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  • It's Nvidia Tegra X1 Inside Google's Pixel C Laptop [View article]
    Nice reply Glen. I guess it's hard for the Apple-heads to come to grips with the reality of not leading in performance. Question: How do you think Apple will counter in the future with performance? Will they need to licence from Nvidia, or AMD? I personally think they might be better of just taking some chump change out of the 200+ billion in cash and just buy AMD.
    Oct 4, 2015. 07:37 AM | Likes Like |Link to Comment
  • Can A Compelling Case Be Made For AMD? [View article]
    <INTC has mostly used NVDA's GPU as an add-in..and have been successful with that. (But the future is just around the corner and it would appear that INTC is trying to build their own GPU and may cut NVDA out of their offerings)).>

    Intel failed miserably with Larrabee, and will always be relegated to good enough GPU performance unless they somehow can clear the massive anti-trust issues they would face in trying to acquire Nvidia or AMD. Unless Imagination somehow makes a significant big jump into high performance GPU's, AMD, & Nvidia will be the only options to license from. Apple does not have any anti-trust hurdles that Intel has, and has over 200 billion in cash to easily acquire AMD.
    Oct 2, 2015. 08:34 AM | Likes Like |Link to Comment
  • Can A Compelling Case Be Made For AMD? [View article]
    Qaulcomm would be right behind Msft, & Apple who could really use AMD's IP, and pay for it without any meaningful change in their cash reserves of 55 billion for Msft, and over 215 billion for Apple. Only AMD, & Nvidia can deliver cutting edge performance. AMD is a bargain for any company that will want to secure high performance GPU IP to effectively compete in the future while eliminating an option for the competition. The smart money is on Msft with X Box being the most important reason. Nvidia would surly license any GPU IP, but does not have the desire, nor enough engineers to effectively work at implementing a console chip design in such a way that AMD does with Msft, Sony, & Nintendo.
    Sep 28, 2015. 04:22 PM | Likes Like |Link to Comment
  • Microsoft Buying AMD Makes No Sense [View article]
    AMD will add the GPU performance needed for VR, AR, and other products that might be under development. It would also limit the competition to Nvidia. Nvidia will be more than happy to license their GPU IP, but will have no interest in dedicating the needed engineers as AMD now does to develop specialized chips.
    Sep 18, 2015. 08:41 AM | Likes Like |Link to Comment
  • Microsoft Buying AMD Makes No Sense [View article]
    The realignment is management related, and nothing to do with being spun off.

    The fact that MSFT chose to support Android suggests that the relationship with Intel is not as strong as you suggest. MSFT is in the drivers seat, and Intel has no say, or leverage in the relationship.

    Apple, or MSFT, are the most likely suitors to buy AMD.
    Sep 18, 2015. 08:31 AM | Likes Like |Link to Comment
  • Microsoft Buying AMD Makes No Sense [View article]
    I guess Apple should have done the same and not bought PA Semiconductor. There are too many reasons for MSFT to use some of the 60 billion in cash they have on hand.
    Sep 17, 2015. 09:43 AM | Likes Like |Link to Comment
  • Microsoft Buying AMD Makes No Sense [View article]
    Do not know the specifics of AMD, but the Nvidia CEO recently stated that the total positions at Nvidia are 75% software related. Aside from MSFT needing the GPU IP, the purchase would eliminate an option for Sony, and Nintendo, and possibly Apple who has been rumored to be working on advanced gaming that might include a console, or a do everything living room console.
    Sep 14, 2015. 02:06 PM | 1 Like Like |Link to Comment
  • Microsoft Buying AMD Makes No Sense [View article]
    The sell-off is most likely from the very same impatient drive-by traders buying on Friday looking for a quick buck, and moving on after being disappointed that a Monday announcement didn't happen. They will probably be back once another contrived rumor comes along.
    Sep 14, 2015. 01:55 PM | 2 Likes Like |Link to Comment
  • Microsoft Buying AMD Makes No Sense [View article]
    <Intel has been building in successively more capable graphics in each generation of Core processor...>

    One thing that Intel can never do is provide cutting edge GPU performance, but only good enough performance around the mid range. Intel most likely will need to sign a new licensing agreement with Nvidia for another 1.5 billion as the current agreement expires in the coming year to stay relevant.

    MSFT knew, and probably still does, on how crucial it is to have a future-proof supply of X box chips that they included the following passage from the X box contract with Nvidia that's probably still in effect: "Under the agreement, if an individual or corporation makes an offer to purchase shares equal to or greater than 30% of the outstanding shares of our common stock, Microsoft may have first and last rights of refusal to purchase the stock,"

    If MSFT doesn't buy them, then Apple, Samsung, or Qaulcomm just might as they recognize that the future of VR, AR, auto, & future gaming related initiatives that need cutting edge performance can only be provided by Nvidia, and AMD.

    As performance reliant VR, AR, & gaming advances, so will the value of AMD's GPU/CPU IP. Anyone thinking that Apple, MSFT, Qaulcomm, & Samsung would not consider buying AMD for chump change for something they need is on the wrong side of reality.
    Sep 14, 2015. 01:34 PM | 2 Likes Like |Link to Comment
  • 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