Final Words

Today's launch is strange. I tried to convince NVIDIA to release more information about Fermi but was met with staunch resistance from the company. NVIDIA claims that by pre-announcing Fermi's performance levels it would seriously hurt its existing business. It's up to you whether or not you want to believe that.

Last quarter the Tesla business unit made $10M. That's not a whole lot of money for a company that, at its peak, grossed $1B in a single quarter. NVIDIA believes that Fermi is when that will all change. To borrow a horrendously overused phrase, Fermi is the inflection point for NVIDIA's Tesla sales.

By adding support for ECC, enabling C++ and easier Visual Studio integration, NVIDIA believes that Fermi will open its Tesla business up to a group of clients that would previously not so much as speak to NVIDIA. ECC is the killer feature there.

While the bulk of NVIDIA's revenue today comes from 3D graphics, NVIDIA believes that Tegra (mobile) and Tesla are the future growth segments for the company. This hints at a very troubling future for GPU makers - are we soon approaching the Atom-ization of graphics cards?

Will 2010 be the beginning of good enough performance in PC games? Display resolutions have pretty much stagnated, PC games are first developed on consoles which have inferior hardware and thus don't have as high the GPU requirements. The fact that NVIDIA is looking to Tegra and Tesla to grow the company is very telling. Then again, perhaps a brand new approach to graphics is what we'll need for the re-invigoration of PC game development. Larrabee.

If the TAM for GPUs in HPC is so big, why did NVIDIA only make $10M last quarter? If you ask NVIDIA it has to do with focus and sales.

According to NVIDIA, over the past couple of years NVIDIA's Tesla sales efforts have been scattered. The focus was on selling to any customers that could potentially see a speedup, trying to gain some traction for the Tesla business.

Jen-Hsun did some yelling and now NVIDIA is a bit more focused in that department. If Tesla revenues increase linearly from this point, that's simply not going to be enough. I asked NVIDIA if exponential growth for Tesla was in the cards and if so, when would it happen. The answer was yes and with Fermi.

We'll see how that plays out, but if Fermi doesn't significantly increase Tesla revenues then we know that NVIDIA is in serious trouble.

The architecture looks good, Fermi just needs to be priced right. Oh and the chip needs to hurry up and come out.

The RV770 Lesson (or The GT200 Story)
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  • SiliconDoc - Friday, October 2, 2009 - link

    Yeah, of course, 3 million T core, and it doesn't need much bandiwth, and it won't be used, perhaps, or probably, because the GPU designers haven't a clue, and of course, you do.
    ---
    Another amazing clown with a red nose. You people really should stop typing stupid stuff like that.
  • Calin - Sunday, October 4, 2009 - link

    There was no performance improvement from increasing the bandwidth of the Athlon64 processors due to the move to DDR2 memory (a theoretical doubling of performance, with about one and a half more measured bandwidth in the first generation of the processor).

    I might not have a clue, but do you?
  • SiliconDoc - Wednesday, September 30, 2009 - link

    Very interesting of course, and so with your theory, it could also be LOWER, with slower ddr5, but the fact REMAINS, 240 has ALREADY BEEN LEAKED.
    so we know what it is, and Anand KNOWS IT'S MORE, BUT NOT DOUBLE AND SAYS SO !
    ---
    SO WHAT WE HAVE IS A CONVENIENT COVER UP. PERIOD!
    --
    JUST NOT AS STUPID AS YOU, THAT'S ALL.
  • dragunover - Thursday, October 1, 2009 - link

    "SO WHAT WE HAVE IS A CONVENIENT COVER UP. PERIOD!
    --
    JUST NOT AS STUPID AS YOU, THAT'S ALL. "
    I disregarded anything you said before and after that.
  • SiliconDoc - Friday, October 2, 2009 - link

    I'm certain you attempted it, as you no doubt love to wallow in blissful ignorance and denial just by mere unchangeable habit.
    But having read it, you have nowhere to go. Your mind is already irreparably altered. Congratulations.
  • jonGhast - Wednesday, September 30, 2009 - link

    True, you seem to be a whole new level of stupid.
  • mapesdhs - Wednesday, September 30, 2009 - link


    I have a theory on that one: faulty keyboard. Every time he hits Shift
    to get upper case, his keyboard is zapping out brain cells with EMF bursts. :D

    Best to just ignore & not reply IMO.

    Ian.

  • SiliconDoc - Thursday, October 1, 2009 - link

    Well you can't ignore the discussion, and as far as that goes, you want everyone else to do your will, as you beg for it, with your empty advice, which is by the way, all you provided in the last thread.
    So you quack around telling others not to participate. That's your whole gig mary.

    I find the stupidity level amazing, as most of you can only spew in and beg eachother not to comment, and by the quality of the comments that actually try a counter, I certainly cannot blame you, for begging others to surrender ahead of time.

    You notice how many new names are here ? lol
    It's clear who and what it is that responds, and what level of conduct they are all about.

    Now let's see the Sybillic mapes sign off on his/her own glorious advice, which she/he failed to follow already.
  • Silverel - Thursday, October 1, 2009 - link

    Hey buddy. Take a pill and relax.

    Your product isn't on the market yet. There's no recommendation to be heeded. It doesn't matter how fast it is, you can't have one. No one can. If someone wants to get their next-gen performance on now, ATI is what you'll buy.

    It's okay though. Not everyone is going to run out and grab an ATI card. There's plenty of people that will wait for hell to freeze over for nVidia to release a new card. Personally, I'll take the Q1 2010 release date as semi-fact, but hell freezing over is my fallback date.

    So feel free to continue ranting like you've run out of meds. Insult anyone who has made a comment contrary to your own. It's not really doing you any favors, but that's okay. I'm sure it's having an effect on the opinions of people sitting on the fence. Ah, and just to dig the finger in the wound, you can consider me an ATI shill, just for good measure.

  • SiliconDoc - Thursday, October 1, 2009 - link

    Gosh you';re a sweetheart, too, and wrong ! WRONG ! WRONG !

    the red bloviator> " . If someone wants to get their next-gen performance on now, ATI is what you'll buy. "

    Gee, did you lose it that easily, was your heart beating so hard, were you sweaty, and upset, and out of control, and decided it was great to tell me to settle down, when your brain was on FART ?

    Please see the GTX295 that BEATS the 5870. The 5870 is PRIOR GEN performance - as ati's own 4870x2/or CF is equal.

    Golly, what a deal, another red rooster massive ruse.

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