Tuesday, June 19th 2018
NVIDIA Joins S&P 100 Stock Market Index
With tomorrow's opening bell, NVIDIA will join the Standard and Poors S&P 100 index, replacing Time Warner. The spot that NVIDIA is joining in has been freed up by the merger of Time Warner with AT&T. This marks a monumental moment for the company as membership in the S&P 100 is reserved for only the largest and most important corporations in the US. From the tech sector the list comprises illustrious names such as Apple, Amazon, Facebook, Google Alphabet, IBM, Intel, Microsoft, Netflix, Oracle, Paypal, Qualcomm and Texas Instruments.
NVIDIA's stock has seen massive gains over the last years, thanks to delivering record quarter after record quarter. Recent developments have transformed the company from a mostly gaming GPU manufacturer to a company that is leading in the fields of GPU compute, AI and machine learning. This of course inspires investors, so the NVIDIA stock has been highly sought after, now sitting above 265 USD, which brings the company's worth to over 160 billion USD. Congratulations!
NVIDIA's stock has seen massive gains over the last years, thanks to delivering record quarter after record quarter. Recent developments have transformed the company from a mostly gaming GPU manufacturer to a company that is leading in the fields of GPU compute, AI and machine learning. This of course inspires investors, so the NVIDIA stock has been highly sought after, now sitting above 265 USD, which brings the company's worth to over 160 billion USD. Congratulations!
52 Comments on NVIDIA Joins S&P 100 Stock Market Index
And make no mistake, AMD has cheated in the past, too (Quake3 anyone?). Where you are right is that I'm not trying to turn video cards into my personal SJW. I also try to not make blanket statements regarding either of the sides, I believe each person is entitled to draw the line where they see fit.
I remember selling my GTX275 for IQ issues. Having dealt with AMD and Nvidia on the enterprise level... AMD is behaving because they are the underdogs, they are working to increase mindshare... Nvidia is like Apple and ran out of F*cks... they know people will keep buying them regardless of the shit they pull... and they are horrible to their partners. I work for one of their partners... and I own their stock...because they aren't going anywhere.
1-AMDs GFX cards being way behind in gaming.
2- Mining.
all other products/technologies are just marketing -advertising products and they have no to too little contribution in Nvidias profit.
Both AMD and nVidia are lying about the contribution of mining in their profit.
Gaming accounts for only about half Nvidia's revenue: s22.q4cdn.com/364334381/files/doc_financials/quarterly_reports/2019/Q1-FY19-Rev_by_Mkt_Qtrly_Trend.pdf
AMD, I don't have numbers, because I don't thing they detail RTG separately.
www.businessinsider.com.au/alan-greenspan-op-ed-2011-3
krugman.blogs.nytimes.com/2015/05/06/the-worst-ex-chairman-ever/
That said, Krugman has pointed out emerging markets as an area of concern as well.
Alllllright lets do some teaching... MSRP is what AMD and Nvidia control, not what they actually get sold at due to demand.
Can they increase supply? Sure then you have Nvidia's issue of oversupply and them delaying the next gen because of it.
That's right, Nvidia is delaying the next generation of gpus because there are too many 1060s floating around not selling... infact, one of the top 3 gfx OEM's returned 300k chips to Nvidia.
seekingalpha.com/article/4182662-nvidia-appears-gpu-inventory-problem
semiaccurate.com/2018/06/18/why-did-nvidia-delay-the-consumer-volta-parts/
As someone who actually works in the HPC world, Nvidia's lead is not absolute. Mi25s are actually quite powerful, yes a V100 will dominate in many AI workflows but all nvidia did this year was double down the capacity on the V100. I am curious to see with the 7nm instinct can do and should have some on hand soon. For vGPUs for accelerated VMs, AMD has the clear lead, and even normally all Nvidia shops use AMD's solution for it. As for professional content creation... the funky radeon pro SSG card can do 8k uncompressed in realtime. Nvidia demoed something similar using an unreleased raided nvme drive and p6000, but the AMD solution was faster...
It really comes down to what your workload is as to what solution you should go with, even with the gaming world being mostly in Nvidia's favor the professional world isn't. That is where AMD put the money this gen and it shows. And as someone keeping tabs on ROCm... the development pace of porting and optimizing previously Nvidia only libraries to be open is frankly astounding and I am going to have to switch more of my time to testing both Mi25s and V100s especially with 7nm incoming.
I am not sure what is the processing demand for professional content creation that will require MI25. Perhaps animated movies rendering?
Btw if it is just the market correction we already had that in Feb of 2018.
"there are two main reasons behind nvidia's success:
1-AMDs GFX cards being way behind in gaming.
2- Mining.
all other products/technologies are just marketing -advertising products and they have no to too little contribution in Nvidias profit. "
these two graphs explain it all :
2016 is when everybody started to jump on the mining bandwagon. Even (then) horrible AMD turned into a winner!
2. Not even close, Nvidia started showing growth way before the 2nd mining craze hit.
Gaming revenue grew 68 percent from a year earlier to $1.72 billion
Datacenter revenue grew 71 percent from a year earlier to a record $701 million.
Professional Visualization revenue grew 22 percent from a year earlier to $251 million.
Automotive revenue grew 4 percent from a year earlier to a record $145 million.
Mining sales would go into the Gaming revenue. But to say that other departments bring little to no contribution to nvidia is very far fetched. Fact is they showed growth for the past 5 years regardless of mining....
EARLY TERMINATIONnot meeting deadlines that would involve penalties, it's not the same market and stop treating it as such, the price wasn't inflated for those markets since they had the hardware bought from nvidia directly and not through AIB's or retailers.....