Nvidia RTX 4000 Launch

Author
Discussion

Whoozit

3,645 posts

271 months

Thursday 25th May 2023
quotequote all
Brainpox said:
If you're not bothered about graphics fidelity, and can't see why someone else is, I'm not sure why you're in a thread about the latest graphics cards confused
I dipped in to learn what the benefits are. But perhaps you'd prefer to keep this thread like one of those exclusive clubs, unless you can pay the fee and have the right face you don't fit in? hehe


Brainpox

4,059 posts

153 months

Thursday 25th May 2023
quotequote all
Whoozit said:
Brainpox said:
If you're not bothered about graphics fidelity, and can't see why someone else is, I'm not sure why you're in a thread about the latest graphics cards confused
I dipped in to learn what the benefits are. But perhaps you'd prefer to keep this thread like one of those exclusive clubs, unless you can pay the fee and have the right face you don't fit in? hehe
Not at all, the tech is fascinating, just lacking real competition.

It's just the obvious benefit is better graphics quality, which you aren't interested in, and you were boasting about upgrading from a 12 year old CPU to an 11 year old one, so just seems a bit out of place, that's all.

Hedgedhog

1,445 posts

98 months

Thursday 25th May 2023
quotequote all
Those of us expecting Nvidia to be forced into lowering prices due to the crypto collapse will be disappointed to read that Nvidia chips are at the heart of the next big thing too. I wonder what percentage of their business is PC GPUs now and whether it is increasingly irrelevant to their bottom line?


Nvidia close to becoming first trillion – dollar chip firm after stellar forecast

May 25 – For Nvidia Corp , the boom in generative artificial intelligence (AI) is everything, everywhere, all at once.

The chip designer's shares extended their rally this year on Thursday, soaring 25% after a stellar forecast showed that Wall Street has yet to price in the AI potential of the company that has already doubled in value in 2023.

Nvidia, whose stock hit an all-time high in premarket trading, was set to swell its market valuation by about $189 billion to $945 billion.

The rosy earnings also sparked a rally in the chip sector and AI-focused firms, lifting stock markets from Japan to Europe. In the U.S., companies including Alphabet Inc , Microsoft Corp and AMD rose between 2% and 8%.

Analysts rushed to raise their price targets on Nvidia stock, with 21 lifting their view on the idea that all roads in AI lead to the company as it provides the chips used to power ChatGPT and many similar services.

"In the 15+ years we have been doing this job, we have never seen a guide like the one Nvidia just put up with the second-quarter outlook that was by all accounts cosmological, and which annihilated expectations," said Stacy Rasgon of Bernstein.

Nvidia, the fifth-most valuable U.S. company, on Wednesday projected quarterly revenue more than 50% above Wall Street estimates and said it would have more supply of AI chips in the second half to meet a surge in demand.

CEO Jensen Huang said a $1 trillion worth of current equipment in data centers would have to be replaced with AI chips, as generative AI is applied into every product and service.

The results bode well for Big Tech companies, which have shifted focus to AI in hopes the technology would help attract demand at a time their profit engines of digital advertising and cloud computing are under pressure from a weak economy.

"This Nvidia (forecast) changes the whole narrative around AI and demand looking ahead in the enterprise. Historical inflection point possibly in AI Revolution, with Nvidia the key barometer," said Dan Ives of Wedbush.

FourWheelDrift

88,797 posts

286 months

Thursday 25th May 2023
quotequote all
Why has Jensen taken a $2.5m pay cut?

Whoozit

3,645 posts

271 months

Thursday 25th May 2023
quotequote all
Brainpox said:
Whoozit said:
Brainpox said:
If you're not bothered about graphics fidelity, and can't see why someone else is, I'm not sure why you're in a thread about the latest graphics cards confused
I dipped in to learn what the benefits are. But perhaps you'd prefer to keep this thread like one of those exclusive clubs, unless you can pay the fee and have the right face you don't fit in? hehe
Not at all, the tech is fascinating, just lacking real competition.

It's just the obvious benefit is better graphics quality, which you aren't interested in, and you were boasting about upgrading from a 12 year old CPU to an 11 year old one, so just seems a bit out of place, that's all.
The CPU change wasn't mean to be a boast, sorry if it came across that way. It was an example of squeezing everything out of older tech before upgrading. I do the same in photography - only when I bump into a real limitation on my use do I consider upgrading body or lens. Even then it's to a -2 generation product rather than latest and greatest.

What does surprise me is the massive pricing for these latest GPUs. I recall a latest card used to be maybe £300-ish? But ever since the start of crypto mining, the pricing has been stratospheric. At what point does the marginal increase in quality become not value for money?



bloomen

7,021 posts

161 months

Thursday 25th May 2023
quotequote all
I'm still contentedly using a 1080ti with a 4k monitor.

The few games that interest me are old so they'll forever run just fine.

More modern ones seemed fine too. Worst case just turn it down a bit.

As ever it's the final 5-10% that costs double or treble and many won't notice the difference.

I assume Nvidia depends more on commerce than gamers. I wouldn't expect civilians to shell out so much extra like clockwork.

FourWheelDrift

88,797 posts

286 months

Thursday 25th May 2023
quotequote all
Been a while since all new and recently released FE cards were in stock.


robbiekhan

1,471 posts

179 months

Thursday 25th May 2023
quotequote all
FourWheelDrift said:
Why has Jensen taken a $2.5m pay cut?
His salary was something like 25 million, 2.5 cut is basically a scratch if anything.

Mr Whippy

29,150 posts

243 months

Thursday 25th May 2023
quotequote all
Hedgedhog said:
Those of us expecting Nvidia to be forced into lowering prices due to the crypto collapse will be disappointed to read that Nvidia chips are at the heart of the next big thing too. I wonder what percentage of their business is PC GPUs now and whether it is increasingly irrelevant to their bottom line?


Nvidia close to becoming first trillion – dollar chip firm after stellar forecast

May 25 – For Nvidia Corp , the boom in generative artificial intelligence (AI) is everything, everywhere, all at once.

The chip designer's shares extended their rally this year on Thursday, soaring 25% after a stellar forecast showed that Wall Street has yet to price in the AI potential of the company that has already doubled in value in 2023.

Nvidia, whose stock hit an all-time high in premarket trading, was set to swell its market valuation by about $189 billion to $945 billion.

The rosy earnings also sparked a rally in the chip sector and AI-focused firms, lifting stock markets from Japan to Europe. In the U.S., companies including Alphabet Inc , Microsoft Corp and AMD rose between 2% and 8%.

Analysts rushed to raise their price targets on Nvidia stock, with 21 lifting their view on the idea that all roads in AI lead to the company as it provides the chips used to power ChatGPT and many similar services.

"In the 15+ years we have been doing this job, we have never seen a guide like the one Nvidia just put up with the second-quarter outlook that was by all accounts cosmological, and which annihilated expectations," said Stacy Rasgon of Bernstein.

Nvidia, the fifth-most valuable U.S. company, on Wednesday projected quarterly revenue more than 50% above Wall Street estimates and said it would have more supply of AI chips in the second half to meet a surge in demand.

CEO Jensen Huang said a $1 trillion worth of current equipment in data centers would have to be replaced with AI chips, as generative AI is applied into every product and service.

The results bode well for Big Tech companies, which have shifted focus to AI in hopes the technology would help attract demand at a time their profit engines of digital advertising and cloud computing are under pressure from a weak economy.

"This Nvidia (forecast) changes the whole narrative around AI and demand looking ahead in the enterprise. Historical inflection point possibly in AI Revolution, with Nvidia the key barometer," said Dan Ives of Wedbush.
It’s a bit Mystic Meg isn’t it.

Their chips will cost a fortune (supply will take years to ramp up, unless they’ve been lying), and generative AI will cost a fortune to just run everywhere.

Plus their neural nets are likely to get regulated, or nerfed.

It’s fairly enjoyable taking to Baird for example, but from a pure customer service perspective it’s no more useful or capable it seems, than existing services.

Ie, I recently spoke about the aesthetic design of military jets with Baird, and then to Smarty mobile help-bot about a number transfer… both were capable of just doing what they needed to do.

Smarty don’t NEED generative AI to help with a number transfer… and arguably the Baird discussion on military jets just felt like a dump of Wikipedia material… you may as well just talk to a real person if you want ‘real person’ levels of interactivity.


I get the hype. But I’m not convinced with nvidias projections.


Someone was telling me their gaming GPUs were increasingly small fry, but it’s still a huge and reliable chunk of their revenue.
All it’ll take is a good year for AMD or Intel to get a quality GPU out there and Nvidia will definitely suffer from that.


To be fair, I’m surprised that at these prices no one has come in and undercut/out-done nvidia already… surely it’s a market ripe for taking a chunk?
Unless it’s not? Why isn’t anyone having a swipe at this?

I get this feeling the writing is on the wall and this is just all hype/bag holder setup.

FourWheelDrift

88,797 posts

286 months

Friday 26th May 2023
quotequote all
Shock, RTX 4090 below MSRP, bigger shock it's sold by Overclockers.

£1,499

https://www.overclockers.co.uk/gainward-geforce-rt...

robbiekhan

1,471 posts

179 months

Friday 26th May 2023
quotequote all
It's gone up 50 quids now, standard tongue out

FourWheelDrift

88,797 posts

286 months

Friday 26th May 2023
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I guess a now ex-employee put the wrong price in.

FourWheelDrift

88,797 posts

286 months

Saturday 27th May 2023
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Acer liquid cooled RTX 4090 and a Radeon GPU planned. To go with their Intel Arc cards.



Smaller liquid cooled GPU.

FourWheelDrift

88,797 posts

286 months

Tuesday 30th May 2023
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VR mod for Cyberpunk 2077 powered by RTX 4090, a reason to buy a 4090 smile


thatsprettyshady

1,873 posts

167 months

Tuesday 30th May 2023
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Asus have finally stopped pretending their mid range Strix card is the top dog and released the Matrix 4090 featuring liquid cooling and liquid metal:

https://rog.asus.com/graphics-cards/graphics-cards...

FourWheelDrift

88,797 posts

286 months

Tuesday 30th May 2023
quotequote all
I wouldn't trust them with liquid metal. Especially if there is a problem and you have to use their unsupport team.



Edited by FourWheelDrift on Tuesday 30th May 13:35

cadmunkey

483 posts

91 months

Tuesday 30th May 2023
quotequote all
thatsprettyshady said:
Asus have finally stopped pretending their mid range Strix card is the top dog and released the Matrix 4090 featuring liquid cooling and liquid metal:

https://rog.asus.com/graphics-cards/graphics-cards...
That does look gorgeous, for those PC owners that care about aesthetics. Im sure the price tag will be crazy.

FourWheelDrift

88,797 posts

286 months

Tuesday 6th June 2023
quotequote all
4060, 4070, 4080 and 4090 Super cards rumoured. VRAM boosts (except 4090 which has increased bandwidth) and no price increases, apparently.

https://www.pcgamesn.com/nvidia/rtx-4000-super-lea...


Prak

728 posts

220 months

Wednesday 7th June 2023
quotequote all
FourWheelDrift said:
4060, 4070, 4080 and 4090 Super cards rumoured. VRAM boosts (except 4090 which has increased bandwidth) and no price increases, apparently.

https://www.pcgamesn.com/nvidia/rtx-4000-super-lea...
Sorry, that's my fault. Just bought my first GPU two weeks ago.

cadmunkey

483 posts

91 months

Wednesday 7th June 2023
quotequote all
Prak said:
Sorry, that's my fault. Just bought my first GPU two weeks ago.
Always the risk, and always something better just around the corner. That 4090 super does sound good!