Nvidia: Our strategy is coming into its own

Nvidia is expecting strong growth in the next year, pointing to its new Tegra 3 platform as it insists that its strategy is coming into its own.

The chip giant believes that our increased focus on not just mobile but also on what we expect from graphics is behind a modest rise in revenue in its latest financial results, with brighter times ahead.

"Nvidia's strategy is coming into its own, as the world becomes increasingly visual and mobile," said Jen-Hsun Huang, president and chief executive of Nvidia.

Accelerated

"Our GPU business accelerated in the third quarter, driven by strong demand from gamers and the professional market. And our mobile business benefited from new devices coming onto the market," he added.

"With Tegra 3 phone wins well ahead of Tegra 2's pace, we're expecting strong growth in the year ahead."

The company recorded a 4.9 per cent increase in revenue to $1.07 billion (c£672m) over the last quarter and a 26.3 per cent rise year on year.

Nvidia took the opportunity to reflect on some of its recent announcements as it looks ahead – including the launch of Tegra 3 in the Asus Eee Pad Transformer Prime, the addition of three more Tegra phones, 13 more Tegra-toting tablets (which takes the total to 23) and the news that the Titan supercomputer will use 18,000 Tesla processors.

Nvidia: Our strategy is coming into its own

Nvidia is expecting strong growth in the next year, pointing to its new Tegra 3 platform as it insists that its strategy is coming into its own.

The chip giant believes that our increased focus on not just mobile but also on what we expect from graphics is behind a modest rise in revenue in its latest financial results, with brighter times ahead.

"Nvidia's strategy is coming into its own, as the world becomes increasingly visual and mobile," said Jen-Hsun Huang, president and chief executive of Nvidia.

Accelerated

"Our GPU business accelerated in the third quarter, driven by strong demand from gamers and the professional market. And our mobile business benefited from new devices coming onto the market," he added.

"With Tegra 3 phone wins well ahead of Tegra 2's pace, we're expecting strong growth in the year ahead."

The company recorded a 4.9 per cent increase in revenue to $1.07 billion (c£672m) over the last quarter and a 26.3 per cent rise year on year.

Nvidia took the opportunity to reflect on some of its recent announcements as it looks ahead – including the launch of Tegra 3 in the Asus Eee Pad Transformer Prime, the addition of three more Tegra phones, 13 more Tegra-toting tablets (which takes the total to 23) and the news that the Titan supercomputer will use 18,000 Tesla processors.

Nvidia: Android will soon overtake Apple in tablets

Nvidia co-founder Jen-Hsun Huang has insisted that Android tablets will overtake Apple's market-leading iPad in the same way as Android phones have taken the smartphone crown.

Apple has established a huge market for its iPad, and the arrival of the iPad 2 this year has cemented its lead in the tablet market.

But Nvidia's Huang told the Reuters Technology Conference that Android tablets – many of which run Nvidia's Tegra 2 technology – will rein in Apple's offerings.

2.5 years

"The Android phone took only two and a half years to achieve the momentum that we're talking about. I would expect the same thing on Honeycomb tablets," Huang said

Something that may help Android tablets is Nvidia's next generation processor – codenamed Kal-El (Superman's Krypton name).

Huang said that the processor had already earned a place in the plans of ten major next-gen devices.

"It's got to be at least ten. We have five major phone companies and we have five major PC (manufacturers)," he said.

Apple is currently using its A5 APU (combining CPU and GPU) in the iPad 2, and is expected to use this technology in the next iteration of iPhone – be it the iPhone 4S or iPhone 5.

Intel Settles With NVIDIA: More Money, Fewer Problems, No x86

NVIDIA and Intel just released their respective PR announcements a bit ago, but after much rumor mongering it’s official: Intel and NVIDIA are the latest duo to bury the hatchet. This comes on the heels of 3 other major Intel actions in the past two years: the EU fining Intel (which is still under appeal), Intel settling with AMD (affirming GloFo as a legal venture), Intel settling with the United Stated Federal Trade Commission.

With the exception of the EU fine which is still under appeal, this is the final outstanding major legal battle for Intel over their actions of the first decade of the 21st century. Generally speaking someone is always suing Intel – or Intel is always suing someone else – but as far as normality is concerned this is a return to normal for Intel: they’ve now settled with every significant government and corporate entity and are no longer living under a cloud of allegations from a number of parties.

So what are NVIDIA and Intel burying the hatchet over? A lot of this has to do with the same matters we saw in the FTC suit, as part of the FTC’s case was built on NVIDIA’s complaints. As you may recall the FTC didn’t get everything they wanted, and this suit looks to resolve those outstanding issues along with settling NVIDIA’s chipset allegations, and providing NVIDIA with a sizable 1.5bil compensation package for their troubles.

 

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