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   Technology StocksNVIDIA Corporation (NVDA)

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From: Glenn Petersen6/4/2018 9:35:33 AM
2 Recommendations   of 1656
Nvidia launches Isaac robot platform with Jetson Xavier robot processor

Dean Takahashi
June 4, 2018 12:01 AM

Above: Nvidia's Isaac robot platform.
Image Credit: Nvidia

Nvidia launched its Nvidia Isaac robot platform today to power the next generation of autonomous machines, bringing artificial intelligence capabilities to robots for manufacturing, logistics, agriculture, construction, and many other industries.

Launched at Computex 2018 in Taiwan by Nvidia CEO Jensen Huang, the Nvidia Isaac platform includes new hardware, software, and a virtual-world robot simulator that makes it easy for developers to create new kinds of robots.

“AI is the most powerful technology force of our time,” said Huang, in a statement. “Its first phase will enable new levels of software automation that boost productivity in many industries. Next, AI, in combination with sensors and actuators, will be the brain of a new generation of autonomous machines. Someday, there will be billions of intelligent machines in manufacturing, home delivery, warehouse logistics, and much more.”

At the heart of Nvidia Isaac is Jetson Xavier, Nvidia’s first computer designed specifically for robotics. With more than 9 billion transistors, it delivers over 30 TOPS (trillion operations per second). That’s more processing capability than a powerful workstation while using a third the energy of a lightbulb.

Above: Nvidia Jetson Xavier module
Image Credit: Nvidia

Jetson Xavier has six kinds of high-performance processors — a Volta Tensor Core graphics processing unit (GPU), an eight-core ARM64 CPU, dual NVDLA deep learning accelerators, an image processor, a vision processor, and a video processor.

These processors enable dozens of algorithms to be processed concurrently and in real time for sensor processing, odometry, localization and mapping, vision and perception, and path planning. This level of performance is essential for a robot to take input from sensors, locate itself, perceive its environment, recognize and predict motion of nearby objects, reason about what action to perform, and articulate itself safely, Nvidia said.

Nvidia provides a toolbox for the simulation, training, verification, and deployment of Jetson Xavier. This robotics software consists of the Isaac software development kit (SDK), or tools that let users develop robotics algorithm software and runtime frameworks with fully accelerated libraries. It also includes Isaac IMX, or Isaac Intelligent Machine Acceleration applications, a collection of Nvidia-developed robotics algorithm software. And it includes Isaac Sim — a highly realistic virtual simulation environment for developers to train autonomous machines and perform hardware-in-the-loop testing with Jetson Xavier.

Isaac puts a lot of computer power at the edge of the network. That’s necessary as AI becomes pervasive. With this level of AI computing power at the edge, autonomous machines can perceive the world around them with superhuman capabilities, detecting and recognizing their surroundings from sensors of all kinds, Nvidia said.

With this technology, manufacturing robots can work safely alongside humans and adapt to changes. Logistics robots can efficiently move and manage inventory and deliver products to homes. Service robots can improve the retail experience and assist the sick and elderly, Nvidia said.

The Nvidia Jetson Xavier developer kit, which includes the Isaac robotics software, will be priced at $1,300, with early access starting in August from distributors worldwide.

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From: JakeStraw7/17/2018 11:06:19 AM
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Morgan Stanley: Nvidia 'The Cleanest Growth Story In Semis,' With New Products Ahead

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From: Alejandroo Green8/3/2018 9:25:45 AM
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RSI and Stochastic oscillator are triggering bullish signal. On watch for clear above 256.60.

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From: JakeStraw8/14/2018 9:50:22 AM
1 Recommendation   of 1656
Nvidia unveils its eighth-generation Turing graphics architecture.
“Turing is NVIDIA’s most important innovation in computer graphics in more than a decade,” CEO and founder Jensen Huang says.
The company says Quadro professional workstation graphics cards with Turing technology will be available in the fourth quarter.

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From: Glenn Petersen8/14/2018 9:00:40 PM
   of 1656
Nvidia Reports Earnings on Thursday: 5 Key Things to Watch

Data center sales trends, gaming GPU commentary and spending growth are among the things to watch as Nvidia reports.

Eric Jhonsa
Aug 12, 2018 12:01 PM EDT

Following a giant 2-year rally, Nvidia's ( NVDA - Get Report) stock has mostly moved sideways since late January.

Can the GPU giant's July quarter earnings help shares break out of their current range? To do so, it will probably have to both show that Nvidia's data center momentum remains strong and calm worries that have popped up about its PC GPU sales amid a drop in demand from cryptocurrency miners.

Nvidia reports after the close on Thursday, and will host an earnings call at 5:30 P.M. Eastern Time. The consensus among analysts polled by FactSet is for revenue of $3.1 billion (up 39% annually) and GAAP EPS of $1.65. For the October quarter -- Nvidia typically provides sales guidance within its report -- the consensus is for revenue of $3.33 billion (up 26%) and GAAP EPS of $1.79.

TheStreet will be live-blogging Nvidia's report and call. Here are a few things for investors to keep an eye on:

1) Datacenter Segment Growth

During the April quarter, Nvidia's Datacenter segment revenue rose 71% annually to $701 million. Giant AI/deep learning investments among cloud giants helped, as did broader enterprise AI investments and healthy demand for Nvidia server GPUs within the traditional high-performance computing (HPC) space.

For the July quarter, the consensus is for Datacenter revenue to rise 78% to $740 million. In spite of some competition from AMD's ( AMD - Get Report) server GPUs and Alphabet/Google's ( GOOGL - Get Report) Tensor Processing Units (TPUs), Nvidia remains quite dominant in the market for accelerators used to train deep learning algorithms. The company has also reported seeing strong growth in the more competitive AI inference market, which involves hardware used to run trained AI algorithms against real-world data and content.

2) Crypto Mining Demand

During its May earnings call, Nvidia forecast its sales of products meant specifically for cryptocurrency miners would fall by roughly two-thirds sequentially from an April quarter level of $289 million. Has crypto demand stabilized, or does Nvidia see it falling farther?

It's worth noting here that in addition to the miner-specific products, sales of which are recorded in Nvidia's OEM & IP reporting segment, miners have accounted for a fraction of the sales recorded by Nvidia's Gaming segment, which covers PC gaming GPUs and console-related products.

3) PC Gaming Sales and Outlook

The consensus is for Nvidia's Gaming segment revenue to rise 48% to $1.75 billion. A healthy PC gaming hardware market -- aided by interest in AAA titles, eSports and "battle royale" games such as Fortnite and PUBG -- is expected to help, as is strong demand for Nintendo's Switch console, which is powered by an Nvidia Tegra X1 system-on-chip (SoC). On the other hand, sales to miners have clearly fallen, and there were reports in June and July about rising GPU and graphics card inventories due a dropoff in miner demand.

In addition to its reported July quarter Gaming sales, keep an eye out for any commentary about Nvidia's October quarter and/or holiday season outlook for the segment. Nvidia, whose Pascal-architecture products still dominate the high-end PC gaming GPU market, has been rumored to be planning to launch next-gen gaming GPUs (based on an architecture called Turing) during the current quarter. For now, the consensus is for October quarter Gaming revenue to grow 23% to $1.93 billion.

4) Automotive Commentary (including, maybe, about Tesla)

Nvidia's Automotive segment sales rose just 4% in the April quarter to $145 million, as the company pares its investments in the infotainment SoC market in the name of pursuing autonomous driving opportunities. With shipments for autonomous driving design wins not expected to ramp until the back half of 2019, Automotive sales are expected to once more rise 4% in the October quarter, totaling $148 million.

However, Nvidia has at times provided useful commentary on its call about how its autonomous driving efforts, and how it sees the business evolving. And with Elon Musk having declared on Tesla's ( TSLA - Get Report) August 1st Q2 call that the custom self-driving silicon his company is developing will be far superior to GPU-based solutions -- Tesla's second-gen Autopilot system relies on an Nvidia Drive PX 2 computing board -- it wouldn't be surprising to see Nvidia chief Jensen Huang offer a retort to Musk.

5) Spending Growth and Gross Margins

Thanks in large part to big R&D investments, Nvidia's non-GAAP operating expenses rose 25% annually in the April quarter to $648 million. And the company forecast its non-GAAP opex will rise 29% in the July quarter to $680 million.

GAAP opex, which includes stock compensation and one-time charges, is expected to rise 32% to $810 million. Will Nvidia guide for spending growth to accelerate further in the October quarter?

Also keep an eye out for how gross margins are trending. Nvidia's non-GAAP gross margin rose 5.1% percentage points in the April quarter to 64.7%, and was forecast by the company to be in a range of 63% to 64% in the July quarter.

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From: JakeStraw8/15/2018 8:43:18 AM
   of 1656
Wells Fargo Securities raises its rating two notches to outperform from underperform for Nvidia shares, citing the strength of its artificial intelligence and cloud computing markets.
"NVIDIA is well positioned to continue to leverage / expand its platform story," analyst Aaron Rakers says.

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From: JakeStraw8/16/2018 4:27:16 PM
1 Recommendation   of 1656
NVIDIA Announces Financial Results for Second Quarter Fiscal 2019
Record revenue from all platforms – Datacenter, Gaming, Professional Visualization, Automotive
Revenue of $3.12 billion, up 40 percent from a year ago
GAAP EPS of $1.76, up 91 percent from a year ago

“Growth across every platform – AI, Gaming, Professional Visualization, self-driving cars – drove another great quarter,” said Jensen Huang, founder and CEO of NVIDIA. “Fueling our growth is the widening gap between demand for computing across every industry and the limits reached by traditional computing. Developers are jumping on the GPU-accelerated computing model that we pioneered for the boost they need.

“We announced Turing this week. Turing is the world’s first ray-tracing GPU and completes the NVIDIA RTX platform, realizing a 40-year dream of the computer graphics industry. Turing is a giant leap forward and the greatest advance for computing since we introduced CUDA over a decade ago.”

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To: JakeStraw who wrote (1609)8/16/2018 5:17:34 PM
From: dominoe
   of 1656
Thanks..turned on CNBC...seems the reaction is quite negative despite the "beat" this 1/4
due to the tampering down on projected next 1/4. Stock is off about 14 points after market close.
Hopefully, this "hit" will gradually unwind as the quarter moves forward and their lowered target will
help them with the following quarter report.

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To: dominoe who wrote (1610)8/17/2018 12:31:28 PM
From: zzpat
   of 1656
NVDA should have never put crypto in its guidance. Huge mistake but not the end of the world. They fixed it, no longer in their guidance.

Bad guidance is the key to stocks this quarter. Miss guidance and expect a 10-20% decline within seconds.

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To: JakeStraw who wrote (1609)8/17/2018 12:44:09 PM
From: zzpat
   of 1656
This is the most messed up quarter since the Great Recession. We don't know if sales in many companies were real sales or whether companies were buying inventory to get ahead of the tariffs. There are some reports that strongly suggest 2% of the last GDP report came from higher inventories because CEOs feared tariffs. 2% is massive.

Does NVDA know if their GPUs were purchased by China in advance of tariffs etc? No one knows. This quarter is the most unknown quarter in history since no one knows if any of it is true. Top and bottom lines may not be true, which means margins and EPS are not true. What's true?

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