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 - In the second quarter, NVIDIA revenue grew 1.5 times - Over the past three months, NVIDIA has earned at least 150 million - NVIDIA promises to release a game Volta, but while calls to buy Pascal - G.Skill Introduces Memory Kits for AMD Ryzen Threadripper Processors -


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POSTER: computer news   ||    IN THE SECOND QUARTER, NVIDIA REVENUE GREW 1.5 TIMES

DATE:2017-08-11

NVIDIA  revenue grew by 56% per year, reaching a record $ 2 in the second quarter , 23 billion. In quarterly terms, the increase was modest - only 15%, but for such a season, and this is a very worthy change.  Most of the revenue from NVIDIA still comes from gaming solutions - 53%, and in the official press release, this time not only GeForce gaming video cards but also the graphics system of the Nintendo Switch game console were awarded.

We remind you that on the 30th of July the second quarter of 2018 of the financial year ended on the NVIDIA calendar.

 

Net profit and operating profit of NVIDIA more than doubled in a year, but the rate of profit rose by only half a percentage point, and compared to the first quarter of this year, it even decreased by one percentage point.  Blame for all the increased costs.  It is noteworthy that if the "automotive" segment as a whole demonstrates a moderate but steadily growing revenue, then directly Tegra processors for a year increased NVIDIA revenues twice.  Undoubtedly, here is the impact of the contract with Nintendo.

For the first time in a long time, the "OEM & IP" segment grew, mainly due to the growth in demand for OEM solutions, but NVIDIA itself stopped receiving license fees from Intel, which previously amounted to $ 66 million for the quarter.  Here there is a nuance: to the proceeds from the implementation of OEM-solutions, NVIDIA has added receipts from specialized products for "miners".  We will talk about this separately today, but for now, we simply note the accompanying increase in revenue by 54% in the annual comparison, and by 61% in quarterly terms.  The segment of solutions for data centers demonstrates good dynamics.  NVIDIA stresses that the accelerators of computing with the architecture of Volta in this quarter began to flow to software developers.

The head and founder of NVIDIA traditionally stayed silent until the company's CFO acted with a report prepared in advance, but actively participated in a question and answer session, which we will analyze in subsequent materials.

 

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In the second quarter, NVIDIA revenue grew 1.5 times

 In the second quarter, NVIDIA revenue grew 1.5 times

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IN THE SECOND QUARTER, NVIDIA REVENUE GREW 1.5 TIMES

POSTER: computer news   ||    OVER THE PAST THREE MONTHS, NVIDIA HAS EARNED AT LEAST 150 MILLION

DATE:2017-08-11

The picture of NVIDIA enrichment  due to fans of crypto currency in the second quarter was disclosed by the quarterly report of NVIDIA from an unusual perspective.  The company's CFO explained that the bulk of the core revenue was included in the article "OEM & IP", where specialized accelerators for mining were responsible for the "OEM part".

The general director of the company tried to single out a "purely mining" component of the revenue in the OEM segment.  Of the total amount of $ 251 million he considers responsible for "mining" about $ 150 million. It was for this amount that graphics processors were sold that were used in special versions of video cards without video outputs on the rear panel and with a reduced warranty period.  Moreover, NVIDIA claims that it is trying to participate in the market of components for mining with specialized accelerators, and to sell video games to fans of digital entertainment.

Nevertheless, the head of NVIDIA acknowledged that the miners form demand for GeForce GTX video gaming cards, because of them there is a deficit from time to time, but in the coming months the demand from this category of customers will not go anywhere.  The founder of NVIDIA is generally convinced that "blockade" technologies came to the market for a long time, their spheres of application will only expand, and the versatility of the GPU makes it possible to use them for working with different algorithms.  The number of crypto-currencies will also increase, but NVIDIA is able to compensate for fluctuations in demand, since it is a large company.  In addition, it promises to closely monitor the market and react quickly to the slightest changes in trends.

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Over the past three months, NVIDIA has earned at least 150 million

 Over the past three months, NVIDIA has earned at least 150 million

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OVER THE PAST THREE MONTHS, NVIDIA HAS EARNED AT LEAST 150 MILLION

POSTER: computer news   ||    NVIDIA PROMISES TO RELEASE A GAME VOLTA, BUT WHILE CALLS TO BUY PASCAL

DATE:2017-08-11

The shorthand record of the current quarterly reporting conference of NVIDIA contained a lot of references to the carriers of the Volta architecture, but they all belonged to the computational accelerators that the company began to bulk ship to software developers, and only one analyst question about the timing of the appearance of this generation of gaming products caused the NVIDIA head to be traditionally avoided Direct answer.

The founder of the company began by recalling the absence of official announcements about the timing of the announcement of gaming solutions with the architecture of Volta.  He only agreed to explain that NVIDIA's plans are "interesting toys for gamers", and quite a few "very exciting technologies."  However, he immediately cooled the ardor of the regulars behind the video cards with his statement that the New Year holidays did not have to wait for changes in the balance of power in the market for game graphics cards, and "the king of the mountain" would still be ... Pascal!  Yes, it is Pascal in the comments of the head of NVIDIA that is considered to be an "unbeatable proposal", for which all who want to play Call of Duty or Destiny 2 should "run into the store" (verbatim quote).

Of course, such comments should be interpreted in a unique way - there are no game versions of Volta expected this year.  Moreover, in his other statements, the head of NVIDIA explained how costly and difficult the production is to remain Volta, while it is used only in accelerators of calculations.  

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NVIDIA promises to release a game Volta, but while calls to buy Pascal

 NVIDIA promises to release a game Volta, but while calls to buy Pascal

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NVIDIA PROMISES TO RELEASE A GAME VOLTA, BUT WHILE CALLS TO BUY PASCAL

POSTER: computer news   ||    G.SKILL INTRODUCES MEMORY KITS FOR AMD RYZEN THREADRIPPER PROCESSORS

DATE:2017-08-11

G.Skill introduced new memory modules, which according to the developers, are best suited for the new high-performance AMD Ryzen Threadripper processors and the corresponding AMD X399 platform.  In total, four sets were presented, and they all added to the line of Flare X, which combines memory, designed specifically for AMD processors.

All the kits are obviously four-channel.  The largest and most capacious has a total capacity of 128 GB, and it is typed by eight DDR4 memory modules with a capacity of 16 GB each.  These modules are characterized by an operating frequency of 2933 MHz, and their latencies are only CL14-14-14-34.  The operating voltage is standard ¬- 1.35 V.

Three other sets have a much smaller volume, but are characterized by higher frequencies.  All of them consist of four modules of 8 GB each, which in total gives only 32 GB.  The set of DDR4-3200 modules is characterized by latencies CL14-14-14-34, whereas for the modules with frequencies of 3466 and 3600 MHz delays CL16-18-18-38 are characteristic.  These modules also operate under a voltage of 1.35 V.

Unfortunately, the cost of new sets of memory modules G.Skill Flare X has not yet been specified.

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G.Skill Introduces Memory Kits for AMD Ryzen Threadripper Processors

 G.Skill Introduces Memory Kits for AMD Ryzen Threadripper Processors

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G.SKILL INTRODUCES MEMORY KITS FOR AMD RYZEN THREADRIPPER PROCESSORS

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