Wednesday, May 10th 2017
NVIDIA CEO Jensen Huang: "Competitive Position to Remain Unchanged in 2017"
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?
Source:
DV Hardware
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?
26 Comments on NVIDIA CEO Jensen Huang: "Competitive Position to Remain Unchanged in 2017"
Feck sake thats like me saying im skint , obvious.
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.
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.
:laugh:
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.
:roll::lovetpu:
Im Sorry Alucasa.:)
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....
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 new AMD APU alone could change quite a bit.