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Emcee:  neolib Type:  Moderated
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21387End of questions, and Jen is rambling.neolib11/9/2017
21386LOL, a question about Intel/AMD GPU circus: Jens comments: Raja leaving AMD isneolib11/9/2017
21385Why did auto stall out? Infotainment is the primary existing revenue, but theneolib11/9/2017
21384Jen claims to have a 7-year head start on ML due to CUDA/single architecture.neolib11/9/2017
21383Makes a point that for new crypto currencies targetting CUDA boards which is theneolib11/9/2017
21382Crypto question. OEM 70M in Q3, vs 150M in the qtr before. So at least a concrneolib11/9/2017
21381Question about GPU vs FPGA vs ASIC on ML training and inference. He comes back neolib11/9/2017
21380In the end he basically says CUDA is a huge advantage as a single architecture, neolib11/9/2017
213791) Any problems with component supplies on volta: Jen rambles and doesn't aneolib11/9/2017
21378Jens answer on gaming: 1) Esports is a big driver, 2) Quality of content, whichneolib11/9/2017
21377LOL, Stacey beats them up on lack of seasonal trends in gaming in Q3!neolib11/9/2017
21376Makes what I think is an excellent point that the cloud build out of ML is allowneolib11/9/2017
21375Gee straight to Questions without Jen rambling!neolib11/9/2017
21374DHL will do self-driving deliver trucks next year!neolib11/9/2017
21373Lots of pushing GPU in datacenter, more talk than about gaming. No wonder Intelneolib11/9/2017
21372Volta datacenter ramped well in Q3, V100's widely adopted.neolib11/9/2017
21371Pumping their existing GTX lineup and new games as great for Xmas. Crypto was gneolib11/9/2017
21370I will be listening to CC. If anyone else does, please post anything you catch neolib11/9/2017
21369However, NVDA is down now in AH, 202 quoteneolib11/9/2017
21368Their growth large came in "gaming" now at 1.561B vs 1.186B last qtr, neolib11/9/2017
21367Unlike AMD they are guiding for flat to small up for Q4: $2.65B in sales.neolib11/9/2017
213662.64B up 18% QoQ.neolib11/9/2017
21365They are claiming to match the top Xeon on Specint/Thread. I'm assuming thaneolib11/9/2017
21364Nv After Hours: 209.03 +3.71rzborusa11/9/2017
21363I must admit enjoying the irony of seeing Anand Chandrasekher doing the Centriq neolib11/9/2017
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