Question Jensen Huang, last year as Nvidia CEO?

[amenx]

Fascinating look at the industry that JHH helped create and why he may be on borrowed time. From tech market evolution and alternative more cost effective solutions being developed vs NV products (for data centers, AI), as well as business and legal standpoints, Nvidia appears to be heading into an uncertain future where its survival could be at stake.

 

[NTMBK]

That's some A grade hyperbole in the thread title. Anyone care to summarise the video? I can't see any scenario where JHH stops being Nvidia CEO, unless he becomes CEO of an Intel-Nvidia merger.

 

[alcoholbob]

It's just a lawsuit, not the SEC. Unless a government agency mandates it like with Tesla, Nvidia is not going to replace it's founder.

Also if AMD survived being completely non-competitive for like 10 years and made a comeback despite mismanagement, I don't see why Nvidia couldn't, even if all the predictions came true.

 

[PeterScott]

That's some A grade hyperbole in the thread title. Anyone care to summarise the video? I can't see any scenario where JHH stops being Nvidia CEO, unless he becomes CEO of an Intel-Nvidia merger.

Yeah, I am not watching that lame clickbait.

JHH is one of the strongest CEOs in the Valley. He is the reason that NVidia is on top, and it would have to fall a long way before anyone that mattered questioned his leadership.

 

[sandorski]

Dude just might want to Retire. No particular reason other than he's been doing it forever.

 

[darkswordsman17]

Yeah, not watching random YouTube video with such a title.

My guess is this is very heavy on the speculation about insider trading with regards to that lawsuit over how much mining was impacting their bottom line. Which while there is possibility it could lead to pretty major ramifications, I am skeptical that it'll get that serious.

Honestly, I think the RTX stuff will end up being a far more serious situation and will have ramifications for the company for years. If they bet on it and it goes nowhere, it might put them at a real disadvantage, at a very poor time (AMD is getting stronger and pumping resources into GPU R&D, Intel developing GPU; on the opposite spectrum, mobile companies have strengthened their GPU, and are adding AI coprocessors and some will start developing their own). I feel like RTX should have been completely focused on the backend, for future gaming services, and in the meantime for corporations to do advanced rendering either for marketing (not sure if the ray tracing stuff has much impact for parametric production design programs - CAD stuff where the models actually directly feed production process) or say movie/TV production. I don't feel like ray tracing, especially for consumers is there yet, and I'm not sure it'll get there before cloud services start to dominate. And its definitely not powerful/fast enough to feed VR/AR experiences yet (well maybe if you're prerendering or you're using a whole Tesla box for a single headset).

There is something weird about how it seems like companies that partner with Nvidia for consumer stuff (be it game consoles, phones, tablets, or now car infotainment systems), don't seem to stick with them for long.

Dude just might want to Retire. No particular reason other than he's been doing it forever.

The thing is, I think he's become more passionate about it because its started to enable him to do cool stuff he never would've gotten to before. Like he's working with car companies (doing a lot of crazy stuff, I recall there were comments about him being especially stoked about how they had modeled some Koenigsegg and worked with the company to offer as much detail as possible, and so he's actually starting to kinda have a role in car design, along with stuff like autonomous processing). And the movie industry (I think the ray-tracing stuff is as much about that as it is about gaming). He's actually helping set the tone for major technology in the world (well that's how he'd see it, not sure the actual implementations are living up to his projections nearly as much, but he's definitely getting to do some neat things).

 

[DrMrLordX]

Clickbait is clickbait, did not watch. JHH may be a symbol of controversy for those who do not like nVidia, but among the faithful he is as popular as ever, I think.

Also if AMD survived being completely non-competitive for like 10 years and made a comeback despite mismanagement, I don't see why Nvidia couldn't, even if all the predictions came true.

AMD went through a lot of corporate officer changes in the last ten years. Look at how many people in important positions were replaced, sometimes multiple times. Is there anyone left at AMD that has lasted as long as Papermaster? And he only showed up in 2011.

 

[amenx]

Sadly the main points of the vid were lost on the title. Its main focus were the technological and marketing challenges facing Nvidia, where its main market segments, data centers, AI, autonomous vehicles, etc, were all going in their independent directions and will no longer depend on Nvidia for their requirements. They are all working on their own technologies which may be more cost effective and better performing than Nvidias solutions. Nvidias RTX move is seen as a 'last ditch' attempt to remain relevant by offering gamers something new now that Moores Law is near an end. Again, the vid is not so much about JHH, but about the rapidly evolving tech markets that may leave Nvidia in a lurch.

 

[Dribble]

The tech market has always been rapidly evolving - the companies that manage to rapidly evolve with it are the ones that succeed, and one of them is Nvidia. I think if you went through this forums history over the number of times Nvidia were doomed and JHH is the done for you'd be there for ever. There was the APU that was sure to kill Nvidia, no motherboards for x86 was also going to kill nvidia, as was larrabee, pretty well every AMD gpu release, Nvidia's failure to get into mobile, to win consoles, it just goes on and on.

The reason JHH will remain ceo is he has been better then pretty well every other ceo (Jobs aside) at getting his company to evolve as technology changes.

 

[DrMrLordX]

Sadly the main points of the vid were lost on the title. Its main focus were the technological and marketing challenges facing Nvidia, where its main market segments, data centers, AI, autonomous vehicles, etc, were all going in their independent directions and will no longer depend on Nvidia for their requirements. They are all working on their own technologies which may be more cost effective and better performing than Nvidias solutions. Nvidias RTX move is seen as a 'last ditch' attempt to remain relevant by offering gamers something new now that Moores Law is near an end. Again, the vid is not so much about JHH, but about the rapidly evolving tech markets that may leave Nvidia in a lurch.

NV will be fine. Moore's law or no, they just need to make the transition to 7nm. JHH isn't going anywhere. Losing the automotive market is a blow, but the demand for AI accelerators is still high enough that NV, AMD, and Intel all have growth potential there, as do some other firms (potentially). I won't comment further on RTX since I want to see how all this plays out in the end.

The reason JHH will remain ceo is he has been better then pretty well every other ceo (Jobs aside) at getting his company to evolve as technology changes.

Seconded.

 

[itsmydamnation]

NV will be fine. Moore's law or no, they just need to make the transition to 7nm. JHH isn't going anywhere. Losing the automotive market is a blow, but the demand for AI accelerators is still high enough that NV, AMD, and Intel all have growth potential there, as do some other firms (potentially). I won't comment further on RTX since I want to see how all this plays out in the end.



Seconded.

Have they even lost the car market? i remember NV saying a while ago they dont care to much for the infotainment side because its low margins. I think its way to early to judge the autonomous car side of things.

 

[DrMrLordX]

Have they even lost the car market? i remember NV saying a while ago they dont care to much for the infotainment side because its low margins. I think its way to early to judge the autonomous car side of things.

Not entirely. Thus far it's been some losses in infotainment systems. The problem is that if they're losing infotainment today, they could just as easily be getting kicked out of autonomous driving systems tomorrow. That's a "could", mind you . . . nothing is guaranteed.

 

[sontin]

What are you talking? They have won Mercedes, Volvo and Toyota (cant remember all those other names). Huang will have a talk with Mercedes tomorrow about the future.

I hope you people dont think that they can win or hold every manufacture...

 

[IEC]

nVidia isn't going anywhere. They have no real competition in the high-end GPU space. Their RTX cards, while a definite flop for gaming value versus Pascal cards, have basically zero competition beyond GTX 1080 levels of performance.

Which means there is 1 choice for single-card 4K gaming with all the bells and whistles.

 

[Mopetar]

I think that this would be one of the most disastrous moves a company could make. Whether you personally like JHH or not, you can’t deny that a lot of what NVidia has become is due to his drive. I can’t see the company do as well without him.

 

[DrMrLordX]

What are you talking? They have won Mercedes, Volvo and Toyota (cant remember all those other names). Huang will have a talk with Mercedes tomorrow about the future.

They lost Tesla and Audi recently. NV was setting themselves up to be the major player in automotive computing. Now there's some sign that automakers are thinking about using tech provided by other companies. It isn't all beer and skittles. I don't think it's anything serious enough to knock NV down a peg or make JHH lose his job.

 

[ozzy702]

Is there a major tech company that has executed better than NVIDIA in the past five years?

 

[EXCellR8]

There's something about JHH that I just don't like but I can't deny how well NVIDIA has done with him at the helm. I can't see any reason to suspect that he might be done soon, other than by his own terms as someone else pointed out. NVIDIA is also one of the best companies to work for according to Glassdoor so it's not like his colleagues and partners have it out for him either.