NVIDIA CEO Jensen Huang: "Competitive Position to Remain Unchanged in 2017"

[Raevenlord]

NVIDIA has been posting tremendous financial results, beating analysts' expectations on an almost quarterly basis. This stems from NVIDIA's privileged position in the graphics and computing market, with their GeForce series of consumer graphics cards having reigned almost virtually unchallenged by AMD's offerings. This happens even more distinctively on the high end of the market, where NVIDIA's halo products systematically wow consumers on a pure performance basis, and improve the company's image and market awareness absent of any competition from AMD. At the same time, the company's strong position on the AI, Deep Learning, and general computing markets ensure a strong footing should something go awry in a single market.

All of this seems to have grounded NVIDIA CEO's Jensen Huang confident posture on the company's outlook for 2017. At yesterday's earnings call, Jensen Huang was questioned whether NVIDIA's competitor's "new platform" elicited some thoughts on NVIDIA's competitiveness outlook in the second half of 2017. To this, Jensen Huang replied, in no uncertain terms, that "the competitive position is not going to change." Now naturally, a company CEO wouldn't be saying on his own company's earnings call something along the lines of "AMD's Vega platform is going to totally invert the competitive landscape and we at NVIDIA are scrambling and screaming internally at the disaster." Still, NVIDIA is probably the company that knows more about AMD's second-half 2017 efforts in the graphics space in 2017 other than AMD themselves, so this answer could also include some of Jensen's thoughts regarding that - and Volta. What do you think? Bullish posturing, or deserved confidence?



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[64K]

I don't see any financial roadblocks ahead for Nvidia anytime in the foreseeable future. I am confident that Volta is going to bring some serious performance increase if we do indeed get the Volta that has been talked about for years. I'm expecting to have to pay a premium for it though if Vega only comes in around a GTX 1080 and AMD can only bring 7nm Navi long after the Voltas roll out.

 

[alucasa]

Is the guy losing eyebrow hair every year?

 

[FreedomEclipse]

Is the guy losing eyebrow hair every year?

face too close to the BBQ when using White Spirit or Paraffin oil as accelerant

 

[TheoneandonlyMrK]

What would he be expected to say " we've released all were going to for joe public bar some possible rebranding this year and haven't a clue what Amd has been upto so who knows we should be right though"

Feck sake thats like me saying im skint , obvious.

 

[EarthDog]

Bullish posturing due to deserved confidence.

 

[Gasaraki]

Well the only people who probably knows more about Vega than AMD themselves would be nVidia. So nVidia is probably not afraid from what they know.

Remember this an earnings call so they have to realistic on projection for next quarter, not a time for boasting. If their next quarter doesn't meet projections, their stocks will tank.

 

[alucasa]

Wat? We have a lot of (self-claimed) Vega experts here. I bet minus 10 cents that they know far more than Nvidia does.

 

[dj-electric]

Is the guy losing eyebrow hair every year?

That's a part of ascending to SSJ3.

 

[TheoneandonlyMrK]

Wat? We have a lot of (self-claimed) Vega experts here. I bet minus 10 cents that they know far more than Nvidia does.

I don't see why people think Amd let nvidia know anything now, they don't do chipsets and standards are not set by them so communication on their latest Ip would be stupid beyond belief.

Id wager you have all of the highest thread count about vega, the most posts about and likely even used the V word more then anyone on here, ive been reading them. Tut.

 

[alucasa]

Id wager you have all of the highest thread count about vega, the most posts about and likely even used the V word more then anyone on here, ive been reading them. Tut.

Huh? I hardly ever posted in Vega thread.

 

[Kanan]

That's a part of ascending to SSJ3.

[DBZ Fanmode on]Yeah but that would also mean he just has KI for a short fight, and loses the fight to AMD on the long run.[/off]



Seriously, he said what he should say as a CEO, nothing more or less. It's of no real consequence, we will see what happens, everything else is just guessing and speculating.

 

[EarthDog]

Huh? I hardly ever posted in Vega thread.

maybe he mixed you up with that xkm character...? That dude has tourettes, but instead of twitching or blurting out swear words, its anything vega related.

 

[Kanan]

maybe he mixed you up with that xkm character...? That dude has tourettes, but instead of twitching or blurting out swear words, its anything vega related.

Maybe he mixed him because both guys are perverts.

 

[alucasa]

maybe he mixed you up with that xkm character...? That dude has tourettes, but instead of twitching or blurting out swear words, its anything vega related.

Hard to mix up if you ask me. I've got a sexy skirt avatar and he has an angry cat avatar.

 

[EarthDog]

Maybe he mixed him because both guys are perverts.

That skirt tho....

 

[Caring1]

...Jensen Huang replied, in no uncertain terms, that "the competitive position is not going to change."
What do you think? Bullish posturing, or deserved confidence?

It means nothing, it's just a vague statement to placate the media.

 

[TheoneandonlyMrK]

Huh? I hardly ever posted in Vega thread.

Yeah i m happy to take that back , but ill leave it for clarity. , Somehow read another name im going bed early tonight.
Im Sorry Alucasa.

 

[Prima.Vera]

Is the guy losing eyebrow hair every year?

Getting older is the trick Also hair getting white is another...
On topic, I don't really like this attitude of overconfidence. Like my friend Duku once said,
Bigger the pride, harder the fall. Or something....

 

[Kanan]

I think the pic is just poor, I don't think he's losing hair.

 

[anubis44]

"their GeForce series of consumer graphics cards having reigned almost virtually unchallenged by AMD's offerings."

Huh? Radeons up to the RX480/RX580 easily challenge, and beat nVidia's competing cards in those price segments, which also happens to be where the lion's share of the sales are. What do you mean 'virtually unchallenged'? nVidia's cards up to and including the GTX1060 are VERY challenged by AMD's Radeons. What nonsense.

 

[Caring1]

"their GeForce series of consumer graphics cards having reigned almost virtually unchallenged by AMD's offerings."

Huh? Radeons up to the RX480/RX580 easily challenge, and beat nVidia's competing cards in those price segments, which also happens to be where the lion's share of the sales are. What do you mean 'virtually unchallenged'? nVidia's cards up to and including the GTX1060 are VERY challenged by AMD's Radeons. What nonsense.

Perhaps the statement is a bit broad and should only refer to the top end cards, which AMD seem to struggle to match.

 

[Raevenlord]

"their GeForce series of consumer graphics cards having reigned almost virtually unchallenged by AMD's offerings."

Huh? Radeons up to the RX480/RX580 easily challenge, and beat nVidia's competing cards in those price segments, which also happens to be where the lion's share of the sales are. What do you mean 'virtually unchallenged'? nVidia's cards up to and including the GTX1060 are VERY challenged by AMD's Radeons. What nonsense.

The very next sentence clarifies, referring to NVIDIA's top-end halo products.

 

[Vayra86]

maybe he mixed you up with that xkm character...? That dude has tourettes, but instead of twitching or blurting out swear words, its anything vega related.

God damn it, now everytime I see xkm on this forum I have to think of this:

 

[Fourstaff]

I think Nvidia and ATI/AMD are going down separate paths. Nvidia is doing all sorts of things, dabbling in hardware, self driving cars, AI and others. If this continues, graphics may very well be taking a back seat in the near future.