The most recent quarter for NVIDIA, which is the three months ending on October 30th, has just passed $2 Billion USD in revenue, an increase of 54% from last year. All said and done, this leads to $542 million in GAAP net income, which is also up 108% from last quarter (or up 120% from the same quarter last year).
NVIDIA doesn't attribute this increase to any specific line of products. Instead, CEO Jen-Hsun Huang takes the opportunity to promote the “years of work and billions of dollars” they spent on the Pascal architecture, applying it all over the place. While I'm guessing a lot of the sales are carried over from last quarter's parts, which are now able to keep up with demand, NVIDIA points to laptop SKUs of 10-series GPUs, the launch of Tesla P4 and P40 GPUs, and initial shipments of the DGX-1 as new and notable for this quarter.
NVIDIA expects to have an even better quarter with the holiday, aimed at $2.1 Billion USD, plus or minus a couple percent. A lot more details are available on NVIDIA's blog, including their Switch announcement with Nintendo, their Drive PX2 platform, and their next-generation Tegra processor, codenamed Xavier.
Well that’s certainly an
Well that’s certainly an impressive result for the green team!
I remember when they where
I remember when they where opening champagnes for passing the 1 billion for the first time. I do hate their monopolistic tactics, by pushing proprietary techs and putting locks everywhere, but I have to admit that Huang knows what he is doing as far as his company’s and it’s shareholder’s interests.
I want to see what
I want to see what divisions/operating units produced what percentage of the profits. I suspect that it’s not the consumer SKUs as much as it is other markets with even higher markups than Nvidia’s already overpriced consumer kit. AMD is also getting some non consumer business with it’s pro WX GPU SKUs, and even AMD is increasing its revenues. I think that AMD will be able to do in the HPC/server/workstation markets something that Nvidia can not do, and that is offer AMD’s Zen and Polaris/Vega Pro WX SKUs as a single package deal. So AMD can get its Pro WX GPU accelerator products into the HPC/server/workstation markets simply by offering some very attractive Zen with its Pro WX Polaris GPU accelerators package deals and Zen with Pro WX Vega GPU accelerators will offer some unbeatable deals that Nvidia can not offer to any of the x86 based server market.
The Zen CPU cores do not have to outright beat Intel in the single threaded IPC metric if AMD can just get close and offer its GPUs in a package pricing deal. AMD’s GPU products have always had more SP/DP FP performance than Nvidia’s GPU SKU, and AMD can offer up its GPUs along with its ZEN CPUs in a price package deal to make that all important price/performance metric win!
There will also be the AMD APU on an Interposer variants for the HPC/server workstation markets that will physically offer a 16/32 Zen core die complexes(4 or 8, 4 zen core complexes) die wired up via an interposer to a large Vega/Greenland die and HBM2 that will become very popular for in the workstation market, owing to AMD’s Interposer technology offering a direct very wide parallel data fabric for the Zen cores complexes die directly to the big Vega Die that may offer 1TB+ of direct bandwidth between the Zen cores to Vega GPU cores. That APU on an interposer design will not be able to be matched for raw effective bandwidth, CPU to GPU, by NvLink or any other competing technology.
AMD even has an exascale version of its APU on an interposer that offers FPGA compute added into HBM2 memory die stacks to go after the Exascale and Server/HPC/Workstation markets. So some FPGA compute added right in the HBM2 die stacks for some very localized distributed compute that the exascale market will find very attractive from a power usage metric standpoint and compute efficiency standpoint, ditto for HBM2 at its intrinsic power savings while offering massive amounts of raw effective bandwidth.
We might see this kind of
We might see this kind of crazy incomes from AMD if Zen is a success. And yes, it doesn’t need to beat Intel. It needs to come close to what Intel has to offer in efficiency and offer good IPC and cost less.
AMD could become competitive once again with Intel and Nvidia is taking market share from data centers. I think at Intel they are already thinking that they should start working again. Their break time is over. They overslept.
Well it’s mostly on
Well it’s mostly on gaming(half billion up from last quarter):
http://files.shareholder.com/downloads/AMDA-1XAJD4/3204275822x0x917045/7D7AA043-67F6-4D04-A178-B87C3BAA2F0B/Rev_by_Mkt_Qtrly_Trend_Q317.pdf
All other revenues are up too, but no where near the “gaming”
The Server/HPC/Workstation
The Server/HPC/Workstation market is what will bring AMD the money/revenues! That and semi-custom market that includes consoles, medical equipment, slot machines, Ad/information display systems, etc! AMD can offer up its Zen 16/32 core server SKUs and sweeten the deal with with special package deals on its Polaris/Vega Pro WX branded workstation/HPC/Server GPU accelerators. Intel can not offer any competing GPU accelerators for its x86 server customers. The professional Markets is what bring home the real revenues for AMD, and Nvidia also, so AMD will have plenty of R&D resources via that Pro WX GPU/Zen server/HPC/Workstation market to bring that technology down into its consumer gaming SKUs with the R&D bills already paid for.
Let the professional markets absorb AMD’s R&D and driver development costs so that the consumer SKUs from AMD can derive greater benefits, ditto for Zen and the professional market paid for R&D funding some better Zen Consumer SKUs from AMD. Let the Zen server market pay for the R&D to create the next line of Zen+ next generation SKUs. Intel does this to great success and AMD will be able to also by getting more of the Professional HPC/Server/workstation market sales/revenues that keep any company in business.
Server/HPC will bring AMD
Server/HPC will bring AMD money? They’ve still got to break into the market. Nvidia has been playing in this space for years now and has made significant gains and the money they’re making here is still far behind the amount of money being made in the gaming sector.
Not to mention the fact that for your pipe-dream vision to come true you’d also have them stealing major market share from Intel
AMD has so little marketshare
AMD has so little marketshare that they can only go up in the enterprise market! So that Zen and Vega, or Zen and Polaris, Pro WX GPU/Xen CPU package deal will get them on their way! Nvidia has been price gouging in that market for years and Nvidia does not have an x86 license! So Zen at Haswell/Broadwell levels of single threaded IPCs combined with some Pro WX GPU Polaris/Vega deals will get some portable workstation design wins!
Nvidia and their vendor lock-in/CUDA combined with price gouging will give many the motivation to look at any Zen/Polaris/Vega WX series package deals for some very affordable portable Workstation SKUs and AMD’s better GPU SP/DP FP performance for the dollar. Zen/Polaris/Vega can very well compete on the very effective price/performance front against any Nvidia/Intel costly pairings! A pipe dream this is NOT as AMD has nowhere to go but up in the workstation market, the Server/HPC markets as well! Nvidia has no x86 to speak of, and its GPUs overpricing/Cuda lock-in will not help matters, no not in the least!
AMD’s APU’s on an interposer will be coming online over the next few years also, with a much fatter Vega GPU die, Zen cores, and HBM2 to make for some very attractive workstation class APUs on an interposer to keep both Intel and Nvidia on the outside!
edit: Xen
to: Zen
It’s the
edit: Xen
to: Zen
It’s the Zen CPU, but that Zen could very well be running the Xen VM/hypervisor And keep M$ on the outside also! Monopoly free computing NOW!
just because nvidia does not
just because nvidia does not have x86 license then any HPC machine with x86 CPU cannot use nvidia tesla. what CPU did you think Oak Ridge Titan super computer use? the HPC maker can use AMD Zen and nvidia tesla GPU for their product if they want to. there is no problem for that at all.
also AMD have been always offering cheap alternative to nvidia solution for years. and yet nvidia still dominate the professional market. in professional market getting the job done is the most important metric. as long as they can get the job done they are willing to pay for the “expensive” cost they have to pay to nvidia.
in HPC market before thinking to overtake nvidia they need to overtake intel first. those Xeon Phi have significantly more market share in HPC accelerator than AMD Firepro.
No you are not comprehending
No you are not comprehending what was stated, it’s not that Nvidia has any server/HPC/Workstation business to speak of, and Nvidia does have a rather large professional GPU SKU market share! It’s that Nvidia does not posses an x86 license that it can use to make its own x86 CPUs under Nvidia’s control, branding, and price structure options. Nvidia can not take and price other companies’ CPU SKUs on its own and Nvidia can not lower the price of any server CPU IP/product that Nvidia does not control or have license to control at the pricing/production level.
AMD has its own x86 license, in fact the x86 64 bit ISA is directly under AMD’s proprietary control and cross licensed to Intel! AMD has its own custom micro-architecture engineered to run both the x86 16/32 bit ISA(cross licensed from Intel) as well as the AMD x86 64 bit ISA extensions that AMD created. Now what you have failed to realize is that AMD has its own x86 16/32/64 bit ISA running CPU product line under AMD’s complete production/pricing control! So the implication that you have failed to realize is that AMD is totally free to offer as a package deal its new Zen Server/HPC/Workstation x86 ISA running CPU product line with its Polaris/Vega Radeon Pro WX Server/Workstation/HPC GPU product line. Nvidia can not match AMD’s pricing flexibility in the x86 server CPU market as Nvidia has no x86 CPU product to speak of. Nvidia only has control over its Pro GPU pricing and not any x86 server CPU pricing.
AMD can and will offer some very very attractive Zen and Polaris/Vega Radeon Pro WX Server/HPC/Workstation market package deals and pricing! And I will add to that pricing option that AMD is open to in concert with its server motherboard partner/partners to offer some motherboard chip set pricing to further sweeten the package Server/HPC/Workstation pricing deals to go along with the Zen and Polaris/Vega Radeon Pro WX package deals.
AMD is in the total package pricing deal driver’s seat with respect to this kind of package pricing and Nvidia DOES NOT have that kind of pricing ability with respect to a total server system CPU/GPU/Motherboard Chip set package pricing.
Yes all those Nvidia sketchy
Yes all those Nvidia sketchy backroom deals to keep AMD out of the consumer OEM laptop GPU market, just look at what Intel got caught doing!
I’ll bet that AMD’s portable workstation market is going to see a big Zen boost, as Nvidia will not be able to offer any x86 based CPU SKUs to sweeten any deals with HP/Dell/Others that use both AMD’s Zen and AMD’s Polaris/Vega WX GPU offerings. Zen will help AMD get more pro WX GPU sales in that Portable Workstation market. Zen and Polaris/Vega Pro GPU WX workstation sales are going to be good for AMD getting into more of the OEM Portable Workstation SKUs with package deals(Zen CPU & Polaris/Vega pro WX GPU package deals) that Nvidia/Intel can not match!
you guys need to stop to
you guys need to stop to blame others for a decision that AMD decide for themselves. if nvidia really did something like that then we should see nvidia in court right now. why AMD did not make any official complaint and bring this issue to court? why there is no EU going after nvidia asking to pay the damage to AMD?
ah yes it is Rory Read own decision to refuse OEM deal if OEM did not agree to sell laptop based on AMD product in certain volume that AMD think worth the R&D cost developing the product.
next it will be nvidia doing backroom deal with GF so AMD cannot release Vega in 2016.
Why that can not happen! As
Why that can not happen! As AMD renegotiated its Chip deal with GF! And GF still was/is contractually bound to provide chip fab services to AMD for some more years now. AMD renegotiated a new multi-year fab agreement with GF that gives AMD more flexibility while still under a new multi-year contract agreement with GF.
The laptop OEM backroom deals of Intel did get Intel into trouble, and it’s very likely that Nvidia just did not get caught in the act. To this day look at the numbers of laptop SKUs that only include Intel/Nvidia options, even in the Linux OS OEM laptop market that is totally dominated by Intel/Nvidia only options. The real nefarious deals happen in the channel and with the OEM’s and can include things like contra revenue, or ultrabook initiative style funding of ad campaigns for OEMs’ products provided by Intel, or Nvidia.
Have you seen any reviews of the Alienware Gaming laptops with the full RX 470 graphics SKU. It’s mostly all Nvidia sponsored review samples, and when I say sponsored reviews I mean getting the free samples to review, be they directly from Nvidia or one of Nvidia’s preferred channel partners. It’s NOT to say that it is the direct result/direct fault of the review sites that are doing the reviews and purposefully not choosing to review any AMD laptop SKUs as the review sites(most review sites) lack the funds to purchase testing samples outright. It’s more of Nvidia’s available resources to get its channel partners to provide the review samples. AMD is rather limited in its resources to get its products into the reviewers hands. Either way its still sponsored as the sponsor(Nvidia, channel partner, or OEM)provides the free review samples, same for AMD in this respect also.
did you not understand what i
did you not understand what i said? the lack of AMD gpu in laptop market today was the result of what Rory Read decide back in 2012. and as i said if there is really a wrong doing AMD will not going to be silent about it. just look how fierce AMD attack on nvidia gameworks program. so if that ‘backroom’ deal you said really happen i doubt AMD would let nvidia do it without retaliating.
Don’t bother replying to my
Don’t bother replying to my posts then, you are all about digressing from the main theme which is about the AMD of Now and AMD’s package pricing options which will net AMD more portable workstation/HPC/Server GPU business. AMD now Has a Zen x86 CPU and Polaris/Vega Radeon Pro package option for the portable workstation OEM’s so AMD can leverage Zen to get more Polaris/Vega Radeon Pro WX sales.
The portable workstation market is not driven by the exact same consumer gaming SKUs fickle gamers who focus more on FPS for games. The portable workstation market is more of a professional’s market like the HPC/Server market and PC based workstation market. There are workloads that really need the extra SP/DP FP performance that AMD’s Radeon Pro WX SKUs provide over the ROP driven FPS stuff that is only of importance to gaming for high FPS at low fidelity. These workstation package deals with HP/Dell/Other portable workstation markers and AMD offering its Zen workstation CPUs and Polaris/Vega Radeon Pro WX GPU SKUs as an even more affordable package option for the OEM’s BOM packaged pricing model will net plenty of AMD design wins.
Over the next few years AMD will also be offering some workstation grade APUs on an interposer SKUs with both a separate Zen Cores/Clusters die wired up via the Interopser’s silicon substrate to a very large separate Vega GPU Die and HBM2 to offer an even more attractive integrated on an interposer workstation APU solution that will be unrivaled in its ability to provide some very high raw effective bandwidth Zen cores die to Vega GPU die, in addition to the HBM2’s intrinsic high effective bandwidth at low power saving relative clock speeds. No Nvlink/other IP will be able to match that ZEN CPU cores die to Vega GPU die raw effective bandwidth connection fabric on an interposer based APU, ditto for the HBM2 providing both the Zen/Vega processors plenty of memory at high bandwidth.
These HBM2/CPU/GPU interposer based APU systems may still make use of some secondary DIMM based DRAM for larger memory needs, but the Zen CPU/Vega GPU will be able to run from the HBM2 memory and hide any slower memory access latencies by doing background transfers from the slower secondary memory to the HBM2 memory while the Zen/Vega processors work from only the HBM2 memory cache. It’s not very difficult for a smaller amount of HBM2 to be leveraged against a larger amount of slower DRAM to keep the processor/s from having to work directly from the slower memory pool, Cache memory systems already do this management very effectively.
AMD has some very innovative products coming online over the next few years that will change the way computing is normally done and they will offer great power savings and offer much better available processor to memory bandwidth. AMD’s GPUs will also add to the available GPU computing acceleration market to give Nvidia some much needed competition and allow for a much more affordable computing workstation, server, HPC, and consumer computing experience in more ways than Nvidia has the ability to offer.
“Record Margins” says it
“Record Margins” says it all.
People are overpaying, and happy about it. Looks like Nvidia found Apple secret sauce. Good on them.
People aren’t “happy” about
People aren’t “happy” about overpaying, and YOUR idea of what something costs may not be realistic either.
I live in Canada. Here’s something interesting: I paid roughly 70% more for a top-end GPU (Asus GTX680 DC2U to EVGA GTX1080 FTW).
That’s over FOUR YEARS. Do GPU’s cost too much?
Maybe, but then look at it a DIFFERENT WAY. I can get nearly IDENTICAL performance using a GTX1050 for a THIRD of the cost.
*So prices of top-end parts are going up, but getting a BETTER EXPERIENCE is actually going down.
Good points. But I think you
Good points. But I think you have to consider that the gaming graphics become more demanding as time passes. Superimposed on that, these gpu’s have to push ever higher screen resolutions, even beyond 4k now. So it is all relative I guess. Certainly if you game at 1080p, there are fantastic options for less than $250 or so. Those $250 cards do pretty darn well with 1440 even, so I have to say I appreciate your comment.
Thats bullshit. The fact that
Thats bullshit. The fact that a 1050 performs the same as a 4 year old 680 and costs less is totally irrelevant.
The continually increasing requirements for performance mean you can still only play proportionally what a 650 could with a 1050.
Stop it with your “so-called”
Stop it with your “so-called” common cents…
MY idea of overpaying is
MY idea of overpaying is irrelevant, nvidia’s own margins show they are gouging their customers, yet their customers are still buying and happy about it. OP’s post is correct.
Will it be the founders
Will it be the founders special uber edition next?
With a $300 mark up on what is basically a reference card, One that will give you a whopping 10% performance increase.
Come on AMD, Release the Kraken!
Yes and Ryan will not mention
Yes and Ryan will not mention the mark up price but will mention the lowest MSRP of the plactic OEM part like usual.
59% margin? Nice. Better then
59% margin? Nice. Better then Intel IIRC.
JUST SOLD THE LAST 2500
JUST SOLD THE LAST 2500 SHARES I HAVE, RETIRING, FUUCCXXXXK YEEAAAAAH NVIDIA I LOVE YOU NIGGGAAAA AND AMD TOO LOVE YOU BABY!! FUCK ALL OF YOU POOR FUCKING PEASANTS IM A BITCH!!
Another post to remove for
Another post to remove for Scott, as it is unacceptable in nature!
congrats for real if you did
congrats for real if you did and you are retiring
I will be doing the same next year when AMD hits $20, which will happen.
Big dreams as usual. Stop
Big dreams as usual. Stop sipping the koolaid. Consensus for next 12 months is $6.90 the high range is only $9.
http://www.nasdaq.com/symbol/amd/analyst-research
Nvidia jumped in one day what you hope AMD reaches. LOL.
http://m.nasdaq.com/symbol/nvda
While I accumulated my
While I accumulated my position at an avg price of $2.25 not too long ago, the consensus was that the company was going to go bankrupt. I hope I am drinking the same shit now as I was back then. I have three friends who did very well financially because of my strong conviction about AMD rising from the ashes, which it did. I tried to get people here on board back then, and a number of times since, so we all could make some money. I don’t get why you feel the need to be malevolent. I am glad for the people who are long Nvidia. They made a great call and they deserve it. I just could never stomach it’s p/e ratio, which is now at something around 35 or more. AMD doesn’t have a P/E yet, and it is irrelevant. They have huge potential and they are building a solid foundation on which to maximize that potential. A move from $6 to $20 is far more enticing than a move from $65 to $85. It is fine that it will not be for a year, not that sooner would not be better. And maybe I am wrong. That would suck.But so far I have been batting a 1000, so I hope my luck and vision hold true.
Thanks your feedback and let’s try to be kind to each other.
That’s cool that you can make
That’s cool that you can make some money off your investment in AMD. I lost out by following the safe route by not investing in Nvidia because I like Nvidia’s products. Too close possibly to make decision that might have been clouded by bias for their products. I sincerely hope you don’t hold on too long because of your affinity for AMD if things start to sour. Stock market is a dougle edged sword. Usually for every person who has made money there is someone who lost.
I’ll try to be more civil. I get attacked simply for posting facts. Seems to be a lot of green envy going on on this site.
You get attacked for thinking
You get attacked for thinking that both AMD and Nvidia need gamers to make the profits/revenues when gamers do not matter as much in the overall business scheme of any technology company. What you are saying about Nvidia and stocks can can be said about any company’s stock with that hindsight is 20/20 statement. AMD has some very different x86 CPU product that can help it sell more of its Radeon Pro WX GPU SKUs when packaged with its Zen Server/HPC/Workstation CPU SKUs for a package deal on AMD’s Server/HPC/Workstation CPU paired with AMD’s Radeon Pro WX GPU accelerators.
The Technology that AMD can offer to the server market with respect to the price/performance metric as a CPU/GPU package deal will allow AMD to aggressively price it’s Zen CPU and Radeon Pro WX GPU products and net AMD more of the server/HPC/Workstation market share! And Zen does not have to beat Intel in the CPU single core IPC metrics front. AMD can add extra value to its Zen server deals just by package pricing its Radeon Pro WX GPU accelerator SKUs with those Zen CPU products, in addition to adding in some server motherboard chip-set deals with its motherboard partners to reduce motherboard costs if the CPU/GPU package pricing deal is accepted by potential server customers. Nvidia may have some CPU IP but it does not have any x86 ISA based CPU IP to compete in the x86 based server market that currently makes up the largest part of the world’s server infrastructure.
One good business quarter of revenues does not add up unless that trend can be carried across many quarters so wait and see what the next 4 or more business quarters will bring. AMD is about to reenter the Server CPU market so if Zen is anywhere near Intel’s latest CPUs in that single core IPC metric then AMD will have some GPU accelerator deals to package with any server CPU deals and value add to its offerings in a way that Nvidia and Intel can not do as a package CPU/GPU deal. Wait to see, or invest, and see how the market is going to respond to AMD’s Interposer Based Workstation/Server/HPC APU variants that will be paired with some very robust Vega GPU on interposer graphics/accelerators and HBM2 memory! There will be a new class of affordable Zen/Vega portable workstation grade APUs that will not require any discrete mobile GPUs to offer some more affordable solutions for graphics professionals, and students, on the go.
Both Nvidia and AMD will be seeking out other markets like transportation systems, console gaming, medical systems, etc. And gamers better hope they both can get those revenues increased along with the Server/HPC/Workstation markets. Nvidia is not going to have much latitude to cut its GPU pricing to compete with AMD if Nvidia can not get the revenues from the professional markets, and this current revenue result if it is based mostly on the consumer very cyclical/fickle market may not lead to any overall as positive of a revenue movement when some more business quarters are thrown into the mix.
Yeah, I hope I don’t get
Yeah, I hope I don’t get burned. Management is doing an incredible job and has made a lot of very difficult decisions for the long term. They have managed to clean up the balance sheet quite a bit, they are now free to use any fab they choose (at a price of course), they are not making promising but rather working to make their products and processes better all the time, and they have positive cash flow. I invested when things looked absolutely dim because I believed in management and their ability to execute and the prospect of new cpu and gpu architectures finally coming to fruition. Su seems incredibly capable in both business and engineering, and seems to have great vision. Raja is all about the customer and giving them a great experience. He is a sincere, humble, brilliant, and very capable. Really, when you think about how little market share they have in so many areas for which they are now developing competitive and interesting products, it just seems the sky is the limit. Of course I wish I invested in nvidia when it was $10, but I just did not get how dominant they were and continue to be. In any case, I see AMD clawing its way back and reestablishing itself as real player in both the gpu and apu markets, both for consumers and business and server rooms.
I ordered my son a fully loaded Alienware 13 for a very late graduation present and two bday presents. I so wished we could have got a light gaming laptop with a 480 level discrete. Of course we got one with a 1060 in it. Although I think the machine will be awesome, I was sick over not being able to support AMD. I have been hoping the new chipset comes out soon so I can build some systems with it for friends and family. Their seventh gen of the old core is quite impressive considering and would make for a nice inexpensive machine when paired with their new chipset. But the way things are going, Zen will be out by the time I can get the new A4 mobos. I am hoping to see them gain laptop share in the next six months aside from the macbook pro. But every little bit of cash flow helps for now, even if the margins are small.
Nvidia and AMD are very different companies. But just looking at the graphics side and how everything in this world now is all about graphics, I think they are both in an enviable position. If they both execute, there will be plenty of money for both to enjoy. I have no choice but to continue to believe in my vision, even if I get burned. There is just too much upside. I can’t imagine another company with so much upside right now.
LOL!
LOL!
Look out for the details of
Look out for the details of Nvidia partnership with Nintendo.
It is pretty clear to me that Nvidia will have China exclusivity for Nintendo Switch. There is no other way.
On topic: Congrats to Nvidia
On topic: Congrats to Nvidia and their endeavors of getting 2 billion in revenue. I wish I would have invested when they were a $12 stock.
Off topic: AMD fanboys are unrealistic in their expectations. Wait until Vega comes they say. Well Furyx was only about 26% better than a 290x in previous gen.
http://www.game-debate.com/gpu/index.php?gid=3062&gid2=1858&compare=radeon-r9-fury-x-4gb-vs-radeon-r9-290x#
Vega is going to have to be at least double that (50%) better than an Rx 480 to even compete with 1080 gtx. Rx 480 is only 20 watts less than 1080 now w/o overclocking. Vega will still consume more than 1080 even if it can match/exceed performance.
What will hbm2 cost? Definitely more than gddr5x does.
1080ti isn’t even out. How much profit will AMD lose when this beats them to market again? Nvidia will likely price this at a deal price of $700-750 as Pascal will have been on market over 9 months and deserving of a price break at this point. If they go even lower it will tighten the screws on AMD even more.
AMD stands to make more from
AMD stands to make more from their Zen Workstation/HPC/server business than their consumer GPU business. There can be plenty of Zen/Vega and Zen/Polaris workstation sales where AMD has the latitude to price the CPUs as well as the GPUs together as a package deal and sell more of its Radeon Pro WX series cards that have a much better SP/DP FP performance for a lower price. Nvidia will have to depend more on its GPU side and has very little on the CPU side except some limited console and Car systems sales. AMD will also start to show revenues from its AM4 motherboard chip-set sales to go along with its Bristol Ridge and Summit Ridge(Zen) SKUs.
AMD with Zen has a better foot in the door into the server/HPC/workstation market to also offer its Zen server customers some Zen/Radeon Pro WX GPU package pricing deals to get more of its server/HPC/workstation GPU accelerators sold. AMD will also be selling its server motherboard chip-sets to the server motherboard makers and additionally AMD can work some discounted motherboard chip-set perks via its motherboard partners to make any Zen/Radeon Pro WX package deals all that more attractive to any server/HPC/workstation OEMs on that all important Price/Performance metric.
Nvidia is not going to get any help from Intel on the CPU pricing front, as Intel will be pushing its Xeon Phi SKUs and Altera FPGAs alongside Intel CPUs instead to compete with Nvidia’s GPU accelerators. Nvidia has no direct way into the server CPU market front door compared to AMD with its Zen Server SKUs leading to more server GPU accelerator business for AMD’s Radeon Pro WX GPU SKUs, ditto for the x86 based workstation, portable workstation, and HPC markets where AMD will definitely be offering up its Radeon Pro WX GPU SKUs alongside its Zen x86 CPU SKUs as a package deal.
So AMD will not be dependent on any fickle gaming market sales only! AMD will have that server/HPC/Workstation market to help sell its Radeon Pro WX GPU SKUs where ROPs and crappy image quality FPS metrics play last to SP/DP FP metrics and quality professional graphics image production.