mackintosh:

Not quite...

I wonder if it is wise to compare those numbers y2y... thinking about it this way: We all know that mining inflated prices, and on top of that the last gen. Shouldn't we compare it to the launch time of the last gen's cards? Or before Covid? Or before mining? Because operating expenses is up everywhere, and earnings probably drop back to what it was before Covid / mining craze. Which is still bad for them of course hehe

mackintosh:

Not quite...

I think you're forgetting about the pile of cash they already made.

Sure, they made a lot of money, but quite a bit of that covers ongoing expenses and is reinvested in R&D. My point is merely that the honeymoon is over - their only saving grace is their data center division, which has fortunately covered for the massive drop in gaming revenue. With sanctions affecting their AI business with China, they're in for another tough year.

mackintosh:

Sure, they made a lot of money, but quite a bit of that covers ongoing expenses and is reinvested in R&D. My point is merely that the honeymoon is over - their only saving grace is their data center division, which has fortunately covered for the massive drop in gaming revenue. With sanctions affecting their AI business with China, they're in for another tough year.

nvidia's big pile of money gets bigger every year. I'm sure they'll have to spend some of it to cover the current/looming recession/depression, but thats not limited to nvidia, and doesn't detract from the massive profitability of the current market strategies which do not benefit the consumer. https://files.catbox.moe/8r5k4d.png

user1:

nvidia's big pile of money gets bigger every year. I'm sure they'll have to spend some of it to cover the current/looming recession/depression, but thats not limited to nvidia, and doesn't detract from the massive profitability of the current market strategies which do not benefit the consumer. https://files.catbox.moe/8r5k4d.png

no guys really it's the chips they're too expensive to make they cost too much guys fab cost guys

user1:

nvidia's big pile of money gets bigger every year. I'm sure they'll have to spend some of it to cover the current/looming recession/depression, but thats not limited to nvidia, and doesn't detract from the massive profitability of the current market strategies which do not benefit the consumer. https://files.catbox.moe/8r5k4d.png

Reardan:

no guys really it's the chips they're too expensive to make they cost too much guys fab cost guys

Did we leave out the quartly one because it goes against the narrative?

user1:

I think you're forgetting about the pile of cash they already made.

cash-on-hand really doesn't amount to much given the cost to be in GPU manufacturing. and i do mean manufacturing as that's where Nvidia hurts their own cause by forcing AIB's to go with more costly solutions (i.e. it's no mystery why FE cards rank lower - heat and power limitations). the cash-on-hand is impressive but the costs to secure 1st @ node is greater than that (over the course of a model year) which is why Nvidia has been sticking to the more recent (but not newest) node(s) - and that cost is spread over the number of gpus made. the cash is more of a shareholder issue and isn't really relevant. which doesn't mean i do not agree with you overall - i do but would point to the market valuation (top 10 in the world) which creates a self fulfilling prophecy of higher prices to maintain the share values

d

tunejunky:

cash-on-hand really doesn't amount to much given the cost to be in GPU manufacturing. and i do mean manufacturing as that's where Nvidia hurts their own cause by forcing AIB's to go with more costly solutions (i.e. it's no mystery why FE cards rank lower - heat and power limitations). the cash-on-hand is impressive but the costs to secure 1st @ node is greater than that (over the course of a model year) which is why Nvidia has been sticking to the more recent (but not newest) node(s) - and that cost is spread over the number of gpus made. the cash is more of a shareholder issue and isn't really relevant. which doesn't mean i do not agree with you overall - i do but would point to the market valuation (top 10 in the world) which creates a self fulfilling prophecy of higher prices to maintain the share values

it has worth indirectly I think because it correlates with the growth of the company in nvidia's case, obviously if a company just increases its liquidity , that doesn't mean much , but since you can see the trend with nvidia, imo it works ok, since it says more about what is happening at nvidia rather than just what people think about nvidia. edit: also forgot to add that the sudden increase in cash on hand could be indicative of making more money than expected vs cost short term, insulated from deferred costs , like r&d, debt payments ect.

Denial:

Did we leave out the quartly one because it goes against the narrative?

no, monthly fluctuations are not that interesting. we are trying to look at an overall trend, you can plot a line if you want, but I think that the yearly does a good enough job of illustrating it. especially over a longer time scale. You can shorten the time scale for any metric to make it meaningless , so I don't really understand why you would want to do that.

Cannot wait for the RTX 4050 4GB 64bit bus , yours for only $599US Dollars 😛

user1:

d it has worth indirectly I think because it correlates with the growth of the company in nvidia's case, obviously if a company just increases its liquidity , that doesn't mean much , but since you can see the trend with nvidia, imo it works ok, since it says more about what is happening at nvidia rather than just what people think about nvidia. edit: also forgot to add that the sudden increase in cash on hand could be indicative of making more money than expected vs cost short term, insulated from deferred costs , like r&d, debt payments ect. no, monthly fluctuations are not that interesting. we are trying to look at an overall trend, you can plot a line if you want, but I think that the yearly does a good enough job of illustrating it. especially over a longer time scale. You can shorten the time scale for any metric to make it meaningless , so I don't really understand why you would want to do that.

don't get me wrong... i've gone from being a fanboy (2010) to being an investor (2011) to being a critic (2020)

mackintosh:

Not quite...

It's almost like their overpricing of their cards and their disdain for their own board partners is starting to bite them in the ass.

its almost like your opinion on their supposed disdain of board partners isn't rooted in reality.

Astyanax:

its almost like your opinion on their supposed disdain of board partners isn't rooted in reality.

This isn't an opinion, this is factual, especially if you are more inclined to believe EVGA over nVidia. Did you miss all the info that came out when EVGA dropped nVidia? It wasn't just EVGA that was unhappy, several other board partners made off the record comments with their own massive complaints.