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  • Nvidia: Attempting To Secure Desktop Market Share With G Synch [View article]
    AMD was downgraded yesterday and was down.
    Dec 17, 2013. 07:32 AM | Likes Like |Link to Comment
  • 3 New Developments For Nvidia [View article]
    "And what are the chances that NVidia will actually steal Apple, considering the latter partially owns Imageon?"

    * That didn't stop Intel from licensing Nvidia IP for 1.5 billion over a six year period when they also had a substantial stake in Imagination.

    * If Apple wants to go to the next level and compete in advanced gaming they will need to use Nvidia. They still will use Imagination for most other devices that's not needing advanced graphic capabilities.

    * It very amusing and interesting that Samsung who helped Apple develop and manufacturer chips is now using Qaulcomm. Samsung is also wanting to advance to the high growth area of advanced gaming, and who do you think they are going to turn to in achieving this? It certainly isn't Imagination.

    * Things are going to get very interesting as ultra-mobile devices move increasingly closer to achieving advanced gaming capabilities, and what MSFT, Apple, Sony, & Samsung, are going to do in getting there?

    Nvidia's GRID could also come into play as cloud gaming advances, along with future versions of Tegra starting with T5 (Logan) will have Kepler, CUDA, & open GL 4.3 - while T6 (Parker) will have a Denver CPU and a Maxwell GPU.

    * I wouldn't be surprised if Nvidia starts designing custom versions of Tegra in the same way AMD did with MSFT & SONY with the next generation consoles.
    Jun 19, 2013. 03:29 PM | Likes Like |Link to Comment
  • Microsoft Still Doesn't Get It [View article]
    I fondled an RT as Staples and found that it has a nice feel, and look, but a bit on the pricy side. I think the rumored 7" version if priced competitively with the Nexus 7 will do very well. Many people as myself don't need to run bloated x86 software, and only need an ultra-mobile device for e-mails, internet, movies and games.

    Although they are late to the game they are fully aware that ARM is the universal choice across the board in the ultra mobile market. ARM at MSFT is here to stay and will evolve over time.
    Mar 24, 2013. 10:45 AM | 1 Like Like |Link to Comment
  • Advanced Micro Devices May Be A Steal In Early 2013 [View article]
    AMD has an extensive GPU patent portfolio that both Samsung and Qaulcomm would be very much interested in as Tegra starts pulling away from the pack starting with T4.
    Mar 22, 2013. 10:38 AM | Likes Like |Link to Comment
  • More on Nvidia: The chipmaker has updated its mobile processor/GPU roadmap. The next Tegra processor (after the Tegra 4), codenamed Logan, will enter production early next year, contain a Kepler GPU (found in PCs), and support Nvidia's CUDA GPU computing tech. Its successor, Parker, is expected to arrive in 2015. It'll include a Project Denver ARM CPU (much-delayed), as well as a GPU based on Nvidia's next-gen Maxwell architecture, which will find its way into PCs in 2014. Maxwell's successor, Volta, will support PC GPUs with stacked DRAM. (live blog[View news story]
    It's not as easy as coming up with a new menu item for Taco Bell.
    Mar 19, 2013. 11:47 PM | Likes Like |Link to Comment
  • At its annual GPU tech conference, Nvidia (NVDA -0.9%) has: 1) Introduced its own enterprise server for its GRID graphics virtualization platform (allows remote access to GPU resources). 8-16 GPUs are supported, and pricing starts at $24.9K (software licenses are extra). A GRID cloud gaming system was launched in January. 2) Announced Dell, H-P, and IBM are selling GRID servers, and that virtualization leaders VMware, Microsoft, and Citrix are supporting the platform. (live blog[View news story]
    Both of Jen's presentations were very informative, and compelling.
    It appears that Nvidia is well positioned and well ahead of everybody with GRID. The impressive list of partners on board also bodes very well for the future. It's too bad that the PPS does not reflect all the positives.
    Mar 19, 2013. 11:46 PM | Likes Like |Link to Comment
  • Like clockwork, IDC's PC shipment forecasts keep falling while its tablet forecasts keep rising. Following weak February Chinese sales, the research firm thinks global Q1 shipments could see a double-digit Y/Y drop, worse than a prior forecast for a 7.7% decline. It also thinks Q2 shipments could see a mid-single-digit drop ahead of a possible 2H recovery (made easier by favorable Y/Y comps). Two weeks ago, IDC forecast full-year shipments would drop 1.3%, which itself was worse than a prior outlook for a 2.8% increase. [View news story]
    Why would you consider selling when Nvidia has the top performing video card in the high-end Titan that's selling very well, they are leading in the HPC segment, the Tegra 4 is the best performing mobile chip, the second dividend is coming soon, and they are announcing more information regarding Geforce GRID cloud gaming tomorrow at the GTC conference. It sounds like you should do a little DD before making your decision.
    Mar 18, 2013. 05:40 PM | Likes Like |Link to Comment
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