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To: Glenn Petersen who wrote (1540)6/27/2017 10:15:43 PM
From: Gone to Money Heaven
   of 1574
 
Need to add the reference to the trucking industry with the PACCAR alliance, not mentioned in the EE Times article.

NVIDIA announced today that it’s working with PACCAR, a leading global truck manufacturer, on developing solutions for autonomous vehicles.

The collaboration was shared by NVIDIA Founder and CEO Jen-Hsun Huang during his keynote at the Bosch Connected World conference in Berlin. Separately, he provided details of NVIDIA’s partnership with Bosch, the world’s largest automotive supplier, on self-driving car technology.

“This is probably the largest single mass of a product that we’ve helped make,” said Huang, addressing a crowd of more than 2,000 executives, developers and others attending the event.

PACCAR CEO Ron Armstrong, said separately, “PACCAR is exploring automated driving systems and we are excited about what our collaboration on artificial intelligence with NVIDIA has delivered so far.”

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To: Gone to Money Heaven who wrote (1541)6/28/2017 4:36:16 PM
From: Glenn Petersen
   of 1574
 
The failure to mention PACCAR was a significant omission. the PACCAR/Nvidia deal was referenced in an article I posted on May 10: Message 31101480

On Monday, the autonomous vehicle board featured a Bloomberg profile of Starsky Robotics, a self-driving trucking startup, which has "designed an artificial intelligence system for big-rig trucks that makes them mostly self-sufficient on highways, and then, when it’s time to exit onto local roads, allows them to be taken over and driven from a remote operations center. The plan is to eventually employ dozens of drivers, each of whom will keep an eye on a few trucks at once, sitting before arrays of monitors livestreaming views of windshields and mirrors."

Message 31160791

Surprisingly, the paragraph regarding competition also failed to mention PACCAR:

Its competitors include Embark, which is also backed by Y Combinator, and Otto, a startup that raised no outside capital and had fewer than 100 employees when Uber Technologies Inc. acquired it for $700 million. (Otto is the subject of a lawsuit that claims its co-founder stole technology from Alphabet, Google’s parent.) A fourth company, Peloton Technology, has raised $78 million to pursue adding some autonomous capabilities to conventional trucks. There are also self-driving big-rig programs inside Alphabet, Tesla, Volvo, and Daimler.

There is a lot of competition in the space.

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To: Glenn Petersen who wrote (1537)6/30/2017 10:16:17 PM
From: Glenn Petersen
1 Recommendation   of 1574
 
A Wall Street bank is betting Nvidia will win the cryptocurrency battle (NVDA, AMD)

Seth Archer
Business Insider
Jun. 30, 2017, 10:48 AM



Genesis Mining
_________________

Nvidia and AMD are in a war.

The two companies both produce graphics cards and compete over PC gamers, self-driving car manufacturers and data center managers to prove that their technology is superior. Nvidia tends to be ahead in many of those markets and has seen its stock rise more this year because of it.

A new market is emerging though. The two graphics processing unit (GPU) companies are currently fighting over the cryptocurrency GPU market, and both are rumored to be releasing cryptocurrency optimized chips in the near future, according to RBC Capital Markets.

Cryptocurrencies are red-hot right now. Bitcoin is probably the most notable and has been around for years. But, recent explosive growth in rival currency Ethereum, has been making headlines. Recently, $100 million worth of GPUs were added to the Ethereum network in just 11 days.

The cryptocurrencies are made up of a decentralized network of users, and every time a transaction occurs in one of these currencies, it has to be verified by the whole network. People who help confirm these transactions are called "miners" and often use GPUs to speed up the calculations required to verify payments.

Previously, miners have used GPUs designed for gaming in their computers. This works, but isn't optimized for the task. Nvidia and AMD could release new cards that are optimized to draw as little power as possible and increase the speed of cryptocurrency specific tasks.

RBC reckons that when this happens, Nvidia's chip will outpace its rival AMD.


"Given Nvidia's performance lead across numerous categories (gaming and data center) we think the Company is best positioned to become the market leader in GPU based cryptocurrency mining if a new product is released," RBC wrote in a recent note to clients.

Details about the new cards are sparse, and their existence is only rumored for now. Considering only current GPUs, AMD has beaten out Nvidia because it has been faster at mining-specific tasks. RBC is betting this will change soon. When Nvidia has time to optimize their technology for mining, RBC thinks the company will be able to outpace AMD.

Previous domination in markets Nvidia has set its sights on is really the only information RBC is working with. Until the new cards come out or are officially announced, improvements are only hypothetical. RBC thinks Nvidia's work in data centers and high-end consumer gaming is enough to bet on the company winning the cryptocurrency market as well. Nvidia is certainly making waves in the self-driving car market, with a recent slate of high-profile partnerships.

Only time will tell. Nvidia is up 43.4% this year, compared to AMD's 10.24% increase and the general S&P 500's 7.17% increase.

markets.businessinsider.com

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From: vicor7/2/2017 3:59:48 PM
   of 1574
 
The NVDA generated strong volume surges over the past 2 months. The NVDA stock made more than 223% in 2016 and we have not seen such subnormal trading activity then. Now, by running up 36% the NVDA stock's flow of the money (volume X price) hit $147 Billions over 2 month period - almost the entire 2016 year's flow of the money ($162 B).

Some group of traders, by some reasons, dumped $147 B of the NVDA stocks over the past 2 months. In volume analysis it is called as "distribution phase before a reversal down".

The NVDA stock is a good one, there is no doubt about it. The video recognition technology is in high demand and this demand will be growing as as artificial intelligence evolves. This stock could be good choice for a run up. However, as of now, volume analysis suggest that we will see a decline on this stock and this correction down should be strong enough to attract back those institutional investors who dumped $147 B of this stock over the past 2 months.



Chart courtesy of marketvolume.com

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From: Glenn Petersen7/5/2017 3:02:17 PM
   of 1574
 
Nvidia jumps after announcing an AI partnership with Baidu (NVDA)

Seth Archer
Business Insider
Jul. 5, 2017, 01:36 PM



Nvidia is popping after the company announced a partnership with China's biggest internet search company, Baidu.

Shares of Nvidia are up 3.27% on Wednesday following the announcement, and Baidu is up a similar amount, increasing 2.76%.

The partnership between the two companies hopes to tackle several areas of AI research, most notably self-driving cars.

"We believe AI is the most powerful technology force of our time, with the potential to revolutionize every industry," Ian Buck, Nvidia's vice president and general manager of accelerated computing, said in a press release. "Our collaboration aligns our exceptional technical resources to create AI computing platforms for all developers."

Baidu has agreed to adopt Nvidia's Dive PX self-driving car platform as it aims t0 have autonomous cars driving on Chinese roads soon. Nvidia's platform will be a key component in making this happen.

Additionally, Baidu announced several Chinese car manufacturers would be partnering with the company to help manufacturer self-driving cars.

The partnership doesn't stop with cars, though. The two companies will also be collaborating on improving Baidu's AI research capabilities. Baidu will deploy some of Nvidia's server hardware in its data centers. Nvidia's hardware should help researchers process data from images, speech text and video faster than before, according to the joint press release.

Nvidia and Baidu also announced they would be optimizing Baidu's "PaddlePaddle" deep learnings technology for Nvidia's GPUs and adding Baidu's DuerOS AI system to Nvidia's Shield TV set top box.

The partnership is just one more in a string of recent announcements from Nvidia. The company has been beefing up its partnerships with major car companies to increase its reach in the self-driving car market. Baidu is a particularly large partnership, as it adds to Nvidia's international reach.

Nvidia is up 40.86% this year, including Wednesday's move.

markets.businessinsider.com

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To: Glenn Petersen who wrote (1540)7/5/2017 7:39:04 PM
From: sandintoes
   of 1574
 

Baidu-Nvidia Plan Latest in Expanding Self-Driving Constellation, Says Raymond James The partnership announced today between China's Baidu and US chip vendor Nvidia is just the latest in an expanding constellation of self-driving car partnerships, many of which overlap in terms of the parties involved, according to research by Raymond James analyst Tavis McCourt.

By
Tiernan Ray

Updated July 5, 2017 5:20 p.m. ET
As mentioned earlier today, China’s search engine giant Baidu ( BIDU) struck a partnership with chip vendor Nvidia ( NVDA), and other tech companies, to develop self-driving automobiles.

In a note to clients this afternoon, Raymond James analyst Tavis McCourt notes that this is just the latest of a slew of industry partnerships.

“The list of autonomous projects globally continues to grow,” writes McCourt, "and we would note that many, if not most, of Baidu’s partners also have other autonomous projects they are participating in, as shown below."



If you’re interested in following the action, McCourt offers a chart of the various announced partnerships that you may want to keep handy:





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To: Glenn Petersen who wrote (1545)7/7/2017 7:11:32 PM
From: sandintoes
   of 1574
 
I read somewhere, and now I can't find it, that NVDA was brought down for a while by unscrupulous short traders..why don't they just let it run?

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To: sandintoes who wrote (1547)7/7/2017 7:32:47 PM
From: Glenn Petersen
   of 1574
 
Actually, the short interest position was down in June:

NVIDIA Corporation (NVDA) Short Interest Down 9.8% in June

thestockobserver.com

It just ran too far, too soon. It had a nice rebound today.

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From: John P7/7/2017 11:20:59 PM
   of 1574
 
NVDA end of first half portfolio re-balancing appears complete

Strong selling during June affected NVDA and the FANG stocks after strong performance gave these stocks outsize gains during first half of 2017. Will follow performance to see if investors still believe the growth story. If so, upside performance will return.

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From: Glenn Petersen7/10/2017 11:18:53 AM
   of 1574
 
Intel’s Server Chips at Risk of ‘Fourth Wave’ of Computing, Says Jefferies

Intel's dominance of the data center is at risk as the computing industry moves to a "fourth wave," according to Jefferies & Co.'s Mark Lipacis, of which the poster child is Intel's rival, Nvidia.

By Tiernan Ray
Barron's
July 10, 2017 9:19 a.m. ET

Shares of Intel ( INTC) are down 68 cents, or 2%, at $33.20, in early trading, after Jefferies & Co.’s Mark Lipacis cut his rating on the stock to Underperform from Hold, and cut his price target to $29 from $38, warning that the company is the most in danger of a new wave of computing, parallel processing.

Lipacis makes the case that parallel processing computing, best exemplified by Nvidia ( NVDA), on whose shares he has a Buy rating, is the fourth big changing in computing, following mini computers, PCs, and smartphones:

There Have Been 3 Tectonic Shifts in Computing. Every 15 years, an accumulation of technical innovations translates to tectonic shifts in the computing model. In the 60s the industry shifted from Mainframes to Mini-Computers, in the early 80s it shifted to PCs, and in the late 90s it shifted to a cell phone / datacenter model. Each computing model shift brought a shift in the beneficiaries: IBM in Mainframes to DEC in MiniComputers, to INTC/ MSFT in PCs, to AAPL/Samsung/INTC/MSFT in the cell phone / datacenter model. We Believe We are at the Start of the 4th Tectonic Shift Now, to a parallel processing / IoT model, driven by lower memory costs, free data storage, improvements in parallel processing hardware and software, and improvements in AI technologies like neural networking, that make it easy to monetize all the data that is being stored.

He writes that Nvidia’s chips are gaining on Intel’s in the data center:

NVDA's datacenter business has grown 200% YY over the past 3 quarters and is now 10% the size of Intel's DCG. At the same time, INTC's server business has decelerated to 6% in 1Q17 from double digit 3-yr and 5-yr CAGRs. We model DCG revenues to decelerate to 5% in 2018 from 7% in 2017. Near term, we expect INTC to benefit from the official ramp of its Purley server platform--we note that it has already been shipping with the largest hyperscale cloud providers (Google et al).

There’s also competition from Advanced Micro Devices ( AMD), Cavium ( CAVM), and Xilinx ( XLNX), any of whose shares he would recommend over Intel’s:

AMD has reentered the x86 server market for the first time in years, and MSFT's announcement for Windows support on ARM is a watershed, making CAVM's ARM-based ThunderX MPU a scalable alternative to Xeon in the datacenter. In FPGA, we think XLNX's SDAccel adds a capability that INTC's Programmable Solutions Group (Altera) has yet to build. Finally, we think AMD's Zen desktop MPUs chip away at INTC's core solutions.

Lipacis’s note comes a day before Intel holds a media event in Brooklyn, New York for the unveiling of its latest server processor chip, “Purley."

You can tune into that announcement, starting at 11:30, Eastern time, by signing up for the webcast on Intel’s news Web site.

barrons.com

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