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Nvidia Corporation (NVDA)

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  • Jan. 7, 2013, 4:32 PM
    Intel (INTC) is making a splash at CES. The chip giant has introduced: 1) Ivy Bridge CPUs that consume as little as 7W of power (previous). Current Ivy Bridge parts consume 17W or more. Expect the new chips to go into plenty of Windows 8 Pro ultrabooks and tablets. 2) Lexington, a low-end/mid-range smartphone platform that features a 1.2 GHz. Atom CPU and 3G baseband chip. 3) An upgraded Clover Trail Atom CPU for smartphones. 4) Bay Trail, its next-gen flagship mobile processor. As expected, it's a quad-core part built using a 22nm process. But it won't arrive until Q4.
    | Jan. 7, 2013, 4:32 PM | 8 Comments
  • Jan. 7, 2013, 1:58 PM
    The Street isn't a fan of Nvidia's (NVDA -2.5%) entry into the handheld console market: shares are ticking lower as concerns about the costs of supporting Project Shield outweigh any enthusiasm about its latest baseband and app processors. CNNMoney's Adrian Covert notes Nvidia (unlike Nintendo and Sony) is trying to carve a niche by courting hardcore gamers with its console. Nvidia also launched its cloud-based Grid Gaming System (previous) yesterday. Supported by several cloud gaming providers, Grid features 20 servers and 240 Nvidia GPUs per rack.
    | Jan. 7, 2013, 1:58 PM | Comment!
  • Jan. 7, 2013, 1:51 AM
    More on Nvidia: The chipmaker has become a console maker by launching Project Shield, a Tegra 4-powered handheld system that runs on Android, features a 5" 720p touchscreen, sports an Xbox 360-like controller, and can stream PC games (including Steam titles) from Windows systems using certain Nvidia graphics cards. Arriving at a time when smartphones and tablets are doing a number on handheld consoles, Shield represents a gamble for Nvidia. The system arrives in Q2; no details yet on pricing.
    | Jan. 7, 2013, 1:51 AM | 3 Comments
  • Jan. 7, 2013, 1:34 AM
    Two days before the start of CES, Nvidia (NVDA) has launched: 1) Its Tegra 4 processor. As rumored, it has 4 CPU cores and 72 GPU cores - Nvidia claims it's more powerful than the 4th-gen iPad's A6X chip (the mobile gold standard). The Tegra 4 also supports advanced image-processing features, such as the rendering of video in HDR mode. 2) The i500, Nvidia's first 4G baseband chip. Nvidia boasts the i500 has a die size 60% smaller than a conventional baseband, and can be reconfigured to support different signal-processing algorithms. An integrated baseband/Tegra solution, which would more directly compete with Qualcomm's Snapdragon line, is reportedly due in 2H.
    | Jan. 7, 2013, 1:34 AM | Comment!
  • Jan. 4, 2013, 10:25 AM
    Microsoft (MSFT -0.9%) ticks lower following a downgrade to Hold from Argus; like plenty of other firms, it's worried about slow Windows 8 adoption and poor Surface sales. Yesterday, Davenport cut its forecast for Dec. quarter Surface sales to a mere 700K.
    | Jan. 4, 2013, 10:25 AM | 4 Comments
  • Dec. 27, 2012, 12:07 PM
    Windows 8 (MSFT) is being adopted at a slower rate than the much-maligned Vista, and a much slower rate than Windows 7, according to usage data from Net Applications. As of Dec. 22, Win. 8 was used on an estimated 1.6% of all Windows PCs. This compares with 2.2% for Vista at a similar point in its release history, and 6%+ for Win. 7. Consumer PC demand remains tepid, and many enterprises have made it clear they have no interest in upgrading to Win. 8, at least for now.
    | Dec. 27, 2012, 12:07 PM | 23 Comments
  • Dec. 26, 2012, 11:10 AM
    IDC sees global chip sales rising 4.9% in 2013 to $319B, a forecast that's nearly even with Gartner's 4.5%. However, the computing segment is expected to grow a mere 1.7%, as the PC industry's woes continue pressuring sales. The consumer segment is expected to grow a healthier 9.8%, as the tablet boom offsets slumping demand for consoles, DVD players, and other hardware. The communications segment is seen growing 6.5%, buoyed by surging 4G chip sales. (previous)
    | Dec. 26, 2012, 11:10 AM | Comment!
  • Dec. 24, 2012, 3:02 PM
    "If people used to buy PCs every four years and are now buying them every five years, that could lower PC sales by 20 percent over time," says Bernstein's Tony Sacconaghi, quoted in an NYT column discussing the lukewarm reception for Windows 8, which arrived as tablets were already pushing out replacement PC purchases. NPD believes U.S. retail Windows PC sales fell 13% Y/Y from the time of the Win. 8 launch to the first week of December, though that's better than a late-November estimate.
    | Dec. 24, 2012, 3:02 PM | 12 Comments
  • Dec. 20, 2012, 11:21 AM
    AMD (AMD -4.2%) is slumping, and Intel (INTC -0.5%) and Nvidia (NVDA -0.6%) are slightly off, after Evercore's Patrick Wang joins the estimate-cutting parade, and co-worker Rob Cihra offers mixed commentary about PC demand. While holding out hope Windows 8 and China will lead demand to stabilize in 1H, Cihra notes many industry suppliers appear to have under-shipped end-user sales (which themselves aren't great) in Q4 thanks to inventory drawdowns. "Early ultrabooks have been stymied by high prices and Win8 so far looks like a remarkable non-factor.," he adds.
    | Dec. 20, 2012, 11:21 AM | Comment!
  • Dec. 18, 2012, 4:50 PM
    Nvidia's (NVDA) Tegra 4 (Wayne) app processor will feature 6x as many graphics cores as the current-gen Tegra 3, according to a leaked slide. Like the Tegra 3, the chip will be a quad-core part, and as expected, it will leverage a 28nm manufacturing process (likely TSMC's) - whereas Qualcomm's top processors use a 28nm process, the Tegra 3 uses an older 40nm process. The Tegra 4 should arrive ahead of an integrated baseband/app processor (codenamed Grey) expected in 2H.
    | Dec. 18, 2012, 4:50 PM | Comment!
  • Dec. 17, 2012, 5:15 PM
    Digitimes provides another gloomy tidbit for PC component suppliers, stating most PC-focused Taiwanese chipmakers are expected to see a 10% M/M December sales drop on top of a similar drop for November. Both weak PC demand and OEM inventory liquidations are said to be culprits - analysts have already raised alarm bells about the inventory problems faced by Intel (INTC) and others. Last month, the site noted contract manufacturers are pressuring component vendors to lower prices.
    | Dec. 17, 2012, 5:15 PM | 1 Comment
  • Dec. 13, 2012, 5:16 PM
    Nvidia (NVDA) +0.6% AH after BSN passes on a very questionable rumor Intel (INTC) is thinking of buying the company and making Nvidia chief Jen-Hsun Huang its next CEO. Antitrust regulators probably wouldn't take kindly to Intel buying the world's #1 GPU vendor. BSN: "This rumor should be taken not with a grain of salt, but rather with a whole 18-wheeler truck filled with the said ingredient."
    | Dec. 13, 2012, 5:16 PM | 6 Comments
  • Dec. 12, 2012, 12:25 PM
    Opinions on Intel's (INTC) S1200 Atom server CPUs are split between those who praise their head start on ARM-based alternatives, and those who worry the chips won't be competitive with future ARM products. Wells Fargo argues the S1200 gives Intel a 1-2 year lead over 64-bit ARM solutions. But Oppenheimer calls the dual-core parts "completely disadvantaged." "In the new web-tier landscape, the more cores, the better," it asserts. AppliedMicro's X-Gene ARM CPUs will support up to 128 cores at 2W/core, and Nvidia's upcoming Project Boulder could yield 8-16 core chips.
    | Dec. 12, 2012, 12:25 PM | 6 Comments
  • Dec. 11, 2012, 5:20 PM
    Some more Microsoft (MSFT) news: 1) The company is expanding Surface's distribution to non-Microsoft stores in the coming days - Microsoft claims it had planned to do so as of Jan. 1. Is it getting desperate thanks to disappointing early sales? 2) Due to its demand for a 30% cut on all in-app purchases, Apple has reportedly rejected an update to Microsoft's SkyDrive iOS app, and is also at odds over Microsoft's plans to sell Office 365 subscriptions via upcoming Office iOS apps. Amazon can relate. (earlier) Update: Staples and Best Buy are among the retail partners.
    | Dec. 11, 2012, 5:20 PM | 7 Comments
  • Dec. 10, 2012, 7:04 PM
    More on Intel: Miller Tabak has become the latest in a line of firms to slash estimates on Intel and provide negative industry commentary along the way. The sales of Taiwanese contract manufacturers appear to have fallen 5% M/M in November, MT claims, even though November is seasonally strong. It now expects an 8% Y/Y sales drop for Q4, and argues Intel faces a "double headwind" of weak PC sales and excess inventory. Shares are still rated Neutral on account of Intel's valuation and dividend (4.5% yield). (previous: I, II)
    | Dec. 10, 2012, 7:04 PM | 1 Comment
  • Dec. 10, 2012, 6:45 PM
    Intel (INTC) is looking to extend its 22nm manufacturing process and 3D transistor tech, currently used in its Ivy Bridge CPUs, to system-on-chips (SoCs) meant for mobile devices. Intel boasts a 22nm SoC can outperform comparable 32nm parts (i.e. Medfield and Clover Trail) by 20%-65%. The upcoming Bay Trail chip should be among the SoCs based on it. Intel has also confirmed plans to release Ivy Bridge CPUs featuring a max draw as low as 10W (previous), something that could lead to ultrabooks and "convertibles" with longer battery life.
    | Dec. 10, 2012, 6:45 PM | Comment!
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Company Description
NVIDIA Corp is a visual computing company, connecting people through the powerful medium of computer graphics. The Company's reporting segments include GPU and Tegra Processor.