Stacy Rasgon, an analyst with Bernstein, said the figure implied that Nvidia's core data centre chips grew only about 6 percent on a quarterly basis, which may have been lower than some investors with sky-high expectations had hoped. In emphasizing its system-level solutions, Nvidia has also made it more difficult to obtain certain enterprise-oriented components: its new A100 SXM NVLink GPUs, for instance, are currently only available to customers purchasing DGX systems or HGX baseboards. HPCwire is a registered trademark of Tabor Communications, Inc. Use of this site is governed by our Terms of Use and Privacy Policy. Perhaps more worryingly, Nvidia is apparently absent from exascale system planning, with non-Nvidia GPUs slated to power all three of the exascale systems announced so far in the United States: Aurora (Intel GPUs), El Capitan (AMD GPUs) and Frontier (AMD GPUs). Nvidia was once primarily known for chips that helped video game graphics look more realistic. Still, more than ever, system builders have competitive options, and in many cases, they’re taking them. Nvidia doesn’t just benefit from the trend; Nvidia helped create the trend.”. Stay ahead of the tech trends with industy updates delivered to you every week! Informations sur votre appareil et sur votre connexion Internet, y compris votre adresse IP, Navigation et recherche lors de l’utilisation des sites Web et applications Verizon Media. The primary issue is a defect mode in the 7nm process that resulted in yield degradation... Read more…, In a sign of the times, another prominent HPCer has made a move to a hyperscaler. The company's data centre segment reported second-quarter revenue of $1.75 billion (roughly Rs. Lawrence Livermo Read more…, The shrinking of U.S-based chip manufacturing is hardly a new concern. 32,985 crores), plus or minus 2 percent, compared with analysts' estimates of $3.97 billion (roughly Rs. Further, the company guided first-quarter revenue above the consensus view. Q2 2020 Semis Earnings Update: Nvidia, AMD, Micron, Qualcomm, Marvell, Lam Published by Beth Kindig on August 31, 2020 Please Subscribe or Login to access premium content. This website uses cookies to improve your experience while you navigate through the website. For two of those systems – Frontier and El Capitan, both being built by Cray – AMD is also providing the CPUs, underscoring the case for Nvidia’s new focus on vertical integration and, more specifically, its acquisition of Arm. Is Mi Notebook 14 series the best affordable laptop range for India? Revenue rose nearly 50 percent to $3.87 billion (roughly Rs. : microprocessor juggernaut Arm. Th Read more…, The $40 billion blockbuster acquisition deal that will bring chipmaker Arm into the Nvidia corporate family could provide a boost for the competing RISC-V architecture. We intend to use our @NVIDIA Twitter account, NVIDIA Facebook page, NVIDIA LinkedIn page and company blog as a means of disclosing information about our company, our services and other matters and for complying with our disclosure obligations under Regulation FD. On an adjusted basis, the company earned $2.18 (roughly Rs.168) per share in the quarter compared with analysts' estimates of $1.97 (roughly Rs. 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This is another major win for Nvidia, which recently saw itself eclipse Intel as the most valuable U.S.-based chipmaker and now holds a price-to-earnings ratio of roughly 90. 147) per share. 3914 crores), or $0.90 (roughly Rs. Do NOT follow this link or you will be banned from the site. 74) per share, in the quarter, from $552 million(roughly Rs. HPC systems are often cursed with short lifespans, as they are continually supplanted by the latest and Read more…, The EuroHPC Joint Undertaking (JU) serves as Europe’s concerted supercomputing play, currently comprising 32 member states and billions of euros in funding. The new heading couldn’t come at a better time for Nvidia, which is facing looming competition at the component level in the gaming and datacenter sectors. The positive impacts of the Mellanox acquisition are glad tidings for Nvidia, which is said to be closing in on another massive acquisition: microprocessor juggernaut Arm. Although Nvidia has been partly self-propelled and partly carried into the datacenter by system vendors, this datacenter experience has given Nvidia an important advantage over some of the newer chip designers.”. 999 Postpaid Plans on December 1, Rs. Since 1987 - Covering the Fastest Computers in the World and the People Who Run Them. In an interview with Reuters, Chief Executive and co-founder Jensen Huang said the company is shipping its newest data centre products as fast as possible after both introducing them and starting shipments in the second quarter, a process that in the past would play out over several quarters. This website uses cookies to improve your experience. This category only includes cookies that ensures basic functionalities and security features of the website. The earnings show clear signs of a shift in the winds for Nvidia, which has identified itself as a gaming-oriented company for virtually its entire history. NVIDIA sees Q2 2021 revenue of $3.65 billion at mid-point, versus the consensus of $3.15 billion. 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