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AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
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Emcee:  neolib Type:  Moderated
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21387End of questions, and Jen is rambling.neolibNovember 9
21386LOL, a question about Intel/AMD GPU circus: Jens comments: Raja leaving AMD isneolibNovember 9
21385Why did auto stall out? Infotainment is the primary existing revenue, but theneolibNovember 9
21384Jen claims to have a 7-year head start on ML due to CUDA/single architecture.neolibNovember 9
21383Makes a point that for new crypto currencies targetting CUDA boards which is theneolibNovember 9
21382Crypto question. OEM 70M in Q3, vs 150M in the qtr before. So at least a concrneolibNovember 9
21381Question about GPU vs FPGA vs ASIC on ML training and inference. He comes back neolibNovember 9
21380In the end he basically says CUDA is a huge advantage as a single architecture, neolibNovember 9
213791) Any problems with component supplies on volta: Jen rambles and doesn't aneolibNovember 9
21378Jens answer on gaming: 1) Esports is a big driver, 2) Quality of content, whichneolibNovember 9
21377LOL, Stacey beats them up on lack of seasonal trends in gaming in Q3!neolibNovember 9
21376Makes what I think is an excellent point that the cloud build out of ML is allowneolibNovember 9
21375Gee straight to Questions without Jen rambling!neolibNovember 9
21374DHL will do self-driving deliver trucks next year!neolibNovember 9
21373Lots of pushing GPU in datacenter, more talk than about gaming. No wonder IntelneolibNovember 9
21372Volta datacenter ramped well in Q3, V100's widely adopted.neolibNovember 9
21371Pumping their existing GTX lineup and new games as great for Xmas. Crypto was gneolibNovember 9
21370I will be listening to CC. If anyone else does, please post anything you catch neolibNovember 9
21369However, NVDA is down now in AH, 202 quoteneolibNovember 9
21368Their growth large came in "gaming" now at 1.561B vs 1.186B last qtr, neolibNovember 9
21367Unlike AMD they are guiding for flat to small up for Q4: $2.65B in sales.neolibNovember 9
213662.64B up 18% QoQ.neolibNovember 9
21365They are claiming to match the top Xeon on Specint/Thread. I'm assuming thaneolibNovember 9
21364Nv After Hours: 209.03 +3.71rzborusaNovember 9
21363I must admit enjoying the irony of seeing Anand Chandrasekher doing the Centriq neolibNovember 9
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