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I think this is a sign they're worried about AMD Polaris. Most people don't realize just how much AMD has turned around the past year. I saw an article recently

I think this is a sign they're worried about AMD Polaris. Most people don't realize just how much AMD has turned around the past year. I saw an article recently about people shorting Nvidia. Full disclosure: I'm an AMD stock holder.

mattnewton 10y ago
I think the current value in the stock is not just the high demand for the new cards fueled by a VR upgrade cycle, but speculation on their gains in the HPC and "deep learning" markets (where CUDA/cuDNN is so far ahead of openCL that from my vantage point they have a monopoly for now). I think that Nvidia can continue to compete on the high end because of the overlap of high end consumer markets with those other two. My full disclosure: I am very long Nvidia (and it has been very kind to me so far)
- arcanus 10y ago
  > speculation on their gains in the HPC and "deep learning" I think this will be the battleground; see intel MIC for another big sillicon trying to edge in. I agree that CUDA/cuDNN is far ahead, but do you think they can maintain it? GPGPU paradigms are changing pretty rapidly, so the entire field could be ripe for disruption.
jdietrich 10y ago
Polaris is not a serious threat to Nvidia. The GTX 1060 is significantly faster than the RX480 at a similar retail price; the GTX 1060 is considerably more expensive than the 960 was at launch and I expect that Nvidia have retained good margins. The RX480 seriously missed AMD's efficiency targets, hence the PCIe power fiasco. AMD have nothing to compete at the high end and have no serious HPC offering; with PC sales shrinking year-on-year, HPC is a crucial driver of growth. Polaris is just barely enough to keep AMD in contention. As with their CPU range, AMD are relegated to a value-oriented offering for the low to mid market. This isn't a good place to be. Nvidia can afford to squeeze AMD's margins, because they have a monopoly on the more profitable high end. AMD are also being threatened from below by Intel's increasingly powerful iGPUs.
- snovv_crash 10y ago
  >The GTX 1060 is significantly faster than the RX480 at a similar retail price Not from what I saw. Slightly faster or equal in DX11, slightly slower or equal in DX12/Vulkan. And not price-comparable either, there is a $50 difference. If you are pointing to the EVGA etc, note that they have a single fan and as such are going to throttle quickly. For a good price comparison I suspect we will need to wait for the rumoured 1050Ti, which should be actually price comparable to a 4GB RX-480. Personally, if I was building a upper-midrange gaming PC right now, that marginal $50 would go to a bigger SSD, not to buy a 1060 over a 480.
arcanus 10y ago
> Most people don't realize just how much AMD has turned around the past year. I've been recently reading stock reports from some of my banking friends (and actually chatted with some staff at AMD) because I'm curious about the turnaround. Don't own equity yet. Just last year AMD looked to be in very dire straights, and are still operating at a loss. Is the consensus that they are going to survive now?

mattnewton 10y ago

I think the current value in the stock is not just the high demand for the new cards fueled by a VR upgrade cycle, but speculation on their gains in the HPC and "deep learning" markets (where CUDA/cuDNN is so far ahead of openCL that from my vantage point they have a monopoly for now). I think that Nvidia can continue to compete on the high end because of the overlap of high end consumer markets with those other two. My full disclosure: I am very long Nvidia (and it has been very kind to me so far)

arcanus 10y ago
> speculation on their gains in the HPC and "deep learning" I think this will be the battleground; see intel MIC for another big sillicon trying to edge in. I agree that CUDA/cuDNN is far ahead, but do you think they can maintain it? GPGPU paradigms are changing pretty rapidly, so the entire field could be ripe for disruption.

jdietrich 10y ago

Polaris is not a serious threat to Nvidia. The GTX 1060 is significantly faster than the RX480 at a similar retail price; the GTX 1060 is considerably more expensive than the 960 was at launch and I expect that Nvidia have retained good margins. The RX480 seriously missed AMD's efficiency targets, hence the PCIe power fiasco. AMD have nothing to compete at the high end and have no serious HPC offering; with PC sales shrinking year-on-year, HPC is a crucial driver of growth. Polaris is just barely enough to keep AMD in contention. As with their CPU range, AMD are relegated to a value-oriented offering for the low to mid market. This isn't a good place to be. Nvidia can afford to squeeze AMD's margins, because they have a monopoly on the more profitable high end. AMD are also being threatened from below by Intel's increasingly powerful iGPUs.

snovv_crash 10y ago
>The GTX 1060 is significantly faster than the RX480 at a similar retail price Not from what I saw. Slightly faster or equal in DX11, slightly slower or equal in DX12/Vulkan. And not price-comparable either, there is a $50 difference. If you are pointing to the EVGA etc, note that they have a single fan and as such are going to throttle quickly. For a good price comparison I suspect we will need to wait for the rumoured 1050Ti, which should be actually price comparable to a 4GB RX-480. Personally, if I was building a upper-midrange gaming PC right now, that marginal $50 would go to a bigger SSD, not to buy a 1060 over a 480.

arcanus 10y ago

> Most people don't realize just how much AMD has turned around the past year. I've been recently reading stock reports from some of my banking friends (and actually chatted with some staff at AMD) because I'm curious about the turnaround. Don't own equity yet. Just last year AMD looked to be in very dire straights, and are still operating at a loss. Is the consensus that they are going to survive now?