Vijesti, novosti i glasine o nadolazećim nVidia grafičkim karticama - Stranica 15

The Exiled · 19.03.2025., 22:04

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Autor Tajl3r

Pa dobro Jensen isus bog ok ali pa šta bi kao glavni čovjek vi tada napravili nego ulagali višak love u nove tehnologije mislim logika,e sad nešto prođe nešo ne...a ovoga iz intela ne treba puno komentirat ljudi opterečeni vjerom nisu nikad bili čisti u glavi.

Da, zato velim, Jensen Huang točno zna kaj radi i ne igra na sreću, pa kud puklo, pa puklo. Nije uopće sporno da je čovek sposoban, dok se direktor Pat i dalje sramoti.

Tip je ostavil Intel u takvoj situaciji da se sad protiv njega privatno vode tužbe, jer ništa od rečenog nije sprovel u djelo, ali si daje za pravo da komentira nVidiju.

Sn4k3 · 19.03.2025., 22:26

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Autor Odinarius

Ono što je Nvidia sigurno radila jest 10 godina ulagala u automotive i AI, što je bilo upitne isplativosti u to prethodno doba, i te odjele je nosila prodaja gaming i workstation čipova. A onda kad se konačno isplatilo, isplatilo se žestoko... Nije sreća sigurno, dugoročno je to ulaganje, i treba skinuti kapu Jensenu što je gurao to toliko dugo, što je bio uspješan u drugim poljima dovoljno da mu se ta vizija isplati. U ovo doba želje za kratkoročnim uspjesima tipa kriptovalute, to je impresivno.

A Intelov stručljak je, zanimljivo, uz sve svoje promašaje i nedostatke u izvedbi, vjerojatno najbolja osoba za guranje fabova, što je sad glavna stvar na geopolitičkoj sceni. Napravio sam video tome nedavno.

+1 sub

NoNic2 · 20.03.2025., 13:16

Potpuno zanemarivanje gaming odjela i nije baš pametno i moglo bi im se odbiti od glavu u budučnosti. Istina je da im AI sada donosti 90% zarade i da segment nezaustavljivo raste ali... gaming će uvjek biti tu, i za 10, 20, 30 godina dok za AI nije sigurno dali je samo balon koje će se ispuhati. U gamingu imaju totalnu dominaciju tržišta i monopol ( što se zanemarivanjem može promjeniti) dok u AI sektoru će samo rasti konkurencija.

The Exiled · 20.03.2025., 14:23

IMHO nemaju previše brige, posebice sad kad im samo mrežna divizija zarađuje više od gaminga (koji je pak u milijardama), a opet su GPU integrirali u svaki dio svoje ponude.

Jensen Huang je u sklopu GTC-a izjavil da je firma spremna kad i ako dođe do promjene (ili iskakanja iz) AI kolosjeka i sigurno da je tak, jer se ne vodi za srećom.

EDIT:

This is nVidia's World

demetrius · 26.03.2025., 20:59

https://www.youtube.com/watch?v=i1SvmFWu834

za koju godinu nvidia kućni roboti na prodaju.

Exy · 26.03.2025., 21:08

Kakav cringe

The Exiled · 31.03.2025., 18:04

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nVidia is in trouble once again; Team Green finds it difficult to sell its newest Blackwell Ultra “GB300” servers as clients show hesitation

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Well, after all the issues nVidia has with the original Blackwell lineup, it seems like the firm will find trouble selling its newest GB300 lineup, as customers are rather interested in "mature" solutions. According to a report by Ctee, it is claimed that major CSPs like Microsoft and others are reportedly "ditching" the GB300 orders, given that not only are they not satisfied with the previous generation, but companies are looking toward more mature solutions from nVidia, such as the HGX systems. The report claims that nVidia's GB200 didn't witness a successful launch at all, given that, in the beginning, it was revealed that Team Green was facing massive yield rate issues associated with TSMC's advanced packaging. However, while these issues are all sorted out, CSPs are showing frustration regarding how long it takes to set up a GB200 server rack, and given that clusters start experiencing issues, nVidia is the only firm that can debug the problems, leaving companies entirely dependent.

So, with Blackwell's reputation, CSPs are more reluctant to adopt the newer GB300 lineup, and it is claimed that mass production could be shifted up to next year, which shows that the supply chain is witnessing exhaustion, a situation we have already predicted in a previous report. nVidia's GB200 annual shipments are said to be just 15,000, and these numbers are significantly lower than what the Hopper generation experienced, so it is safe to say that the interest is going down tremendously with each generation. As an alternative, firms are showing more interest in nVidia's reputable solutions, such as the HGX 100 servers, which are said to be the front-runners of the Hopper generation. This indicates that computing demand isn't going away at all, but Team Green needs to sort out its approach to the supply chain, as right now, the firm is leading itself into the race of giving competitors no space, only to find customer hesitation towards its hardware products.

Izvor: Ctee

The Exiled · 12.05.2025., 13:40

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nVidia reportedly raises GPU prices by 10-15% as manufacturing costs surge — tariffs and TSMC price hikes filter down to retailers

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New report claims that nVidia has recently raised the official prices of nearly all of its products to combat the impact of tariffs and surging manufacturing costs on its business, with gaming graphics cards receiving a 5 to 10% hike while AI GPUs see up to a 15% increase. As reported by Digitimes Taiwan (translated), nVidia is facing "multiple crises," including a $5.5 billion hit to its quarterly earnings over export restrictions on AI chips, including a ban on sales of its H20 chips to China.

Digitimes reports that CEO Jensen Huang has been "shuttling back and forth" between the US and China to minimize the impact of tariffs, and that "in order to maintain stable profitability," nVidia has reportedly recently raised official prices for almost all its products, allowing its partners to increase prices accordingly. Despite the hikes, Digitimes claims nVidia's financial report at the end of the month "should be within financial forecasts and deliver excellent profit results," driven by strong demand for AI chips outside of China and the expanding spending from cloud service providers.

The report states that nVidia has applied official price hikes to numerous products to keep its earnings stable, with partners following suit. As an example, Digitimes cites the RTX 5090, bought at premium prices upon release without hesitation, such that channel pricing "quickly doubled." The report notes that following the AI chip ban, RTX 5090 prices climbed further still, surging overnight from around NT$90,000 to NT$100,000, with other RTX 50 series cards also increasing by 5-10%. Digitimes notes nVidia has also raised the price of its H200 and B200 chips, with server vendors increasing prices by up to 15% accordingly.

According to the publication's supply chain sources, price hikes have been exacerbated by the shift of Blackwell chip production to TSMC's US plant, which has driven a significant rise in the price of production, materials, and logistics. There is some hope that the measures could be temporary; however, following the news that the US and China have agreed on a trade deal that should cut tariffs by 115%, thanks to a 90-day pause on reciprocal tariffs. As with latent price increases being passed on to consumers, however, it could be some time before prices start to fall.

Izvor: Tom's Hardware

Disco · 10.07.2025., 14:27

NVIDIA Becomes First Company Ever to Hit $4 Trillion Market-Cap

Reklo bi se da se AI biznis isplatio...

The Exiled · 10.07.2025., 16:56

Neki stručLJaci su rekli da se Jensenu zapravo posrećilo na AI terenu, ali obzirom na aktualnu situaciju, možda su im te izjave jednostavno bile glupe.

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Intel CEO Pat Gelsinger has publicly characterized nVidia’s AI industry success as being purely accidental. At one time, Intel was so powerful that it considered acquiring nVidia for $20 billion. The GPU maker is now worth $4 trillion. Intel has been in a dire state these past few years, with seemingly nothing going right. The final nail may have come with Intel’s recent loss of contract manufacturing for its upcoming flagship 18A node.

kopija · 10.07.2025., 17:08

Pa nije li Pat u pravu što se tiče "luck" factora?

The Exiled · 10.07.2025., 17:17

Komentirali smo to već diljem ove teme u prijašnjim postovima i to kaj je bajni bivši Intel direktor pričal bi možda i imalo neku težinu da se nVidia zahvaljujući Jensenu nije postavila kao firma koja istovremeno kreira kompletna tržišta i diktira nove tehnološke trendove. nVidijino tzv. "posrećivanje" je počelo s GeForce GPU-om, nastavilo se s CUDA implementacijom i zacementiralo s AI monopolom.

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Autor The Exiled

I šećer na kraju, stručLjak svih stručLJaka, friško bivši Intel direktor koji se između ostalog proslavil svojim bajnim izjavama, obećanjima, analizama i predviđanjima - opet ponavlja kako se nVidiji "posrećilo". Iskreno ne znam zašto su ga uopće zvali na GTC, jer deda i dalje samo lupa po svom, uporno ponavljajući kojekakve alternativne činjenice misleći da je jako pametan, dok se s nostalgijom prisjeća svih svojih zajeba u Intelu. nVidiji se posrećilo, AMD je u Intelovom retrovizoru i ARM je nebitan na sveukupnom tržištu, sve redom činjenično stanje kad se izjasni inženjer Gelsinger.

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Autor The Exiled

Pat se ne može pomiriti s činjenicom da je (u vrijeme kad nisu imali konkurencije + neograničeni budžet) uspjel spiskati svaku šansu i priliku da Intel bude tu di je danas nVidija i stvarno ne kužim zbog čega uporno ponavlja te pizdarije da im se posrećilo kad je Jensen Huang cijelu firmu posložil da dođu do ovoga da danas imaju monopol nad tržištem koje su praktički kreirali. Kaj se FABova tiče, direktor Pat je najbolja osoba po tom pitanju, u smislu da je postal maskota kako ne voditi firmu, dok im TSMC sad i na domaćem terenu preuzima sve što mogu.

20.03.2025., 14:23	#424
The Exiled McG Moj komp Datum registracije: Feb 2014 Lokacija: Varaždin Postovi: 8,049	IMHO nemaju previše brige, posebice sad kad im samo mrežna divizija zarađuje više od gaminga (koji je pak u milijardama), a opet su GPU integrirali u svaki dio svoje ponude. Jensen Huang je u sklopu GTC-a izjavil da je firma spremna kad i ako dođe do promjene (ili iskakanja iz) AI kolosjeka i sigurno da je tak, jer se ne vodi za srećom. EDIT: This is nVidia's World __________________ AMD Ryzen 9 9950X \| Noctua NH-U12A chromax.black \| MSI MAG B650 Tomahawk Wi-Fi \| 128GB Kingston FURY Beast DDR5-5200 \| 256GB AData SX8200 Pro NVMe \| 2x4TB WD Red Plus \| Fractal Define 7 Compact \| Seasonic GX-750 AMD Ryzen 5 7600 \| Noctua NH-U12A chromax.black \| MSI MAG B650 Tomahawk Wi-Fi \| 128GB Kingston FURY Beast DDR5-5200 \| 256GB AData SX8200 Pro NVMe \| 2x12TB WD Red Plus \| Fractal Define 7 Compact \| eVGA 650 B5 Zadnje izmijenjeno od: The Exiled. 20.03.2025. u 22:08.

26.03.2025., 20:59	#425
demetrius Premium Moj komp Datum registracije: Jan 2005 Lokacija: rijeka Postovi: 3,843	https://www.youtube.com/watch?v=i1SvmFWu834 za koju godinu nvidia kućni roboti na prodaju. Zadnje izmijenjeno od: demetrius. 26.03.2025. u 21:11.

10.07.2025., 14:27	#429
Disco Prvoklasni Krkan Moj komp Datum registracije: Jan 2006 Lokacija: Rijeka Postovi: 5,217	NVIDIA Becomes First Company Ever to Hit $4 Trillion Market-Cap Reklo bi se da se AI biznis isplatio... __________________ Slobodno me dodajte na PSN

20.03.2025., 13:16	#423
NoNic2 Premium Datum registracije: Dec 2008 Lokacija: zadar Postovi: 103	Potpuno zanemarivanje gaming odjela i nije baš pametno i moglo bi im se odbiti od glavu u budučnosti. Istina je da im AI sada donosti 90% zarade i da segment nezaustavljivo raste ali... gaming će uvjek biti tu, i za 10, 20, 30 godina dok za AI nije sigurno dali je samo balon koje će se ispuhati. U gamingu imaju totalnu dominaciju tržišta i monopol ( što se zanemarivanjem može promjeniti) dok u AI sektoru će samo rasti konkurencija.

26.03.2025., 21:08	#426
Exy Premium Moj komp Datum registracije: Sep 2006 Lokacija: Zagreb, Črnomerec Postovi: 2,480	Kakav cringe

10.07.2025., 17:08	#431
kopija DIY DILETANT Datum registracije: Jan 2009 Lokacija: Čistilište Postovi: 3,447	Pa nije li Pat u pravu što se tiče "luck" factora?