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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  • SiliconDoc - Thursday, October 1, 2009 - link

    Well that's quite a compliment, thank you.

    Since you pretend to be a Kingslayer, I have to warn you, you have failed.
    I am King, as you said, and in this case, your dullard's, idiotic attempt at another red raging rooster "silence job", has utterly failed.

    Now, did you see that awesome closeup of TESLA ? You think that's carbon fiber at the bracket end ? Sure looks like it.
    I wonder why ati only has like "red" "red" "red" "red" and "red" cards, don't you ?
    I mean I never really thought about it before, but it IS LAME. It's like another cheapo low rent cost savings QUACK from the dollar undenominated lesser queendom of corner cutting, ati.
    --
    Gee, thank you for the added inspiration, as you well have noticed, the awful realities never mentioned keep coming to light.
    At least one of us is actually thinking about videocards.
    Not like you'll ever change that trend, so the King's Declaration is: EPIC FAIL !
  • tamalero - Thursday, October 1, 2009 - link

    hu.. my 3870 from visiontek had black pbc :|
  • SiliconDoc - Thursday, October 1, 2009 - link

    Well that's actually kinda cool, but was the rest of it covered in that sick ati red ? That card is a heat monster with it's tiny core, so we know it was COVERED in fannage and plastic, unless it was a supercheap single slot that just blasted it into the case.
    BTW, in order to comment you've exposed another notch in your red fannage purchase history.
  • tamalero - Friday, October 2, 2009 - link

    wait.. WHAT? o_O
    you dont make any sense.
  • silverblue - Thursday, October 1, 2009 - link

    There's an nVidia card sat on a desk at work. It's got a red PCB.
  • SiliconDoc - Thursday, October 1, 2009 - link

    Yes, once again you made my point for me, and being so ignorant you failed to notice ! I mean do you guys do this on purpos, or are you just that stupid ?
    If you have a red nvidia card on the desk at work, that shows nvidia is flexible in color schemes, unlike 'red 'red' red red red red red rooster cards !
    You do realize you made an immense BLUNDER now, don't you ?
    You thought I meant the color RED was awful.
    lol
    Man you people just don't have sense above a tomato.
  • silverblue - Friday, October 2, 2009 - link

    Just because the reference cards are red, doesn't mean the manufacturers have to make them so.

    In fact, ASUS released a 4890 with a black PCB.

    You've now descended from arguing about the length of the card and the power of its GPU to the colour of the PCB. Considering it's under a damned cooling solution, how does this matter?
  • engineer1 - Thursday, October 1, 2009 - link

    Anand hates Nvidia because they competed against his former lover AMD, and compete against his current lover Intel. Anand you are such a rotten spoiled brat. Since this website fell into your lap you could at least make an effort to act responsibly. Have you EVER held a job working for someone else? I doubt it. And you should ban the other spoiled brats who apparently work for Microsoft and spend about 8 hours a day dominating everything posted on Dailytech such as TheIdiotNickDanger and Evil666. Bunch of Cretians.
  • gx80050 - Friday, October 2, 2009 - link



    Die painfully okay? Prefearbly by getting crushed to death in a
    garbage compactor, by getting your face cut to ribbons with a
    pocketknife, your head cracked open with a baseball bat, your stomach
    sliced open and your entrails spilled out, and your eyeballs ripped
    out of their sockets. Fucking bitch


    I would love to kick you hard in the face, breaking it. Then I'd cut
    your stomach open with a chainsaw, exposing your intestines. Then I'd
    cut your windpipe in two with a boxcutter.
    Hopefully you'll get what's coming to you. Fucking bitch




    I really hope that you get curb-stomped. It'd be hilarious to see you
    begging for help, and then someone stomps on the back of your head,
    leaving you to die in horrible, agonizing pain. Faggot


    Shut the fuck up f aggot, before you get your face bashed in and cut
    to ribbons, and your throat slit.


  • papapapapapapapababy - Thursday, October 1, 2009 - link


    lol, look at the finger, is this shoped or what! there is no card FAKE!

    http://img34.imageshack.us/img34/3594/fermi1.jpg">http://img34.imageshack.us/img34/3594/fermi1.jpg

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