It always feels a little odd when covering NVIDIA’s quarterly earnings due to how they present their financial calendar. No, we are not reporting from the future. Yes, it can be confusing when comparing results and getting your dates mixed up. Regardless of the date before the earnings, NVIDIA did exceptionally well in a quarter that is typically the second weakest after Q1.
NVIDIA reported revenue of $1.43 billion. This is a jump from an already strong Q1 where they took in $1.30 billion. Compare this to the $1.027 billion of its competitor AMD who also provides CPUs as well as GPUs. NVIDIA sold a lot of GPUs as well as other products. Their primary money makers were the consumer space GPUs and the professional and compute markets where they have a virtual stranglehold on at the moment. The company’s GAAP net income is a very respectable $253 million.
The release of the latest Pascal based GPUs were the primary mover for the gains for this latest quarter. AMD has had a hard time competing with NVIDIA for marketshare. The older Maxwell based chips performed well against the entire line of AMD offerings and typically did so with better power and heat characteristics. Even though the GTX 970 was somewhat limited in its memory configuration as compared to the AMD products (3.5 GB + .5 GB vs. a full 4 GB implementation) it was a top seller in its class. The same could be said for the products up and down the stack.
Pascal was released at the end of May, but the company had been shipping chips to its partners as well as creating the “Founder’s Edition” models to its exacting specifications. These were strong sellers throughout the end of May until the end of the quarter. NVIDIA recently unveiled their latest Pascal based Quadro cards, but we do not know how much of an impact those have had on this quarter. NVIDIA has also been shipping, in very limited quantities, the Tesla P100 based units to select customers and outfits.
Is Enterprise Ascending Outside of Consumer Viability?
So a couple of weeks have gone by since the Quadro P6000 (update: was announced) and the new Titan X launched. With them, we received a new chip: GP102. Since Fermi, NVIDIA has labeled their GPU designs with a G, followed by a single letter for the architecture (F, K, M, or P for Fermi, Kepler, Maxwell, and Pascal, respectively), which is then followed by a three digit number. The last digit is the most relevant one, however, as it separates designs by their intended size.
Typically, 0 corresponds to a ~550-600mm2 design, which is about as larger of a design that fabrication labs can create without error-prone techniques, like
multiple exposures (update for clarity: trying to precisely overlap multiple designs to form a larger integrated circuit). 4 corresponds to ~300mm2, although GM204 was pretty large at 398mm2, which was likely to increase the core count while remaining on a 28nm process. Higher numbers, like 6 or 7, fill back the lower-end SKUs until NVIDIA essentially stops caring for that generation. So when we moved to Pascal, jumping two whole process nodes, NVIDIA looked at their wristwatches and said “about time to make another 300mm2 part, I guess?”
The GTX 1080 and the GTX 1070 (GP104, 314mm2) were born.
NVIDIA already announced a 600mm2 part, though. The GP100 had 3840 CUDA cores, HBM2 memory, and an ideal ratio of 1:2:4 between FP64:FP32:FP16 performance. (A 64-bit chunk of memory can store one 64-bit value, two 32-bit values, or four 16-bit values, unless the register is attached to logic circuits that, while smaller, don't know how to operate on the data.) This increased ratio, even over Kepler's 1:6 FP64:FP32, is great for GPU compute, but wasted die area for today's (and tomorrow's) games. I'm predicting that it takes the wind out of Intel's sales, as Xeon Phi's 1:2 FP64:FP32 performance ratio is one of its major selling points, leading to its inclusion in many supercomputers.
Despite the HBM2 memory controller supposedly being actually smaller than GDDR5(X), NVIDIA could still save die space while still providing 3840 CUDA cores (despite disabling a few on Titan X). The trade-off is that FP64 and FP16 performance had to decrease dramatically, from 1:2 and 2:1 relative to FP32, all the way down to 1:32 and 1:64. This new design comes in at 471mm2, although it's $200 more expensive than what the 600mm2 products, GK110 and GM200, launched at. Smaller dies provide more products per wafer, and, better, the number of defective chips should be relatively constant.
Anyway, that aside, it puts NVIDIA in an interesting position. Splitting the xx0-class chip into xx0 and xx2 designs allows NVIDIA to lower the cost of their high-end gaming parts, although it cuts out hobbyists who buy a Titan for double-precision compute. More interestingly, it leaves around 150mm2 for AMD to sneak in a design that's FP32-centric, leaving them a potential performance crown.
Image Credit: ExtremeTech
On the other hand, as fabrication node changes are becoming less frequent, it's possible that NVIDIA could be leaving itself room for Volta, too. Last month, it was rumored that NVIDIA would release two architectures at 16nm, in the same way that Maxwell shared 28nm with Kepler. In this case, Volta, on top of whatever other architectural advancements NVIDIA rolls into that design, can also grow a little in size. At that time, TSMC would have better yields, making a 600mm2 design less costly in terms of waste and recovery.
If this is the case, we could see the GPGPU folks receiving a new architecture once every second gaming (and professional graphics) architecture. That is, unless you are a hobbyist. If you are? I would need to be wrong, or NVIDIA would need to somehow bring their enterprise SKU into an affordable price point. The xx0 class seems to have been pushed up and out of viability for consumers.
Or, again, I could just be wrong.
Subject: General Tech | August 17, 2016 - 12:41 PM | Jeremy Hellstrom
Tagged: nvidia, Intel, HPC, Xeon Phi, maxwell, pascal, dirty pool
There is a spat going on between Intel and NVIDIA over the slide below, as you can read about over at Ars Technica. It seems that Intel have reached into the industries bag of dirty tricks and polished off an old standby, testing new hardware and software against older products from their competitors. In this case it was high performance computing products which were tested, Intel's new Xeon Phi against NVIDIA's Maxwell, tested on an older version of the Caffe AlexNet benchmark.
NVIDIA points out that not only would they have done better than Intel if an up to date version of the benchmarking software was used, but that the comparison should have been against their current architecture, Pascal. This is not quite as bad as putting undocumented flags into compilers to reduce the performance of competitors chips or predatory discount programs but it shows that the computer industry continues to have only a passing acquaintance with fair play and honest competition.
"At this juncture I should point out that juicing benchmarks is, rather sadly, par for the course. Whenever a chip maker provides its own performance figures, they are almost always tailored to the strength of a specific chip—or alternatively, structured in such a way as to exacerbate the weakness of a competitor's product."
Here is some more Tech News from around the web:
- USB Implementers Forum introduces branding for safe USB-C charging @ The Inquirer
- Some Windows 10 Anniversary Update: SSD freeze @ The Register
- Intel Project Alloy: all-in-one VR headset takes aim at Google's Project Daydream @ The Inquirer
- Wanna build your own drone? Intel emits Linux-powered x86 brains for DIY flying gizmos @ The Register
- Intel's Optane XPoint DIMMs pushed back – source @ The Register
Subject: Systems, Mobile | August 16, 2016 - 11:39 AM | Sebastian Peak
Tagged: Skylake, nvidia, notebook, laptop, Intel Core i7, gtx 1070, gtx 1060, gigabyte, gaming
GIGABYTE has refreshed their gaming laptop lineup with NVIDIA's GTX 10 series graphics, announcing updated versions of the P55 & P57 Series, and thin-and-light P35 & P37.
"GIGABYTE offers a variety of options based on preference while providing the latest GeForce® GTX 10 series graphics and the latest 6th Generation Intel Core i7 Processor for the power and performance to meet the growing demands of top tier applications, games, and Virtual Reality. With the superior performance GIAGBYTE also includes industry leading features such as M.2 PCIe SSD, DDR4 memory, USB 3.1 with Type-C connection, and HDMI 2.0."
The notebooks retain 6th-gen Intel (Skylake) Core processors, but now feature NVIDIA GeForce GTX 1070 and GTX 1060 GPUs.
Here's a rundown of the new systems from GIGABYTE, beginning with the Performance Series:
The GIGABYE P57 Gaming Laptop
"The new 17” P57 is pulling no punches when it comes to performance, including the all-new, ultra-powerful NVIDIA® GeForce® GTX 1070 & 1060 Graphics. With a fresh GPU, come fresh ID changes. Along with its subtle style, curved lines and orange accents, comes all-new additional air intake ventilation above the keyboard to improve thermal cooling. The backlit keyboard itself supports Anti-Ghost with 30-Key Rollover. The Full HD 1920x1080 IPS display provides vivid and immersive visuals, while a Swappable Bay is included for user preference of an optical drive, an additional HDD, or weight reduction."
Next we have the thin-and-light ULTRAFORCE Gaming models:
The ULTRAFORCE P35
"The new 17.3” P37 reiterates what ULTRAFORCE is all about. Despite being a 17” model, the P37 weights under 2.7kg and retains an ultra-thin and light profile being less than 22.5mm thin. Paired with extreme mobility is the NVIDIA GeForce GTX 1070 graphics. The display comes in both options of 4K UHD 3840x2160 and FHD 1920x1080, achieving high-res gaming thanks to the performance boost with the new graphics.
The P37 includes a hot-swappable bay for an additional HDD, ODD, or to reduce weight for improved mobility, forming a quad-storage system with multiple M.2 PCIe SSDs and HDDs. The Macro Keys on the left, together with the included Macro Hub software, allows up to 25 programmable macros for one-click execution in any games and applications
Powerful yet portable, the thinnest gaming laptop of the series, the 15.6” P35, also has either a UHD 3840x2160 or FHD 1920x1080 display, delivering perfect and vivid colors for an enhanced gameplay experience. Included in the Ultrabook-like chassis is the powerful all-new NVIDIA® GeForce GTX 1070 GPU. The P35 also features the iconic hot-swappable bay for flexible storage and the quad-storage system."
The P37 keyboard features macro keys
We will update with pricing and availability for these new laptops when known.
Subject: Systems | August 16, 2016 - 08:00 AM | Sebastian Peak
Tagged: PC, nvidia, Lenovo, Intel Core i7, IdeaCentre Y910, GTX 1080, gaming, desktop, all in one, AIO
Lenovo has announced a new all-in-one gaming desktop, and the IdeaCentre Y910 offers up to a
7th-generation 6th-generation Intel Core i7 processor and NVIDIA GeForce GTX 1080 graphics behind its 27-inch QHD display.
But this is no ordinary all-in-one, as Lenovo has designed the Y910 to be "effortlessly upgradeable":
"Designed to game, engineered to evolve, the IdeaCentreTM AIO Y910 is easy to upgrade –
no special tools needed. Simply press the Y button to pop out the back panel, for effortless swapping of your GPU, Memory or Storage."
The specs include a 7th-gen Intel Core i7 processor, and if that's not a typo we're talking about Intel Kaby Lake here. Specs have been corrected as 6th-gen Intel Core processors up to an i7. Exactly what SKU might be inside the Y910 isn't clear just yet, and we'll update when we know for sure. It would be limited to 65 W based on the specified cooling, and notice that the CPU isn't on the list of user-upgradable parts (though it could still be possible).
Here's a rundown of specs from Lenovo:
- Processor: Up to a 6th-generation Intel Core i7 Processor
- Graphics: Up to NVIDIA GeForce GTX 1080 8 GB
- Memory: Up to 32 GB DDR4
- Storage: Up to 2 TB HDD + 256 GB SSD
- Display: 27-inch QHD (2560x1440) near-edgeless
- Audio: Integrated 7.1 Channel Dolby Audio, 5W Harmon Kardon speakers
- Webcam: 720p, Single Array Microphone
- Networking: Killer DoubleShot WiFi / LAN
- Rear Ports:
- 2x USB 2.0
- HDMI-in / HDMI-out
- Side Ports:
- 3x USB 3.0
- 6-in-1 Card Reader (SD, SDHC, SDXC, MMC, MS, MS-Pro) Headphone, Microphone
- Cooling: 65 W
- Dimensions (W x L x H): 237.6 x 615.8 x 490.25 mm (9.35 x 24.24 x 19.3 inches)
- Weight: Starting at 27 lbs (12.24 kg)
Update: The IdeaCentre Y910 starts at $1,799.99 for a version with the GTX 1070, and will be available in October.
Subject: Systems | August 16, 2016 - 08:00 AM | Sebastian Peak
Tagged: small form-factor, SFF, nvidia, Lenovo, Killer Networking, Intel, IdeaCentre Y710 Cube, GTX 1080, gaming, gamescom, cube
Lenovo has announced the IdeaCentre Y710 Cube; a small form-factor system designed for gaming regardless of available space, and it can be configured with some very high-end desktop components for serious performance.
"Ideal for gamers who want to stay competitive no matter where they play, the IdeaCentre Y710 Cube comes with a built-in carry handle for easy transport between gaming stations. Housed sleekly within a new, compact cube form factor, it features NVIDIA’s latest GeForce GTX graphics and 6th Gen Intel Core processors to handle today’s most resource-intensive releases."
The Y710 Cube offers NVIDIA GeForce graphics up to the GTX 1080, and up to a 6th-generation Core i7 processor. (Though a specific processor number was not mentioned, this is likely the non-K Core i7-6700 CPU given the 65W cooler specified below).
Lenovo offers a pre-installed XBox One controller receiver with the Y710 Cube to position the small desktop as a console alternative, and the machines are configured with SSD storage and feature Killer Double Shot Pro networking (where the NIC and wireless card are combined for better performance).
- Processor: Up to 6th Generation Intel Core i7 Processor
- Operating System: Windows 10 Home
- Graphics: Up to NVIDIA GeForce GTX 1080; 8 GB
- Memory: Up to 32 GB DDR4
- Storage: Up to 2 TB HDD + 256 GB SSD
- Cooling: 65 W
- Networking: Killer LAN / WiFi 10/100/1000M
- Video: 1x HDMI, 1x VGA
- Rear Ports: 1x USB 2.0 1x USB 3.0
- Front Ports: 2x USB 3.0
- Dimensions (L x D x H): 393.3 x 252.3 x 314.5 mm (15.48 x 9.93 x 12.38 inches)
- Weight: Starting at 16.3 lbs (7.4 kg)
- Carry Handle: Yes
- Accessory: Xbox One Wireless Controller/Receiver (optional)
The IdeaCentre Y710 Cube is part of Lenovo's Gamescom 2016 annoucement, and will be available for purchase starting in October. Pricing starts at $1,299.99 for a version with the GTX 1070.
Subject: Systems, Mobile | August 16, 2016 - 12:00 AM | Sebastian Peak
Tagged: pascal, nvidia, notebook, msi, GTX 1080, gtx 1070, gtx 1060, gaming laptop, gaming
MSI has updated their gaming notebook lineup with the new NVIDIA Pascal mobile GPUs, with the GTX 1080, GTX 1070, and GTX 1060 now available across the board. MSI says the new GPUs will provide up to 40% better performance than the company’s previous GT, GS, and GE models.
“MSI’s GT83/73VR Titan series now showcases an even more commanding design with sports car inspired exhausts and MSI’s Cooler Boost Titan, featuring multiple exhausts and dual whirlwind blade fans to guarantee the best performance even under the most stress. Available in 3 different sizes and 17 unique configurations, including with SLI graphics, 4K panels and Tobii’s eye-tracking technology, MSI’s GT series is the optimum laptop for serious gamers.”
Positioned at the top of the heap is the mighty Titan series, which naturally offers the highest possible specs for those who can afford the price tag.
Notice anything about the top-end GT83 model in the chart above? The GT83VR Titan SLI indeed contains not one, but two NVIDIA GTX 1080 graphics chips, making this $5099 gaming machine a monster of a system - though its 1080p screen real estate means a connected VR headset will be more likely to use all of that available GPU power.
Moving down to the GT72/GT62 series, we see a move to the GTX 1070 GPU accross the board:
Next up is the GS73, which offers (in addition to Pascal graphics) MSI's "Cooler Boost Trinity", which is the company's advanced cooling system for thin notebook designs.
“MSI’s redesigned GS73/63 VR Stealth Pro series now comes with MSI’s Cooler Boost Trinity, a temperature control system featuring three ultra-thin whirlwind blade fans, and a 5-pipe thermal design optimized for ultra-slim gaming notebooks. Available in 17-inch, 15-inch, and 14-inch options, MSI’s GS series gives power mobile gaming a new meaning with the performance of larger systems while measuring less than 1-inch thick.”
The more modest GTX 1060 powers the <1 inch thick notebooks in the series, and both the GS73 and GS63 VR Stealth Pro are equipped with 4K resolution IPS screens (with the GS43VR Phantom Pro at 1080p).
Next we have the VR Apache series, with another approach to cooling called "Cooler Boost 4":
“MSI’s GE72/62 VR Apache series now features MSI’s Cooler Boost 4 technology, an enhanced cooling system with multiple exhausts to keep temperatures low even during the most headed battles. Starting at $1,649, the VR-ready GE series comes in two different sizes and is the ideal unit for gaming enthusiast looking for a powerful and reliable unit.”
These lower-cost gaming machines are still equipped with Intel Core i7 processors, and offer GTX 1060 graphics for both models.
As a very interesting addition to the news of these new laptops, MSI has also announced that select machines equipped with NVIDIA GTX 10 Series graphics will feature 120Hz IPS panels with a 5ms response time.
We should have more imformation on availability soon.
Take your Pascal on the go
Easily the strongest growth segment in PC hardware today is in the adoption of gaming notebooks. Ask companies like MSI and ASUS, even Gigabyte, as they now make more models and sell more units of notebooks with a dedicated GPU than ever before. Both AMD and NVIDIA agree on this point and it’s something that AMD was adamant in discussing during the launch of the Polaris architecture.
Both AMD and NVIDIA predict massive annual growth in this market – somewhere on the order of 25-30%. For an overall culture that continues to believe the PC is dying, seeing projected growth this strong in any segment is not only amazing, but welcome to those of us that depend on it. AMD and NVIDIA have different goals here: GeForce products already have 90-95% market share in discrete gaming notebooks. In order for NVIDIA to see growth in sales, the total market needs to grow. For AMD, simply taking back a portion of those users and design wins would help its bottom line.
But despite AMD’s early talk about getting Polaris 10 and 11 in mobile platforms, it’s NVIDIA again striking first. Gaming notebooks with Pascal GPUs in them will be available today, from nearly every system vendor you would consider buying from: ASUS, MSI, Gigabyte, Alienware, Razer, etc. NVIDIA claims to have quicker adoption of this product family in notebooks than in any previous generation. That’s great news for NVIDIA, but might leave AMD looking in from the outside yet again.
Technologically speaking though, this makes sense. Despite the improvement that Polaris made on the GCN architecture, Pascal is still more powerful and more power efficient than anything AMD has been able to product. Looking solely at performance per watt, which is really the defining trait of mobile designs, Pascal is as dominant over Polaris as Maxwell was to Fiji. And this time around NVIDIA isn’t messing with cut back parts that have brand changes – GeForce is diving directly into gaming notebooks in a way we have only seen with one release.
The ASUS G752VS OC Edition with GTX 1070
Do you remember our initial look at the mobile variant of the GeForce GTX 980? Not the GTX 980M mind you, the full GM204 operating in notebooks. That was basically a dry run for what we see today: NVIDIA will be releasing the GeForce GTX 1080, GTX 1070 and GTX 1060 to notebooks.
Subject: Graphics Cards | August 12, 2016 - 06:33 PM | Sebastian Peak
Tagged: report, nvidia, gtx 1060 3gb, gtx 1060, GeForce GTX 1060, geforce, cuda cores
NVIDIA will offer a 3GB version of the GTX 1060, and there's more to the story than the obvious fact that is has half the frame buffer of the 6GB version available now. It appears that this is an entirely different product, with 128 fewer CUDA cores (1152) than the 6GB version's 1280.
Image credit: VideoCardz.com
Boost clocks are the same at 1.7 GHz, and the 3GB version will still operate with a 120W TDP and require a 6-pin power connector. So why not simply name this product differently? It's always possible that this will be an OEM version of the GTX 1060, but in any case expect slightly lower performance than the existing version even if you don't run at high enough resolutions to require the larger 6GB frame buffer.
Subject: Graphics Cards | August 12, 2016 - 10:59 AM | Sebastian Peak
Tagged: overclock, nvidia, msi, liquid cooled, hydro H55, hydro gfx, GTX 1080, graphics card, gaming, corsair
Corsair and MSI have teamed up once again to produce a liquid-cooled edition of the latest NVIDIA GPU, with the GTX 1080 receiving the same treatment these two gave to the Hydro GFX version of GTX 980 Ti last year.
“The CORSAIR Hydro GFX GTX 1080 brings all the benefits of liquid cooling to the GeForce GTX 1080, boasting an integrated CORSAIR Hydro Series H55 cooler that draws heat from the GPU via a micro-fin copper base cold plate and dissipates it efficiently using a 120mm high-surface area radiator. A pre-installed low-noise LED-lit 120mm fan ensures steady, reliable air-flow, keeping GPU temperatures down and clock speeds high.
With a low-profile PCB and pre-fitted, fully-sealed liquid cooler, the Hydro GFX GTX 1080 is simple and easy to install. Just fit the card into a PCI-E 3.0 x16 slot, mount the radiator and enjoy low maintenance liquid cooling for the lifetime of the card.”
Naturally, with an integrated closed-loop liquid cooler this GTX 1080 won't be relegated to stock speeds out of the box, though Corsair leaves this up to the user. The card offers three performance modes which allow users to choose between lower noise and higher performance. Silent Mode leaves the GTX 1080 at stock settings (1733 MHz Boost), Gaming Mode increases the Boost clock to 1822 MHz, and OC Mode increases this slightly to 1847 MHz (while increasing memory speed in this mode as well).
This liquid-cooled version will provide higher sustained clocks
Here are the full specs from Corsair:
- GPU: NVIDIA GeForce GTX 1080
- CUDA Cores: 2,560
- Interface: PCI Express 3.0 x16
- Boost / Base Core Clock:
- 1,847 MHz / 1,708 MHz (OC Mode)
- 1,822 MHz / 1,683 MHz (Gaming Mode)
- 1,733 MHz / 1,607 MHz (Silent Mode)
- Memory Clock:
- 10,108 MHz (OC Mode)
- 10,010 MHZ (Gaming Mode)
- 10,010 MHz (Silent Mode)
- Memory Size: 8192MB
- Memory Type: 8GB GDDR5X
- Memory Bus: 256-bit
- 3x DisplayPort (Version 1.4)
- 1x HDMI (Version 2.0)
- 1x DL-DVI-D
- Power Connector: 8-pin x 1
- Power Consumption: 180W
- Dimension / Weight:Card: 270 x 111 x 40 mm / 1249 g
- Cooler: 151 x 118 x 52 mm/ 1286 g
- SKU: CB-9060010-WW
The Corsair Hydro GFX GTX 1080 is available now, exclusively on Corsair's official online store, and priced at $749.99.