a cute handheld with the Nintendo badge sells.

I think Nintendo established archetype ish versions of games and target groups of consumers. Mario for the platformer, Zelda for action rpg, Mario Kart for racing. It has it all in its very own flavor and great execution. The badge is earned. Their IP still works after all this time, and thats quite unique in gaming. Look at our criticism on so many sequels like AC, Far Cry, CoD... its nowhere near as iconic, has to reinvent itself to keep 'current'. Gameplay is hit/miss affair.

 

[PapaTaipei]

Ask and ye shall receive

AMD Instinct MI300 to be first generation exascale APU with Zen4 CPU and CDNA3 GPU - VideoCardz.com

One of the Instinct MI300 products could be AMD’s first exascale APU Earlier this month, we learned that Instinct MI300 product family from AMD will launch in many forms. This first CDNA3-based product would feature 3D stacking technology that allows AMD to provide various configurations to...

videocardz.com

Intel to blend CPU, GPU cores into monster supercomputing chip

Meet Falcon Shores, Intel’s new line of HPC processors

www.techradar.com

Thanks