blastingcap
Diamond Member
literally seeing their market share disappear in less than a couple of years...
Hyperbole. Only after the Fermi debacle did NV finally lose majority of DX11 sales for a while. Given the fire sale prices on the GTS 450 and GTX 460, it seems that NV is perfectly fine with fighting for market share by lowering prices. Keep in mind NV makes most of its profits not in gaming cards but in things like professional graphics cards where it owns more than 80% of the market and has margins AMD could only dream of.
NV bankrolls what?
Does TWIMTBP mean anything to you? NV bankrolls stuff like assisting in creating CUDA programming classes, too.
"plausible PhysX"...?
Imagine if NV only had 25% of gaming card market share. Would PhysX make any sense? no. If NV had only 25% of the market it would probably give up and join AMD in going OpenCL. Worse, maybe AMD would be the one going proprietary.
I wrote it here a year ago and people didn't believe me: NV is doomed if they cannot convince enough companies to switch to CUDA - they lost their entire chipset business, their usual fake speccing did not work in mobile business so Tegra is a disaster so far and as stronger and stronger x86-based integrated CPU-GPU chips will arrive NV's income will fall even lower - they need CUDA to survive but I'm highly skeptical about its potential market, regardless all the BS they try to sell to their investors.
Certainly NV took some painful blows like Intel shutting them out of chipsets, the Fermi setback at 40nm, Intel and AMD both going the Fusion route (CPU + GPU, single die) and thus wiping out the low-end discrete card market, doing only so-so in retaining console GPU contracts (the future could be worse; I heard it may be a clean sweep in favor of AMD for the next console generation, ouch), and possibly getting more pricing pressure from Intel should it ever decide to make a sustained push into discrete GPUs again (Larrabee 2).
Ultimately NV may end up a much smaller company, but don't count NV out so long as it owns the professional graphics and can hang even with AMD in discrete gaming graphics. NV also leads in GPGPU (CUDA is easier to program for and already exists). We'll see how NV does in the mobile space, though I agree that so far Tegra-series chips have underwhelmed, financially speaking.
They outshipped Nvidia last quarter, although Nvidia still has it's quadro stronghold.
Yes, but NV didn't take kindly to that and is putting pricing pressure on AMD with GTS 450 and GTX 460 price cuts. AMD probably isn't interested in fighting back TOO hard, not when it's still bleeding red ink on the CPU side.