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Old 01-27-2018, 05:44 PM   #16
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Old 01-27-2018, 05:52 PM   #17
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I have a 1080TI...thinking I should just shut my PC down, pull it out, and sell the card...LMAO
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Old 01-27-2018, 06:08 PM   #18
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Quote:
Originally Posted by PaceAdvantage View Post
I have a 1080TI...thinking I should just shut my PC down, pull it out, and sell the card...LMAO
You probably could.


https://www.ebay.com/sch/i.html?_fro...080ti&_sacat=0
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Old 01-28-2018, 02:42 PM   #19
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Quote:
Originally Posted by AltonKelsey View Post
Don't know why anyone would think that the crypto craze isn't driving a lot of the sales.

Saw this report today and hearing of an AMD card (the Radeon 56) listing for $ 399, selling for $999+ (at retail, not just ebay) and flying off the shelf.

These cards are better investments than the sh*tcoins




Analysts suggested the popularity of mining for ether, the cryptocurrency running on the Ethereum network, drove sales of graphics chips from AMD and Nvidia Corp. NVDA, more than the companies were letting on in the fourth quarter.

I dunno.

I've been an Nvidia shareholder for a while now. Because of that I've gotten into the habit of listening to their quarterly earnings conference calls and reading the transcripts afterwards.

That's one of the reasons I knew that their GPU revenue in the cryptocurrency space was only about 3% of their total GPU revenue for the quarter ended Sept 30, 2017. (My contact who works for a startup in Silicon Valley being the other.)

If that's changed, if sales of GPUs in the cryptocurrency space have shot up as reported by the articles you linked to --

I will happily admit I was wrong.

Nvidia is next scheduled to report earnings on Feb 8th.

We'll know for sure then.


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Old 01-28-2018, 10:31 PM   #20
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Thing is, at only 3 or 5% , I don't think you'd see a tripling of the price of cards, UNLESS the gpu makers were way behind the curve in terms of output, driven by a chip shortage or bad planning.
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Old 01-30-2018, 11:20 PM   #21
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AMD reported earnings after close of market today and their numbers shed some light on what's being talked about in this thread.

From Marketwatch - Jan 30, 2018 --
AMD earnings show crypto and PC strength, stock bounces around:
https://www.marketwatch.com/story/am...way-2018-01-30

--this
Quote:
Revenue rose to $1.48 billion from $1.11 billion in the year-ago period, thanks to a strong performance from the company’s computing and graphics segment, which includes personal-computer sales and graphics-processing units. That unit grew 60% year-over-year to $958 million, easily eclipsing average analyst expectations of $862.5 million, according to FactSet.
--and this:
Quote:
Some analysts had predicted that AMD could outperform with graphics chips because of sales of cryptocurrency miners, and AMD Chief Executive Lisa Su admitted Tuesday that crypto sales were a bigger part of the business than she had previously predicted. Su previously said that crypto sales were a mid-single-digit percentage of AMD’s annual revenue of $5.33 billion, and she admitted in a conference call that sales were probably about a percentage point higher than she thought.
If I'm reading the article right:

AMD experienced 60% sales growth in the GPU space. (Impressive.)

But even though sales in the cryptocurrency space came in better than expected: The cryptocurrency space remains a small part percentage-wise of AMD's overall business.


Nvidia reports on Feb 8th and I'm curious what their GPU numbers will look like compared to AMD's numbers.

I found an article that sheds some light as to why I think the GPU shortage is resulting from faster than expected growth in the AI space and not the cryptocurrency space (which I think is being sensationalized by the press.)

From Wallstreetpit - Jan 25, 2018 --
AI Generates High-Performing Neural Nets In A Matter of Hours:
http://wallstreetpit.com/114462-ai-g...ors_picks=true

--this:
Quote:
The team at ORNL is looking forward to the lab’s next supercomputer called Summit, scheduled to come online sometime this year. The new superfast system, which will contain more than 27,000 of Nvidia’s (NASDAQ:NVDA) newest Volta GPUs in addition to more than 9,000 IBM Power9 CPUs, is expected to deliver more than 5x the performance of its predecessor. That could potentially deliver exascale-level performance for deep learning problems, thus allowing researchers get a handle on some of science’s most persistent mysteries.
Think about that for a second.

One computer. 27,000 GPUs and 9,000 CPUs.



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Last edited by Jeff P; 01-30-2018 at 11:32 PM.
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Old 01-30-2018, 11:25 PM   #22
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Quote:
Originally Posted by Jeff P View Post
If I'm reading the article right:

AMD experienced 60% sales growth in the GPU space. (Impressive.)

But AMD had previously said sales in the cryptocurrency space were a mid-single-digit percentage of AMD’s annual revenue - but admitted that that sales were probably about a percentage point higher than she thought.


Nvidia reports on Feb 8th and I'm curious what their GPU numbers will look like compared to AMD's numbers.

I found an article that sheds some light as to why I think the GPU shortage is resulting from the AI space and not the cryptocurrency space (which I think is being sensationalized by the press.)

From Wallstreetpit - Jan 25, 2018 --
AI Generates High-Performing Neural Nets In A Matter of Hours:
http://wallstreetpit.com/114462-ai-g...ors_picks=true

--this:


Think about that for a second.

One computer. 27,000 GPUs and 9,000 CPUs.



-jp

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I don't see why this wouldn't be what is causing the retail run on GPUs (crypto mining). I mean, the above says it itself. These things were MADE for mining cryptocurrency, and it's been one of the hottest topics as bitcoin rose to the $20,000 mark...how is it inconceivable that there was a mad rush to buy up these higher-end cards and that's what caused the shortage and the price gouging?
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Old 01-30-2018, 11:43 PM   #23
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Spend some time looking at numbers reported by Nvidia and AMD over the past few quarters.

Yes, it's true. The cryptocurrency space is growing. Despite that, crypto is still just a tiny part percentage-wise of total GPU sales.

The mad rush for high end GPUs is in the much bigger AI space. (Which the press isn't sensationalizing nearly so much as cryptocurrency.)


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Old 01-31-2018, 03:22 PM   #24
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Some interesting comments by Cramer after AMD reported earnings yesterday:
https://vid.thestreet.com/p/105/sp/0...d/35/video.mp4



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Old 01-31-2018, 05:43 PM   #25
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Think about that for a second.

One computer. 27,000 GPUs and 9,000 CPUs.


Didn't know things had gotten so out of hand.

Wonder if it can pick a winner...
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Old 02-01-2018, 12:02 PM   #26
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Found an article that goes into detail about what's being talked about in this thread.

from SeekingAlpha|Jan. 29, 2018 8:51 PM ET --
Crypto Mining Could Be Playing Games With Nvidia:
https://seekingalpha.com/article/414...&uprof=66&dr=1

--this:
Quote:
Graphics card manufacturing problems
Multiple contacts within our global supply chain are saying the shortage of cards is because of a shortage of memory used on the cards.
--and this:
Quote:
Right now, there is more demand than supply. There is unmet demand from both gamers and miners. The relevant question is whether supply has contracted or demand has exploded. Supply is not meeting demand, so it has to be because of one of the following reasons:
  • Manufacturing bottlenecks at the card level
  • Tremendous demand from crypto miners
  • Shortages of key components like graphic memory
If it is because of manufacturing bottlenecks, that explains everything. That would be bad short term for Nvidia, due to the current reliance the company has on the gaming segment to fund the "stepping stones" for its future growth initiatives in AI, cloud data centers, and automotive.

If it is because of miner demand, it is not from Europe or the Americas, because the cards are just not arriving, unless it is through the deep black market. If it is miner demand, it is coming from Asia, and that is also not good for Nvidia, as it means the gaming markets in NA and Europe are left high and dry. Many gamers on message boards are already posting comments with the general theme of "miners must die".

If it is because of a GDDR5 memory shortage, that is good for a company like Micron, as it means the company is selling as much as it can make at prices favorable to it. Obviously, this is temporally not a good scenario for Nvidia.

So if crypto mining is off the charts, balls to walls, driving demand for Nvidia GeForce GPUs, it is an Asian phenomenon.





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Old 02-08-2018, 10:05 PM   #27
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https://www.polygon.com/2018/1/26/16...-mining-stores

Micro center trying to protect gamers......

I used to work for these guys.......good company
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Old 02-09-2018, 06:54 AM   #28
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Nvidia reports record revenues in latest fiscal quarter

Nvidia reports record revenues in latest fiscal quarter

But cryptocurrency not growing for the GPU giants



The only area where growth was “approximately flat” was cryptocurrency, an area where people are increasingly turning to custom ASIC chips. Nvidia said it managed to “meet some demand,” but the change was “difficult to quantify.”


http://www.theregister.co.uk/2018/02...uarter/http://
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Old 02-14-2018, 09:17 AM   #29
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Crypto-currency craze 'hinders search for alien life' - http://www.bbc.co.uk/news/technology-43056744
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Old 08-20-2018, 10:05 PM   #30
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Get out your credit cards for a new generation

https://www.theverge.com/2018/8/20/1...-date-features
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