Final Words

Today's launch is strange. I tried to convince NVIDIA to release more information about Fermi but was met with staunch resistance from the company. NVIDIA claims that by pre-announcing Fermi's performance levels it would seriously hurt its existing business. It's up to you whether or not you want to believe that.

Last quarter the Tesla business unit made $10M. That's not a whole lot of money for a company that, at its peak, grossed $1B in a single quarter. NVIDIA believes that Fermi is when that will all change. To borrow a horrendously overused phrase, Fermi is the inflection point for NVIDIA's Tesla sales.

By adding support for ECC, enabling C++ and easier Visual Studio integration, NVIDIA believes that Fermi will open its Tesla business up to a group of clients that would previously not so much as speak to NVIDIA. ECC is the killer feature there.

While the bulk of NVIDIA's revenue today comes from 3D graphics, NVIDIA believes that Tegra (mobile) and Tesla are the future growth segments for the company. This hints at a very troubling future for GPU makers - are we soon approaching the Atom-ization of graphics cards?

Will 2010 be the beginning of good enough performance in PC games? Display resolutions have pretty much stagnated, PC games are first developed on consoles which have inferior hardware and thus don't have as high the GPU requirements. The fact that NVIDIA is looking to Tegra and Tesla to grow the company is very telling. Then again, perhaps a brand new approach to graphics is what we'll need for the re-invigoration of PC game development. Larrabee.

If the TAM for GPUs in HPC is so big, why did NVIDIA only make $10M last quarter? If you ask NVIDIA it has to do with focus and sales.

According to NVIDIA, over the past couple of years NVIDIA's Tesla sales efforts have been scattered. The focus was on selling to any customers that could potentially see a speedup, trying to gain some traction for the Tesla business.

Jen-Hsun did some yelling and now NVIDIA is a bit more focused in that department. If Tesla revenues increase linearly from this point, that's simply not going to be enough. I asked NVIDIA if exponential growth for Tesla was in the cards and if so, when would it happen. The answer was yes and with Fermi.

We'll see how that plays out, but if Fermi doesn't significantly increase Tesla revenues then we know that NVIDIA is in serious trouble.

The architecture looks good, Fermi just needs to be priced right. Oh and the chip needs to hurry up and come out.

The RV770 Lesson (or The GT200 Story)
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  • rennya - Thursday, October 1, 2009 - link

    Here in SE Asia, 5870 GPU is available in abundance in retail channels. If you PayPal me USD450, I can go straight to any of the computer shops I passed when I go to work, so that I can buy the card (and a casing that will fit the full length card), then I can take pictures and show it to you.

    Stop it with the claims that the 5870 launch is just a paper launch. That patently isn't true, and will only make you look stupid.
  • SiliconDoc - Thursday, October 1, 2009 - link

    I'm sure your email box is overflowing with requests, and I'm sure your walk to work will serve all the customers around the world.
    Thanks for that great bit of information for those walking to work with you in SE asia, I bet they're really happy.
    ---
    Maybe you should get a Reseller ID, and make that millionaire dream of yours come true, and soon when rooster central flaps it up again, you can prove to the world dry as a bone ain't rice paper.
    ---
    No, one cannot really fathom the insanity, and red rooster doesn't describe the thickness of skull properly at all, merely the size of it's contents.
  • rennya - Friday, October 2, 2009 - link

    Nope, my inbox is not overflowing with requests, because after all, anyone who wants a 5870 GPU, will be able to get it.

    If you cannot prove that 5870 is a paper launch, maybe you should shut up your shop?
  • Sozo - Thursday, October 1, 2009 - link

    If we are "red roosters" what does that make you? The green grizzly?
  • SiliconDoc - Thursday, October 1, 2009 - link

    Actually the first person to offer any thought on the matter suggested green goblin, which was a decent attempt, since grizzly bears aren't green, and goblins have a much better chance of being so.

    Howver, if you'd the actual nvidia equivalence of what you ati red roosters are, I'd be happy to provide some examples for you, which I have not done as of yet, and of course you're all too stupid rah-rah to even fathom that. That's pretty sad, and only confirms the problem. I'm certain you can't understand, so don't bother yourself.

    http://www.fudzilla.com/content/view/15762/1">http://www.fudzilla.com/content/view/15762/1
  • silverblue - Thursday, October 1, 2009 - link

    What sort of rooster are we talking? I mean, a Sussex rooster is almost exclusively not red. Can I be that one, please?

    Now THAT's trolling.
  • Natfly - Thursday, October 1, 2009 - link

    I'm thinking a green goober.
  • SiliconDoc - Thursday, October 1, 2009 - link

    If you even believed your own pile of fud, you'd go to page 2 I believe it is in the article and see where anand says " sorry that's all we know about the GT300 the game card, nvidia won't tell us anymore"
    What he was told is IT'S FASTER THAN 5870, and the cores have already been cut, and the cards already under test.
    So we already know, if we aren't a raging red doofus, and of course, that is very difficult for almost everyone here.
    Also, this was not an official launch date for NVidia, they never declared it as such, just Anand delcared it in his article.
    The official launch date for GT300 already spoken about multiple times by the aithors of this website is !!! > THE RELEASE DATE OF WINDOWS 7...
    Now, wether nvidia changes their official launch date before then or not, or where the authors got that former information, one can surmise, but changing their AT tune about nvidia in an article title, for a conference and a web video atttendance, in order to appease the shamed and embarrased 3rd time in a row paper launching ati, 4870,4770, 5870, is not "unbiased" nor is it honest, no matter how much you want it to be.
    If a person wants to claim it's a planned LEAK to showcase upcoming tech ( nvidia did this AFTER the GT300 gpu cores reported GOOD YIELD) - and combat fools purchasing the epic failure 5870 instead of waiting for the gold, ok.
  • siyabongazulu - Friday, October 2, 2009 - link

    WOw wow wow!! You sir must be the most ignorant, manipulative, underappreciating, bastard.. sorry for tearing your world but you deserve such credentials and a lot more that can be given to people who display your kind of behaviour.

    You have been crying bias for no reason at all. If Anand says its paper launch, and if tgdaily says its paper launch (http://www.tgdaily.com/content/view/44157/135/)">http://www.tgdaily.com/content/view/44157/135/) and fudzilla (http://www.fudzilla.com/content/view/15762/1/)">http://www.fudzilla.com/content/view/15762/1/) which seems to be your favourite source so far doesn't even speak of anything but a display model that only confirms that GT300 is under construction.

    So the only source you can come up with is yourself and you said it here and I quote "If you even believed your own pile of fud, you'd go to page 2 I believe it is in the article and see where anand says " sorry that's all we know about the GT300 the game card, nvidia won't tell us anymore"
    What he was told is IT'S FASTER THAN 5870, and the cores have already been cut, and the cards already under test. " Those are your words, not NVIDIAs, no Anand, not Fudzilla, not from any other reviwers but yours.

    Therefore, can you please STFU and stop trying to label everyone a red nosed rooster or whatever the f*** u call them.

    P.S Not everyone appreciate your level of stupidity and before you can go and say geez there goes another one, FIY I'm running my system on Nvidia card and will buy ATI and snould NVIDIA "Physically Launch" GT300 and prove it to be better then already launched and benchamrked 5870 then you can come back and start your ranting. Until then plug that sh** hole of yours
  • MonkeyPaw - Thursday, October 1, 2009 - link

    Dude, you take this way too personally. Do you have the same burning passion for real problems?

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