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  • webdoctors - Friday, February 14, 2020 - link

    If everyone is quarantined at home, only thing they can do is play video games using the new geforce now service that just launched! Going all in on green!
  • Yojimbo - Friday, February 14, 2020 - link

    Geforce NOW isn't available in China. NVIDIA is working with Tencent for a cloud gaming platform in China, but it isn't ready for roll-out.
  • qap - Friday, February 14, 2020 - link

    Probably the first quarter in their history that gaming did make less than 50% of their revenue (maybe there were some single-event incomes like lawsuit win). And the whole year was also very close to this threshold.
  • thsrj - Friday, February 14, 2020 - link

    When every hyperscaler is investing heavily into AI, and starting to offer AI-based products/solutions, and all Nvidia can manage is a measly 2% revenue growth year over year for Datacenter.
    I am just not sure if I see a future for a company that struggles to get a foothold in any market segments other than PC gaming, the one they hang on to for dear life. As PCs and mobile start to merge, and cloud-based services gain momentum; Being a company that has consistently backstabbed every partner they once worked with is not a good position to be in.
  • Yojimbo - Friday, February 14, 2020 - link

    One needs to look beyond simple yearly revenue numbers to understand the situation. Firstly, in 2018 NVIDIA sold a lot of DGX systems, which gives NVIDIA revenue for the entire system. Now OEMs and ODMs have taken over the sales, so the revenues are lower even though the units sold and the margins are higher. Secondly, hyperscalers went through a digestion period in 2019. Thirdly, HPC tends to be lumpy, and 2019 was a down year for HPC systems. NVIDIA is the dominant player in the AI space, it is not struggling to gain a foothold. Soon NVIDIA's data center sales will be larger than its gaming sales, certainly larger than its Geforce sales. And NVIDIA hasn't backstabbed its partners, nor is it hanging on to anything for dear life. It is well-positioned in several growth areas. The story of AI revenue is in its infancy, as can be seen by the mutlitude of AI accelerator start ups still receiving funding. Growing segments often face ups and downs, and what can be assured is that if NVIDIA saw a down year for AI acceleration then the whole AI acceleration segment saw a down year, because at the moment NVIDIA is really the only game in town.
  • CiccioB - Friday, February 14, 2020 - link

    <blockquote>When every hyperscaler is investing heavily into AI, and starting to offer AI-based products/solutions, and all Nvidia can manage is a measly 2% revenue growth year over year for Datacenter.</blockquote>
    Can you show me how all this money make the datacenter market grow in 2019?
    Because all I saw was a decreased amount of capitals invested into Datacenter during the year as witnessed also by Intel.
    And, no, AMD has no part in Chipzilla limited amount of Xeon sold during last year.
  • michael2k - Friday, February 14, 2020 - link

    https://aws.amazon.com/nvidia/
    https://cloud.google.com/nvidia/
    https://azure.microsoft.com/en-us/blog/microsoft-a...
    https://www.ibm.com/cloud/gpu

    All the leading hyperscalers also happen to rely on NVIDIA GPUs in their cloud computing platforms, too, so NVIDIA can compete with them and also make money from them too.
  • sonny73n - Friday, February 14, 2020 - link

    The title - closes “OUR” or closes “OUT”?
  • colonelclaw - Friday, February 14, 2020 - link

    Here's hoping that the -12% in gaming might mean slightly less insane pricing for the next generation. But let's be honest, it's unlikely.
  • CiccioB - Friday, February 14, 2020 - link

    With the market shares Nvidia owns and their 65%(!!) gross margins there's no chance they are going to drop the prices. With what advantages?
  • UltraWide - Friday, February 14, 2020 - link

    Before people ask... It's fiscal year!!!
  • CiccioB - Friday, February 14, 2020 - link

    What is interesting is that they have a fantastic 65% gross margins with dies as big as pizzas.
    It means 12nm yields are very very good and that's probably the main reason Nvidia is not in a hurry to use a more expensive PP.
    Apparently the only advantage this new PP will give them is create somethings even faster that they are producing now, but seen the competitor is a light year behind they can sit and cash in with their better architecture on a old cheaper production node (which by the way still consumes less energy than latest competitor 7nm efforts).
    They will much probably jump to the node after 7nm (7nm+ or 6nm?) with EUV that is going to be better and most of all cheaper in production than 7nm. So they can also spare the cost of the development of a generation of chips which will not last that long.

    AMD needed the 7nm as if they remained at 14nm with RDNA they would have created dies bigger than Nvidia ones with none of the advanced features Turing has and they could have not raised the clock so high to try to close the gap.
    7nm somewhat saved this year GPU sales, but when Nvidia will switch to the 7nm and beyond nodes, AMD products will just show how bad they are despite the advance PP they are based on.
    On same PP the high number of transistor RDNA has, its power consumption and lack of features will just come to light even to those that just look at FPS/$ to evaluate technology and so justify buying years old tech which is just cheap.
  • nt300 - Saturday, February 15, 2020 - link

    You have lots of personal and opinionated assumptions in your post. Would be nice to add in a "In My Opinion" somewhere in your post so people won't take it as factual.

    RDNA took Nvidia by surprise and forced them to release the Super series. AMD products are far from bad, not sure where you come up with claiming AMD products are bad. Where in fact the entire industry knows how overpriced Nvidia's RTX lineup was when launched, which translated to poor sales.
    RDNA is not old tech, is a GPU designed primarily for pc gaming which also includes the GCN instruction set. The 5700XT high end already defeated Nvidia's targeted RTX 2070 as it was intended to do.
    RDNA 2 is said to be a new micro architecture and a next generation graphics competitor.
  • BenSkywalker - Saturday, February 15, 2020 - link

    40% faster then a 2080Ti using 20%-30% less power with a full node process advantage would be an ok part, not great, but decent.

    Where is AMD right now? With a full node advantage the fact that they aren't humiliating nVidia is embarrassing, with a half node edge they should have a decisive advantage, full node their third tier parts should be competing with the 2080Ti.

    The high end is the RTX Titan, then the 2080Ti, then the 2080 Super, then the 2080, then the 2070 Super, then we get to the tier with an AMD competitor *with a full node advantage*.

    Go ahead back through the history of GPUs, given the process advantage you'd be hard pressed to find a weaker design ever than RDNA.

    Right now, the fastest RDNA card still loses to the 1080Ti, a 16 nm part released three years ago. RDNA 2 is supposed to be great, like RDNA was supposed to be great, like ASync compute was supposed to be game changing, like HBM was going to change everything.

    If someone had told me a year ago that AMD would have a full node advantage and not do better than competing against nVidia's fourth tier offerings in traditional rendering without using any die space for ray tracing hardware of day they were trolling, no away their engineers could be that bad.
  • CiccioB - Sunday, February 16, 2020 - link

    There is not "in my opinion" because what I listed are FACTS.

    You are looking to the comparison in the wrong way.
    It's not debatable that a Vega chip is faster than a GP106. And faster than a TU116.
    It's not the absolute FPS a chip creates that makes it good or bad.
    It's the resource it took you to get to those performances.
    What has AMD used to create a chip as fast as the (cut) one mounted on the RTX2070?
    A better PP and as much as the same transistor budget. But, and this but is what discriminates fanboys from those that can understand technology, they lack ALL Turing advanced features (do you know them or you are limited in just knowing only AMD propaganda and so to understand only the old features AMD can show an exploit on the consoles based on its old technology?).
    Have you understood that RDNA has the same features that Pascal had 3 years before?
    You can't compare RDNA to Turing, You have to compare it to old Pascal. Which means AMD is 3 years late.
    Moreover the power consumption is equal if not worst for AMD. And this is by using, if you have still not understood, a completely new production node as advanced as the 7nm vs Nvidia revised 16nm which is now 4 years old.

    Do you really think that obtaining those results with all those resources at play is a good thing that makes AMD products "advanced" and on par with its competitor?
    RDNA is not better than first GCN which was annihilated by Kepler, and started the price raising trend. With chip smaller and less power hungry Nvidia started to drawn AMD that has since hidden their GPU revenues into a general "client market" voice in their financial reports.
    GCN1.1, 1.2, Fiji, Polaris, Vega were all so bad against the competition that the price of the market leading GPUs raised to today maximum (up to know).
    Can you tell us why is that? Because they annihilate the competition? Or because AMD, since 2012, have just been under-pricing their products to try to somewhat sell them putting elephants against mice to show that they can still create competitive GPUs (hiding how much that cost to them?)
    How do you explain AMD 45% gross margin vs Nvidia 65%? Putting in the argumentation the fact that Ryzen is selling like hot cakes?
    How do you judge Vega VII vs Turing? Was it annihilating it? 7nm vs 16nm. No match for Nvidia.
    That doesn't make me really think AMD will be any match to Nvidia 7nm+ solutions as well.
    Nest generation, boys, next generation... 4 generation since GCN was born were still not enough. But the next one.. uhuuhuu.. the next one... how marvelous it will be. Just wait and see.
  • Korguz - Sunday, February 16, 2020 - link

    wow.. gone from opinion to rant...
  • CiccioB - Monday, February 17, 2020 - link

    Rant on facts, my little AMD fanboy that doesn't want (or can't) understand anything without a "proof".
  • Korguz - Monday, February 17, 2020 - link

    sounds more like you are insinuating amd has completely failed with navi so far.. but reviews.. look to say other wise, so who's the fanboy ?? seems to me, your the anti amd fanboy, i believe your other posts on here, have shown that. for one reason or another, you hate amd. but hey.. feel free to keep paying nvidia for their over priced video cards, and intels long in the tooth cpus.....
  • CiccioB - Monday, February 17, 2020 - link

    What you are talking about? Reviews? Based on what? Absolute FPS or FPS/dollar? How old are you to say such a childish think? 15 years old? If you are older, just consider yourself as inadequate to write on a technical forum, please.

    I'm speaking about technology, my dear fanboy, about the sustainability of the choices that AMD has done since the introduction of GCN, which has demonstrated to be a complete fail for their pockets (and the market in general).

    Do they want to create an elephant with the cost of an elephant and the power consumption of an elephant (and the same sh*t amount) and win against a mouse whatever the (kept hidden) costs just to save their face in the market?
    Yes, they can. They can come up with something that has decent performances if they make it large and power hungry enough.
    But if you UNDERSTAND technology, and I see AMD fanboy do not seen the mantra they always put head: FPS are enough, prize is lower, do not care about anything else, AMD product since the introduction of GCN have been miles behind the competitor and the gap has been widening since 2012. Every generation AMD has to put more and more resources into its GPUs to keep Nvidia's pace.
    We are at a point, if you have not understood and just looked at the "reviews" on games performances and stop understanding the world just there, that AMD is using a new advanced (and expensive) PP, same transistor number of Turing (but obviously a smaller die due to higher density, but that is not an AMD feature, its a feature of TSCM's PP and the associated costs in adopting it) which behaves WORSE that the old 1080Ti. A 3 years old card, based on 16nm.
    Yes, with all AMD has put on the table they came up with a decent GPU in power consumption and plain rasterization performances performances (only if used with GCN/console optimized games you know). As I said, just three years later.
    In absolute comparison AMD has a decent GPU on the market (at last, 3 years later) but seen that at the same PP that GPU would be as big as Turing having the features of Pascal.. well, not, it is not a good product that can survive Nvidia next shrink or be anything good if not priced at low level (and see, no isolated GPU data in AMD financial reports.. guess why? Yes, they annihilate the competition! And they can show it! Oh, well, not).

    And, no, I do not hate anyone. They are global companies that do not deserve love or hate. The fact that you love them does not mean that someone that make a criticism just hate you beloved company.
    They have to work the best they can to make the industry go on.
    And, my dear AMD fanboy, AMD simply is not providing any good to the market: prices have been raising since 2012 and their cards are always slower and more power hungry than the competitor. NOTHING good for make the market improve. And actually the reality which you can't understand says so.
    I just realize these simple things and I am not blinded with red glasses that somewhat made GCN in all its form a decent architecture. Well, it is not and we see today and we'll see it even better next generation (the one that will provide an Nvidia killer GPU... how many times have you fanboys said that? BUt see RDNA2 with HW accelerated raytracing will kill Ampere.)
  • Korguz - Monday, February 17, 2020 - link

    gee.. more ranting and even more insults.. and you are calling me the child ?? and me the fan boy ?? come on.. look in the mirror.. posting such long messages is a rant.. and the fact you resort to insults.. grow up.. as i said.. your prevous posts on here show you love nvidia and intel.. so whos the fan boy? and these.. also look and are written more like opinins, while maybe based on some fact.. you dont state where you got these supposed facts.. but what ever.. keep insulting people.. i hope it makes you feel better about your self...
  • CiccioB - Monday, February 17, 2020 - link

    I do not like anyone.
    I look at the best products on the market.
    Up to now AMD has the best CPUs while Nvidia the best GPUs.

    My ranting is more on you fanboys that find any occasion to try to defend a global company even when its products are bad. And they have been bad since 2012 and going worse every generation. But are cheap. Bigger, more power hungry, featureless and you think this is good. ANd it is good in general for the market advancement.
    AMD GPUs, despite being built on a more advance PP are cheap to the buyer (but not in production).
    Guess why they are sold at lower margins and despite that their market share do not improve (a double fail).

    And yes, you are a kid as if you ever understand something about technology and market in genera l you wouldn't have come here speaking about "good reviews" try to find something positive in products that are 3 years late.
    AMD is late, even more late than in 2012. Navi may be your best buy for its price but is a bad product seen the technology involved. If their next RDNA2 does not prove to be on par (better is a hopeless thought seen what it has done so far with a PP of advantage) with Ampere, they'll just have to hope all the future games are optimized exclusively for their architecture to not be completely powned. Or they will sell just consoles APUs and nothing else in the PC market, unless they resort to even cheaper price (hiding more deeply their losses on the graphics division).
  • Korguz - Tuesday, February 18, 2020 - link

    and intel fanboys like you do the same for intel, whats your point ? i dont recall you ranting on the other " fanboys " amd or intel, like you have on me, so either shut up, or start attacking them too. intel can boys STILL claim they are the best, not so much any more. the use quite a but more power then Ryzen, and they NEED the clock speeds they have, to keep any performance they do have.
    the reviews for navi have been good, while not the competition for nvidia we need.. but still good, and you STILL seem to imply they have completely failed.so i dont know what reviews you have been reading.. but obviously, bias ones.. like most of your posts..
    " Guess why they are sold at lower margins " and look at all those people crying about threadripper being priced the way they are.. complaining amd is overcharging for them, yet.. where were these people to complain about intel and its pricing ?? seems if amd does it.. its wrong, but if intel does it is ok.. what a crock

    the fact you resort to insults and name calling in your posts to try to prove your point, says you are the child and kid, not me, as only children resort to name calling, and insults. i guess it does make you feel better about your self to be insulting and resort to name calling... have your self a good day.
  • CiccioB - Tuesday, February 18, 2020 - link

    Kid, start studying what's technology, what is marketing and what is fanboy hopes so in a discussion you can use the proper arguments to try to have a point.
    You continue to talk about "other ones" review to prove Navi is good. That simply means you can't make your own opinion. And that's simply because you do not know anything about technology and how to evaluate it.
    Otherwise you would not define an architecture that has the same transistor number than the competitor but lacks all the new advanced features (that use a tons of transistors, you'll see when AMD will get there somewhere in the future.. let's say 3 years?) and is saved buy the use of a more advanced PP in terms of absolute dimension and power consumption.
    Again, if you measure the absolute performances AMD is there, to the level of a 1080Ti 3 years old. But they sell their product at a so low margin to give it an appeal. Were it on the market with the margins such an advanced product deserves, they all would remain in AMD stores (but the few cards that AMD fanboys like you would buy whatever the cost and performance because they need to have an AMD product and be convinced that is is absolutely good to sleep in the night, Bulldozer docet).
    But you cant separate the marketing part from technology, you have not understood what has been said here for years: there's not a bad products, just a wrong price. ANd guess, AMD prices are lower for a reason.

    Up to now AMD makes the better CPUs based on technology used and performance reached. Where on the Earth can you label me as an Intel fanboy only your childish desire to attack me can tell, my dear AMD fanboy that

    And I attack you because you are the one the constantly comment my post with so childish and full of AMD fanboysm that you deserve what you need: to grow up and be able to make a discussion like an adult.
    Let's try next time. This time you have completely failed.

    BTW: you can continue enjoying AMD GPUs and contribute to make a competition to over priced but still better Nvidia products. Thanks for that. I can spare some bucks with fanboys like you araound, but what I really hope is that AMD will ever create something that does not need to be price cut to the lower tier to be considered good. Just my personal hope, before I'll die.
  • Qasar - Thursday, February 27, 2020 - link

    " And that's simply because you do not know anything about technology and how to evaluate it. " ahh so those who do not know about technology shouldn't believe reviews ? that so arrogant, it isn't even funny. thats why those that don't know, read reviews, as it gives those of us some idea on what to buy, and what not to buy. " You continue to talk about "other ones" review to prove Navi is good. That simply means you can't make your own opinion " on the contrary, reading those reviews, allows one to come to an opinion as to which to by, man, can you be any more arrogant ??? as korguz said, you are the one that is childish here, and i would add arrogant. not every one knows about technology, what marketing is, or how to separate them, as you said, hence why people read reviews. you keep accusing him of being an amd fan boy, i have also seen some of your other posts, and most of them seem to be anti amd, and full of intel fanboyism. by resorting to attacks to attempt to prove a point, makes you the child here, but your flat out arrogance, causes you to be blind. as korguz mentioned, amds current are not the utter failures you are making them out to be, the reviews also show it, they are a little more competitive then the previous ones were, not as much as we, consumers, need them to be, but at least there is some options. if you would look passed your arrogance, you would see that.

    BTW: you can continue to enjoying the over priced nvidia gpus,. and keep lining their pockets, im sure Jensen Huang appreciates it.
  • michael2k - Tuesday, February 18, 2020 - link

    I think your opinion is wrong.

    I don't think for a minute believe RDNA 'surprised' NVIDIA. I also don't think NVIDIA was 'forced' to release the Super series.

    What I believe is that NVIDIA had the Super series waiting in the wings as a backup plan whenever AMD was able to field a competitive part; after several months, yield was bound to go up, which means for no extra cost there would be more parts with more usable cores, clock higher, and perform better.

    They didn't change the architecture, they didn't change the chip, they just re-binned the parts and sold them at the same or even higher price; the 2060 super cost $50 more than the 2060 at launch, after all. The 5700XT can't compete with the 2070 Super, 2080, 2080 Super, or 2080 Ti.

    Long story short, AMD still doesn't have a part to compete at the high end, so NVIDIA can still continue to charge what the market will bear, and the introductions of the Super series is forcing AMD to sell ever cheaper, as documented in prices 6 months apart:
    https://www.anandtech.com/show/14586/geforce-rtx-2...
    https://www.anandtech.com/show/15422/the-amd-radeo...

    RX 5700 $379 prior to the RTX Super, $329 after, with the 2060 RTX Super above and the vanilla 2060 below, and of course the 2070 RTX Super, 2080 RTX Super, and 2080 Ti all slotting above them.

    Maybe the RDNA2 will be able to compete better, but NVIDIA has two more aces up it's sleeve: 7nm, to boost clock, reduce temperatures, power and cost, and a new architecture to increase cores and performance.
  • BenSkywalker - Friday, February 14, 2020 - link

    I thought this was self evident, but apparently not. Those monstrous margins are heavily influenced by their professional and datacenter sales. If their datacenter revenue had been halved their margins would-be been markedly reduced.

    Also, a products name doesn't change it's margins. The 2060 and above are all *significantly* larger than any other consumer part offered at their price point.
  • CiccioB - Sunday, February 16, 2020 - link

    The 2060 and above are all *significantly* larger than any other consumer part offered at their price point.

    Yes they are. And they have a cost. Which seen the reports on 7nm costs is not that different. And for sure on a so old and optimized PP they have better yields.
    That's probably why AMD has not baked a big Navi GPU on 7nm but it has been waiting for 7nm+ which should decrease the cost and improve yields. And probably why Nvidia has not jumped on 7nm wagon yet.

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