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May 8, 2024 07:50
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- Fuzzy Mammal
- Aug 15, 2001
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Lipstick Apathy
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looks like there's no reason, op
quote:NVIDIA shareholders,
We are lowering our revenue guidance for the fiscal 2019 fourth quarter to $2.2 billion, plus or minus
two percent.
We are disappointed to revise our guidance, which was already down significantly. It was a challenging
quarter with several extraordinary dynamics. Let me explain what happened and outline the actions we
are taking to get our company back to growth.
The Q4 guidance we provided in November reflected the effect of excess channel inventory of Pascal
mid-range GPUs that resulted from the sharp decline of cryptocurrency demand. We delayed the
planned production ramp of several new products to allow excess channel inventory to deplete, which
resulted in the significantly lowered Q4 guidance. Exiting Q3, we estimated channel inventory would be
largely depleted within one to two quarters, or between February and April. Our view of that today
remains unchanged.
As we worked through Q4, the global economy decelerated sharply, particularly in China, affecting
consumer demand for NVIDIA gaming GPUs. Also, with initial shipments of new high-end RTX GPUs
selling above MSRP, some customers may have delayed their purchase while waiting for lower price
points and further demonstrations of RTX technology in actual games.
Datacenter customers buy NVIDIA GPUs for high performance computing, to train deep learning AI
models, and to offer as a cloud computing service. Purchases can be large and are not always periodic or
predictable. As the quarter progressed, customers around the world became increasingly cautious due
to economic uncertainties. A number of deals did not close in the last month of the quarter.
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Jan 29, 2019 23:16
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- Fuzzy Mammal
- Aug 15, 2001
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Lipstick Apathy
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extremely slow incremental upgrades
for comparision: the Geforce 256 DDR launched in Feb. 2000. The Geforce 2 GTS launched _the same year_. (Although it wasn't common until early 2001)
1 year = one generation is dead and has been for a while.
the future sucks
in other nvidia news i've been brushing up on the new dx12 raytracing api. there's a gems book for it being published openly soon https://developer.nvidia.com/books/raytracing/raytracing_gems_preview
seems pretty straightforward, though when i last did graphics in college we juuust started to have shaders and they were all in assembly and were called pixel and vertex shaders instead of fragment shaders?? idk being able to use control flow and stuff in hlsl is much better than i remembered it.
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Feb 15, 2019 08:00
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Nov 13, 2018 20:41
