so whats with evga?

[Bill_Bright]

size by what metric?) and market cap are not the same thing.

So, @80-watt Hamster , not sure what fact or whom you are trying to defend but your defense, in this case, does not hold water. So I fail to see why you are even presenting it.

Sure, (I would hope) NVIDIA does not want to lose ASUS as a customer. But would it really hurt NVIDIA if relations break off like they did with EVGA? NO! MSI, Gigabyte and the others would quickly fill the gap. And that is the point here.

 

[Deleted member 234478]

Not even.

NVIDIA is worth $3.395 Trillion (3,395 Billion) and is the 2nd largest company in the world.

ASUS is worth chump-changed in comparison at a measly $13.9 Billion.

NVIDIA has the HUGE advantage of being 1 of just 2 significant GPU makers in the world. Yet there are dozens of card makers besides ASUS, including MSI, Gigabyte, Zotac, PNY, Palit, Power Color, Sapphire, XFX, VisionTek, ASRock, BIOSTAR, LeadTek, ECS, Sparkle, Chaintech and many more.

maybe regulations or monopoly laws..I dont know. .but if I had all that money id just make my own gpus not sure why amd nvidia dont make their own. otoh that would suck for all companies and loss of jobs in the masses.

just always be proud that you (not you) paid $2000 for a card and you (not you) did a good thing by paying 5 workers each 30 cents. you (not you)can always goto sleep with the warm fuzzy feeling knowing you (not you) always did something good for those in poverty hahaha

or paying $1400 for your (not you) phone and knowing only 2 people that day died that day getting cobalt for your (not you) device

it a reason why I prefer to buy everything I can used. used underwear socks and toothbrushes is where I draw the line.

 

[Bill_Bright]

but if I had all that money id just make my own gpus not sure why amd nvidia dont make their own

Huh? What are you talking about? AMD and NVIDIA do make their own. In fact, they are the 2 major GPU makers on Earth - perhaps the entire Milky Way! That's what this thread is all about - NVIDIA providing (or not providing) GPUs to EVGA.

If you meant to say you aren't sure why they don't make their own "graphics cards" instead of GPUs, well, that makes no sense either! Both NVIDIA and AMD make their own brand graphics cards using their own GPUs too - in some cases, undercutting the other card makers - once again a point this thread is about.

 

[Deleted member 234478]

there would only be amd and nvidia cards. no asus no jigabutt no zotac or whomever. just nvidia branded (fe) and amd only

not sure whats to their advantage to sell to others.

 

[Bill_Bright]

not sure whats to their advantage to sell to others.

Then you just aren't paying attention or even looking. Why not?

Do you not understand that there are differences between, for example, the RTX 4090 cards offered by NVIDIA, MSI, Gigabyte and ASUS? Do you think all the cards using the RTX 4090 are exactly the same, except for the brand name printed on the board?

 

[Deleted member 234478]

Then you just aren't paying attention or even looking. Why not?

Do you not understand that there are differences between, for example, the RTX 4090 cards offered by NVIDIA, MSI, Gigabyte and ASUS? Do you think all the cards using the RTX 4090 are exactly the same, except for the brand name printed on the board?

no, I understand they all make their custom cards and boards. this obviously would be horrible for us the buyers and the companies, but if nvidia wanted they could say no more licensing, no more making our cards. were the only one making them. you buy only from us no more vendors, only nvidia. im probably missing something so my stupidity and ignorance must be at play. im asking to learn. im no business man.

 

[Bill_Bright]

While ignorance can mean an unwillingness to learn, I am not saying that here. Ignorance typically just means a lack of knowledge on a subject. Everyone is, was, and always will be ignorant of something.

Stupidity is another issue. In no way do I think you are stupid.

It is all about numbers - as in sales numbers. If NVIDIA can sell more GPUs by letting ASUS and Gigabyte put their names on them too, that's more sales. In the auto industry, they even have a term for it, "twinned vehicles" or "badge-engineered" vehicles. The GMC Sierra and the Chevrolet Silverado are essentially the same pickup truck - with slightly different trim features. Same with the Toyota Camry and the Lexus ES350, Hyundai Tucson and Kia Sportage.

The idea for some is to fool consumers into thinking they have more options (though we aren't really fooled once we are no longer ignorant of the facts). Some however, are slightly different to meet the needs in different parts of the world.

 

[Totally]

B-B-B-But EVGA was the #1 Authorized Partner of NVIDIA products in the U.S.! Every box of every card and power supply they sold had this proud and important information in it!

#1 Partner and someone else is vetting the royal treatment, funny right?

Not even.

NVIDIA is worth $3.395 Trillion (3,395 Billion) and is the 2nd largest company in the world.

ASUS is worth chump-changed in comparison at a measly $13.9 Billion.

NVIDIA has the HUGE advantage of being 1 of just 2 significant GPU makers in the world. Yet there are dozens of card makers besides ASUS, including MSI, Gigabyte, Zotac, PNY, Palit, Power Color, Sapphire, XFX, VisionTek, ASRock, BIOSTAR, LeadTek, ECS, Sparkle, Chaintech and many more.

What a company is worth and it's size and scale are too different things last I checked and I clearly too big. If Asus/Pegatron one day told Nvidia that they're one their own, what would Nvidia do with that Trillion with a 'T'? A better question what would happen to that Trillion dollar valuation? I wonder what that graph would look like.

 

[Bill_Bright]

If Asus/Pegatron one day told Nvidia that they're one their own, what would Nvidia do with that Trillion with a 'T'? A better question what would happen to that Trillion dollar valuation? I wonder what that graph would look like.

I think there is a HUGE misunderstanding or lack of knowledge about NVIDIA. While they made their mark in GPUs for computers, that is but a small percentage of their business today.

As seen here, 78% of their business is with Data Center processors. Only 17.1% goes to GPUs for computers. And the trend towards data centers and away from computers is increasing each year.

So if ASUS terminated their relationship with NVIDIA, it would be like a little bee sting to NVIDIA, especially since there are other card makers ready to take up that slack and absorb the sales previously taken by ASUS. I note, unless allergic, bee stings are more of an annoyance than much else, and heal pretty quickly too.

 

[Totally]

I think there is a HUGE misunderstanding or lack of knowledge about NVIDIA. While they made their mark in GPUs for computers, that is but a small percentage of their business today.

As seen here, 78% of their business is with Data Center processors. Only 17.1% goes to GPUs for computers. And the trend towards data centers and away from computers is increasing each year.

So if ASUS terminated their relationship with NVIDIA, it would be like a little bee sting to NVIDIA, especially since there are other card makers ready to take up that slack and absorb the sales previously taken by ASUS. I note, unless allergic, bee stings are more of an annoyance than much else, and heal pretty quickly too.

No, misunderstanding lies with you. Nvidia doesn't make the cards in the same way Apple outsources it's manufacturing to Foxconn. Nvidia's manufacturing is done by Pegatron(ASUS) so their datacenter business goes through them too. Sure Nvidia can go elsewhere but it's not going to happen overnight, not going to be as streamlined, or as big.

 

[R-T-B]

manufacturing is done by Pegatron(ASUS)

Not exclusively.

 

[Bill_Bright]

Nvidia's manufacturing is done by Pegatron(ASUS).

Ah, sorry. My bad. I see what you are saying now. And yes, if ASUS terminated fabrication of NVIDIA chips, that would be much worse than a bee stings. But that would be a major blow to ASUS too.

But that is a whole different ball game (and corporate divisions) from supplying chips for graphics cards.

NVIDIA still designs and sells the chips. By contract, ASUS makes them in their factories but has no control over the design or sell.

It is like GM having car manufacturing plants in Mexico. The Mexican plant can't cut out a production run to sell on their own - unless already a provision in the contract.

We know that Intel and AMD don't make all their own chips either. WD has several outsourced factories around the globe making WD designed drives. Even the local bakery in my town makes Wonder Bread in the morning, Sara Lee in the afternoon and Pepperidge Farm at night.

 

[Totally]

It is like GM having car manufacturing plants in Mexico. The Mexican plant can't cut out a production run to sell on their own - unless already a provision in the contract.

This is what Nvidia allowed that everyone (evga, etc.) got mad about as this was a conflict of interest. As who is there to say there weren't back room dealing where Asus discusses with nVidia along the lines like "hey we make your stuff right? So well take care of you if you take of us." Nvidia deny such talks didn't and would never happen and further downplayed at the time they operated in different markets. Eventually Asus the moved into competing markets, and then when there were chip shortages and in the mining craze it was hard not to raise an eyebrow at who went with and without GPUs.

Not exclusively.

but they have the bulk of it, and trying to not get into the weeds

 

[dirtyferret]

Nvidia's manufacturing is done by Pegatron(ASUS)

I believe TSMC handles the majority of Nvidia fab needs. Asus split pegatron off from themselves, it's former Asus people but I believe they are their own company now

 

[Totally]

I believe TSMC handles the majority of Nvidia fab needs.

TSMC is on the opposite end of the supply chain

Asus split pegatron off from there, it's former Asus people but I believe they are there own company now

Not really, they're still under same parent company, pegatron handles all the b2b stuff and Asus is the consumer arm of the business

 

[Bill_Bright]

as this was a conflict of interest.

That is not a conflict of interest. By definition, a conflict of interest in business is arises when a person or entity chooses personal gain over their duties and responsibilities. It is not a "conflict" of interest when it is a provision of a contract all parties agree to before signing. These might be insider trading, breaches in contractual obligations, or making "biased" decisions that unfairly benefit an undeserving party.

There are often legal ramifications to conflicts of interest.

As who is there to say there weren't back room dealing where Asus discusses with nVidia

Nah! Come on dude! Don't be silly. This is tantamount to libel, rumormongering and otherwise purposely making false claims to make one look good or another look bad when there is ZERO evidence to back it up. Total FUD.

There is enough evidence of other suspicious activities that you don't need to degrade the conversation with unsubstantiated and unwarranted "what ifs".

***

This thread is about EVGA - not ASUS.

 

[eidairaman1]

Pretty easy to understand nv toxic behavior forced evga to shut down gpu production. Evga will support the products they released until they run out of units.

Only time will tell if evga re-emerges with a radeon, powervr/imagination technologies or arc based gpu.

 

[ty_ger]

no, I understand they all make their custom cards and boards. this obviously would be horrible for us the buyers and the companies, but if nvidia wanted they could say no more licensing, no more making our cards. were the only one making them. you buy only from us no more vendors, only nvidia. im probably missing something so my stupidity and ignorance must be at play. im asking to learn. im no business man.

I don't know about AMD's business model, but I know NVIDIA was making incredible profit margins on the cards AIBs make. It's in their best interest to squeeze all the profit they can out of their AIBs instead of just excluding the AIBs from the beginning. They would rather make record profits year after year until the AIB breaks.

The way NVIDIA makes profit is that they sell the GPU core with the memory to the AIB to install on their AIB card. The benefit for NVIDIA is that they get the bulk discount on the memory when they buy it, sell it to the AIB for a profit, and make the profit on the core that they sell to the AIB. The AIB is not allowed to buy the core without the memory. The AIB then does the PCB tweaks using NVIDIA's design guidance, buys the jellybean components, and manufacturers it. The problem for the AIB is that there isn't much profit margin in the jellybean component value, so the AIB makes little profit on the final product, while NVIDIA already had their guaranteed profit upfront.

 

[Deleted member 234478]

thanks for the info. I am not a businessman to understand this so curious to learn