m*****n 发帖数: 1631 | 1 NVDA击败宿敌,以后PC游戏卡市场,NVDA一家独大,享受monopoly利润。 |
c******a 发帖数: 4400 | 2 I don't think this will happen
intc will pick up some, but it will be a painful process for them |
m*****n 发帖数: 1631 | 3 intel一直想通过集成击垮nvda,没成。现在它要重走nvda走过的路,没个三五年做不
好,三五年以后市场会是另一个番光景。intel缺乏长远眼光。
【在 c******a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I don't think this will happen : intc will pick up some, but it will be a painful process for them
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y*********u 发帖数: 3664 | |
c******a 发帖数: 4400 | 5 I won't worry about intc as long as it does not change its CEO. He has no
long-term vision at all. Just panic buying
【在 m*****n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : intel一直想通过集成击垮nvda,没成。现在它要重走nvda走过的路,没个三五年做不 : 好,三五年以后市场会是另一个番光景。intel缺乏长远眼光。
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l*******m 发帖数: 1096 | 6 其实如果AMD把GPU部门卖给Intel,把CPU给女大,这个最有意思
:intel一直想通过集成击垮nvda,没成。现在它要重走nvda走过的路,没个三五年做不
:好,三五年以后市场会是另一个番光景。intel缺乏长远眼光。 |
c******a 发帖数: 4400 | 7 exactly. who thinks this guy looks like a super-smart CEO?
【在 m*****n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : intel一直想通过集成击垮nvda,没成。现在它要重走nvda走过的路,没个三五年做不 : 好,三五年以后市场会是另一个番光景。intel缺乏长远眼光。
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m*****n 发帖数: 1631 | 8 这哥们看着是做事的行政干部,告诉他做啥事能做好,让他自己找事做不行。
【在 c******a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : exactly. who thinks this guy looks like a super-smart CEO?
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m*****n 发帖数: 1631 | 9 这样好玩了,data center,nvdaGPU配amdCPU,抢intel高端市场
做不
【在 l*******m 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 其实如果AMD把GPU部门卖给Intel,把CPU给女大,这个最有意思 : : :intel一直想通过集成击垮nvda,没成。现在它要重走nvda走过的路,没个三五年做不 : :好,三五年以后市场会是另一个番光景。intel缺乏长远眼光。
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y*********u 发帖数: 3664 | 10 ”AMD把GPU部门卖给Intel“ 可能性和合理性还是存在的 问题是卖了amd没啥故事可将
做不
【在 l*******m 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 其实如果AMD把GPU部门卖给Intel,把CPU给女大,这个最有意思 : : :intel一直想通过集成击垮nvda,没成。现在它要重走nvda走过的路,没个三五年做不 : :好,三五年以后市场会是另一个番光景。intel缺乏长远眼光。
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F****s 发帖数: 3761 | 11 觉得可行。
【在 y*********u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : ”AMD把GPU部门卖给Intel“ 可能性和合理性还是存在的 问题是卖了amd没啥故事可将 : : 做不
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l*******m 发帖数: 1096 | 12 Intel和女大两边各自出每股10刀,总共每股20刀把AMD拆了,回馈股东呀。这样老黄苏
妈就在一起了
:”AMD把GPU部门卖给Intel“ 可能性和合理性还是存在的 问题是卖了amd没啥故事可将
: |
y*********u 发帖数: 3664 | 13 也可能是当年yahoo模式 陆奇跳到微软手下team跟着跳过去 但另起炉灶确实是个
painful的过程 bing也是5年烧了100亿才开始赚钱 业绩也是差强人意
可将
【在 l*******m 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Intel和女大两边各自出每股10刀,总共每股20刀把AMD拆了,回馈股东呀。这样老黄苏 : 妈就在一起了 : : :”AMD把GPU部门卖给Intel“ 可能性和合理性还是存在的 问题是卖了amd没啥故事可将 : :
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c******a 发帖数: 4400 | 14 by the time they start to roll out products, nvda may already be announcing
volta generation 3.
I think nvidia really need to defend core team members from being lured.
【在 y*********u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 也可能是当年yahoo模式 陆奇跳到微软手下team跟着跳过去 但另起炉灶确实是个 : painful的过程 bing也是5年烧了100亿才开始赚钱 业绩也是差强人意 : : 可将
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c******a 发帖数: 4400 | 15 However, it may not be a bad idea for nvidia to outright buy AMD's CPU
business. It can be much more integrated and there will be less likelihood
for intel to set up traps. CPU is becoming less and less important anyway.
AMD market cap 10.86B. To get board control you only need half of it. With
some premium it can be done at 7B. Nvidia does not want AMD's GPU business
and it can probably be done cheaper. Nvidia now spends 2B in quarterly share
buyback. This is almost pocket money. And AMD still has lots of IP. |
p**f 发帖数: 3549 | 16 1) AMD要是能卖x86 business,早卖给土鳖国接盘侠了。Intc早有协议不让卖的。卖了
一堆交叉专利就失效了。Trust me, 土鳖国比任何一个其他potential buyer都想得到
x86授权,更别说直接买过来做CPU。两年前AMD股价才2块钱,市值2B。要是能出手,憋
国土豪会等到今天?
2) x86对NV意义没那么大了。他的爆点跟x86都没关系。NV一大特点就是只做niche
marketing,险中求胜,做好了就是独食。x86花大钱买过来直接面对intc几十年的积累
,分心了反而拖累。
上面说了,NV在他的niche market江湖地位一点也不亚于果子。在x86上做老二不利于
提升整体B格。能在x86打败intc不是几年就可以做到的。
另外,NVDA不是类似CSCO,AGVO/BRCM之类的公司,搞什么都买过来再说。NV收购极极
极少,基本他只专注nitche market,别人不做,或做不好的。
share
【在 c******a 的大作中提到】![](/moin_static193/solenoid/img/up.png) : However, it may not be a bad idea for nvidia to outright buy AMD's CPU : business. It can be much more integrated and there will be less likelihood : for intel to set up traps. CPU is becoming less and less important anyway. : AMD market cap 10.86B. To get board control you only need half of it. With : some premium it can be done at 7B. Nvidia does not want AMD's GPU business : and it can probably be done cheaper. Nvidia now spends 2B in quarterly share : buyback. This is almost pocket money. And AMD still has lots of IP.
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T*******a 发帖数: 23033 | 17 尼玛,这是说老黄只卖片子给tesla,不卖给toyota了?
【在 p**f 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 1) AMD要是能卖x86 business,早卖给土鳖国接盘侠了。Intc早有协议不让卖的。卖了 : 一堆交叉专利就失效了。Trust me, 土鳖国比任何一个其他potential buyer都想得到 : x86授权,更别说直接买过来做CPU。两年前AMD股价才2块钱,市值2B。要是能出手,憋 : 国土豪会等到今天? : 2) x86对NV意义没那么大了。他的爆点跟x86都没关系。NV一大特点就是只做niche : marketing,险中求胜,做好了就是独食。x86花大钱买过来直接面对intc几十年的积累 : ,分心了反而拖累。 : 上面说了,NV在他的niche market江湖地位一点也不亚于果子。在x86上做老二不利于 : 提升整体B格。能在x86打败intc不是几年就可以做到的。 : 另外,NVDA不是类似CSCO,AGVO/BRCM之类的公司,搞什么都买过来再说。NV收购极极
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u**l 发帖数: 198 | 18 Joke! Amd GPU MSS has been steadily increasing for recent years
【在 m*****n 的大作中提到】![](/moin_static193/solenoid/img/up.png) : NVDA击败宿敌,以后PC游戏卡市场,NVDA一家独大,享受monopoly利润。
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d*******m 发帖数: 331 | 19 What a joke. If NVDA wanna kill AMD, it would have 1000 chances. Thus, the
conclusion is that it is actually NVDA and INTC who make AMD alive. |
u**l 发帖数: 198 | 20 Oh ya show us 1/1000! Recall about 10 years ago, into retreated its chipset
license from nvda, what happened to then poor Lao Huang? He is nowhere to
brag as big as you just stated! Wake up!
【在 d*******m 的大作中提到】![](/moin_static193/solenoid/img/up.png) : What a joke. If NVDA wanna kill AMD, it would have 1000 chances. Thus, the : conclusion is that it is actually NVDA and INTC who make AMD alive.
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u**l 发帖数: 198 | 21 Oh ya show us 1/1000! Recall about 10 years ago, into retreated its chipset
license from nvda, what happened to then poor Lao Huang? He is nowhere to
brag as big as you just stated! Wake up!
【在 d*******m 的大作中提到】![](/moin_static193/solenoid/img/up.png) : What a joke. If NVDA wanna kill AMD, it would have 1000 chances. Thus, the : conclusion is that it is actually NVDA and INTC who make AMD alive.
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y*********u 发帖数: 3664 | 22 强人往前看 怂人才整天惦记着过去 20年马云还走投无路呢
时势造英雄加vision 由不得你不服
chipset
【在 u**l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : Oh ya show us 1/1000! Recall about 10 years ago, into retreated its chipset : license from nvda, what happened to then poor Lao Huang? He is nowhere to : brag as big as you just stated! Wake up!
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u**l 发帖数: 198 | 23 I agree to show respect to nowadays nvda but killing a rival with 40% mss
in no time is just an overstatement
【在 y*********u 的大作中提到】![](/moin_static193/solenoid/img/up.png) : 强人往前看 怂人才整天惦记着过去 20年马云还走投无路呢 : 时势造英雄加vision 由不得你不服 : : chipset
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y*********u 发帖数: 3664 | 24 那是 科技行业还没见过哪一个市场是能被独吞的 说的可能是指现在差距拉大有了绝对
优势。目前根据性能大概有两代的差距了
VEGA确实没有期望中强 不然大头目也不用跑路 AMD的CPU倒是赶上来了
【在 u**l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I agree to show respect to nowadays nvda but killing a rival with 40% mss : in no time is just an overstatement
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t******g 发帖数: 1936 | 25 40%数据肯定是错的,
AMD从19%爬升到30%左右,靠的是田忌赛马策略,用自己的高端拼NVDA的低端,利润很低
【在 u**l 的大作中提到】![](/moin_static193/solenoid/img/up.png) : I agree to show respect to nowadays nvda but killing a rival with 40% mss : in no time is just an overstatement
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d********e 发帖数: 1720 | 26 都不要争了,几年内按摩店是死不了的,VEGA暂时玩游戏不太行,但计算能力还是不错
的。
APU现在上市了,苏妈在BESTBUY进货:
http://twitter.com/LisaSu/status/929885959918845952 |
d********e 发帖数: 1720 | |